Overview
This entity contains all the Claim Types such as ‘Procurement Document Claim’, ‘Bid Evaluation Claim’, ‘Contract Claim’, etc. Also, this entity defines FB System Source of the claim such as Procurement, Contract Management, etc. because claims can be done from any FB System.
Navigation
Admin ► Support Entities ► Generic Change Management ► Claim Type
| Fields | Description |
| Id | Unique id of claim book type |
| Active | If true, the type is active and can be used in other entity. |
| Type Source | Contains the possible values of FreeBalance Systems where the claims are related: ‘Procurement’, ‘Contract Management’. In the future, new possible values can be added. |
| Abbreviation | This is Abbreviation of the claim type. |
| Description | This is a brief description of the claim type. |
Overview
Committee Member defines employees that are authorized to participate in a Claim Resolution Committee; or in a Bid Evaluation Committee it is allowed that a member could be joined in more than one Committee at the same time.
Admin ► Support Entities ► Generic Dispute ► Committee Member
Field | Description |
ID | Field description unique committee member ID code. |
User | The system users of the member (this applies only if the member has access to the applications). |
| Employee | The employee code associated with the feature. |
Member Name | Field represents Employee’s full name. |
Member Contact | By clicking on the new icon, the contact details screen will appear which allows to insert the committee member’s contact details. |
Member Type | Possible values are ‘Bid Evaluation', 'Claim Resolution'. Read-only, the system assigns it according to the function. When searching information related, the system filters it accordingly. |
Description | Field represents Committee Member description. |
Overview
Generic Claim represents a claim submitted by a vendor submitted in any communication method.
Navigation
Admin ► Support Entities ► Generic Dispute ► Generic Claim
Field | Description |
ID | Field represents the unique generic claim code. |
Workflow Status | Depending on the Workflow Configuration Setting for this Screen the basic stages are ‘Created’, Approval Requested’, ‘Approved’, 'and Cancelled’. |
Claim Type | Reference to the Claim Type such as ‘Procurement Document Claim’, ‘Bid Evaluation Claim’, ‘Contract Claim’, etc. |
Vendor | Reference to the Vendor who submitted the claim. Vendor must exist in the Vendors Catalog. Vendor Search functionality is required. |
Date Submitted | The Date when this Claim was submitted. Users entering the Claim must enter the Date when the Claim was notified by any communication method.) |
Communication Method | The Communication Method used by the vendor to notify his claim. |
Generic Claim Reason Tab | Tab allows users to add generic claim reason to the generic claim. |
Overview
Generic Claim Reason Tab allows users to add generic claim reason to the generic claim.
Field | Description |
ID | Field represents Generic Claim Reason code. |
Claim Reason Type | Dropdown menu list shows pre-created claim reason type. |
Description | Field represents the description of the generic claim reason. |
Attachment Tab | Attachment tab allows to insert additional information of the reason claim reason. |
Overview
Attachment tab allows to insert additional information of the reason claim reason.
Attachment Tab screen Fields
Field | Description |
ID | Field represent the System generated unique id. |
Language | Country specific language used to register title. |
Title | Field represent Title of the attachment. |
Description | Field represent Description of the attachment. |
Attachment | Browse option available to attach file in this field. |
Date time | Field represent Date and Time of the document uploaded. |
User | Field represent users who is assigned this task. |
Language | Country specific language used to register attachment. |
Overview
Generic Claim Resolution represents a Claim Resolution stated by a Claim Resolution Committee.
Navigation
Admin ► Support Entities ► Generic Dispute ► Generic Claim Resolution
Field | Description |
ID | Field represents unique generic claim resolution id. |
| Workflow Status | It shows the workflow status of the Generic Claim Resolution. By default, it shows created. It changes the workflow status as per approval. |
Generic Claim | Field represents the Claim associated to this Claim Resolution. |
Resolution Type | Upon acceptance or rejection of the Claim, the Claim Responsible Users must enter a Claim Resolution Type in order to typify the Resolution. Look up functionality is needed filtering by the Claim Result. |
Decision | The decision made by the Claim resolution committee regarding the Claim originally submitted |
Justification | Field represents the note related brief justification of the decision |
Resolution Document | This is a hard copy of the Document Claim Resolution signed by all members of the Claim Resolution Committee. |
Attachment Tab | Collection of 0 to more files that are considered relevant to support the Claim Resolution. |
Claim Additional Information Tab | If the committee considers that some of the information provided by the vendor as part of the claim needs to be clarified or more specific, the Claim Responsible Users may contact the Vendor in order to gather more information about the claim. |
Claim Resolution Committee Member Tab | All the employees that are part of the claim resolution committee. |
Overview
Attachment tab allows attaching one or more files that are considered relevant to support the Claim Resolution.
Attachment Tab screen Fields
Field | Description |
ID | Field represents the unique code of Attachment. |
| Attachment Classification | It allows to select the attachment type from the drop-down list. |
Title | Field represents the Title of the attachment. |
Description | Field represents the Description of the attachment. |
Attachment | Field allows users to attach the file. |
Date time | Field represents the Date and Time of the document uploaded. |
| Date | It allows the user to select the date for the attachment from the date picker. |
User | Field represents the users who is assigned this task. |
Overview
If the committee considers that some of the information provided by the vendor as part of the claim needs to be clarified or more specific, the Claim Responsible Users may contact the Vendor in order to gather more information about the claim.
Claim Additional Information Tab screen Fields and Tab
Field | Description |
ID | Field represents the claim additional information ID. |
Status | The basic stages are ‘Waiting for Response’ and ‘Response Submitted’. The default value is ‘Waiting for Response’. |
Required Information Date | The date when the information requirement was notified to the vendor. |
Vendor Response Date | Date when the vendor submitted the response. |
Request Communication Method | This is the communication method used for requesting the additional information to the vendor, the communication method may differ from the communication method used to submit the Claim. |
Response Communication Method | This is the vendor’s response communication method used. |
Vendor Response | Response given by the vendor. |
Additional Information | Any additional information is noted here. |
Attachment Tab | Collection of 0 to more files that are considered relevant to support the Claim Resolution. |
Overview
Attachment tab allows attaching one or more files that are considered relevant to support the Claim Resolution.
Attachment Tab screen Fields
Field | Description |
ID | Field represents the unique code of Attachment. |
Language | Country specific language used to register the title. |
Title | Field represents the Title of the attachment. |
Description | Field represents the Description of the attachment. |
Attachment | Field allows users to attach the file. |
Date time | Field represents the Date and Time of the document uploaded. |
User | Field represents the users who are assigned this task. |
Overview
Assign employees who are part of the claim resolution committee.
Claim Resolution Committee Member Tab screen Fields
Field | Description |
Committee Member | Look up functionality required, if users entering the Claim Resolution exists in Committee Member with Committee type ='Claim Resolution; the system must suggest this as the first Claim Resolution Member. System takes into account only Committee Members that are Committee type = 'Claim Resolution' |
Is Responsible | This is the Claim Resolution Member who is responsible to communicate with the vendor to gather further information if it is needed and lead the claim process to a success resolution. |