Create the SS-Claim Credit Review Exception

Create the SS-Claim Credit Review Exception

The SS-Claim Credit Review Exception is created when a claim credit is accepted by the customer. Creating this exception notifies Support Services that the claim is ready to be reviewed and approved to properly pay the customer.
  1. Create the exception in an Open status.
  2. Enter the appropriate Comment Phrase exactly as shown below into the Exception Comment.

  3. Enter all required information into the Service Job Comment using the below Note Template:
    1. CLAIM CREDIT ACCEPTED:
      <Customer Name> declines the replacement <item> - he/she accepted the claim credit in the amount of $<amount>.