Step 1: Initiating the Purchase Claim.

• Login to POMS Application: -  Open the POMS application & Enter your user credentials (username and password) and log in.
• Navigate to the Purchase Claim Section:
  • Parts >  Procurement  >  Purchase Claim.
• Create New Claim:- On the Purchase Claim page, click on the “New” button to initiate the creation of a new purchase claim document.

1. Step 2: Entering Purchase Claim Document Details
   

   1. Select Branch:-  In the Branch dropdown, select the appropriate branch for which the purchase claim is being filed.
   2. Select Supplier Name:-  In the Supplier Name field, choose the name of the supplier from the available dropdown list. This should correspond to the supplier from whom the items were purchased.
   3. Include Damage or Short Quantity:-  Tick the checkbox labeled “Including Damage or Short Quantity” if the claim pertains to damaged goods or missing items. This will ensure the system considers such issues when processing the claim.
      
   4. Create Claim and Retrieve Claim Line:-  Click on the “Create Claim” button. This action will generate a new claim document.
      
      

Step 3: Verifying Claim Details

1. Check the Claim Details:-  Review the list of items (parts) included in the claim. Verify the quantities, part numbers, descriptions, and any other relevant data.
2. Ensure Accuracy:-  Confirm that the data reflects the correct damage or short quantity issues. Cross-check with purchase receipts or inventory data, if necessary, to ensure the claim is valid.
3. Save the Document:-  Once all claim details are verified and correct, click Save to finalize and store the purchase claim document.

Notes:

• If there are any discrepancies or missing data, contact your procurement or inventory team to resolve issues before saving the claim.
• For claims involving significant damage or large quantities of missing parts, ensure proper documentation (e.g., photos, delivery receipts) is attached where necessary.