Update Claim (Single Operation)
There are 2 ways to update your Claims Details.
Option 1: Update Claims Details
Option 2: Update Claims Assets
Option 1: Update Claims Details
Step 1: From the order item list, open an order item for which you want to update a claim.
Step 2: Click on Claims tab.
Step 3: Open a claim you want to update.
You will be redirected to the Claim details page.
Here you can:
- Manage claim details
- View or add/remove assets
- View or create order items related to the claim
Step 2: Update claim details.
Claim Status and Claim Disposition
Claim Status and Claim Disposition needs to be updated manually.
Cancel Claim
Update claim disposition to 'Claim Cancelled' and claim status to 'Closed'.
Step 3: Click 'Save'.
Option 2: Update Claims Assets
Add Assets to a Claim
Step 1: On claim details page, click on 'Assets' tab.
Step 2: Click '+ Add/Remove Assets'.
Step 3: In the 'Manage Assets' step, you will see the Shipment Item Asset List with the shipment item you used as a reference while creating the claim. Add assets to your claim.
For serialized assets: You can expand claim assets to select specific serialized assets to add or remove.
Step 4: Click 'Next'.
Step 5: Remove assets from non-delivered shipment items (Optional).
This step will appear only if you have non-delivered shipment items.
Select the claimed assets you want to remove from non-delivered shipment items in the โRemove Qty.โ field. โRemovable Qty.โ field indicates the available quantity of assets.
For serialized assets: You can expand claim assets to select specific serialized assets to add or remove.
If you input a number for serialized assets in Remove Qty., the system will select random serialized assets.
Step 6: Click 'Submit'.
Step 7: A confirmation banner will appear, communicating the actions that will be triggered.
Step 8: A green banner will appear at the top of the claim list when the claim is updated successfully.
Remove Assets from a Claim
Step 1: On the claim details page, click on 'Assets' tab.
Step 2: Click '+ Add/Remove Assets'.
Step 3: In the 'Manage Assets' step, you will see the Shipment Item Asset List with the shipment item you used as a reference while creating the claim. Remove assets from your claim.
For serialized assets: You can expand claim assets to select specific serialized assets to add or remove.
Step 4: Click 'Next'.
Step 5: Add assets to non-delivered shipment items (if necessary).
This step will appear if you have non-delivered shipment items.
Select assets that were removed from the claim to add them to non-delivered shipment items. The โAddable Qty.โ field indicates the available quantity of assets you can add.
Step 6: Click 'Submit'.
Step 7: A confirmation banner will appear, communicating the actions that will be triggered.
Step 8: A green banner will appear at the top of the claim list when the claim is updated successfully.
Updated 7 months ago