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claim_split

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claim_split [2024/04/08 19:44] – tina.roblesclaim_split [2024/08/20 18:32] (current) – tina.robles
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 The Claim Split option is available for users who have Claim Edit rights in the Actions menu. The Claim Split option is available for users who have Claim Edit rights in the Actions menu.
  
-{{:pasted:20160913-185442.png}}+{{:pasted:20240820-181701.png}}
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 Select the product(s) - the product(s) checked will be removed from the current claim and added to a new claim. Select the product(s) - the product(s) checked will be removed from the current claim and added to a new claim.
      
-{{:pasted:20160913-185847.png}}+{{:pasted:20240820-181828.png}}
  
 Select the lumpsum(s) - the lumpsum(s) checked will be removed from the current claim and added to a new claim. Select the lumpsum(s) - the lumpsum(s) checked will be removed from the current claim and added to a new claim.
  
-{{:pasted:20160913-190006.png}}+{{:pasted:20240820-181905.png}}
  
-Select the note(s)/attachment(s) - the note/attachment checked will remain on the current claim, and be copied to a new claim. 
  
-{{:pasted:20160913-190113.png}} 
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-After selecting products, lumpsums and attachments, click the Split button.  A confirmation message will display with a count of products, lumpsums and notes that will be moved into another claim for this invoice.  +After selecting product(s) and/or lumpsum(s), click the Split button.  A confirmation message will display with a count of products, lumpsums and notes that will be moved into another claim for this invoice.  
  
-{{:pasted:20160913-190517.png}}+{{:pasted:20240820-182239.png}}
  
 Click NO to close the confirmation message and cancel the claim split process.  Click YES to continue with the claim split. Click NO to close the confirmation message and cancel the claim split process.  Click YES to continue with the claim split.
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 A message will display the split claim ID.  Click Refresh to view the current claim with the removed products and/or lumpsums. A message will display the split claim ID.  Click Refresh to view the current claim with the removed products and/or lumpsums.
  
-{{:pasted:20160913-191132.png}}+{{:pasted:20240820-182303.png}}
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 On the new claim, a record will appear in the Notes & Attachments tab indicating the claim was split, which claim it was split from, and the user who performed the split. On the new claim, a record will appear in the Notes & Attachments tab indicating the claim was split, which claim it was split from, and the user who performed the split.
  
-{{:pasted:20160913-191419.png}}+{{:pasted:20240820-183219.png}}
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claim_split.1712605459.txt.gz · Last modified: 2024/04/08 19:44 by tina.robles

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