How to Assign a Claim Owner

In businesses where millions of dollars can be held in claims, accurate ownership and reduced claim aging is critical to financial health. The supplier channel claims can often represent a distributor's profit margin.

A claim owner is responsible for processing a claim. You can assign claim owners using the following methods. The claims are assigned based on the given order of precedence.

Precedence	Method	Explanation
1	Generate Supplier Claims scheduled process, using the optional parameter Claim Owner.	Assign an owner while generating a supplier claim. This overrides all the other methods.
2	In the Supplier Trade Profile page, using the optional field Default Claim Owner.	Define an owner for a given supplier site in the Supplier Trade Profile page.
3	Generate Supplier Claims scheduled process: The optional parameter Claim Owner isn't set, and The optional parameter Enable Claim Approvals is selected as Yes.	After the process completes successfully: The claims created have the field Owner as Unassigned. Claim supervisors can manually assign an owner using the Manage Claims page, or from the page containing the claim details. If the Enable Claim Approvals parameter is selected as No, the claim is directly created in the Settlement Pending status. The Owner field is updated with the user who scheduled the process.

Mass Assign Supplier Claims

The claims supervisor can assign multiple claims to a single owner.

1. Navigate to the Manage Claims page.

2. Filter and select the claims for which you want to reassign the ownership.

3. From the Actions menu, select Assign Claims.

4. The Assign Selected Claims To dialog box opens. Select the owner from the Owner list.

5. Click OK.