Claim Statuses

Here you'll learn about claim statuses.

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

Status	What happens with the claim
Open	The claim is in the open status when: The claim investigation is newly created in Receivables. 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.
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.
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	This status is used in either of the following scenarios: Deductions are settled with open overpayments. When you settle a deduction with an open overpayment, and then submit the claim, the following statuses change: The deductions status changes to approval pending or settlement pending The overpayment status changes to Netting in progress Note: This is done to prevent the overpayment from being selected for another settlement or from being manually settled. Overpayments are settled with open deductions. When you settle an overpayment with an open deduction, and then submit the claim, the following statuses change: The overpayments status changes to approval pending or settlement pending The deductions status changes to Netting in progress Note: This is done to prevent the deduction from being selected for another settlement or from being manually settled.
Update in Progress	When you initiate the mass settlement or the mass update process, the application automatically initiates a concurrent process, and the status of the claim changes to Update in progress. Once the concurrent process is complete: For mass update, the status of the claim changes to open. For mass settlement, the status of the claim changes to settlement pending or approval pending.