Accessed via the estimate
icon
or Estimate option from the Records menu from the
Accident Record.
This form enables the recording of as many estimates for repair as required against the damaged vehicle. After a number of estimates have been recorded then the required estimate can then be accepted.
Each record created populates a row within the Estimates Grid in the Estimates Tab.
This form is split into four parts that are as follows:
In addition to displaying the form name the Title Bar provides a number of other useful identification criteria and buttons. The titlebar in this form, for example, may display an Agreed status along with the user ID and date of acceptance.
The content of the Estimates Record menu bar is as follows:
Exit
Exits to the Accident Record form. If any data changes have been made the system prompts "Do you want to save changes to this accident record?". Select the Yes, No or Cancel command button as appropriate.
Save
Saves any data amendments and returns to the Accident Record form.
Delete
Deletes the currently selected estimate record.
Invoice
Enables the repairer invoice for the Invoiced value to be posted by displaying the Repair Cost form for completion and posting to the Nominal Ledger and populating the Invoice Tab.
Note: The Hire Vehicle Costs and Assessor Fee are not included in the repair estimate but still need to be posted. They are identified as not being part of the repair estimate by being displayed below the line in the Values Grid.
Once an Invoiced value is entered for the row within the Amend Estimate Values form and the Select checkbox is ticked then an asterisk is placed within this column to denote that the value is selected for posting. This option is then enabled on the menu bar. Any difference between the original estimate and the posted invoice value populates the Savings column in the Values Grid.
Provides online access to a context sensitive Help form.
The content of the Estimates Record toolbar is as follows:
Exits to the Accident Record form. If any data changes have been made the system prompts "Do you want to save changes to this accident record?". Select the Yes, No or Cancel command button as appropriate.
Saves any data amendments and returns to the Accident Record form.
Deletes the currently selected repair estimate record.
Enables the repairer invoice for the Invoiced value to be posted by displaying the Repair Cost form for completion and posting to the Nominal Ledger and populating the Invoice Tab.
Note: The Hire Vehicle Costs and Assessor Fee are not included in the repair estimate but still need to be posted. They are identified as not being part of the repair estimate by being displayed below the line in the Values Grid.
Once an Invoiced value is entered for the row within the Amend Estimate Values form and the Select checkbox is ticked then an asterisk is placed within this column to denote that the value is selected for posting. This option is then enabled on the menu bar. Any difference between the original estimate and the posted invoice value populates the Savings column in the Values Grid.
Provides online access to a context sensitive Help form.
The Estimate Record Dialogue Box contains numerous data entry fields relevant to the creation of a repair estimate record. These are as follows:
The unique Marketing Magic record number for the selected repairer from whom an estimate is being obtained. The company is held as a separate record within the CRM module. The
button immediately to the right of this field provides a lookup to the appropriate record within the CRM module. The full company name and address are displayed immediately below this field.
The repairer company name attached to the Repairer No. field.
The address of the repairer company. Up to four lines of address may be entered.
The postcode of the repairer company.
The name of the engineer (created in Vehicle Administration / Miscellaneous Options / Engineerslinked to the repairer record. Engineers are cross-referenced to repairer records within the CRM module via Vehicle Administration / Miscellaneous Options / Engineers/MK Cross Reference; the repairer labour rate, storage days, etc are also defined within this table.
Displays an Engineer Details form that displays the engineer's name, contact details and inspection fee costs. These fields cannot be edited.
The primary contact name at the repairer garage with regard to the estimate.
Displays an Repairer Contact Details form that lists all of the available contact numbers for the repairer. These fields cannot be edited.
The reference number provided by the repairer for the estimate.
The date on which the estimate is provided by the repairer. The
The number of repair days quoted for the repairer estimate. This is an automatically calculated field and cannot be edited. The calculation is as follows:
Calculation Result Estimated Labour Value (from Estimate Record) divided by Labour Rate Total Number of Hours for Repair Total Number of hours for Repair divided by Work Hours Per Day (System Parameter) Number of Repair Days
The labour rate charged by the cross-referenced repairer. Following selection of the Repairer No. this values is brought across via the Engineer Cross-Reference Table.
The discount percentage given by this repairer to the leasing company. Following selection of the Repairer No. this values is brought across via the Engineer Cross-Reference Table.
The number of days the repairer will hold the damaged vehicle without charge. Following selection of the Repairer No. this values is brought across via the Engineer Cross-Reference Table.
Following selection of the Repairer No. this values is brought across via the Engineer Cross-Reference Table.
The fee charge by the engineer for the inspection of the vehicle image for damage. The image is typically produced via a digital camera. Following selection of the Repairer No. this values is brought across via the Engineers Table.
The fee charge by the engineer for the physical inspection of the vehicle. Following selection of the Repairer No. this values is brought across via the Engineers Table.
The fee charge by the engineer for the physical re-inspection of the vehicle. Following selection of the Repairer No. this values is brought across via the Engineers Table.
The Values Grid holds a record line for each repair cost category within the estimate. The following values are displayed for each repair cost type:
A full description of the repair cost category. The following categories are available against which costs may be allocated:
- Labour Value
- Parts Value
- Paint & Materials
- Miscellaneous
- Inherited R & S Charges
- Repairer R & S Charges
- Specialist Charges
- Other Charges
- Supplementary Estimate
- Hire Vehicle Costs
- Assessor Fee
Note: A double-left-click within any row in this grid results in the display of the Amend Estimate Values form which allows the appropriate values to be entered in each of the columns within the grid.
The estimated cost value for the repair category.
The final agreed cost value for the repair category.
The invoice cost value for the repair category posted from the physical invoice that is received from the repairer.
Any difference between the original estimated value and the posted invoice value populates the Savings column.
This column is initially blank. A Y is placed in this column once the invoice has been posted. Prior to this, once an Invoiced value is entered for the row within the Amend Estimate Values form and the Select checkbox is ticked then an asterisk is placed within this column to denote that the value is selected for posting. The
icon is then enabled on the toolbar.
A Totals value is displayed at the bottom of each column.