Evergreen can produce a list of items, by ordering branch, which are ready to be claimed. You can use this list to manually claim items from your provider without having to open the purchase orders.
If an item has not been received and meets the conditions for claiming, the item will be eligible for claiming.
Batch Claiming of Claim-Ready Items
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Click Acquisitions → Claim-Ready Items.
Any items that meet the conditions for claiming will appear.
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Any items being claimed with the same claim type (claim reason) can be claimed at the same time.
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Check the box(es) adjacent to the line item(s) you wish to claim.
Click Claim selected items.
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From the Claim Type drop down menu select the reason you are making the claim.
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Enter a note (optional) and click Claim.
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Claim vouchers for the claimed items will appear.
Click Print to save or print out your vouchers.
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The voucher can be mailed or emailed to the provider to initiate the claim.
Claim a Line Item from the Purchase Order
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Open your purchase order.
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Using the Actions menu on the line item
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Click Actions → Claims (0 existing)
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Check the boxes adjacent to the copies you wish to claim and click Claim Selected.
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From the Claim Type drop down menu select the reason you are making the claim.
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Enter a note (optional) and click Claim.
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Claim vouchers for the claimed items will appear.
Click Print to save or print out your vouchers.
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The voucher can be mailed or emailed to the provider to initiate the claim.
Claim a Copy from the Purchase Order
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Open your purchase order.
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Click the Copies link on the line item containing the copy or copies you wish to claim.
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Click the Claim link adjacent to the copy you wish to claim.
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Use the check boxes to select any additional copies you wish to claim and then click Claim selected.
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From the Claim Type drop down menu select the reason you are making the claim.
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Enter a note (optional) and click Claim.
The number of existing claims on the line item updates and a claim voucher appears.
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The voucher can be printed and mailed to the provider to initiate the claim.
Manual claiming can be done for both line items and individual copies. You can manually claim a line item or copy any time after it has been ordered until it is received. Line items or copies that have been suspended can be claimed.
