Creating Claims

You can create new claims between your organization and carriers.

Complete the following steps to create claims:

  1. L og in to the ONE system.

  2. Select Menu/Favs > Financials > Claims or Menu/Favs > Order Mgmt > Claims > New Claim.
    In the NEO UI, users can click on the Menu/Favs icon on the left sidebar and type in the name of the screen in the menu search bar. For more information, see "Using the Menu Search Bar."
    The Claims screen appears showing the Claims Summary table.

    images/download/attachments/117741620/image2022-3-25_11-50-48-version-1-modificationdate-1679080273000-api-v2.png

    Order Mgmt menu, select Claims, and then New Claim.

  3. Click Add Claim.
    The New Claim screen appears.

    images/download/attachments/117741620/image2022-3-25_11-51-27-version-1-modificationdate-1679080273000-api-v2.png

  4. Enter values for fields described in the table below. Fields with an asterisk ( * ) are required.

    Page Section

    Field Name

    Description

    Claim Information

    Claim Type

    Select the claim type from the dropdown list. The available options are:

    • Accident

    • Compliancy Check

    • Damaged

    • Other

    • Over

    • Short

    • Theft

    * Claim Based On

    Select what the claim is based on from the dropdown list, either Movement or Shipment.

    * Movement

    Using the picker, select a movement number.

    * Shipment

    Using the picker, select a shipment number.

    Return Shipment

    Using the picker, select a return shipment number.

    Return Ship Auth Code

    Enter the return shipping authorization code.

    Reference Num1

    Enter a reference number.

    Reference Num2

    Enter a second reference number.

    * Claimee

    Using the picker, select the claimee organization.

    * Contact Email

    Enter a contact email address.

    Contact Phone

    Enter a contact phone number.

    Line of Accounting

    Enter a line of accounting.

    Carrier PRO Number

    Enter a carrier PRO number.

    Documents Submitted

    Bill of Lading Submitted

    Select this checkbox if you are submitting a bill of lading.

    Repair Invoice Submitted

    Select this checkbox if you are submitting a repair invoice.

    Inspection Report Submitted

    Select this checkbox if you are submitting an inspection report.

    Vendor Invoice Submitted

    Select this checkbox if you are submitting a vendor invoice.

    Discount Sale Doc Submitted

    Select this checkbox if you are submitting a discount sale document.

    Verifications

    Damage Noted at Delivery

    Select this checkbox if you want to note damage at delivery.

    Carrier Inspection Requested

    Select this checkbox if you want to request a carrier inspection.

    Attachments

    Attachments

    Click the Upload link to upload any relevant attachments.

  5. Click Create Claim.

  6. The new claim is successfully created in the New state.