Open Button

There are a number of different ways in which you are able to load stock items into the data entry grid. The options available to the user are found under the Open button as well as loading information from the function buttons at the bottom of the Claims screen.

By clicking on the Open button you will be shown the following screen where you will be able to access the following screens.

Goods Return Claim

The default tab selection when you click on the open button is the Goods Return Claim tab. This tab contains all previously saved Claims. These claims are generated because the supplier settings are set to do not Process Automatically. The following information is available on the Goods Return Claim tab.

·    Doc No

This is the document no. that has been automatically created for this claim by Procure.net.

·    Date/ Time

The Date and Time that the claim was created has also been added.

·    Suppliers Details

The supplier detail to which this claim belongs is inserted into this column.

·    Locked

If authorization was required and this document has not been approved then this claim might be locked and no editing will be allowed on the document. The Claim can be retrieved and submitted to complete the process flow of documentation once the claim has been authorized.

·    Owner

This is the user that started the claim and to whom referral should be made for further clarification as the reason of the claim.

Overcharged

This Tab is similar to the Goods Returned Tab. The only difference is that it refers back to all over charges that were processed on the GRV’s when delivery was done.

If you recall there are three different Sub-Total Menus on the Good Received Vouchers in the top right hand side of the main screen. The document information is the same as the Goods Return Claim.

All overcharges are recorded here and a claim can be issued if the stock items have been returned to the supplier.

Short Delivered

The Short deliveries Tab also refers back to the Goods Return Claim. The only difference is that it records all shortages on all deliveries that have been received into a cost centre. The information in this screen is the same as the previous two Tab buttons and the information is processed in the same way.

The user may load this information into the data entry grid and process all claims for the shortage if the supplier had invoiced and charged your company.

To load a transaction into the data entry grid, highlight the transaction you would like to load and then click on the OK button to load it into the transfer data entry grid. If however you would like to review the transfer before it is loaded into the data entry grid click on the VIEW button to review the transfer on screen.

Depending on the size of your company the document numbers that could be generated for your cost centers could run into the thousands and therefore trying to locate your document number could present quite a bit of a challenge.

To locate your document number faster you can type your document number into the Search Doc # locator to locate your document faster.

Note: The document number will be the number that has been generated by the stock request. Click on the ENTER button on your keyboard to load the transfer into data entry grid.