Claims data approval
[Claims data approval] approves the data entered in [Claims entry].
→To Operation Procedure
Screen Transition
[Uncollected
Control Module]
↓
[Approval]
↓
[Claims Data Approval]
↓
[Claims data approval] screen
Item setup
[Searching conditions]
- Entry date, update date, approval date, expiration date
Choose one of the following: entry date, update date, approval date, or the expiration date to specify the Date (from/to) to be searched.
- Approval status
Check the approval status check box (choose one or more from the following: "Unapproved," "Approved," and "Denied").
- Invoice description
Enter the object character string when executing searching by the character string of "Involve description" in the header, input the object character string. Fuzzy searching is also available.
- Prefix No.
Select the Prefix No. from "Claims data" or "Operator setup". However, when the numbering setup for claims data No. is not like "Prefix No. -," Prefix No. is fixed to "Operator setup."
If "Claims data" is selected, the prefix No. entered in the [header] of [Claims entry] becomes the searching object.
If "Operator setup" is selected, the range setting for the prefix No. will be searched based on the setup value of "Display initial prefix No." set in the on the "Operator" tab in [Employee setup].
- Internal No.
- Credit No.
- Voucher Issue Dept
- Update operator
- Approval operator
[Execute approval]
- Approval status
Select the approval status from "Unapproved(
)," "Approve(
)," and "Denied(
)," and set it.
- Invoice description
- Entry date
Displays the entry date entered in [Claims entry]. When [Voucher numbering setup] is set to "Manually" and "Manually with prefix No.," and the entry date is empty, enter the entry date here.
- Internal No.
Displays the internal No. entered in [Claims entry]. No modification can be made.
- Credit data No.
- Voucher Issue Dept code , Name
- Correspondent code , Name
- Entry currency
- Entry amount
Displays the Amt including tax.
- Prefix No.
Displayed only when the numbering setup in [Claims entry] is set to "Manually with prefix No."
- Numbering No.
Displayed only when the numbering setup in [Claims entry] is set to "Manually with prefix No."
- Prefix No.(operator setup)
Displays the setup value of [Display initial prefix No.] set in [Employee setup].
- Update operator code , Name
- Comment code , Name
Select from the approval comment registered in [Register approval comment]. It is also possible to directly enter a text in the comment name.
- Bulk change status
This is used to change the approval status at one time.
[Buttons]
- Name 1/2
- Modification
To modify data which is already approved, change the approval status to "Unapproved" or "Denied" and save the data first.
- Detail
Displays the detailed information on claims data on the cursor line.
- Clear
- Refer
Extracts data to the [Spread] based on the searching conditions entered in the searching items field.
- Save
- Exit