Create Claim (Single Operation)
**Step 1:**From the order item list, open an order item for which you want to create a claim.
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Step 2: Click on the ‘Claims’ tab.
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Step3: Click 'Create Claim'.
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Step 4: Select assets from the Shipment Item Asset List.
This table contains all the delivered shipment items related to the order item for which you're creating a claim. You can find references to both the assets and the shipment items they belong to.
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Table Layout:
A. Order Item No.
B. Delivered shipment items related to the order item and its assets.
C. Assets selected for the claim.
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You can select assets from only one Shipment Item. Additionally, you can modify the quantity of selected assets by changing the number in the 'Selected Qty.' column.
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For serialized assets: There is a dropdown that allows you to expand the row and select and view the assets by their serial numbers.
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Step 5: Click 'Next'.
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Step 6: Provide claim details.
Required fields:
Claim Status
Claim Note Completed
Customer Claim Opened
Reason Code
Claim Disposition
Shipment Type (If Create Shipment is set as Yes)
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Overview (Required)
Select the Claim Status ('New' by default)
Select the Claim Note Completed ('No' by default)
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Customer Claim Opened (Required)
Select the date on which the customer claim was raised. (by default set as claim creation)
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Reason for Claim (Required)
Select Reason Code.
Enter the Reason Sub-code, and Reason Remarks (Optional).
The Claim Disposition is also a required field. First, select Reason Code to view available Claim Disposition options. Then, enter Material Disposition and Disposition Remarks (Optional).
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Create Shipment
Create Shipment ('No' by default)
If necessary, select 'Create Shipment' to generate a shipment for the claimed assets. Choose the Shipment Type - inbound/outbound.
This action is only available during the claim creation process and won't be available during claim update process.
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Claim Reference Numbers
You can enter additional details for your claim in this section. Click on the collapsed section to expand it.
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Step 7: After entering the relevant Claim Details, click 'Next' to proceed.
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Step 8: Remove assets from non-delivered shipment items (Optional).
This step will appear in case you have non-delivered shipment items. Select the assets you want to remove from non-delivered shipment items in the ‘Remove Qty.’ field. The ‘Removable Qty.’ field indicates the available quantity of assets.
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Table Layout:
A. The first row indicates the shipment item that was used to claim assets. Parameters in this row are non-editable and serve as a reference.
B. Rows below indicate non-delivered shipment items.
C. Right-side panel displays the assets you selected to claim and may be removed from non-delivered shipment items.
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For serialized assets: For serialized assets, expand the dropdown to view the assets by their serial numbers. Additionally, you can see the serialized assets in the non-delivered shipment item. Compare the assets with the right-side panel.
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If the selected assets to claim do not match the assets included in non-delivered shipment items, you will still see the shipment item in the list. Compare the assets with the right-side panel, where you can view the selected assets to claim.
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Step 9: Click 'Submit'.
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Step 10: A confirmation banner will appear, click 'Create'.
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Once the claims are successfully created, a green banner will appear at the top of the claims list.
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Updated 14 days ago