Management of issues and claims

On this help page you will find documentation on the Management of incidents and complaints.

Creation of own incidents

The creation and management of own incidents is carried out from the Incident tracking, which is located on the following route: [Spare Parts Module -> Stock Management Tab -> Incidents Section -> Own Option].

For create incidents We perform the following steps:

• We open the Incident tracking
• We select the option New incident, located in the left panel
• The wizard for creating manual incidents will appear, press the button Following
• We select the incident scenario:
• Entrance: These types of incidents occur during the input check carried out by the spare parts manager when broken, expired or non-existent references are detected.
• Inventory: These types of incidents occur in the usual warehouse management process
• We select the type of incident:
• Rip
• Expiration, in this case SIMA will request Month and Year of expiration
• Absence
• Excess
• Badly referenced
• We select the warehouse where the incident occurred
• We press the button Following
• We indicate the data of the incident:
• Brand
• Reference code
• Amount
• Observations, optional
• We must repeat the previous step for as many references as they affect that we must create
• When we have finished indicating the references, we uncheck the check Do not exit the wizard
• We press the button Following
• We indicate the Supplier of the invoice and the document number of said invoice, the button Look for will allow us to find all the invoices from said supplier
• We press the button Create and the incident will be generated

When the incident scenario is inventory and the guy is breakage, expiration, absence or excess SIMA will not request more data.

Management of own incidents

For manage incidents We perform the following steps:

• We open the Incident tracking
• We click the right mouse button on the incidents and mark them as Accepted either Rejected as appropriate
• Once the ones that are going to be managed at this moment have been marked, click on the option Process incidents

Supplier claims management

Supplier claims management is carried out from the Claims Tracking, which is located on the following route: [Spare Parts Module -> Stock Management Tab -> Claims Section -> Supplier Option].

For manage claims We perform the following steps:

• We open the Claims Tracking
• We select the option Consult (F5) to search for the claim
• We click the right mouse button on the claim to be managed and select the option Consult claim
• The window will open Maintenance of supplier claims displaying selected claim information
• We confirm the claim and enter the claim number indicated by the supplier in the field Rec. No. Prov.
• We can mark the acceptance / rejection of each line of the claim with the context menu above each line
• When we have finished establishing the resolution of each line by the supplier with its acceptance or rejection, we press the button Finalize claim

Payment of claims to supplier

When a claim is accepted by the supplier, the Claim credit

For pay a claim We perform the following steps:

• We open the Claims Tracking
• We select the option Consult (F5) to search for the claim
• We click the right mouse button on the claim to be managed and select the option Pay claim
• The invoice credit creation wizard will appear.
• We press the button Following
• We indicate:
• Credit document number
• Document date
• Type of subscription (total or partial)
• We press the button Following
• If the payment is partial, we must indicate the amount and press the button Finish
• The window will appear Supplier invoice maintenance with subscription details
• We check the document and, if everything is correct, we confirm it