Setting Up Claiming

To generate claims, you must:

Make sure the process for generating claims is included in the list of active processes for Day End. (For more information, see “Configuring Day End Parameters” in the “Maintenance and Day End” chapter of the System Administration Guide.)
Enter the claim cycle settings you want for your vendors on each vendor record. You can enter different settings for each vendor. (For information, see Entering or Updating Claim Settings for a Vendor.)
Specify the position of the shipping address of the claim. (For more information, see Specifying the Shipping Address Position on Purchase Orders and Claims.)
Print or create the electronic order for the purchase order. Claiming does not begin for a purchase order until you print a negotiable order or create an electronic order. When these functions are completed, Horizon registers the items as being ordered or sent to the vendor.

Though it is not recommended, you can leave the claim-related fields on the vendor record blank to not generate claims. (This also prevents you from being able to force claims for the vendor.)

Notes

The claim cycle does not start until after you print the order or send it electronically. If you call in the order instead of mailing it or sending it electronically, you must still print it or create an electronic order for it to start the claim cycle.
If you receive a partial quantity, Horizon still generates a claim for those items you have not received.

 


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