Information in this section will enable you to:
Claim Report is a summary of essential claim details that can be printed without having to navigate to different screens. The claim report includes the Customer Details, information on the Adjusted amount, settled amount, and the currency type, Settlement method, Payment details, Vendor details, and Claim lines.
To view a claim report of an existing claim, log into Oracle Trade Management as Oracle Trade Management User.
Navigation: Claim > Claims > Claim Name > Report.
Claim Aging View gives a summary of claims and deductions by customer and by days due. It adheres to the bucket definitions in Oracle Receivables, but centralizes all claims and deductions by customer for easy viewing. From this view, you can determine which customer has had outstanding claims for the longest period time and work on those claims. You can optionally create claims, update write-off flags, and settle claims from the Claims Aging View. Aging buckets can also be configured in Oracle Receivables for claim and deduction purposes.
To view claims aging of open claims, log into Oracle Trade Management as Oracle Trade Management User.
Navigation: Claim > Claims Aging.
Notes:
To view the outstanding claims for a customer, drill down the amount in the corresponding columns. For example, to view all claims that have been outstanding for 31-60 days, drill down the amount in the corresponding column.
The Claim Settlement History report enables you to view all the information that is related to the settlement of a claim.
The Claim History Settlement page displays the following information:
Claim number, date, class, type, amount, status
Customer Name
Effective Date of the settlement
Settlement Method
GL Date
Related Customer
If this field is empty when a claim is closed, then it is not displayed on the Claim History Settlement page.
Relationship Type with the Related Customer.
Related Site (the Related Customer's bill-to site)
Vendor and vendor site (Vendor's physical location)
Comments
To view the claim history of an existing claim, log into Oracle Trade Management as Oracle Trade Management User.
Navigation: Claim > Claims > Claim Name > History.