Form - Claims list
This module outputs a list of claims data already registered. After entering your conditions, click the "Start" button and a confirmation dialog box will appear. Choose to output the data either as an Excel file or as a CSV file.
→To Operation Procedure
Screen Transition
[Uncollected Control Module]
↓
[Form]
↓
[Claims List]
↓
[Claims list] screen
"Start" button → [Output destination] screen
Output conditions specification
Items which you can enter in the [Claims input] screen can be specified as search conditions.
Instruction here describes items which requires a specific explanation such as items do not exist on the [Claims input] screen.
[Header] tab
- Invoice type
Choose one or more from the following as summary object: [None], [Individual], [Monthly invoice].
Please make sure that one or more check boxes are "ON." If you click the "Start (A)" button with all the check boxes "OFF", an error message will appear.
- Approval Status
Choose one or more from the following as summary objects: [Unapproved], [Approved], [Denied].
Please make cure that one or more check boxes are "ON." If you click the "Start (A)" button with all check boxes "OFF", an error message will appear.
[Collection plan] tab
- Settled status
Choose one or more from the following as summary objects: [Unsettled] [Settling] [Settled].
Please make sure that one or more check boxes are "ON." If you click the "Start (A)" button with all check boxes "OFF", an error message will appear.
[Sort]
- Entry date, Claims No.
Choose one of the following as the sort index to list the extracted data: [Entry date] order and [Claims No] order.
[View]
- All, Header/Detail, Header/Collection plan
Choose the item to list the extracted data from the following: [All]
When "All" is selected:
All items entered in the [Claims input] screen will be listed.
When "Header/Detail" is selected:
Among the items entered in the [Claims input] screen, those entered on the [Header] and [Detail] tabs will be listed.
When "Header/Collection plan" is selected:
Among the items entered in the [Claims input] screen, those entered on the [Header] and [Collection plan] tabs will be listed.
[Buttons]
- Browse
If you click this button when you are selecting the name of a macro file, the file names will appear in tree format.
- Start
Click this button to open the [Output destination] screen. Click either the "Excel output" or "Create CSV" button to select the format for
outputting the journal meeting the output conditions.
- Clear
- Exit