Claim Statuses

Use claim statuses to monitor your claims. Each status indicates the progress of the claim from creation to settlement.

Optionally, a user defined status can be assigned to a claim system status to further track the progress of the claim, based on your business practices.

Status	What happens with the claim
Open	The claim is in the open status when: The claim investigation is newly created in Receivables. An exception occurs during claim settlement with the Settle Customer Claims process. An approval rejected claim is returned to the open status for updates or corrections.
Approval Pending	Claim research is complete, with the corresponding claim reason applied. The claim analyst has submitted the claim for approval, but isn't yet approved. Claim is read-only in this status. You can update only the user status and claim owner.
Approval Rejected	Claim is rejected internally by the claim analyst. Claim is read-only in this status. You can update only the user status and claim owner. You can move the claim back to the open status by clicking Return to Open from the Actions drop-down button. Note: For chargebacks: If you move the claim from approval rejected to open status, then you must clear the chargeback type and reason selected to settle the claim with other settlement methods. For write-offs: If you move the claim from approval rejected to open status, then you must clear the write-off activity selected to settle the claim with other settlement methods.
Settlement Pending	Claim has been approved and submitted, and is pending settlement. Claim is read-only in this status. You can update only the user status and claim owner. Upon claim creation, if a claim is under the write-off threshold, it's systematically written off and pushed to Settlement Pending status, and is available for settlement.
Settled	The Settle Customer Claims process completes successfully, and the claim is updated with settlement details in the Confirmation tab. Claim is read-only in this status. You can update only the user status and claim owner.
Canceled	When the claim investigation is unapplied from the receipt in Receivables or the receipt is reversed, claims get canceled. This action is irreversible.
Netting In Progress	The status of deductions or overpayments selected for settlement, for the following settlement methods: Non-invoice-based deductions settled with open overpayments Overpayments that are selected for settlement are moved from Open to Netting In Progress to prevent them from getting selected for another settlement, or to prevent users from manually settling them. These overpayments will be read-only. You can update only the user status and claim owner. Non-invoice-based overpayments settled with open deductions Deductions that are selected for settlement are moved from Open to Netting In Progress, to prevent them from getting selected for another settlement, or to prevent users from manually settling them. These deductions will be read-only. You can update only the user status and claim owner.
Update in Progress	For mass settle upon submit, the claims are put into Update In Progress during the background process, and advanced to Approval Pending status. In case of failed validation in mass settlement, failed claims will be returned to the Open status in their original state. Valid claims will proceed forward in the process.

Status Transition for Customer Claims

The following figure shows the status transitions that can happen in a claim.