A claim is compiled automatically when you invoice a warranty job in Point-of-Sale (POS). In order to compile a claim, you must book parts and labour items associated with the warranty claim in the usual manner, enter any expense or campaign items as labour lines using Standard RTS codes, and invoice the work to a warranty account.
You can create multiple claims from one WIP if required by invoicing warranty jobs separately. During the invoicing routine, the system asks you to select a category (repair record type) for the work. A claim number is allocated to the WIP, and a work item number (of 1)is assigned to labour lines on the invoice. Each time a job is invoiced from the WIP, a new claim is compiled using the same claim number and the next work item number in sequence.
When you have compiled claims in POS, you can update them on the Autoline system, if necessary, and then you must transfer them to the Ford GWE system. The maintenance of claims and transfer to Ford GWE are carried out within Manufacturer systems.
This help system assumes that you are familiar with standard Point-of-Sale operation.
You must enter expenses as a labour line on the WIP using Standard RTS codes, so that they can be separated from labour items on a claim. It is suggested that you create expenses as Standard RTS codes when your warranty system is set up.
Note: You must also identify expense codes within the Autoline Ford warranty parameters.
As with expenses, you must enter campaign items as a labour line on the WIP using Standard RTS codes. It is suggested that you create campaigns as Standard RTS codes when your warranty system is set up.
Note: If the work relates to a campaign, it is important that you select repair record type 02 Recall/ONP on invoicing, so that the claim is updated with the campaign RTS code entered on the WIP. Within a claim, the RTS code is recorded on the Repair details tab, in the Campaign code field.
The repair record type identifies the warranty category. The system prompts you for a repair record type during the invoicing routine. Repair record types are created and maintained on the Autoline system.
