Claims > click Handling Revenue/Expenses button
Use the Handling Revenue/Expenses section in Claims to record the amounts received (Revenue) or paid (Expenses) to cover part or all of a claim. Transactions that use Handling Revenue/Expenses do not go through the Claims Clearing Account: Entries here are not related to Claim Items and are the only ones that in claims that do not go through AP. Additionally, anything entered here are not related to the Claims Form submitted by the customer. Entries will not show in the Summary, as the Summary only includes claim items related to the customer’s Claim Form. See Claims Process Overview for a definition of specific usage.
Example of use: The Handling Revenue/Expenses section is used when the van line will pay the agent to handle the claim - or when the van line will charge you for handling the claim.
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To charge a fee between commonly owned branches, offset costs by assigning a receivable to a particular branch within Handling Revenue. Doing so requires the other branch(es) to cut and remit checks to the other internal branches. Avoid recording these costs as part of the Settlement portion of the claim. |
When the Handling Revenue/Expenses button is clicked, the section indicated in Figure 18 is prompted. Manage Handling Revenue and Expenses within this section. Entries are added here on either the Revenue tab or the Expenses tab. Instructions are detailed within Add Handling Revenue and Add Handling Expense. See Claims Process Overview for an illustration that shows this step in the claims process.
Figure 18: Handling Revenue/Expense pane
To exit out of the opened Handling Revenue/Expenses section (Figure 18), click the Handling Revenue/Expenses button to collapse that pane and go back to being able to view the Claims grid.
The following table lists the fields and functions within this section.
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Field/Function |
Description |
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Revenue |
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Type |
The record type of the handling revenue items displays. |
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Date |
The date selected for transaction processing of the item displays. |
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Customer |
The customer selected to record the transactions under displays. |
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Add This function opens the Add Handling Revenue screen allowing a user to define a new item. |
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Edit This function opens the Add Handling Revenue screen in edit mode allowing a user update an existing record. |
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Delete This function removes the selected record after prompting the user to confirm the request. |
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Expenses |
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Type |
The record type of the handling expense items displays. |
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Date |
The date selected for transaction processing of the item displays. |
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Vendor |
The vendor selected to record the transactions under displays. |
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Add This function opens the Add Handling Expense screen allowing a user to define a new item. |
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Edit This function opens the Add Handling Expense screen in edit mode allowing a user update an existing record. |
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Delete This function removes the selected record after prompting the user to confirm the request. |
