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| " The purpose of the FDM4 Claims Module is to give the user one spot from which they can make corrections to Customer Invoices. This module will give the user the ability to ship goods to, and return goods from, the Customer, as well as creating miscellaneous charges or credits to the Customer's account. The Module was designed to make the process of making corrections more efficient. " |
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- Defaults can be set in the Control File differently for each company.
- The "Restocking Fee" can be set up with a default percentage rate of the returned goods, however the rate can be overridden on the individual claim.
- Miscellaneous charges are posted to a default account in the General Ledger and are set up in the Claims Control File
- A flag can be set that will require order approval for goods that are being shipped for the claim.
- Multiple "Reason Codes" can be set up in the reference files to allow the user to choose a reason for each claim line.
- The Claims Header allows for the entry of the original order as a reference to the order that the claim is a result of, allowing matching of items to be returned into the claims automatically
- The system records the user name of the person who entered the Claim for internal tracking purposes
- The system records the status of the receipt of the goods being returned from and/or shipped to the Customer
- A user can cancel a claim that has been entered and the user will be prompted to attach a reason code for the cancellation.
- The system will generate ARS Tags for UPS for the goods being shipped out.
- Before Claims can be Invoiced, the Claim must first be "Resolved"
- A Customer Claim Status Inquiry is available to display the Receipt, Shipping, and Warehouse Status for the Claims that meet the criteria that has been selected
- The system has a Review Claim Orders Inquiry that will allow users to view all of the Detail of a Claim Orders.
- Shipping Claims Orders works in the same manner as shipping normal Customer Orders.
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- For each Claim Line there are 4 possible action codes to determine how the line will be handled. They are as follows:
- SI-Ship the item to the Customer
- RI-Item being returned from Customer
- MA-Miscellaneous Allowances, this is going to Credit the Customer's Account and does not require any movement of inventory
- MC-Miscellaneous Charge, this is going to Debit the Customer's Account and does not result in any movement of Inventory.
- A call Tag Inquiry is available to allow the user to view the Claim Order numbers with their associated Tracking number and box weights.
- In addition to the above queries the system has a claims report that will display all the Claims entered into the system that are matching the criteria selected by the user
- A Customer Claims Control Report will allow users to report on the number of days it has taken for the Claim Orders to proceed through the system at the various stages. (i.e. Receiving Completed in less than 30 days or Incomplete "Open" Claim Orders)
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