Q: How can Claims be setup to avoid a potential fraud situation?
A: While no specific setup options in the Claims module were meant to directly affect potential fraud, the Mover’s Suite team strongly recommends separating the ability of a user to create and manage claims from being able to print checks. The Mover’s Suite Claim process specifically separates these two processes by putting the printing of checks back into the general accounting realm.
Q: Can the Claim Number be setup to distinguish a type of claim, such as those for HHG from a property claim?
A: Yes. Administrators can either setup unique claim number prefixes for each type or use a numeric range for one type and set aside another range for another. These settings are defined within the Mover’s Suite Administration > Common > Claims > Claim Number setup. Refer to the Claim Number Setup section.
Q: Are there any special considerations in setting up Claims if each branch is also a separate company?
A: Yes. Administrators should set up each branch individually within the Claim Holding Account and Claim Settlement Clearing Account setup in Mover’s Suite Administrations > Common > Claims. Further, the Is GL Default flag should not be set under either category. This will ensure that the Balance Sheet to be correct.
Q: What’s the purpose behind the Pay Claimant option within Claims setup?
A: This administrative option instructs the application to create an A/P Invoice to the named claimant when a settlement is cashed out.
Note: The name assigned to the claim (claimant) within the Claim Detail screen will also be referenced for any cash settlement.
Q: How will the Claims settlement clearing accounts need to be defined?
A: The General Ledger accounts used to settle a claim will need to be defined as Balance Sheet. These accounts are setup and maintained in Microsoft Dynamics GP.
Q: How can our form letters be setup to appear within the Report/Letters option in Claims?
A: This is controlled through the System ID setting of “CLAM” as defined within the Reports setup. Refer to the Claims Report Profile Definitions or the Reports Setup for specifics.
Q: In order to offset claim settlement costs, how can Claims be setup to charge a fee between commonly owned branches?
A: A receivable can be assigned to a particular branch within the Handling Revenue tab to offset costs between branches. Doing so would require other branches to cut and remit checks to other internal branches.
Avoid recording these costs as part of the Settlement portion of the claim.