Payments expected to be made to a vendor to address certain aspects of a claim’s settlement are entered as Settlement Items.  One Settlement Item can, potentially, satisfy all the Claim items established for the record.

 

The Manage Settlements interface allows a user to define a Settlement Item for payments made to vendors and associate those payments with one or more Claim Items, hence settling them.

 

The Manage feature used within the Claims interface has been designed to make it easy for a user to create a record and allow it to be associated to one, or more, other items without leaving the screen.  It also employs the ability to select and apply one or more items at a time with the use of the double-arrow buttons (“>>” and “<<”) buttons.   See the Claim Items Tab section for more details on the Manage feature.

 

Creating a Settlement Item

1.   Access the Claims interface within the Mover’s Suite application,

2.   Open the Claims tab,

3.   Use the Find feature to locate specified records, or click on Add to define a claim record,

4.   Select the claim record from those available within the main grid,

5.   Activate the Claims Items tab,

Note: There must be at least one Claim Item defined in order to access the Manage Settlements button and related functionality. 

6.   Select the Settlements  sub tab,

7.   Press the Manage Settlements button and the Settlement Entry dialog should appear,

8.   Click on the Add button,

9.   Select a preset Apply To from the list available through the drop-down:

Liable Person

Participating Agent

Third-Party

Warehouse

10.  Select data from that pertains to the particular Apply To value:

1099 Flag is available for Liable Person and Third-Party

Chargeback Type is needed for the Participating Agent and Warehouse

Note: Report cash transactions on liabilities by setting the 1099 Flag.

11.  Enter a Description for this entry,

12.  Select the Claim Item(s) from the list of items on the left,

13.  Press the “>>” button to move the selected items to the settlement grid on the right,

14.  Enter Amount for each ($0.00 (zero) can be entered),

15.  Press Save to keep the changes,

16.  Repeat adding records as needed,

Note: All Settlement Items can be managed (added, edited, and deleted) from this one dialog.

17.  Press Close to exit the dialog.

 

The Settlement Item(s) added should appear in the Settlements grid and will be visible any time one of the Claim Items associated to the settlement is selected.