General description #

The claim report in Qbil-Trade allows you to get an overview of all the order claims that your company has made and the different details about them. The claims tab of the order screen is where all the claims are entered. The report gives information about the claims, such as the claimant, the insurance company, the amount of the claim, the reason for it, the status of the claim, etc.

The report is available only for the customers with configuration afroep.claims enabled.

Purposes/Objectives #

The main purposes for which the claims report is used can be listed as follows:

• The claims report serves as an important tool for businesses to manage their insurance claims effectively and assess the financial risks associated with their business partners.
• The report gives an overview of all the claims which can be provided to your insurers, to notify them of all the claims made against the relation.
• The report can also be used to track the progress of the claims made by your organization.

Columns #

• Order number: The order number of the claim is displayed in this column. On hover, displays the info text “Order number”.
• Claim no.: The claim number of the claim is given in this column. The value for the column is retrieved from the field “Claim no.” of the claim tab. On hover, displays the info text “Order claim number”
• Claimant: The person who made the claim is displayed in this column. The value is fetched from the field “Claimant” of the claim tab. On hover, displays the info text “Claimant”.
• Relation: The company name of the relation of the order line is displayed in this column. On hover, displays the info text “Relation”.
• Orderlines: The order lines column gives the name and Quantity of the product as per the order line for which the claim is made. The value is fetched from the field “Applies to” of the claim tab. On hover, displays the info text “Orderline”.
• Claimed: The status of the claim whether claimed or not is displayed in this column. The value is retrieved from the drop-down “Claim” of the claim tab. On hover, displays the info text “Claimed”.
• Claim Status: The status of the claim whether pending or solved is given in this column. This value is updated in the report from the field “Status” of the claim tab. On hover, displays the info text “Claim status”.
• Received claim on: The column gives the date on which the claim is received. The value is received from the field “Received on” of the claim tab. On hover, displays the info text “Received claim on”.
• Solved claim on: The column gives the date when the claim was solved. The value is fetched from the field “ Solved on” of the claim tab. On hover, displays the info text “Solved claim on”.
• Reason: The reasons for the claim entered in the field “Reasons” of the claim tab are displayed in this column. On hover, displays the info text “Reason”.
• Responsible: The person/department responsible for the claim, whether the supplier, logistic, or customer is given in this column. The value is fetched from the field “Responsibility of” of the claim tab. On hover, displays the info text “Responsible”.
• Claim Amount Currency: The currency selected for the claim amount is displayed in this column. The value is retrieved from the field “ Currency” of the claim tab. On hover, displays the info text “Claim amount”.
• Claim Amount: The claim amount entered for the claim is displayed in this column. This value is retrieved from the field “Amount” of the claim tab. On hover, displays the info text “Claim amount”.
• Claim filed with insurer: The claim whether declared to the insurer or not is displayed in this column. The value is fetched from the field “Declared to the insurer” of the claim tab. On hover, displays the info text “Claim filed with insurer”.
• Claim no. Insurer: The case number or insurance number provided by the insurer is given in this column. The value is updated from the field “Claim No. Insurer”. On hover, displays the info text “Insurance case no.”
• Insurance informed on: The column gives the date when the claim was informed. The data is fetched from the field “Insurance informed on” of the claim tab. On hover, displays the info text “date of informing insurance”.
• Note: Any remarks added for the order claim in the field “Remarks” are given in the column. On hover, displays the info text “Note”.