Chapter 22. Optional Administrative Set-up
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Chapter 22. Optional Administrative Set-up

Table of Contents

Claim Policies
Distribution Formulas
Line Item Alerts
Electronic Data Interchange (EDI)
Enhanced On Order records

Claim Policies

Evergreen uses claim policies to compile a list of claim-ready items based on order date. The default claim policy associated with each provider is automatically assigned to line items and copies purchased from the provider.

Create a Claim policy

  1. Click Administration → Acquisitions Administration → Claim Policies

  2. Click New Claim Policy

    1. Claim Policy name
    2. Org Unit
    3. Description
  3. Click Save
  4. Click Administration → Acquisitions Administration → Claim Policy Actions

  5. Click New Claim Policy Action

    1. Action (Event Type)
    2. Action (Interval)
    3. Claim Policy ID
  6. Click Save

Note

See Chapter 18, Providers for the steps to add a default claim policy.

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