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ACQUISITIONS

Chapter 7. CLAIMING

   

 

Extracting Claims

The extraction process identifies orders containing items that have not been received within a specified number of days of placing the order. Claims may be extracted for a single, selected vendor or for all vendors.

To extract claims:

  1. From the Acquisitions menu, select Claiming - Extract Claims.
    • The Extract Claims screen displays.

Extract Claims Screen

Extract Claims Screen

  1. Select the vendor for which you wish to extract claims from the Vendor menu, or use the All Vendors checkbox to extract claims for all vendors.
    • A checkmark checkmark indicates claims will be generated for all vendors, regardless of the selection in the Vendor menu.
    • An empty checkbox checkbox indicates claims will be extracted only for the vendor selected in the Vendor menu.
    • Clicking the checkbox repeatedly will toggle it on and off.
  2. Use the # of days since order text box to specify the “cutoff” period for which claims will be generated. For example, to generate claims for items that have not been received within 30 days of placing the order, enter “30” in the # of days since order text box.
  3. Select the type of extract you wish to perform (what items will be claimed) using the Extract Type; Claim All Items, Claim Never Claimed Items or Claim Previously Claimed Items.
  4. Click the Submit button to extract the claims.