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.
When you have created claims in Point of Sale, you must submit them to the parts supplier. Claim submission is generally carried out once each day, provided there are some claims to send.
What do you want to do?
When you display the Submissions form, it lists unsubmitted claims as lines in its grid. All are initially set to Held. To be able to send a claim you must select its Held column to un-tick it. That causes Autoline to carry out full validation checks on that claim. If the claim fails validation, the Held column of the line remains ticked.
When all the claims to be transmitted have been validated and are therefore no longer Held, click the satellite button 
on the toolbar to batch the claims into a file and send it to the parts supplier.
To send claims to the parts supplier:
From the Operations menu, select the warranty claims menu option.
The Claims Menu is displayed.
Select the Submissions option.
The Submissions form is displayed, listing task lines for unsubmitted claims, all being initially set to status Held.
To be able to send the claim, select the Held check box of a task, to un-tick it.
Autoline carries out full validation of the task record:
If the task passes validation, its Held check box is un-ticked.
If the task fails validation, the system shows why it failed validation. Correct it before trying again.
Note: If you have a high enough access priority, an Override button is displayed on the Invalidity Reasons form.
Repeat step 3 for each non-valid task.
When all tasks are valid, their Held check-boxes on the Submissions form are un-ticked.
To send the claims, click the satellite toolbar button
Note: You can exclude tasks from the submission by ticking the Held check-box of the line.
The claims are batched into a file and transmitted to the parts supplier.
If claims fail on submission, or if there is a transmission fault, you can mark claims for resubmission. If, for example, a task is at Rejected status, you must first release it for resubmission by loading the task record in the Claims form and clicking the Release this task for resubmission button 
. It then appears in the submission grid next time you submit your claims.
To resubmit new claims to the parts supplier:
From the Operations menu, select the warranty claims menu option.
The Claims Menu is displayed.
Select the Submissions option.
Note: If you have more than one Point-of-Sale company on your Autoline system, a Select Item From List (Select SO Company) menu enables you to select the appropriate company.
The Submissions form is displayed.
Tip: Enter filter criteria in the Filter edit boxes and click the Compile list of claims button 
to find either the claim or the submission.
Right-click the appropriate line in the Claim list grid.
A shortcut menu is displayed.
Select one of the following options:
Mark this claim for re-submission: Changes the status of the claim back to new claim and deletes the submission number and submission date fields from the record so that it can be sent again
Mark this submission for resubmission: Same as Mark claim for submission except every claim in a particular submission number is changed to be re-sent
The claims then have the correct status for re-submission.
To send the claims, click the Satellite toolbar button
Note: You can exclude claims from the submission by ticking the Held check-box of the line.
The claims are batched into a file and transmitted to the parts supplier.
To view submission details of previous claims:
From the Operations menu, select the warranty claims menu option.
The Claims Menu is displayed.
Select the Submissions option.
The Submissions form is displayed.
In the Filter group box, enter the Claim number and click the Compile list of claims button
If the claim exists, it is displayed in the grid.
Right-click the claim line.
A shortcut menu is displayed.
Select the View claim details... option.
Claim Details are displayed.
To access the submission details of previous batches of claims:
From the Operations menu, select the warranty claims menu option.
The Claims Menu is displayed.
Select the Submissions option.
The Submissions form is displayed.
In the Filter group box, enter the batch's Submission number and click the Compile list of claims button
Tip: Click the Ellipsis button ![[...]](Ellipsis.gif){kind=small}
for a menu of submissions from which to pick.
If the submission exists, it is displayed in the grid.
This form is displayed when you select the Submissions option from the Claims Menu. It lists all unsubmitted claims. It enables you to:
View an archive document associated with a claim
View claim-specific details against individual tasks
View a summary of a claim's labour and parts contents
Mark claims for re-submission
Mark a submission for re-submission
Re-submit a submission
Menu bar and toolbar:
| Menu | Icon | Description |
|---|---|---|
| File > Exit |  |
Returns you to the Claims Menu |
|
Creates and sends a submission file Note: All newly created warranty claims are held as a precaution against invalid claims being sent. |
|
| View > File transfer settings... | Displays technical information about the file transfer | |
| View > Print settings... | Enables you to specify the print format | |
| View > Review submission file... |  |
Displays submission file detail, with a print facility |
| View > Preview export file... |  |
Preview the claim submission file |
| Help > Context help |  |
Displays this help page in a web browser |
| Help > About... | Displays information about the service and warranty claims submission facility |
Warning: If a claim's Held column is un-ticked, indicating that it has passed validation, you should submit it as soon as possible. If any such claim record is subsequently edited and inadvertently rendered non-valid, its Held check box remains un-ticked, enabling it to be submitted in non-valid form.
The claim list displays claims ready for submission. Held claims (incomplete and not ready to be submitted) are also displayed if Show held documents in the Filter section is ticked.
Note: All newly created warranty claims are Held as a fail-safe to prevent invalid claims being sent to the parts supplier.
Document: Identifies the invoice that the claim belongs to
Type: I for invoice or C for credit
Date: When the repair was carried out
Claimno: Identifies the claim record
Account: Identifies the warranty account
WipNo: Identifies the WIP record from which the claim is derived
Sent: Date that the claim record was transmitted to the parts supplier (blank if Held)
Submission: Identifies the submission batch file (zero before submitting)
Held: A tick indicates that the claim cannot yet be sent to the parts supplier. Select this check box to perform validation on the claim. If it passes validation, the check box becomes un-ticked. Otherwise the Invalidity Reasons form is displayed, listing the reasons for failure.
Tip: If you select a ticked grid line's Held column to un-tick it, Autoline performs full validation on that claim. If it fails validation, a list of reasons for the failure is displayed and, on being returned to this form, the line's Held column remains ticked.
Display document ...: Previews the selected claim
View claim details ...: Displays further information about the selected claim
Mark claim for re-submission: Labels the claim record for re-submitting by changing its status back to new claim and deleting the submission number and submission date fields
Mark this submission for re-submission: Labels the whole submission batch for re-submitting
Re-submit this submission: Re-submit the whole submission batch
Filter:
Filter options enable you to limit the display of claims by entering the relevant Claim number (to view individual claims) or submission number (to view previous batch submissions). Click the compile button to generate and display the filtered list.
Submission number: Identifies a submission so that, when you click the compile button
Tip: Click the Ellipsis button
The submission number
The date of the submission
The number of claims in the submissionClaim number: A number, which identifies the claim record, generated by the system when a new warranty claim is created in Service Point-of-Sale as part of the invoicing process. When you click the compile button
Show held documents?: Blank for No, tick for Yes, and greyed-out for Exclusively. If ticked when you click the Compile button
Tip: Ticking Show held documents? is essential for viewing all claims that have not yet been exported to warranty.
Show non-claims: Not used by all manufacturers. A tick indicates that, on selecting the Compile
Note: After changing any of these settings, click the Compile button to display the new list.
PUSH BUTTONS:
Compile
