The Claim Schedule Numbering (CSN) page is established to configure the numbering sequence and structure of the Claim Schedule Numbers. Claims are a different type of disbursement where Advantage is not the source of the disbursement but an outside system is, where the eventual check or EFT number will be assigned. In most implementations, this functionality is not used.
The Claim Schedule Numbering sequence is configured by Disbursement Format so that this type of payment can be separated from Advantage payments. For this reason, Disbursement Format is made required through Configurable Validations on transactions that update Disbursement Request and on the Unprocessed Procurement Card page, for when a record is marked to pay. A final configuration point for this type of processing is to enable the display of the Claim Schedule Number on the Charge (CH) transactions generated by Claim Schedule Processing.
The fields on Claim Schedule Numbering are as follows:
Field Name |
Description |
Claim Schedule Type |
Unique identifier for numbering records that allows more than one series of claim schedule numbering. |
Fiscal Year |
As numbering can start over each year, a fiscal year is required for each record. As this is a required field, if numbering does not start over each year, then the Last Number from year 1 has to be set up as the Number From in year 2. |
Number From |
Beginning number for a series range. |
Number To |
Ending number for a series range. |
Last Number |
Last number used in the series |
Number of Disbursements |
An optional number of disbursement transactions to be numbered with the same Claim Schedule Number before generating a new number. A blank represents no limit within a run. |
Prefix |
An optional prefix is to be used before the uniquely generated Claim Schedule Number for identification purposes. |