To force claims
1 | Open the purchase order that contains the item you want to force a claim for. |
2 | Highlight the item in the PO window. |
3 | Choose PO Line, Back Order to display the Back Order window. |
4 | Enter the quantity you want to cancel the claiming for in the Quantity field. (By default, this field displays the total line quantity minus received and canceled quantities.) |
5 | Enter a date, in the Next Claim Date field, that is earlier than the next claim date. (For example, you might enter today’s date if you want to generate a claim today.) |
You can display the next claim date in the Item Detail window. (For more information, see To display the next claim date for a PO line.)
6 | If you want, enter a note in the Internal Note field. (For example, you might explain that the back order is to force claiming against the line and why claiming is being forced.) |
These notes are for internal use only. They are not printed on any correspondence you send to the vendor.
7 | Click OK. |
Horizon records the back order and changes the next claim date for the item.
8 | Run the Day End process for generating claims. |
After you force a claim, you can wait until you run Day End to generate the claim, or you can run the process for generating claims immediately without running Day End itself. Your system administrator can set up this option for you. (For more information, see the “Maintenance and Day End” chapter of the System Administration Guide.)
If you entered a next claim date that is equal to or earlier than today’s date, the claim is added to the list of claims.
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