Differences

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--- claim_view [2016/07/08 17:50] – lisa.maloney
+++ claim_view [2024/10/09 11:57] (current) – tina.robles
@@ Line 4: / Line 4: @@
 **Claim Header**
-This section displays the Claim ID, Claimant Name, Contract information, Deduction Number(s), Amount Requested, Amount Allowed, Amount Recalculated, Claim State, Claim State Reasons and Claim Tag.
+This section displays the Claim ID, Claim State, Claim State Reasons, Deduction Numbers, Claim Amounts, and Contract Information.
-Claimant Name and Contractee Name - click the hyperlink to view the Company Information.
+If the Claim is Pended or on Hold at the header-level, the Claim State Reasons field will display a hyperlink of the pend reason. If the Claim State is Pended due to line items pending, see the line items for the Pend details.
-If the Claim is Pended or on Hold at the header-level, the Claim State Reasons field will display a hyperlink of the pend reason. If the Claim State is Pended due to line items pending, see the line items for the Pend details.
+Contractee Name - click the hyperlink to view the Company Information.
-The Claim Tag displays a reference to the Contract Name given on the invoice.
+Contract Family - this displays the Contract Family that the claim is assigned to.  Users with permissions will have the option to Clear or Link a contract while the claim is in view mode.  If no contract is assigned, this will display Not Applicable.
-The Deduction Number field displays the Deduction Number to which the Claim was matched.
+Contract Title - This field displays the Contract Title.
-{{:pasted:20160707-144618.png}}
+The Contract Hint displays a reference to the Contract Name given on the invoice.
+The Deduction Number field displays the Deduction Number to which the Claim was matched.  If there are multiple deductions assigned to the claim, click the dropdown to view the additional Deduction Numbers.
+{{:pasted:20240813-190348.png}}
 -----
 **Invoice Info**
-This section displays information captured from the invoice.  The Invoice Number, Invoice Date, Start and End Dates and Amount Requested are from the invoice.
+This section displays information captured from the invoice.  The Claimant Name, Invoice Number, Invoice Date, Start and End Dates, Amount Requested and Deduction Number Hint are from the invoice.
-The Invoice ID is a GoSimple assigned ID.
+The Invoice ID is a GoSimple assigned ID.  Click this hyperlink to view/edit the invoice and see a list of claims associated to the invoice.
-The Deduction Number Hint displays the DOT Invoice Number or the Client's Deduction Number.
+The Deduction Number Hint displays the DOT Invoice Number or the Client's Deduction Number.  To modify or add a Deduction Number Hint, click the Invoice ID hyperlink and Edit the Invoice Header on the Invoice View screen.
-The Details section displays a count of claims for the invoice.  (Feature Implementation will display the related claims.)
+The Details section displays a count of claims for the invoice.  To view the associated claims, click the Invoice ID hyperlink to see all claims displayed in a grid.
-{{:pasted:20160423-181445.png}}
+{{:pasted:20240813-190448.png}}
 -----
 Below the Claim and Invoice Information there are several tabs which display detailed claim information: Products, Lumpsums, Payment Configuration, Transactions, Deductions, Notes & Attachments, History and Letters.
-{{:pasted:20160410-143705.png}}
+{{:pasted:20240813-190509.png}}
 -----
 **Products**
-This displays the products on the claim and includes Product Number, Product Name, Distributor Name, Distributor Number, Rebate UOM, Direct Rate, Growth Rate, Date, Calculated Rate, Requested Quantity, Requested Rate, Requested Total, Allowed Quantity, Allowed Rate, Allowed Total, Reason Type and Reason Codes.
+This displays the products on the claim and includes Product Number, Product Name, Distributor Name, Distributor Number, Rebate UOM, Direct Type, Direct Value, Date, Price, Price Tier, Calculated Rate, Calculated Total, Requested Quantity, Requested Rate, Requested Total, Allowed Quantity, Allowed Rate, Allowed Total, Recalculated Total, Reason Type and Reason Codes.
+There are totals at the bottom of the grid for many of the columns.
+{{:pasted:20240813-190707.png}}
+__Recalculated Total__: For cleared/rejected lines, this is calculated by taking the difference between the Allowed Total and Requested Total.  For Pending lines, this is calculated by taking the difference between the Requested Total and Calculated Total.
