Purchase Claim Reconciliation

Important Note:

Before performing Purchase Claim Reconciliation, ensure that a Purchase Claim Document has been created for the corresponding shortage quantity.

Subsequently, create and complete the Purchase Claim Reconciliation process to clear the shortage quantity from the system.

1. Purpose

The purpose of this SOP is to define the standardized process for creating and completing a Purchase Claim Reconciliation in the POMS application. This procedure ensures accurate reconciliation of purchase claims and proper documentation of supplier and branch-related transactions related to shortage quantity removal.

2. Scope

This SOP applies to all authorized users responsible for procurement and purchase claim reconciliation activities in the POMS application, including shortage quantity removal reconciliation activities.

Step 1: Initiating the Purchase Claim Reconciliation

1 Login to POMS Application

2 Navigate to Purchase Claim Reconciliation

1. From the main menu, navigate to:

   Parts → Procurement → Purchase Claim Reconciliation
   

2.  Create New Claim Purchase Claim Reconciliation Document. 
   

Step 2: Entering Purchase Claim Reconciliation Document Details

1. Select Claim / Packing Details - Select the required PDC Document from the dropdown list.

2. Select Branch Name - Choose the appropriate Branch from the dropdown menu.

3. Select Supplier - Select the required Supplier from the dropdown list.

4. Select Items - Click on the “Select All” option to select all available items for reconciliation.

Step 3: Enter Quantity and Save.

1. Enter Approved Quantity - Enter the Approved Quantity for each item as applicable.

2. Save the Document

1. Verify all entered details.
2. Click on the Save button to save the Purchase Claim Reconciliation document.

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