Receivables can automatically initiate claim creation during AutoLockbox and Post QuickCash processing. See: Using AutoLockbox.

Additionally, you can create claims when manually entering receipts in the Applications window or in the QuickCash window. See: Applying Receipts and QuickCash.

You can also create claims directly in Trade Management. See: Claims Overview.

Claims can be either invoice related or non-invoice related:

• If a customer short pays a particular invoice, then you can create an invoice related claim. Invoice related claims take the currency of the invoice.

  This type of claim places the related invoice in dispute; the invoice remains open until the claim is resolved. You can choose to age or summarize disputed transactions in aging reports.

  Note: In Receivables, invoice related claims are always short payments. If you receive an over payment that is related to an invoice, then you should fully apply the invoice and record the remaining amount as a non-invoice related claim using the Claim Investigation application type.

• If a customer includes a deduction or over payment on a remittance but does not indicate a related invoice number, then you can create a non-invoice related claim using the Claim Investigation application type. Non-invoice related claims take the currency of the receipt.

  This type of claim is an open receipt credit; the receipt remains open until the claim is resolved. You can choose to age or summarize open credits.

  Note: A negative claim investigation is a positive claim in Trade Management, because Trade Management and Receivables are on opposite sides of the balance sheet. Trade Management is a liability/expense product while Receivables is an asset/revenue product.