1. Claim To: This field allows you to choose who the claim should be against. Supplier populates by default, but click the field to choose from the drop-down options of Carrier and Carrier Arranged By.
2. Supplier Name: This field automatically displays the name of the supplier the claim relates to. 
3. Supplier Identifier: The supplier's identifier number is automatically displayed here.
4. Establishment Registration No.: The supplier's establishment number (if it was completed in the PO or Inspection Record) is automatically displayed. The establishment number can be added/updated by clicking the drop-down and choosing from the suppliers related establishment numbers.
5. Appointment Number: Add an appointment number here if required.
6. Invoice Number: Add an invoice number here if required.
7. Our Item Code: This field is enabled by default and will show the item (material) code.
8. Supplier Item Code: The supplier's code for the item will populate here automatically if defined in the item (material) in MasterData. The field can be updated if required.
9. Item Codes Received: Add the item codes received in the delivery if required.
10. Item Description: The description given to the item (material) in MasterData populates here automatically.
11. Item Category: The item (material) category, if it has been completed in MasterData, populates here automatically.
12. Warehouse Location: Set the location of the item in the warehouse if required.
13. Save: Click Save to save any updated or changes you make to this stage of the claim.
14. Save & Submit: Once you are ready to progress to the next stage click Save & Submit.

The Claim Quantity Breakdown allows a user to complete equations to figure out how much is being claimed for. For example, maybe 100 boxes of meat came in and after inspection some are underweight. Not all of the boxes will be claimed for being underweight as there is viable product that can be used. Using the equations will allow you to determine how much is to be claimed for. In a claim template when setting up the formulas you can choose from a linear or matrix layout. The first example below shows an example of a linear layout.

1. Variable 1 Name: The name of the value that needs to be added to the Quantity field appears here. In the example above it is called 'Cases Delivered', and this is the value that will be completed in the next field called Quantity. Note: The name of the variable can be changed if required by clicking on it and choosing from the drop-down (the variable drop-down list is an open data test (drop-down) that you customise and select within the Claim Template).
2. Quantity. This field is where you type in the numerical value that relates to the variable name.
3. Unit: The unit of measurement which quantity relates to is displayed here. Click into the Unit field to change the unit of measurement displayed.
4. Operator: The operator for the calculation e.g. plus(+), minus(-), divide(/), etc. is displayed here. Click the field to change the operator for the calculation.
5. Variable 2 Name: The name of the value that needs to be added to the Quantity field appears here. In the example above it is called 'Cases Delivered', and this is the value that will be completed in the next field called Quantity. Note: The name of the variable can be changed if required by clicking on it and choosing from the drop-down (the variable drop-down list is an open data test (drop-down) that you customise and select within the Claim Template).
6. Quantity. This field is where you type in the numerical value that relates to the variable name.
7. Unit: The unit of measurement which quantity relates to is displayed here. Click into the Unit field to change the unit of measurement displayed.
8. Total: The field will display the calculation result of the previous two variables.
9. Total Name: This field displays the name of the Total value. Click the field if required to change the name of the Total.
10. Total Unit: The unit of measurement which the formula totals up to e.g. cases, pounds, %, etc. Click the field to choose a different Total unit of measurement if required.
11. Delete (X): If required, use the delete button to remove the line.
12. Add Line: Use the Add Line button to add extra lines for additional calculations you may want to complete.
13. Mean from Percentage Model: When you open the Quantity breakdown stage you may see fields already populated with values. If your claim template was setup to auto-populate the 'Mean from Percentage Test', and your Item Inspection template has a workflow section with a Percentage Model Layout, with a Variable Differential Numerical Test selected with 'Populate to Claim' enabled, then the mean value for that test will populate through to the claim record.

The second example below shows an example of a matrix layout.

1. No.: The system will automatically number each test.
2. Section: The name of the inspection record section that the claim is being raised in relation to is displayed here.
3. Subsection: The name of the inspection record subsection that the claim is being raised in relation to is displayed here.
4. Test Name: The name of the test in the inspection record which the claim is being raised for. Tests completed as part of an cumulative model in an inspection record will all populate in this section.
5. Event Notification: Note: Currently not available to use.
6. Nonconformance Category: Choose a non-conformance category in the system to assign to each failed test in the claim.
7. Quantity: The quantity of the item inspected (sample size field in the item inspection record) is displayed here.
8. Unit of Measurement: Click into the field to assign the unit of measurement e.g., cases, to the quantity displayed.
9. Delivered Quantity: The quantity delivered as defined in the Details Stage of the Item Inspection record is automatically populated here. Click into the field to update the value if required.
10. Inspected Quantity: The sum of the sample size quantity. Click into the field to update the value if required.
11. Claim Quantity: Add to the claim quantity field how much will be claimed for (the previous section claim quantity breakdown may of been used to calculate this).
12. Unit of Measurement: For each quantity a unit of measurement can be selected. The unit will populate automatically for the Delivered Quantity if it was defined in the Item Inspection record.
13. Unit Cost: The unit cost will populate automatically opposite Claim Quantity if the Cost value was added to the purchase order for the item and can be updated if required. The unit cost can be added for the Delivered Quantity if required.
14. Total Cost: The system will calculate a total cost for Delivered Quantity and Claim Quantity by multiplying the quantity value for each by the unit cost.
15. Total: Opposite the Total field the system will display the total cost to be claimed.
16. Report: Any comments on the claim can be added to this field.

1. Additions: Click into the Additions field to choose from the drop-down list of any additions you want to add on to the claim quantity e.g., Labour cost.
2. Add Line: Use the add line button to add additional lines for selecting other Additions you want to add on.
3. Quantity: Add the quantity value of the addition here.
4. Unit of Measurement: Select the unit of measurement for the addition e.g., hours.
5. Unit Cost: Add the unit cost value for the addition.
6. Total Cost: The system will calculate the addition cost by multiplying the quantity by the Unit Cost.
7. Total: The system will add the total cost of all additions here.
8. Report: Add any comments on the additions to this field.
9. Deductions: Click into the Deduction field to choose from the drop-down list of any deductions you want to deduct from claim quantity.
10. Add Line: Use the add line button to add additional lines for selecting other Deductions you want to add on.
11. Quantity: Add the quantity value of the deduction here.
12. Unit of Measurement: Select the unit of measurement for the deduction e.g., boxes.
13. Unit Cost: Add the unit cost value for the deduction.
14. Total Cost: The system will calculate the deduction value by multiplying the quantity by the Unit Cost.
15. Total: The system will add the total cost of all deductions here.
16. Delete(X): Click the X to remove any lines you add.
17. Report: Add any comments on the deductions to this field.
18. Total Claim Amount: This field will automatically calculate how much is being claimed for by looking at the Total in the Claim Quantity section of the record, adding on the Additions, then deducting any deductions defined, to give the overall claim total.
19. Total Percentage to be Claimed: This field will automatically show the % being claimed by looking at the quantity delivered and the total claim amount.
20.  Report: Add overall claim comments here.