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--- pending_claims_resolution [2016/01/28 14:00] – created lisa.maloney
+++ pending_claims_resolution [2016/01/28 14:12] (current) – lisa.maloney
@@ Line 11: / Line 11: @@
 -----
-**__Pended - No Contract__**
+**Pended - No Contract**
 To locate a claim pending for No Contract, click on the Claim Menu and select Contractless and filter to Pending status.  (This grid will display claims in both a Draft and Pended status.) To find contractless claims on the Claim Search or Pending grids, these will be claims where the Contract ID is blank.
@@ Line 18: / Line 18: @@
 {{:pasted:20160128-135938.png}}
+__Linking a Contract:__  To Link a Contract to a Claim, click the Link button on the claim in view mode.  This Link can also be used to select a different Contract for a Claim if the currently assigned Contract is incorrect.
+{{:pasted:20160128-140214.png}}
+Clicking Link will open up a Contract Search.
+{{:pasted:20160128-140241.png}}
+Enter search criteria in any of the 5 search boxes at the top and click Search.  Select the contract by selecting a row and clicking the Select button, or by double-clicking the row.  This will assign the Contract to the Claim and update the status of the claim and line items.
+NOTE: If there are instances where the Contract Name listed on the Invoice is different that the Contract Name in GoSimple, please send this information to your GoSimple contact so that we can add that to the cheat sheet to avoid future pending claims.
 -----
+**Pended - Out of Time Frame**
+To resolve a Pending for Out of Time Frame, extend the Contract Dates or Renew the Contract.  The claim process will automatically resolve that pending.
+-----
+**Pended - Ineligible Claimant**
+To resolve a Pending for Ineligible Claimant where the claimant is a Distributor, add the Distributor to the Contract.  The claim process will automatically resolve that pending.
+-----
+**Pended Line - Ineligible Sku**
+To resolve and Ineligible Sku pending, either add the product to the contract, or reject the line item.

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