Freight Claims - anyone with a slick process out there?

Epicor ERP 10
1

We process several freight claims a week. Root cause and troubleshooting is being done to reduce the numbers as part of another project.

However, we struggle with tracking the claims in the meantime. Currently we process a DMR to freight claim, carrier has 90 days to pick up product or we scrap it. We try to manually match up a check for the claim to an open DMR.

One enhancement we are going to make is to put the freight claim # as the supplier RMA and the carrier as the supplier in the DMR, then keeping the DMR open to make matching easier and tracking the 90 days. We are wondering if there isn’t a better method.

Anyone dealing with these that has a better idea/process?

Thanks!
Jenn

2

We issue a debit note to the carrier when the claim is raised. The debit note has all the details. Then the debit note is treated like an outstanding invoice by the receivables and collection team.