For the newly registered claim, you need to add the initial reserve transaction first before adding payment/recovery/recovery received later. See https://contemi.atlassian.net/wiki/pages/resumedraft.action?draftId=1762034009
Add payment
To add a payment against a reserve, please click on Add Payment button of one row in Consolidated View on Claim Transactions tab.
It will show Add Payment popup where you can input the payment transaction information.
You need to provide:
Transaction Information:
Type: transaction type. Can be Indemnity or Expense.
Cover: cover that you want to make transaction against. This is auto prefilled.
Claim Type: type of the injury / damage. This is auto prefilled.
Cause Type: cause of the injury / damage. This is auto prefilled.
Claim Element: purpose of reserve/payment. This is auto prefilled.
Amount: payment amount. Can be positive or negative depending on your permission.
Description: short notes about the transaction.
Adjust Reserve: If this option is checked, the payment will reduce the outstanding reserve. If it’s unchecked, the payment will not reduce the outstanding reserve. You need permission to check/uncheck this option. See Claim Permissions.
Exclude from export: select this option if you want to exclude a payment from exporting to accounting system.
Recipient Information: this section records the person who will receive the payment
Copy from Claimant: if you want to have Recipient information prefilled from Claimant information, you can click on this button. The claimant information will be copied to Recipient.
OR Select from Recipient List (See Recipient Management). When you select an existing recipient from the list, system will automatically populate recipient information into claimant fields.
NIN / Organization No.: identity of the recipient
First Name: first name of the recipient
Last Name: last name of the recipient
Address: address of the recipient
Postcode: Postcode of the recipient
City: City of the recipient
Country: Country of the recipient
Phone Number: phone number of the recipient
Email Address: email address of the recipient
Add to Recipient List: if Select from Recipient List dropdown has no value, you can tick this option to add recipient to shared Recipient List.
Update to Recipient List: if Select from Recipient List dropdown has value, you can tick this option to update current recipient info to the selected Recipient.
Payment Information: this section records the way that the payment will be delivered and payment’s reference
Payment method: Bank Transfer is the only option now.
Account Number: Bank account number
Bank Name: Bank name
SWIFT/BIC
Invoice No.: invoice reference number
Invoice Date: invoice date
KID No.: invoice reference number. This is Norwegian-specific.
Due Date: due date of the payment
After you’re done with required payment transaction information, you need to click Save to accept creating new payment transaction. If the payment transaction passes the limit validation (See https://contemi.atlassian.net/wiki/spaces/SHC/pages/1762558197/Limit+Groups#Add-Payment), the new payment transaction will be added and displayed on the top in the Detailed View of Claim Transactions tab. Also, the Consolidated View will be updated with the new Total value.
Once a payment transaction is added, you cannot modify or delete that payment transaction. If you want to adjust the payment, please create a compensating reserve transaction. See https://contemi.atlassian.net/wiki/spaces/SHC/pages/1762066693/Add+Payment#Add-payment.