OSA Administration: Orders to Claim
Items that have a Status of "On Order" or "Claimed" (Claim Notice Printed), but have not arrived, become eligible for "Claim" actions when they exceed the number of days
specified in the Days to Claim field of the Vendor Configuration, for the vendor of the item.
The Item Detail screen will display a Claim Notice option on the Choose a task, enter quantities,
and click red arrow drop-down.
Users with the Print Claim Notices permission checked in the Administration Order permissions group can generate lists of Claims
due to be printed, and reprint previously printed lists.
When enabled, the Print Claim Notices permission causes the display of the Orders to Claim option, in the "Released Orders" section of the Administration (Admin) page:
To Generate and Print a List of Orders to Claim:
- Click the Admin link at the top of the OSA screen and the Administration menu will display.
- Under Released Orders click the Orders to Claim option.
- The Claims Search dialog will display.
- Click the option button for the desired search type and follow the instructions below:
- Find items for which Claims notices are due to be printed, sorted by:
- Click the drop-down list and select a Sort Option
- If desired click the drop-down list to change the number of items to display per page.
- Click the Submit button.
- The Items Due To Be Claimed report will display.
- For each notice that you wish to print, click the check box to the left and a check mark will display.
- When all desired items are checked, click the rotating red arrow button to the right labeled "Claim checked items."
- A Transmission Results message will open in a new window advising the Vendor Name and Result of the claims transmission.
- Close the Transmissions Results window.
- Find Claims notices which were printed on or after: (Reprints)
- Type the beginning date in mm/dd/yyyy format, or click the Select button to view a calendar to select the beginning date from.
- If desired click the drop-down list to change the number of items to display per page.
- Click the Submit button.
- The Claims Notices - Reprint report will display.
- For each notice that you wish to print, click the check box to the left and a check mark will display.
- When all desired items are checked, click the rotating red arrow button to the right labeled "Reprint/email claim notices for checked items."
- A new window will open displaying the Claim Notices for the checked items. A Print dialog will automatically display. Click Print or Cancel as desired.
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