Creating Claims from the Financials Menu

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 Menus/Favs > Financials > Claims.
    The Claims screen appears showing the Claims Summary table.

    images/download/attachments/131828634/image2022-3-25_11-50-48-version-1-modificationdate-1689976272000-api-v2.png

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

    images/download/attachments/131828634/image2022-3-25_11-51-27-version-1-modificationdate-1689976272000-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.

    * Claim Based On

    Select what the claim is based on from the dropdown list.

    * Movement

    Using the picker tool, select a movement number.

    * Shipment

    Using the picker tool, select a shipment number.

    Return Shipment

    Using the picker tool, 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 tool, select the claimee's 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 attachments.

  5. Click the Create Claim button.
    A green success message displays, and a claim is successfully created in the New state.