v7 FreeBalance Help

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.