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- On the main menu , under Operations, next to Claim, click List.
- In the Operations quick links, click .
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Claim
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To view an existing Claim, on the Claim List, click its row or Claim ID link.
To create a new Claim, do one of the following:
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- Select the Counterparty and enter at least the Date Sent/Received.
The Counterparty determines the default transaction type (AP or AR), although it can be changed.
Owner = AP: You have a contract with the owner to use the vessel, and if demurrage is incurred, you will have to pay the owner.
Charterer or Receiver = AR: You will be billing this to them to recoup the cost paid to the owner.
- When a Claim is an AP, you can select a Rebill Option. Rebillable invoices appear on the Voyage Expenses Rebill Management form.
- When a Rebill Claim is created for an internal counterparty:
- Claim Status is Settled by default.
- Analyst field is copied from the AP (Rebill) claim; if there are multiple AP (Rebill) invoices, the Analyst field is left empty in the resulting Rebill Claim.
- Agreed Amount is set equal to the Original Claim Amount.
- Date Settled is the date the rebill is created.
- CP Reference: Select a contract type or Stand Alone. For Claims associated with a contract:
- Reference No.: Select a Voyage Fixture, TC In, TC Out, Service Contract, FOB Cargo, Cargo, or VC In ID.
- If the contract is scheduled, Claim Invoices appear on the voyage Invoices panel for the reference Vessel/Voyage.
- After an FOB Cargo Claim is saved, it appears on the FOB Cargo Existing Claims grid.
- Port: Select from ports in the contract itinerary.
- Reference No.: Select a Voyage Fixture, TC In, TC Out, Service Contract, FOB Cargo, Cargo, or VC In ID.
Currency: Defaults according to these rules:
Claim CP Reference Default Claim Currency Fixture Currency of Fixture Company TC In, TC Out Currency of TC Service, Stand Alone Existing Default Cargo, FOB Cargo, VC In Currency of the Contract - In the Out of Pocket field, you can enter a claim amount withheld from freight. This field is for reference only and does not impact any other fields in the Veson IMOS Platform.
- Follow-Up Date is used to alert analysts when follow-up is required. Field will be automatically populated with today's date plus Follow-Up days, as defined in the Claim Actions form. If there is no days defined, today's date will be used.
- In the Claim Action Log, you can click to add a line at the top and select Claim Actions that describe the actions taken.
- To begin processing the claim, change the Claim Status to In Progress.
- When you save the Claim, a Claim ID is assigned. Claims are numbered according to the following scheme:
CL-YYYY-######
For example: CL-2013-000001
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