Fm Approvals autoPostClaims

This job will post claims that pass the Funds Check. More than one job can be scheduled.

Go to the Vehicle Scheduler Jobs page for the recommended set of car claim jobs to use for this process.

Job Criteria

The job selects claims that meet all of the following conditions:

  • Contract Type / Details "Group" is not 'Salary Packaged'

  • Contract Type / Details "Auto Post on Claims" is checked

  • Contracts / Claim "Status" is 'Active'

  • Contracts / Claim "Sub Status" is 'Pending Funds'

Job Outcomes

The job will produce one of the following outcomes for each claim:

Claim Passes Funds Check: The claim passes the funds check validation and is 'Posted'.

Claim Fails Funds Check: The funds check validation fails and the claim remains at 'Active' status and 'Pending Funds' sub status. It will be checked again the next time the job runs.

Claim Fails Other Validation: The claim fails a different check validation during the job run. The claim is updated to the 'Posting Failed' sub status.

Investigate these claim records by going to the Contracts / Claim tab and running the validation process for the failed claim. This should provide the validation failure message. An example of this happening is the claim failing a GST Check.

Parameters

Parameter

Format

Notes

Selection

Drop List

Process to select the order in which claims will be selected on each contract for post processing. Available options: Approval ID (smallest), Total (Smallest), Total (Largest)

Allowable Funds Balance

Currency

You can enter the value that the "Current Funds Balance (incl GST)" displayed on the Funds Balance pop-up can be once the claim has been processed. For example, if you enter -100.00, the "Current Funds Balance (incl GST)" can fall to -100.00

Process Flow

A process flow chart is available showing the complete workflow for this job. Refer to your system documentation for the visual representation.