The Summary tab provides a listing of all the detailed items related to the settlement of the claim, as well as providing an illustration of the total amount of money involved for the claim.
In the example below, listed on the left are each of the specific, monetary areas associated with a claim and their corresponding summary amounts on the right.
Figure 37: Summary tab example
This information is also displayed in a more formal manner within the Claims Out of Balance report (see the Claims Out of Balance section for more information).
Accessing Summary Information
1. Access the Claims interface within the MoversSuite 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 Summary tab, if data is present for the selected item, then the Summary grid will be populated with one of the following categories and composite information will display on the right:
• Chargebacks by Branch
• Handling Expenses by Vendor
• Handling Revenue by Customer
• Receivables
• Settlement Amounts by Branch
TIP: Click on the collapse button (box with a hyphen (“-“) sign in it) next to the category listing to hide details and click the expand button (box with a plus (“+”) sign) to display all the details.
Generating Claims Transactions