Close Settled Claims
The Close Settled Claims scheduled process retrieves the channel transactions created in Payables as part of supplier claim settlement process and updates the channel settlement documents with the debit memo or the invoice details, and then it closes the claim.
To close settled claims you must first run the Import Payables Invoices process, and if the claim settlement process creates a payable invoice, that must be fully paid.
When to Use
Use this process to close supplier claims that are in settlement pending status and a debit memo or invoice has been created in payables for the claim amount as part of the settlement process.
Privileges Required
- Close Settled Claims (CJM_CLOSE_SETTLED_CLAIMS_PRIV)
Specifications
Review the following before setting up this scheduled process:
| Specification | Description |
|---|---|
| Job Type | Scheduled |
| Frequency | At least one time each day. The frequency of scheduling should be determined by how often you need to settle the claims. |
| Time of Day | Any time, even though it is recommended to run this process during off-peak hours. |
| Duration | Varies depending on parameters selected and the volume of data to be processed. |
| Compatibility | There should be only one instance of the job running at any point
of time for a specific business unit. The Close Settled Claim process can't run simultaneously with instances of the Create Accruals scheduled process. |
Parameters
| Parameter | Optional or Required | Description | Parameter Value | Special Combinations Required | Notes |
|---|---|---|---|---|---|
| Business Unit | Required | The business unit for filtering claims. | Business units to which the user has access. | None | N/A |
| Supplier | Optional | Closes the settled claims for the specified supplier. | Supplier | None | N/A |
Troubleshooting Information
- You can view the status of the close settled claim in the Scheduled Processes work area.
- The validation errors and warning messages that prevented the close settled claim are displayed in the error log.
- Any interactive warning validations are NOT performed.
- When the program is submitted, you can Resubmit, Put on Hold, Cancel Process, Release Process as provided by the Scheduled Processes work area.