---
title: "Management of issues and claims"
url: "https://help.simasuite.com/en/article/management-of-issues-and-claims"
language: "en"
last_updated: "2026-06-15T10:06:22.262Z"
---

# 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