Table Name

Setup Description

Claim Type

Define the types of claims that need to be available on your system.  They will appear as options available in a drop-down menu for the Type field within the Claim Detail dialog. 

EXAMPLES:

Property Claim,

Household Goods Claim,

Cargo Claim,

Property Claim.

Associate the Claim Type to a Claim Number scheme.

Claim Status

Define the values to be used for the general state of the claim.  These items will appear in the drop-down menu for the Status field on the Claim Detail dialog.

EXAMPLES:

Open,

Closed.

Claim Phone Type

Define the phone types to be used for claim items.  These will appear as options in a drop-down menu for the phone number in the Claims Detail interface.

Set the Is Default flag on one of the types defined to have it display on the type button next to the phone number field in the Claim Detail dialog.

Defaults:

Home,

Work,

Cell,

Fax,

Other.

Important: If Claim Phone Types are defined and used within MoversSuite, then the phone number will not display within the 

Claim Damage Type

Define types of damage to be referenced when working with the specific claims items.

These items appear for in the Damage Type field of the Add and Edit Claim Item dialog.

EXAMPLES:

Missing,

Broken,

Water Damage,

Upholstery Damage,

Lost (Documented),

Lost (Undocumented).

Note: If uploading this information to a van line, then enter the correct Van Line Code for each damage type supported by the van line.

Claim Type Claim Damage Type Map

Use this table to link all defined Damage Types to the Claim Type records.  For example, you may wish to associate the damage types of missing, broken and water damage to a Household Goods Claim.   So, in the following example, if the Claim Type for the item was “Household Goods Claim”, then only the Damage Types of Missing, Broken and Water Damage would appear for options within the Add or Edit Claims Item dialog.

EXAMPLE:

TIP: Multiple Claim Types can reference the same Claim Damage Type.

Claim Denial Code

Setup reasons why a claim, or part of a claim, may be denied.  These will be used when a claim is denied and will appear in the Add and Edit Claim Item dialog for the Denial Code field.

EXAMPLES:

Owner Packed,

Pre-existing Damage,

Mechanical Failure,

Not Late,

Past Filing Deadline.

Note: If uploading this information to a van line, then enter the correct Van Line Code for each denial code supported by the van line.

TIP: Multiple Claim Types can reference the same Claim Denial Code.

Claim Type Claim Denial Code Map

Use this table to link all defined Denial Codes to your Claim Type records.

EXAMPLE:

Claim Item Status

Define the status associated to a claim item.  These items will appear in the drop-down menu for the Item Status field on the Add and Edit Claim Item dialogs.

EXAMPLE:

Repaired,

In Progress,

Unknown.

Claim Chargeback Type

Define the types to be available for the Chargeback Type field within the Liability and Chargeback dialog and associate the type to an Item Code.

EXAMPLES:

Handling Fee,

Warehouse Processing Fee,

Packing Processing Fee,

Transportation Delay,

Goodwill.

The Claim Chargeback Type will need to map to an Item Code that is setup as both revenue and expense.  Refer to Mover’s Suite Administration > Tools > Item Codes > Account Type.

TIP: MoversSuite recommends defining a limited number of Claim Chargeback Types.

Claim Handling Type

Define values for the Type field from the Handling Expense and Handling Revenue dialogs and associate them to an existing Item Code.

EXAMPLES:

Handling Fee,

Warehouse Processing Fee,

Packing Processing Fee,

Transportation Delay,

Goodwill.

Claim Settlement Type

Define the values that will be available for the Settlement Type drop-down menu item found in the Settlement Entry screen. 

Specify the Settlement Code for use with a van line upload.  Set the Pay Claimant flag if this type will be paid by the moving company directly.

EXAMPLE:

Claim Holding Account

Set the General Ledger Account for each Branch, if necessary, to be used as the holding account for Claims items.  Optionally set the General Ledger Sub Account and Is GL Default flag, which will cause the selected item to be the default holding account for all branches.

Claim Settlement Clearing Account

Set the General Ledger Account for each Branch, if necessary, to be used as the settlement clearing account for Claims items.  Set the General Ledger Sub Account and Is GL Default flag, which will cause the selected item to be the default settlement clearing account for all branches. 

There can only be one record that has the Is GL Default flag set and this account will be referenced  default account (has the Is GL Default flag set)  is referenced by the Generate Transactions.  See Generating Claims Transactions for more information.

Claim Insurance Provider

Define which insurance providers to use within the Claims Module.  These will display in the drop-down menu for the Insurance Provider field on the Claim Detail dialog.