+The first row in the product grid is Line Type.  This displays a value of 'C' if the product is on the contract, 'P' if the product is not on the contract, and 'A' if the product was entered as an adhoc product.
+The Type and Value columns will display as they exist on the contract.  The count of decimals displayed is based on the contract template settings for decimal precision.
 If the value displayed in the UI is an approximate value, the symbol "~" will display.  Hover over the value displayed to see the exact value.
-There are totals at the bottom of the grid for the Requested Quantity, Requested Total and Allowed Total.
+{{:pasted:20240815-134105.png}}
+**Product Action Information**
+If a product row was Rejected, Recalced or Overridden, click on the Reason Code hyperlink to view additional information for that product.
+Click on the Reason Code
+{{:pasted:20240815-134144.png}}
+The information on the action for that row will display along with the user (Creator Name) who performed the action.
+{{:pasted:20240815-134222.png}}
-{{:pasted:20160410-144543.png}}
 -----
-To export the Products, click the Export Products button.
+**Product Rate Calculation**
+On a claim product row, there is a Calculated Rate column which displays the rate calculated for the product.  There are several ways to calculate a rate: using default pricing, sales data, or price lists by product or company product.  The Price column will display the price for the product and the Price Tier will display which method was used.  These fields can be used to validate the calculated rate for the product.
+If the contract is setup as fixed rate nothing will appear in the price and price tier columns.
+{{:pasted:20240815-134944.png}}  {{:pasted:20240815-134615.png}}   {{:pasted:20240815-134751.png}}
+**Price Tier Definitions:**
+__List__ - Price by Product
+__Company__ - Price by Company and Product
+__Sale__ - Sales Data
+__Default__ - Default Pricing
+-----
+To export the Products, click the gear icon.  Then choose export as and pick CSV or Excel.
+{{:pasted:20240815-135105.png}}
+-----
+** Product/LumpSum Rows - Contract Version**
+The Contract Version and Contract Name display at the end of the Products and Lumpsum Grids.  This displays the version of the contract the row resolved to, as well as the associated contract name.  The columns will be blank if the row does not resolve to a contract.
+In the screenshot below, one line resolved to the R2.A0 version of the contract which has a Contract Name of March, and the other line resolved to the R1.A0 version of the contract which has a Contract Name of February.
+{{:pasted:20240815-135350.png}}
+-----
+**LumpSums**
+This grid displays the Lumpsum Code, Lumpsum Description, Date, Claim Amount Requested, Claim Amount Allowed, and Reason.
+{{:pasted:20240815-135504.png}}
+-----
+**Payment Configuration**
+This tab displays the Payment information and any alternate payee information.
+-----
+**Transactions**
+This grid displays the transaction information for the claim.  The columns are Claim Transaction ID, Payment Transaction State, Payment Transaction Type, Transaction Number, Transaction Type, Transaction Date, Transaction Amount, Cleared Date, Payee Name, Payee Address, Payee City, Payee Region, Payee Postal Code, Payee Country, Void Date, and Void.
+-----
+**Deductions**
+This grid displays the deduction information for the claim.  The columns are Deduction Number, Claim Deduction Amount Allotted, Claim Deduction Amount Cleared, Deduction Match Date, and Deduction Match Inoperative.
+-----
+**Notes & Attachments**
+This displays any notes or attachments on the claim.  Clicking Add will open a popup to enter additional notes or add an attachment.  See the [[notes_attachments|]] section of the help documentation for additional information.
+-----
+**History**
+This grid displays the history records for the claim header state changes.  The columns are Old State, New State, First Name, Last Name and Timestamp.  Any record with the name of System Account was an auto-generated state change.
+The user who Approved the claim displays in the history record along with the date/time the claim updated to Complete.
+-----
+**State Reason History**
+This tab will show each time a claim is rejected and unrejected, as well as who did it and when.
+-----
+**Client Defined Fields**
+This displays the client defined fields, which are set up by each manufacturer.
+-----
+**Letters**
-{{:pasted:20160410-144646.png}}
+The Claim Rejected Letter and Claim Deduction Letter display here.  The download button is enabled when the letter is available for the claim.
 -----

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