View and Enter an Item’s Claim Information

When an item has been claimed, a claim record is created. You can use the claim record to view an item’s claim history, to enter a response from the supplier, or to specify why the item was claimed. You can also enter notes regarding the claim, print a claim notice, and include a reminder flag on the claim alert list.

To view an item’s claim history, and enter claim information on the Claim workform:

  1. Display the claim record in the Claim workform.

    2. The Claim workform appears with the Claim History view displayed.

  2. You can do the following tasks using the Claim workform:
    • If you want a claim notice to be printed, select the Print on notice checkbox. When this box is checked, a claim notice is automatically generated for the item, and you can print the notice. See Print claim notices.
    • If you want a reminder flag to appear next to this item on the Claim Alert List, select the Reminder checkbox. The flag indicates that the item was claimed.
    • If the supplier has responded to the claim, type the response from the supplier in the Response box.
    • Select the reason this item was claimed in the Reason box.
    • If you want a claim notice to be printed, select the Print on notice checkbox. When this box is checked, a claim notice is automatically generated for the item, and you can print the notice. See Print claim notices.
    • If you want a reminder flag to appear next to this item on the Claim Alert List, select the Reminder checkbox. The flag indicates that the item was claimed.
    • If the supplier has responded to the claim, type the response from the supplier in the Response box.
    • Select the reason this item was claimed in the Reason box.
  3. Select File > Save.