The Claims interface allows a user to quickly establish claim records against existing order records. As soon as a claim, or potential claim, arises, they can be entered with little effort and a claim notification can be generated against the record through the Claim Alert feature (see Claim Alerts, Notes, and Tasks section for more information).
At its simplest level, a claim record can be generated to record that a claim has been established against a move and all relative information can be entered in one place, including an initial amount for the potential cost to the moving company.
From here, the record can be built upon to include the specific costs of the claim and associate responsibility and payments (realized, unrealized, and potential) to these items, as well. Additionally, handling expenses and handling revenue can be included in the cost and settlement of the claim.
In the following categories, one can learn a little bit more about what is needed to manage a claim. This section includes the following topics:
• Accessing the Claims interface,
• Finding and listing Claims records
• Creating a Claim record
• Establishing Claim details and including Settlements, Liabilities (Chargebacks), and Receivables
• Generating posting transaction and invoices
• Associating Handling Revenue and Handling Expenses to a claim
• Editing and Deleting Items
• Closing a Claim
• Claim Alerts, Notes, and Tasks
Accessing the Claims Interface
Finding and Listing Claims Records