Who:	CSP Matter Manager + Verifier
When:	When the Provider has completed work on an Order and submits a Claim for payment, the person with the Verification role checks the claim. Until the Claim is verified, the Provider cannot submit an Invoice. The following procedure describes how to accept the Claim if all items are verified.

Procedure

The following procedure describes how to accept the Provider’s Claim. See the procedure Dispute a Claim if one or more items on the Claim are not being accepted.

On the LPG menu, select Worklist > All.

The My Worklist Summary appears.

Scroll down to the Orders section and click Work Completed – Docket Submitted For Approval.

NOTE: Other methods to find the required Order include: the Search Order, Find Matter by Order function (see user guide Find Vs Search) or using the My Work function (see user guide My Work Overview & Search).

NOTE: The Verification process is the same for Final Claims or Part Payment claims.

Click the Action button next to the Order you wish to process.

The Verify Claim or Verify Payment Claim screen appears. The Items tab is selected with the list of items displayed.

N1 - Any items on the list that are the result of a new variation are highlighted in pink. If only the quantity field is highlighted, what the user is claiming varies from what was previously agreed. If all the boxes in a line are highlighted, an item has been added during the claim process that was not previously on the order.

Verify that the amount being claimed will not cause the budget to be exceeded.
To accept all items on the list, click the Accept check box at the top of the list.

NOTE: If not all the items on the Claim are being accepted, follow the procedure for rejecting a Claim. See user guide Dispute a Claim for details.

If this is a claim for part payment on the Order, the order is still in the Provider’s Work in Progress worklist. Once the Invoice for this claim is submitted for payment by the Provider, they will be able to make additional Claims on the order.
Scroll to the bottom of the Verify Claim screen and click Accept.

NOTE: If the Claim exceeds the amount the user is authorised to accept, the Claim is automatically escalated to an approval manager.

Once the Claim is accepted. The Claim is now with the Provider to action (by completing and submitting the Invoice for this claim). The Claim can now be viewed from Worklist > Viewable on the LPG menu. It appears under the Invoices heading in the Requests for Invoice (View Only) (N2).

NOTE: If necessary, the claim can be recalled to the Verify Claim stage by opening it in the Requests for Invoice (View Only) worklist. See topic Recall, Stop or Cancel.

Tips & Troubleshooting

Deliverable Orders generate $0 claims. Depending on your LPG configuration, these claims may be automatically approved and will not be presented for verification. In this case, as a $0 Final Claim was generated and approved, the Order will be automatically marked Complete as no further action is required on the order.

Articles in this section

Verify a Claim

Procedure

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