Note

Applying an interagency charge to a driver or participating agent, apply the fee to the driver or agent using the same Item Code set for the chargeback.

Field/Function

Description

Liability and Chargeback

Select from an existing list of liability and chargeback items to manage from the available list.

Add (Alt+A)

This function clears the screen and enables fields for entry of a new liability and chargeback item.

Edit (Alt+E)

Open the selected Liability and Chargeback to make adjustments using this function.

Delete (Alt+D)

Permanently remove the selected liability and chargeback record.

Save (Alt+S)

Press Save to keep changes made to the open liability and chargeback record.

Cancel (Alt+C)

This function discards changes made to an open liability and chargeback record.

Liability and Chargeback

Apply To

Select the type of participant as the source the liability and chargeback item as one of the following:

Liable Person

Participating Agent

Third Party

Warehouse

One of the following sections will appear based on the selected Apply To.

Description

Enter the name of the record (up to 50 characters). The application sets this field upon selection of a Liable Person, Participating Agent, Third Party, or Warehouse.

Liable Person

Liable Person

If applying a liability and chargeback item to an employee, select an employee from the list of Order Personnel.

1099 Flag

Select this flag to report transaction created for the employee as a 1099.

Vendor Number

This field displays the vendor number established for the employee in their Personnel Setup.

Participating Agent

Participating Agent

If applying a liability and chargeback item to an agent, select an agent from the list assigned through the Agents tab of the order.

Chargeback Type

Assign agent to a particular chargeback by selecting a value from the list defined in Claim Chargeback Type Setup. This setting links the record to an Item Code.

This field displays the branch of the selected Participating Agent.

Third Party

Third Party

If applying a liability and chargeback item to a third party, select a third party from the list of those assigned to third party items in Transactions. These users list in Order Personnel.

1099 Flag

Select this flag to report transaction created for this entity as a 1099.

Vendor Number

This field displays the vendor identification number for the third-party entity.

Warehouse

Warehouse

If applying a liability and chargeback item to a warehouse, select a record from the list defined in Warehouse Setup.

Chargeback Type

Assign the warehouse to a particular chargeback by selecting a value from the list defined in Claim Chargeback Type Setup. This setting links the record to an Item Code.

Branch

This field displays the branch of the selected Warehouse.

Left Pane

The items that list in the left pane are all defined claim item records. Associated items appear highlighted. Use the following transfer buttons to move records between the two panes:

Transfer the selected record to the right pane.

Transfer the selected record to the left pane.

Damange Type

The classification set in Add Claim Item displays.

Status

The state of the claim item set in Add Claim Item displays.

Description

The description of the item set in Add Claim Item displays.

Settled Amount

The amount settled upon for the claim item as entered through Settlement Entry.

Right Pane

Items that list on the right are those selected by the user through the transfer buttons. The application includes these items in the open liability and chargeback record.

Description

The description of the item set in Add Claim Item displays.

Liability

Enter the dollar amount of the claim item associated to a liability.

Chargeback

Enter the dollar amount of the claim item associated to a chargeback.

#

This displays the posting document number.

Close (Alt+L)

This function closes the screen.