See also:
This facility displays, and maintains, claim records.
To access the General Motors Warranty Claims Form:
From the GENERAL MOTORS OPERATIONS Menu, select the Warranty V2 option.
The SERVICE, REPAIR AND WARRANTY CLAIMS Menu is displayed.
Select the Warranty claims option.
You are prompted for the required Point-of-Sale (POS) Company, unless there is only one. In that case, that POS Company becomes the default.
Select the SO Company, if applicable.
The General Motors Warranty Claims Form is displayed.
This form is displayed when you select the Warranty claims option, then the Point-of-Sale Company if required, from the SERVICE, REPAIR AND WARRANTY CLAIMS Menu. It contains details of a warranty task.
Menu Bar and Toolbar:
| Menu | Button | Description |
|---|---|---|
| File > Save |  |
Save the displayed claim record if it meets validity criteria |
| File > Close |  |
Close the loaded record without saving changes, re-displaying the form with empty fields |
| File > Retrieve last claim number |  |
Reloads the last task loaded, unless it belongs to a claim with more than one task. In that case, a Claims on claim number menu is displayed, from which you can select the required task. |
| File > 1 | Display the last claim loaded | |
| File > 2 | Display the second-from-last claim loaded | |
| File > 3 | Display the third-from-last claim loaded | |
| File > 4 | Display the fourth-from-last claim loaded | |
| File > Exit |  |
Close the claims form and return to the Service, Repair and Warranty Claims menu |
| Edit > Parameters |  |
Edit claim system parameters |
| Edit > Dealer code | Change the dealer identification code |
|
| View > Target | Display the marketing target record associated with the claim | |
| View > Vehicle | Display the marketing vehicle record associated with the claim | |
| View > Company | Display the marketing company record associated with the claim, if applicable | |
| View > Document |  |
Display the invoice document created at Point-of-Sale from the document archive |
| View > WIP header | Display the WIP header if the WIP has not been purged from Point-of-Sale files according to retention time set up in core Point-of-Sale parameters | |
| View > SL transactions | Display claim payments | |
| View > Current file | Access the current (not archive) claims register | |
| View > Archive file | Access the archive (not current) claims register | |
| View > Internal claim comments | Display the Internal Claim Comments form, which contains internal text about the claim | |
| Tools > Validate | Carry out the same validation performed on invoicing according to a pre-determined set of rules | |
| Tools > Create case type 36 line | Enables you to appeal where General Motors only part-pays a claim. Note: This Case 36-type can only be created from a claim at Status 80: Payment received. If you need to raise a Case 36 claim, do it before posting claims. |
|
| Tools > Reject claims | Reject claims | |
| Tools > Close claims | Close claims | |
| Tools > Archive all claims older than N day(s) | Archive all claims older than the period specified in parameters | |
| Tools > Delete all archived claims older than N day(s) | Deletes all claims older than the period specified in parameters | |
| These Utilities are mainly for use by Autoline Support: | ||
| Utilities > Claim headers | Edit the standard header file | |
| Utilities > Extended headers | Edit the extended header file | |
| Utilities > Labour lines | Edit the labour lines file | |
| Utilities > Parts lines | Edit the parts lines file | |
| Utilities > Main Settings | Edit the claims and payment parameter file | |
| Utilities > Extended Settings | Edit the warranty parameter file | |
| Help > Help overview | Display this help topic in a web browser | |
| Help > Help on the main/financial/labour/parts/audit details | Display a help page about whichever tab is selected | |
| Help > About | Display version and copyright information | |
 |
Enables the claim to be corrected in preparation for re-submission, or indicates that it has been corrected | |
 |
Indicates that the claim is being corrected | |
 |
Moves the claim to Rejected/Correction - 40 status | |
 |
Closes down this warranty claim without posting/payment. (Not available for all claims.) Warning: Irreversible after the claim is closed. (That is, after you have clicked Continue to the displayed warning message.) Do not confuse with Close the current record without saving changes Sets the claim Status to 99, indicating Claim Completed. |
|
Claim number: Identifies the claim record
Tip: Clicking the ellipsis ![[...]](Ellipsis.gif){kind=small}
button searches for a claim number.
Task: Line/sequence number of task within the selected Claim number
Tip: You can select this from the drop-down 
.
Status : You cannot manually change the Status of a claim, because a claim status is set automatically by Autoline throughout the life of the claim record. The status is the numeric code and associated text indicating the claim record processing stage - for example:
10 — New
20 — Submitted
25 — Being corrected
40 — Rejected
50 — Credited
55 — Credited rejection
60 — Denial without ref
70 — Denial with ref
80 — Payment received
99 — Closed
XX — Deleted
Held:
If this check box is selected, the claim record is not ready for submission.
MANUFACTURER LOGO GRAPHIC BUTTON:
This large button on the far right of the form displays the General Motors Warranty Claim form. The form displays, and enables you to edit, a warranty claim.
TABS:
The Close this warranty claim button closes down the warranty claim without posting/payment, and the claim Status is set to 99: Claim Completed. This button should only be used if the claim has been paid but the claim has not been closed automatically, or if the claim is not going to be paid and you do not want to re-invoice the claim to another account.
Warning: This action is not reversible after the claim is closed. (That is, after you have clicked Continue to the displayed warning message.) Do not confuse with Close the current record without saving changes button.
The Close this warranty claim button is not available for all claims. It only becomes available if the status of the claim is appropriate to claim closure. The electronic file received cannot be closed in Warranty, for example, on a claim at Status 80: Payment received.
To close a warranty claim irreversibly:
Click the toolbar button on the General Motors Warranty Claims Form.
The following warning is displayed:
You are about to close the selected claim.
Claim number: [number]
If you close a claim, you will not be able to re-open it later.
Are you sure you want to continue?
Cancel/Continue
Click Continue to close down the warranty claim.
This claim is irreversibly closed and its status set to 99: Claim Completed.
See also:
Warning: If you need to raise a Case 36 claim, do it before posting claims.
Sometimes, General Motors only part-pays a claim, and you may want to appeal. This is called a Case 36 claim.
Note: You can only create a Case 36-type claim from a claim at Status 80: Payment received.
To create a Case 36 claim:
When the incorrect payment is received, from the General Motors Warranty Claims form load the part-paid claim.
The claim details are displayed.
Select Tools > Create case type 36 line.
The following message is displayed:
Are you sure you wish to create an additional credit line for the currently selected claim line? [number] Cancel/Create
Click Create to create a new claim task that exactly duplicates the original except for the sequence/task number. For example, if an invoice was raised with three tasks on it, a claim would be created with sequence numbers 01, 02, and 03, on it. The Case 36 claim would have the same claim number but be sequence 04. So Claim 123456/02 would create 123456/04.
You can now process the claim in the usual way.
Note: You will be able to hold lines in the Amending Labour Details and Amending Parts Details forms, and edit the financial values to the amount you are claiming.
The final claim should only show the parts and labour lines for which a claim is being made, and the invoice amount requested.
