This form is displayed on printing an invoice to a warranty account and service contract account. It enables editing of claim-specific details for individual tasks, viewing a summary of labour and parts details, and validating claims.
WIP Details Group:
WIP number: Identifies the work-in-progress record to which the claims belong.
Registration: The registration number of the vehicle to which the WIP applies.
Claim: The status of the claim. For example, NEW. it is automatically allocated upon a warranty job being invoiced in POS.
Account number: The sales ledger account number the claim is invoiced to.
Customer name: Normally Ford warranty claims.
Account type: The type of account that the claim is invoiced to.
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: Scheduling labour code identifying the type of work to be carried out.
Text: Describes the type of work to be carried out.
Value: Value of the work to be carried out.
Valid: If selected, indicates that the line is valid.
Tip: If Valid isn't selected, the line isn't validated yet. To validate the line, right-click the line and select the Validate option on the popup menu.
Grid Right-Click Options
Note: It is the line that the popup menu options refers to, not the whole claim record. When all lines pass validation, the system generates and then displays a claim number.
Validate: If the line fails validation, the Invalidity Reasons form is displayed. Each line in the grid corresponds to a validation failure. If it passes validation, a tick is placed in the Valid column.
Tip: If, on selecting Validate, the Invalidity Reasons form is displayed, make a note of the nature of the failures displayed in the form's and return to the this form. Right-click the offending line and select Edit details from the pop-up menu (or double-click the line). Correct the details in the Warranty claim information form and re-validate the claim.
Edit details: Enables amendment warranty content.
Display labour: Displays details of the labour content.
Display parts: Displays details of the parts content.
Internal claim text: Displays internal text.
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 popup menu, select Validate.
Cancel: Returns you to the Point Of Sale (Service) form with a new blank record.