Enter Serials Claiming Information in the Supplier Workform

To enter claiming information in the Supplier workform:

1. On the Supplier Record workform, select View > Claims or select  .

The Claims view appears.

2. Type the number (1-5) in the Maximum claims box to indicate the number of claims that you want to go to the supplier.

Note:
You can send more than five claims for serial issues/parts. Enter the five claiming intervals in the Supplier record, and add more claiming intervals on the Serial Holdings record.

3. In the days after release/expected box, type the number of days you want to elapse between when a serial issue is expected and the time when the first claim is generated.
4. Enter the claim cycle information as follows:
   1. Type a number in the 1st claim box to indicate the number of days that must pass after the first claim is generated before the second claim is generated.
   2. Type a number in the 2nd claim box to indicate the number of days that must pass after the second claim is generated before the third claim is generated.
   3. Type a number in the 3rd claim box to indicate the number of days that must pass after the third claim is generated before the fourth claim is generated.
   4. Type a number in the 4th claim box to indicate the number of days that must pass after the fourth claim is generated before the fifth claim is generated.

Note:
The cancel information is not relevant for claimed serial issues because individual issues are not canceled. Rather, the whole subscription may be canceled or not renewed.

5. Select Claim notice if you want claim notices to be sent.
6. If you have selected the Claim notice box, select the Notice method.

Note:
If Supplier Preference is selected in the Notification method box in Notification options in Polaris Administration, the notice method you set in the Supplier record will be used to send a claim notice. See Set up claiming notification.

7. Select File > Save to save the record.

The claiming data is filled in for any serials holdings records that are linked to this supplier record. You can change the claiming information in the serial holdings records, or you can add more claiming intervals beyond the five in the supplier record. See Enter claiming criteria in the serial holdings record.

Related Information

Printing Serial Claim Notices - If you have selected Print for the notice method in the Supplier record and the notification option in Polaris Administration is set to Supplier Preference or Print, you can print claim notices. See Print a claim notice.