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Home/Docs/Entity Reference/Claim Reconciliation Line — entity reference
REFERENCE · Last reviewed

Claim Reconciliation Line — entity reference

One item row under a Claim Reconciliation, where a user restates what was claimed for an item and how much the supplier approved or rejected. Like its parent it is a manual register: nothing in xMatix creates, updates or reads these rows. Claim review, approval and settlement work on the claim lines themselves, so a reconciliation line never changes a claim, a claim line or any settlement. The rows are reached from the Reconciliation Lines tab of a Claim Reconciliation record.

Fields

FieldLabelTypeRequiredWhat it does
ApprovedAmountApproved AmountCurrencyThe value the supplier accepted for this row, entered by hand. It is not calculated from Approve Quantity and Unit Price.
ApproveQuantityApprove QuantityDecimalThe quantity the supplier approved, entered by hand. Left empty on a new row it is saved as 0, and a value of 0 or less is refused with Approved Quantity cannot be Negative, so a new row needs at least 1 even when nothing was approved. It is separate from the claim line's own Approve Quantity, and nothing keeps the two in step.
ClaimAmountClaim AmountCalculated (calculated)Calculated on every save as Claim Quantity times Unit Price. It is not on the seeded forms.
ClaimIdClaimLookup → ClaimThe claim the row refers to. For information only; nothing checks it against the claim line or the item.
ClaimLineIdClaim LineLookup → ClaimLineThe claim line the row accounts for. The picker lists every claim line, not just those of the chosen claim, and picking one fills in nothing else on the row.
ClaimQuantityClaim QuantityDecimalThe quantity claimed, entered by hand. Left empty on a new row it is saved as 0, and a value of 0 or less is refused with Claim Quantity Cannot be Negative, so enter at least 1.
ClaimReconciliationIdReconciliationLookup → ClaimReconciliationThe reconciliation this row belongs to. Filled in automatically when the row is created with New on a reconciliation's Reconciliation Lines tab.
CreatedByIdCreated ByLookup → UserAccountYes
CreatedDateTimeCreated DateDateAndTimeYes
ExternalIdExternalTextA reference to the same row in another system, for imports. Nothing in xMatix reads it.
IdIdGuidYes
ItemIdItemLookup → ItemThe item reconciled. Entered by hand; it is not taken from the claim line.
ModifiedByIdModified ByLookup → UserAccountYes
NameNameTextYesRequired, but no numbering setting is shipped for reconciliation lines and the shipped create form has no Name field, so a new line is refused with Name is required until an administrator adds a document name setting for the entity or adds Name to the form.
OwnerIdOwnerLookup → UserAccountYes
RecordTypeIdRecord TypeGuid, hidden
RejectedAmountRejected AmountCurrencyThe value the supplier rejected, entered by hand. It is not calculated.
RejectionReasonRejection ReasonPickListWhy the supplier rejected the quantity. No reasons are seeded, so the list is empty until an administrator adds values to this picklist.
RejectQuantityReject QuantityDecimalThe quantity the supplier rejected, entered by hand. Left empty on a new row it is saved as 0, and a value of 0 or less is refused with Rejected Quantity cannot be Negative, so a new row needs at least 1 even when nothing was rejected.
RemarksRemarksTextFree-text notes about the row.
StatusStatusPickListDraft, Pending or Reclaim, where Reclaim means the quantity is to be claimed again. It is not on the create form and nothing sets it, so it stays empty unless an administrator adds it to the form. Reclaim does not raise a new claim. Values: Pending, Reclaim, Draft.
UIPropsUI PropsText
UnitPriceUnit PriceCurrencyThe price per unit used for Claim Amount. Leave it empty or enter an amount above zero: 0 or less is refused with Unit Price cannot be Negative.
UpdatedDateTimeModified DateDateAndTimeYes

Actions

ActionLabelTypeWhat it does
BulkDeleteDeleteDeleteDelete the selected records.
CloneCloneServerAction (Clone)Create a copy of this record
DeleteDeleteDeleteDelete
DeleteInListDeleteDeleteDelete in a list page
EditEditUIActionEdit
EditInLineEditEditEdit in page.
NewNewNewNew

Validations

ValidationApplies toError messageNotes
XM_ApprovedQuantityValidationRuleApproveQuantity, ErrorApproved Quantity cannot be NegativeApproved Quantity cannot be Negative
XM_ClaimQuantityValidationRuleClaimQuantity, ErrorClaim Quantity Cannot be NegativeClaim Quantity Cannot be Negative
XM_RejectedQuantityValidationRuleRejectQuantity, ErrorRejected Quantity cannot be NegativeRejected Quantity cannot be Negative
XM_UnitPriceValidationRuleUnitPrice, ErrorUnit Price cannot be NegativeUnit Price cannot be Negative
← Claim Reconciliation Claim Settlement Setup →