You enter the claim cycle settings you want for each vendor on the vendor record. These settings determine when claims are generated for items you order from the vendor. Here are explanations for the settings:
• | Claim After (days). The number of days after you order a purchase order that Horizon generates a first claim for items you have not received. (A purchase order is “ordered” when you print it or create an electronic order for it.) This setting lets you specify how long you want to wait for orders from this vendor before you begin claiming. |
• | Interval (days). The number of days Horizon waits before generating subsequent claims. For example, if you enter “30,” Horizon will generate a second claim thirty days after the first claim was generated (if the item is not received and if the first claim was printed), a third claim thirty days after the second claim, and so on, up to the maximum number of claims you specify in the Maximum Claims field (explained below). |
• | Maximum Claims. The maximum number of claims you want to send to the vendor for unreceived items. You can enter any number between 0 and 10. |
This task assumes that you know how to use the Table Editor. (For more information, see “Horizon Table Editor” in the “Getting Started” chapter of the System Administration Guide.)
Whenever you make a change to Horizon setup, you should exit Horizon and restart it on any workstation where you want the change to take effect.
To enter or update claim settings for a vendor
1 | Start the Vendor Table Edit process. |
The default location of this process is the
Horizon displays the List Vendor window.
2 | Choose the vendor records you want to edit. |
You can make batch changes by highlighting multiple records. You do this if you want to enter the same setting for each vendor you highlight.
If you highlight more than one record, Horizon asks if you want to make batch changes. Click OK.
3 | Complete or update the claim fields—Claim After (days), Interval (days), and Maximum Claims. (For a description of each field, see “Edit Vendor Window” in the Acquisitions Setup Guide.) |
4 | Save your changes. |
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