- Claim from Receiver not Invoiced
- Allow
select not invoiced (closed) receiver. The parts that will show
up will include the following lines:
- Not converted to claim before.
- Not with line type of core charge
(‘’)
- Not with line type of none inventory
item (‘’, ‘’, ‘’, ‘’, ‘’)
- Double
click on the convert form will:
- Calculate the available qty and price
- Allow the user select claim type
from 3 options (A- Price adjustment, B- Credit and replace,
Q- Qty return for credit) while ’is default.
- Claim from Invoice
- Allow
select Vendor invoice with status: Invoiced, Posted (GL), GLBatch
or Invoiced (A/P). The parts that will show up will include the
following lines:
- Not converted to claim before.
- Not with line type of core charge
(‘’)
- Double
click on the convert form will:
- Calculate the available qty and price
- Allow the user select claim type
from 3 options (A- Price adjustment, B- Credit and replace,
Q- Qty return for credit) while ’is default.
- In case of part with line type of
none inventory item (‘’, ‘’, ‘’, ‘’, ‘’), the claim type will
forced to ’(Price adjustment) without an option to change.
- Core Shipping Doc.
NOTE: Core document is created automatically after vendor
invoice closed.
- Allow
select Vendor Invoice with status: Invoiced, Posted (GL), GLBatch
or Invoiced (A/P). The parts that will show up will include the
following lines:
- Not converted to claim before.
- With line type of core charge (‘’)
- Double
click on the convert form will:
- Calculate the available qty and price
- RMA type
will forced to ’(Qty return for credit) without an option
to change.
Claims Type:
- A – Price Adjustment
- Creates Credit in Accounting, you can
apply against the vendor Invoice.
- No change in the Inventory
- B – Replace and Charge
- Opens the Purchase Order and add a new
line item which you can receive to stock.
- Creates a credit that you can apply to
the previous invoice
- Q – Quantity Returned for Credit
- Creates Credit in Accounting, you can
apply against the Vendor Invoice.
- Parts will be removed from the Inventory.
- U- No return NO Credit (Used for documentation
only)
- No change in the Inventory.
- Does not create a Credit.
Claims can be created for:
- Receiver not invoiced -
- Claim from Invoice -
- Core Shipping Doc -
- Manual Credit -
Edit Accounting
- Click EDIT.
- Click ACCT and use the drop down menu to
choose the appropriate G/L ACCOUNT number that you and your accountant
set up in FINANCIALS ADMINISTRATION.
- Click OK to save.
Void Claims
Click on VOID - This will void the Claim
How to Expedite Lines in Claim
- Select Line Expedite (Float Bar)
- Highlight the line
- This will give you all the history on a Line
Go To Claim Specific Line
- Click on ’
- Click on Option
1 (GO TO LINE)
- Enter line number
to find and
- Click OK to save.
How To Go to Part Number in Lines
- Go to lines
- Click Options on
top
- Select Go to Part
Number and enter the Part
- Click ’and this
will jump down to that particular Part in the list
