Inactivate Claims

When you have created a claim in error, but deleting is no longer allowed because bookings exist, you can use the Inactivate functionality instead. This will prevent further bookings on this claim, and also “remove” the claim from all claims lists, as they will by default only display active claims.

1. Open the claim you want to inactivate.
2. Click the Properties tab.
3. Click the Edit button in the Heading Information section. You see the Edit Heading Information window.
4. Clear the Active check box.
5. Click OK.

Inactivate Claim Validations #

When you inactivate a claim the system will perform numerous validations that inactivation is allowed:

• No Open Worksheets must exist.
• Booked balances must be zero. That is all entry codes must be set back to a zero balance.