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.
This form is displayed on printing an invoice to a warranty account and service contract account. It enables you to do the following: edit claim-specific details for individual tasks; view a summary of labour and parts details, and validate claims.
WIP Details
WIP number: Identifies the work-in-progress record to which the claims belong
Registration: Identifies the vehicle to which the WIP applies
Claim: Claim's status - for example, NEW is a code automatically allocated upon a warranty job's being invoiced in POS.
Account number: Identifies the sales ledger account number to which the claim is invoiced
Customer name: Usually [Manufacturer] warranty claims
Account type: The type of account to which the claim is invoiced
Grid
W-code: Numeric suffix identifying the warranty claim the line represents
Note: Parts and labour lines with the same W code belong to a single warranty task.
RTS code: Scheduled labour code identifying the type of work carried out
Text: Describes the type of work carried out
Value: Value of the work carried out
Valid: A tick indicates that the line has passed validation
Tip: If there is no tick in Valid, the line has yet to pass validation. To validate the line, right-click the line and select the Validate option on the pop-up menu.
Grid Right-Click Options
Note: It is the line that the pop-up menu options pertain to, not the whole claim record. When all lines pass validation, Autoline generates and displays a claim number.
Validate: If the line fails validation, the Invalidity Reasons form is displayed, each line in its grid corresponding to a validation failure. If the line passes validation, a tick is placed in the Valid column of the line.
Tip: If, on selecting Validate, the Invalidity Reasons form is displayed, make a note of the type of failures displayed in the grid of that form. Then Exit back to this form. Right-click the error line and select Edit details from the pop-up menu (or double-click the line). Correct the details in the Warranty claim information form then re-validate the claim.
Edit details: Enables amendment of a warranty claim's content
Display labour: Displays details of the labour content of the task
Display parts: Displays details of the parts content of the task
Internal claim text: Displays internal text about the task
PUSH BUTTONS:
OK: Validates the claim list. If it is not valid, reasons for its failure are displayed. If it is valid, a Claim creation dialog box lists the claims in its grid. Closing the Claim creation dialog box returns you to the Point-of-Sale (Service) form
Tip: If the OK button is greyed out, click the line and, on the pop-up menu, select Validate.
Cancel: Returns you to the Point Of Sale (Service) form with a new blank record.