Claims Management

The Claims Management application provides the functions that are required for creating and maintaining Customer and/or Supplier claims, as well as creating and maintaining applicable credit and debit memos. The system will keep track of the links between the customer claims and supplier claims, if any to safeguard the company from losses and facilitate the resolution of claims. It will allow definition of defect codes to be used for claims. The user can attach an external document (such as a photo or text) to a claim. Analysis of quality reports identifies areas for improvement.

Features

• Enter and maintain claims from customers, or to supplier. Supplier and customer claims can be linked.

• Multiple defects can be recorded against any claimed item, using industry standard or customized defect codes.

• Track the status of any claim, from initial investigation to its
  
  final resolution.

• Allow all or a portion of the claim. Material can be returned to the supplier, or scrap credits can be issued.

• Store multiple digital photographs with any claim.

• Link any electronic document to a claim.

• Create credit and debit notes and post to account receivable or accounts payable.

• Analyze claim history and trends for any product or
  
  customer using advanced Business Intelligence tools.

Customer Claims

• The system will provide a function to create customer claims of
  
  the following types: steel problem, order error and invoice error.

• The system keeps a history of state changes for a claim.

• Rejected claimed weight; this weight is automatically calculated by the system as the claimed weight minus the sum of the above two weights.

• A flag indicating whether the item has been return or not.

• A flag indicating whether the investigation results have been adjusted following the return of the item.

• The system provides the capability to list multiple defects for a single line item. One of the defects must be flagged as primary.

• The system provides the capability to attach images to a claim line item.

•  Allows a specific item to be to be listed on more than one claim. The system ensures that the total claimed weight across all claims does not exceed the shipped weight for that item.

• The system keeps a history of state changes for a claim line item.

• The system provides the capability to copy a line item within a claim or to another claim. The system provides the capability to move a line item from one claim to another claim.

• The system provides the capability to automatically generate a supplier claim from a customer claim.

• Provides the capability to copy a line item from a claim or to a supplier claim.

• Provides the capability to automatically generate a credit memo for a given claim.

• It is possible to issue more than one credit at each level.

• Each credit at the memo level includes a credit type, amount, and taxes.

• Each credit at the item level includes the weight being credited, either a fixed credit amount or a unit rate (e.g. rate per pound/Kg), and taxes.

• The system provides a function to cancel a credit memo.

Supplier Claims

• The system will provide a function to create supplier claims of the following types: steel problem, order error and invoice error.

• The system keeps a history of state changes for a claim.

• List multiple defects for a single line item. One of the defects must be flagged as primary.

• Attach images to a claim line item.

• Allows a specific item to be to be listed on more than one claim.

• The system ensures that the total claimed weight across all claims does not exceed the shipped weight for that item. The state of a claim line item will be one of the following: open, under investigation and investigation complete.

• The system keeps a history of state changes for a claim
  
  line item.

• Copy a line item within a claim or to another claim.

• Move a line item from one claim to another claim.

• The system provides the capability to copy a line item from a customer claim to a supplier claim.

• Automatically generate a debit memo for a given claim.

• Issue more than one debit at each level.

• Each debit at the memo level includes a debit type, amount, and taxes.

• Each debit at the item level includes the weight being claimed, either a fixed debit amount or a unit rate (e.g. rate per pound/Kg), and taxes.