1. Using Supplier Channel Management
  2. Review Open Claims

Review Open Claims

Claims created in this status must be reviewed and approved. After approval, the claims are processed for payment.

Submit Open Claims for Approval

Users with appropriate roles to manage supplier claims can submit open claims for review and approval.

  1. To view a claim, from the Manage Claims page, click its Claim Number link. The claim opens in a new tab.
  2. From the Actions drop-down button, click Submit.
  3. The claim status updates to Approval Pending, awaiting approval.

Review Claims Without Approvers

If you want claim analysts to review claims, but don't require a separate internal approval, then assign claim approval roles to the user submitting the claim. Here the claims don't go through an approval cycle. On clicking Submit, it's automatically approved and moves into the Settlement Pending status.

Approve Claims

A claim analyst with appropriate roles assigned can select the following options from the Actions drop-down button after analyzing each claim:

  • Submit
  • Cancel Claim
  • Return to Open

A claim approver with appropriate roles assigned can select the following options from the Actions drop-down button:

  • Approve
  • Reject
Note: You can't delete a claim.

Remove and Reverse Accruals from a Claim

You can remove earned accruals from an open claim and create manual adjustments reversing those accruals.

  1. Navigate to the Accruals tab of the claim.
  2. Select the accruals that you want to remove from the claim, and click the Delete icon. The Remove Accruals dialog box opens.
  3. To create a manual adjustment to reverse the accruals:
    1. Select the Reverse Accruals check box.
    2. Provide the reason for removing the accruals in the Comments field.
    3. Select the Requested Accounting Date, if required.
    4. Select the adjustment type and adjustment reason for your adjustment.
      • If you're reversing positive accruals, provide a decreasing adjustment type and reason.
      • If you're reversing negative accruals, provide an increasing adjustment type and reason.
    Note: To reverse accruals, your role must allow you to create adjustments. If your roles doesn't allow this, you won't see the Reverse Accruals check box.
  4. Click OK.