Define the numbering format of a claim record, and how it will appear within the MoversSuite application, within the Claim Number section of the Mover’s Suite Administration.
Defining a Claim Number Format
1. Access the Mover’s Suite Administration,
2. Navigate to the Claim Number section through Common > Claims > ClaimNumber,
3. Enter a Description for the format. This is what will appear within the listing when referencing a claim record through searches, reports, and invoicing, etc.,
4. Define the format of the claim number,
The claim number used within the application consists of three parts: a prefix, a system-assigned sequential number, and the year:
a) Specify up to four characters for the Prefix of the claim number, such as “CLM”,
b) Following the Prefix is system-defined number within the range beginning with Minimum and running up to a Maximum. Enter the starting number for the claim records as Minimum,
c) Enter the Maximum value that a claim number can go up to for the given year,
d) Enter the number of digits to display for the year in which the claim was created in by setting the Year Length. Use the table and example below as a guide to selecting the correct number of digits for the Year Length field.
Assuming that the current year is “2007”, the prefix is “CLM” and the claim number is 99, then the following Year Length values would modify the number as illustrated below:
|
Value |
Example |
|
0 |
CLM-99- |
|
1 |
CLM-99-7 |
|
2 |
CLM-99-07 |
|
3 |
CLM-99-007 |
|
4 |
CLM-99-2007 |
5. Tab through the Next Year, Current Year, and Next Number in Sequence fields, which are all system-generated and should not be altered. Note: The Next Year and Current Year fields are updated as part of end-of-year processing,
6. Enter the Next Year Next Number, which indicates the value to start the count at for following year’s claim numbers,
7. Press tab to keep the line changes and to save the record.
The next claim number generated on a system with the following Claim Number setup would be that of “CLM-298-007”, for example.
Figure 53: Claim Number setup in the Mover’s Suite Administration
Multiple Claim Number formats can be defined. If one wanted to distinguish different claim types by a different claim number format, then they can add multiple records within this table.
Say that a type of claim was needed specifically for claims that are against a household goods move, then an administrator could possibly setup a Claim Number with a Description of “HHG Claim” and have a Prefix of “HCLM”, for example. Once the user selected a Claim Type (see Claims Definition Setup section) that had this Claim Number setup associated with it, then those claims would all have this description and prefix.
Figure 54: Sample of multiple Claim Number definitions
The following section contains the remaining variables used to define the Claims environment.