Claims

 

The Claims tab is the main work area of the Claims System. It is comprised of a data grid that is a product of a Find or through the Quick Find to view claims linked to a specific order record. Selecting a record within the main data grid will populate the other areas of the tab.

 

Figure 3: Claims tab

 

The data grid contains count and totals for the claims listed for the following columns:

 

Claim Number

Claim Amount

Settlement Amount

 

The following table describes the functions and tabs available within Claims.

 

Function/Tab

Description

Handling Revenue/Expenses

This function displays the Handling Revenue/Expenses pane allowing users to allocate revenue to claim particular records and expense.

Add (Alt+A)

This function opens the Find allowing you to locate an order to base a new claim on. Once the application retrieves an order, the Claim Detail screen will appear.

 

Note: Orders for branches not assigned to Full access to the Claims module for the user in Security Profile Setup will not be available; orders will not appear in the Find search results.

 

Edit (Alt+I)

This function opens the Claim Detail for the selected record allowing the user to update an existing record.

Add Task (Alt+T)

This function opens the Add Task screen allowing the user to create a task specific to a particular claim.

Order Details (Alt+D)

Open the Order Details screen with this function providing key order data in one screen for the order associated to the selected claim record.

Order Personnel  (Alt+P)

This function opens the Order Personnel screen providing the user with a list of assigned employees to the order associated to the selected claim record.

Claim Items

Use this tab to document the specific items of the claim along with managing settlements, liabilities/chargebacks, and receivables.

Summary (Claims)

The Summary tab displays transaction data pertaining to the selected claim record. It also provides the user with the option to generate transactions for the settlements and provides an option to create invoices.

Right-Click Options

Right-Click Options

The following is a list of options available to users through a right-click of claims records within the data grid.

 

Figure 4: Right-Click Options in Claims data grid

 

Shipment Status

Users can update the Shipment Status of the order and see a history of status changes.

Figure 5: Set Shipment Status sub-menu options

See Set Shipment Status for more information.

 

Edit

Open the Claim Detail screen for the selected claim record with this option.

 

Change Status

Users can change the state of a claim record without accessing Claim Detail.

 

Figure 6: Change Status sub-menu

 

New Claim for Order

This option creates a new claim record based on the order associated to the selected order and opens the Claim Detail screen with related data.

 

Order Details

View general data for the order associated to the claim record through the Order Details screen.

 

Email

Open a new mail message with the selected email address as the recipient.

 

Figure 7:Email sub-menu example

 

Reset Grid Layout

This option resets the task data grid back to its original state.

 

Export To

Export the contents of the grid to view and manage through an external application, such as Microsoft Excel. Refer to the Export To topic for details.

 

 

 

 

The following table describes the fields available within the main selection grind in Claims. Note: Most of the following fields can be managed through the Claim Detail screen.

 

Field/Function

Description

Claim Branch

The responsible branch assigned to the claim.

Claim Division

Division associated to the Claim Branch.

Claim Number

System-generated identification for this claim record.

The application automatically compute the Claim Number based on Claim Type entered.

Last Name

Shipper last name associated to the claim record.

First Name

Shipper first name associated to the claim record.

VL

Van line associated to the claim.

Order number

MoversSuite order number associated to the claim.

Adjuster

 

Adjuster assigned to the claim.

Status

Claim Status set for the record.

Type

Claim Type assigned to the claim.

Multiple Loss Alert Number

Number assigned to the claim as part of a multiple loss claim.

Date Closed

The date a user set the status to “Closed” through the Change Status function.

Claim Form Sent

Date the claim form was submitted.

Actual Claim Received

Actual date the claim was received.

Closed to Customer

Actual date that the claim is officially closed by the customer affected.

Days Open

Displayed in this field is the number of days the claim has been open. Computed as the number of days between the Actual Claim Received date and either the Actual Closed to Customer or the current date, if Actual Closed to Customer is not set.

Date Created

Date and time that the claim was created in MoversSuite displays.

Created By

The name of the user that added the record displays in this field.

Valuation

 

Valuation type set for the claim.

Declared Value

Declared value of the shipment claimed by the shipper on the original, signed, Bill of Lading.

Shipper Deductible

The dollar amount the shipper paid or will pay for the insurance deductible.

Insurance Provider

The company holding the insurance policy for the shipment.

Insurance Provider Deductible

Dollar amount deductible required by the insurance company.

Alert Received

The date the issuance of a Claim Alert function displays.

National Account Number

Identification number for the National Account.

National Account

Account assigned to the order displays.

Order Status

MoversSuite Order Status assigned to the order associated to the claim. Order Status Setup records marked as Inactive will no longer show as an option. Records assigned to an order status will continue to show that inactive status.

Work Number

Phone number of the shipper set within Claim Detail for the “Work Phone” type.

Home Number

Phone number of the shipper set within Claim Detail for the “Home Phone” type.

Cell Number

Phone number of the shipper set within Claim Detail for the “Cell Phone” type.

Fax Number

Phone number of the shipper set within Claim Detail for the “Fax” type.

Email 1

Email address set for the shipper within Claim Detail for the “Email 1” type.

Email 2

Email address set for the shipper within Claim Detail for the “Email 2” type.

Claim Reassigned To

Person assigned to work the claim (set as the Claim Assigned To person in Claim Detail).

Claim Reassigned On

Date that the Claim Reassigned To person was set for the claim.

Claimed Amount

Enter the initial or estimated total dollar amount of the claim.

Customer Number

Customer set for the order associated with this claim record.

Settlement Amount

The total posted dollar amount settled for all claim items associated to the claim.

Shipment Status

Shipment Status set for the order associated to the claim.

Driver

The name of the Long Distance Dispatch driver assigned to the order associated to the claim.

Van #

Van number associated to the driver (visible through the Agents tab).