Finding Credit Notes

To find a credit note:

From the Autoline General Motors Operations menu select the Warranty V2 option.

The Service, Repair and Warranty Claims menu is displayed.
Select the Warranty payments option.

If there is more than one Point-of-Sale company on your Autoline system, a menu displays a list of them, from which you must select the one required.

The General Motors Warranty Claim Payments form is displayed.

Note: In the event of non-valid accounts existing, a list of non-valid accounts is displayed instead of the General Motors Warranty Claim Payments form, so that you can rectify them before Autoline posts them. If you click Exit you are returned to the Service and Repair Payments menu. If you click Override, the General Motors Warranty Claim Payments form is displayed.
Select Tools > Search from the menu bar or click the Search toolbar button

The Credit Search form is displayed.
Enter your Search criteria and click Search.

A list of credit notes is displayed.

Tip: If the Search results grid contains an unmanageably large list, select the Status drop-down and click U to display only credit notes not yet posted to an account or P to display only credit notes that have been posted.

Note: Previously posted credit note lines have dates in the Date posted column and the Posted? column is ticked.
Select a credit note line in the Search results grid and click OK.

You are returned to the General Motors Warranty Claim Payments form populated with details of the selected credit note.

Credit Search Form

This form is displayed when you do one of the following on the General Motors Warranty Claim Payments form:

Click the Credit note number ellipsis button
Select the Tools > Search option from the menu bar
Click the Search toolbar button

It enables you to find credit note records.

Search criteria:

Credit note no.: Enter all or part of a credit note number and click Search to display the credit note line in the Search results grid

VAT date (from): Exclude from subsequent searches credit notes with earlier VAT dates

VAT date (to): Exclude from subsequent searches credit notes with later VAT dates

Post date (from): Exclude from subsequent searches credit notes with earlier post dates

Post date (to): Exclude from subsequent searches credit notes with later post dates

Status: U, P, or None

Tip: Click the Status drop-down to select from:
U Unprocessed: To find credit notes not yet posted to an account
P Processed: To find credit notes that have been posted
None: To find both posted and unposted credit notes

Search results:

Credit note no.: All or part of the credit note number

Posted?: A tick indicates that the credit note has been posted to an account

VAT date: Transaction date for VAT records

Date posted: When the credit note was posted to an account (if applicable)

Labour: Total amount claimed for the labour element

Parts: Total amount claimed for the parts element

Net items: Amount paid on the Credit note against items marked as Net Items when the claim was submitted