credit_requests
Differences
This shows you the differences between two versions of the page.
|
credit_requests [2014/11/11 21:08] monica |
credit_requests [2019/09/18 18:29] (current) monica |
||
|---|---|---|---|
| Line 1: | Line 1: | ||
| ===== Credit Requests ===== | ===== Credit Requests ===== | ||
| - | Distibutors with eligibility to this applications file the most common claim types: | + | Distributors with eligibility to this applications file the most common claim types: |
| * Short Shipments | * Short Shipments | ||
| Line 7: | Line 7: | ||
| * Tax Exempt | * Tax Exempt | ||
| * Freight | * Freight | ||
| + | |||
| + | There are many legacy processes for a mix of claim types: See [[Other RC Processes FAQ ]] | ||
| + | |||
| The application is specific to handling CBP/US & CCRP customers because of the Invoices & payment processes. | The application is specific to handling CBP/US & CCRP customers because of the Invoices & payment processes. | ||
| Line 12: | Line 15: | ||
| When Filing a claim in this system, you should have the original C10 Invoice present. The system collects the Invoice # and inherits the Parent Code from your login as a baseline check. This step also retrieves the original invoice for you to cross reference inside the system. | When Filing a claim in this system, you should have the original C10 Invoice present. The system collects the Invoice # and inherits the Parent Code from your login as a baseline check. This step also retrieves the original invoice for you to cross reference inside the system. | ||
| - | * **Short Shipments** When filling out the Part Detail, please enter the top line exactly as you see it on the Original C10 Invoice | + | === **Short Shipments** === |
| + | |||
| + | When filling out the Part Detail, please enter the top line exactly as you see it on the Original C10 Invoice | ||
| * Invoice Line # (NOTE: these are not sequential and do not always begin with 1. etc). | * Invoice Line # (NOTE: these are not sequential and do not always begin with 1. etc). | ||
| Line 32: | Line 37: | ||
| - | * **Pricing Claims** When filling out the Part Detail, please enter the top line exactly as you see it on the Original C10 Invoice | + | === **Pricing Claims** === |
| + | |||
| + | When filling out the Part Detail, please enter the top line exactly as you see it on the Original C10 Invoice | ||
| * Invoice Line # (NOTE: these are not sequential and do not always begin with 1. etc). | * Invoice Line # (NOTE: these are not sequential and do not always begin with 1. etc). | ||
| Line 47: | Line 54: | ||
| Once a claim is valid, it follows an Adjudication process. | Once a claim is valid, it follows an Adjudication process. | ||
| - | For Pricing Claims, supporting documents can be uploaded or | + | For Pricing Claims, supporting documents can be uploaded or emails from ZSM can be forwarded to the specific Ticket #. See Notes section of Ticket to use this feature. Supporting documentation is any document or email that states a specific price different than your invoice says. |
| + | |||
| + | === **Tax Exempt** === | ||
| + | |||
| + | Tax Exempt Claims are simple form. The supporting document or proof to support your claim needs to be uploaded for every Tax Claim. The form, the state who issued it and name on the proof should all match your claim information. This information is needed for the claim to be Approved and paid out. | ||
| + | |||
| + | Upload your Tax Exempt form in pdf format or it can be an image (jpg, png, gif). | ||
| + | |||
| + | === **Freight** === | ||
| + | |||
| + | Freight Claims are simple form. The supporting documents are that Freight was charged incorrectly on the Invoice. Certain orders apply Freight charges automatically. Lost Freight Claims should be filed in a different system. | ||
credit_requests.1415740127.txt.gz · Last modified: 2014/11/11 21:08 by monica