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Firm order claim reports in Acorn

 

There are four claim reports that run in Acorn to do routine claiming of firm orders. Before any claims can run, however, there is an additional report that creates the first claim segment based on the Date To Claim in the order record. Note: all reports ending in 05 (the last 2 digits of the current fiscal year) select only orders in the current fiscal cycle.

FIRMCLAIMLATE:
When an order is created and mailed, the first DATE TO CLAIM is calculated by the system based on the DAYS TO CLAIM in the vendor record. Thus, an order sent to Harrassowitz will have a Date to Claim of 150 days after the order date , while an order sent to Blackwell in the US will have a Date to Claim of 120 days after the order date.
The FIRMCLAIMLATE report runs daily, and selects orders with a DATE TO CLAIM of that day. The report then generates a CLAIM SEGMENT in the order record, with a CLAIM ON date of the same day, and a CLAIM REASON of LATE.

FIRM1STCLM05:
This report runs daily, and selects orders with claim segments with a CLAIM ON date of that day, the NUMBER OF TIMES CLAIMED = 0, and a CLAIM REASON of LATE. (It will also find orders with CLAIM REASONS of LATERUSH and AVAILSEND, though those CLAIM REASONS would have been entered manually.) The report generates a CLAIM LETTER, and updates the CLAIM SEGMENT to show the number of times claimed = 1, and the DATE MAILED of TODAY.

FIRM2NDCLM05:
This report runs daily, and selects orders with CLAIM SEGMENTS where the number of times claimed = 1, and the DATE MAILED (of the previous claim) is more than 60 days old, STATUS = OPEN.

FIRM3RDCLM05:
This report runs daily, and selects orders with CLAIM SEGMENTS where the number of times claimed = 2, and the DATE MAILED (of the previous claim) is more than 60 days old, STATUS = OPEN.

FIRM4THCLM05:
This report runs daily, and selects orders with CLAIM SEGMENTS where the number of times claimed > 2, and the DATE MAILED (of the previous claim) is more than 60 days old, STATUS = OPEN.

In addition to the above routine claims, the following report is run each week:

SHOWTOCLMS05:
This report runs weekly, on Wednesdays, and looks for all of the SHOWTOXXX claims with a Date to Claim within the previous week, in the current fiscal cycle, where STATUS = OPEN.

12/03/2004 mew