This document explains the purpose and use of each column in the Claim Report dataset. It is intended to help staff understand how claims are tracked, processed, and reported across stores, regions, and suppliers.

1. General Claim Information

Field Description Example
_id Unique system-generated identifier for each claim. Used internally for linking and auditing. 65cb6a7c1aebf49f00848703
Created Date when the claim was logged in the system. 2024-02-13
Type Classification of the record (e.g., “Claim”,”Return”). Claim
Status Current state of the claim in its workflow. Submitted, To Destruction, Approved, Rejected
External Reference The store’s claim reference number. 5009436636
Reason The primary reason for raising the claim. Expired, Buy X Get X Free, Damaged

You can pull the claims report from the claim screen by filtering out the claims you are interested in using the dropdowns and then clicking on the claim report button at the top right of the screen.

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2. Store & Location Data

Field Description Example
Store Name of the retail outlet or customer branch that raised the claim. Pick & Pay Oshakati
Store Code Unique code identifying the store in your financial system. C0404200
Region Geographical region of the store. Far North, Coastal
Route Distribution route code representing the delivery path or logistics area. NA-OT-OTG-NONE
Town Physical town where the store is located. Oshakati
Buying Group Indicates which buying or franchise group the store belongs to. Pick n Pay, Metro

3. Organizational and Classification Fields

Field Description Example
Product Class Category of the affected product(s). Supports classification by perishability or product line. Ambient, Cold
Organization Parent company or entity responsible for the claim. Wutow Trading, T&C
Principal Supplier, manufacturer, or principal brand related to the claim. Namibia Dairies, Ohlthaver & List
Policy Refers to internal or supplier policy code. This can be used to easily filter for claims that are linked to a specific policy. POL-EXP-01, POL-DMG-03

4. Operational & System Tracking

Field Description Example
Downloaded Indicates whether the claim was exported, downloaded, or processed into your financial system. TRUE / FALSE
Financial Ref Financial transaction or reference code linked to your finaicial system. 20455, 55892
Link Hyperlink to open the claim in the web portal for detailed view or follow-up. =HYPERLINK("<https://wumapp.bryteon.com/claim?id=65cb6a7c1aebf49f00848703>")
Acceptable Delay Defines whether the upliftment was done within the specified time for that region. TRUE / FALSE
Age Number of days that the claim took to be uplifted and debriefed. Claims stop aging when they are debriefed. 7, 634

5. Financial & Product Details

Field Description Example
Total Total value of the claim in currency (typically NAD). 871.21
Units QTY Quantity of units or products affected by the claim. 10, 25, 100
SAP Code Product or material code used in SAP or financial systems. 260650

6. Workflow & Responsibility

Field Description Example
Assigned To Person responsible for capturing the claim into your finacial system [email protected]
Created By The user who initially created the claim entry. [email protected]
Debrief Date The date when debrief was completed. 2024-08-19
Approval Status Indicates whether the claim has been approved, rejected, or is still pending. Empty values indicate that the claim did not require approval. Pending, Approved, Rejected
Approvers List of individuals authorized to approve the claim. [email protected]