Send a claim to AP Transaction Entry
You will use the SL Claim Update to AP Trans form to invoice a claim in an AP Transaction Entry batch.
For an overview of the claims process, see Process Subcontract Claims.
- Enter an approved amount for the claim in the Approve Amount field (Items tab).
- Certify the claim by selecting the Certified option in the Claim Status field.
- The Claim Approval Required check box was selected when the subcontract was created in SL Subcontract Entry, which means the claim cannot be sent to AP Transaction Entry. Instead, it must be sent to AP Unapproved Invoice Entry.
- The claim was already processed.
Once you sent a claim to AP Transaction Entry, you cannot make changes to the claim items or the generated invoice items. If you need to change a claim after if has been sent to Accounts Payable, you must delete the generated invoice in AP Transaction Entry and then change the claim in SL Subcontract Claims.
Invoice totals will be the claim amount plus/minus the tax on the invoice, depending on the country.
- Australia - the invoice total is the claim amount less the tax on the invoice. For example, if the claim amount is $25,000 and the tax amount is 5%($1,250), the invoice total is $23,750.
- US/Canada - the invoice total is the claim amount plus the tax on the invoice. For example if the claim amount is $25,000 and the tax amount is 5%($1,250), the invoice total is $26,250