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Evergreen uses claim policies to compile a list of claim-ready items based on order date. All claiming is currently manual; electronic claiming is not available
The default claim policy associated with each Provider is automatically assigned to line items and copies ordered from the provider.
Apply or Change a Line Item Claim Policy
- Open your purchase order.
- Check the check boxes adjacent to each line item you would like to apply the claim policy to.
- Click Actions → Apply Claim Policy to Selected Line Items.
- Choose a Claim policy from the drop down menu.
- Click Save.
- The new claim policy will be applied to the line item(s).
You can change the claim policy that has been applied to a line item until the item is marked as received.
