MoversSuite Administration > Claims > Claim Settlement Type
Use this setup to define drop down menu options available within the Settlement Type field in Settlement Entry.
Figure 66: Example of a Claim Settlement Type Setup record.
To create a new Settlement Type:
1. At the top of the Claim Settlement Type Setup screen, use Click here to add new Claim Settlement Type.
2. Enter the Settlement Code.
3. Enter the name of the Settlement Type. This will be the name of that record and the name that will list in the Settlement Type drop down menu.
4. Click the Pay claimant directly checkbox, if appropriate.
5. Click Save.
The following technical table describes the details for each field.
|
Field |
Description |
|
Settlement Code |
Associate this record to an external code required when exchanging data with a third party application (up to 12 characters). |
|
Type |
Enter the names of the options available within the Settlement Type in Settlement Entry (up 128 characters). Examples: Cashed Out Closed Inspected Inspected/Repair Vendor Assigned Missing Repaired Replaced Withdrawn
|
|
Pay claimant directly |
Set this flag to indicate that the moving company will pay the claim directly. This flag instructs the application to display payee information within the Settlement Entry screen.
Note: The application uses a temporary vendor assigned to the “Claims” vendor class in Microsoft Dynamics GP to generate the payable transactions for the Pay Claimant records.
|