Create a claim from the purchase order

Creating a claim document directly from a purchase order streamlines issue resolution, reducing financial risks and improving vendor relationships. It enhances transparency, accountability, and operational efficiency, resulting in cost savings.

With this feature, you can create a claim document directly from the purchase order. The following procedure describes how to perform this activity.

1. Select the Search icon, enter Purchase Orders, and then choose the related link.
   The Purchase Orders list page opens.
2. Select the desired No.
   The Purchase Order card page opens.
3. On the action bar, select Home > Create Whse. Receipt.
   The system displays a dialog box confirming the creation of the warehouse receipt.
4. Click OK.
   The system redirects you to the associated warehouse receipt.
5. On the action bar, select Home > Post Receipt.
   The system displays a dialog box.
6. Click Yes.
   You can configure the related documents according to the advanced warehouse setup or transactions.
   Once the configuration is done, the system redirects you to the purchase order page.

7. On the action bar, select Home > Create Claim.
   The Get Purchase Receipt Lines page opens.
8. Select the desired Receipt Line No. and click OK.
   The system displays a dialog box to confirm whether you want to open the associated claim document.
9. Click Yes.
   The system redirects you to the associated purchase claim document.

Similarly, you can also create sales claim documents from sales orders.