Note: This help system contains standard information, some of which might not apply to your franchise. Click the Help button on the relevant forms or menus to see any existing help file specific to your Autoline configuration for that form or menu. Alternatively, a help file may exist in the Warranty Table of Contents specific to your manufacturer.
Any invoices created against a claim account will automatically create a record in the claim register. You can display and amend claims in the register.
What do you want to do?
The Claims form is displayed when you select the Service and repair claims option from the CLAIMS MENU. It lets you display, and amend, claims in the register.
Menu bar
File...
Save: Saves the current claim record, if the claim meets the validity conditions.
Close: Closes the current claim record without saving changes.
1, 2, 3, 4: A list of the last 4 claims opened. Select a claim to reload it.
Exit: Exits the claim register.
Edit...
Parameters: Allows you to amend the claim system parameters. (This is a priority 9 option).
Dealer code: Allows you to change the dealer identification code. (This is a priority 9 option).
Tools...
Validate: Carries out the same validation performed on invoicing according to a pre-determined set of rules.
Ad hoc: Closes the claim register and transfers to the standard Ad-hoc functions with all the standard claim files open.
Close Claims: Lists all submitted claims (status 20). Tick the claims that you want to close.
Reject Claims: Lists all submitted claims (status 20). Tick the claims that you want to reject.
Archive all claims older than...day(s): Archives all claims older than the period specified in the parameters.
Delete all claims older than...day(s): Deletes all claims older than the period specified in the parameters.
View...
Target: Accesses the Marketing system and displays the target record associated with the claim.
Vehicle: Accesses the Marketing system and displays the vehicle record associated with the claim.
Company: Accesses the Marketing system and displays the company record associated with the claim, if applicable.
Document: Displays the invoice document created at Point-of-Sale from the document archive.
WIP header: Displays the WIP header if the WIP has not been purged from POS files. According to retention time set up in the system parameters.
Current file/Archive file: Allows you to determine which register you are accessing - current or archive.
Toolbar
Exit
Close the current claim record without saving changes
Save the current claim
View point of sale document
Edit claim system parameters
Search for a claim
Open claim payments
Claim number: Enter a claim number or click the Ellipsis button [...] to search for a claim.
Task: Enter a task number or click on the drop down menu to select a task.
Status: The claim status is set automatically by the Autoline system throughout the life of a claim. You cannot manually change the status of a claim, because a standard set of statuses exists on the system:
Note: Statuses 00-02 are normally used for trucks only.
- 00: Approval requested
- 01: Approval granted
- 02: Approval denied
- 05: Pro-forma (Only some manufacturers use this for claim creation.)
- 10: New claim (Not currently used by some manufacturers that use Status 05 for claim creation.)
- 20: Submitted
- 30: Accepted
- 40: Rejected
- 50: Credited
- 99: Complete
Held: A check mark appears in the Held box when a claim is held (for example, not ready for submission).
Logo: Click on the logo button to display the specific details.
Tabs
Note: The information contained in each tab cannot be edited on the Warranty Claims form.
