Note: This help system, which describes General Motors Warranty and Payments, assumes you are familiar with standard, Point-of-Sale operations.
GM Warranty (V2) provides for claim creation at Point-of-Sale (POS) and it implements payment returns integration into the Manufacturer systems module of Autoline.
The warranty interface enables you to enter claim-specific details at any stage prior to submitting the claim to General Motors. This is because you can change any claim-specific information up until the point at which the claim is sent to General Motors. After a claim is invoiced, you can only make non-financial changes.
Before you can use GM Warranty and Payments, you must ensure that the Autoline system is set up correctly. This is normally carried out by, or on advice from, an Autoline consultant.
GM Warranty (V2) provides for claim creation at Point-of-Sale (POS), and implements payment returns integration into the Manufacturer systems module of Autoline. This software is Revision 8.30.0000 plus only.
Note: This help system describes GM Warranty V2, and Payments, for Autoline Revision 8.30. If you are using Revision 8.20, you have obtained the wrong help files. In that case, please contact your System Administrator.
Before you invoice warranty claims, the vehicle must have a chassis number, and the date registered should be completed. For parts claims, a box is displayed when you enter the claim. It enables you to enter a pseudo chassis number and a warranty start-date of the part.
You can create multiple claims from one WIP by invoicing warranty jobs separately. During invoicing, Autoline prompts you to select a category (repair record type) for the work. A claim number is allocated to the WIP and a work item number 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.
To create warranty claims:
Create a warranty repair WIP in Point-of-Sale, invoiced to a warranty account type of W. Each warranty claim line must contain a two-character W-Code consisting of W (for warranty) followed by a single digit task number (1, 2, 3, and so on) identifying the task to which the line (parts or labour) belongs. In other words, the first warranty job in the WIP record must have a W-Code of W1, the second job consists of all lines with W-Code of W2, and so on.
Note: The WIP must always have the Date out field completed. It is used to calculate the age of the claim.
Autoline validates a claim content against rules dictated by General Motors. Validation fails if there is no vehicle attached to the WIP, if any lines have missing or incomplete wcodes or if the vehicle does not have a valid serial number.
If that stage of validation is passed, the General Motors Warranty claim summary form is displayed. It contains a list of all the claims on the invoice.
If any lines have a clear Valid cell, double-click the grid row and correct the faults in the claim.
When the claim is valid, you are returned to the General Motors Warranty claim summary form.
Note: All claims must have a check mark in their their Valid columns to enable the invoice to be processed.
When all claims are valid, the OK button becomes available.
Click OK.
A Claim creation dialog box is displayed containing the claims in its grid. Closing the Claim creation dialog box returns you to the Point-of-Sale (Service) form.
This form is displayed when you print an invoice to a warranty account and service contract account. It enables you to edit claim-specific details for individual tasks, view a summary of labour and parts details, and validate claims.
WIP Details:
WIP number: Identifies the work-in-progress record to which the claims belong
Registration: Identifies the vehicle to which the WIP applies
Claim: Claim status, for example NEW. It is a code automatically allocated when a warranty job is invoiced in Point-of-Sale.
Account number: Identifies the sales ledger account number to which the claim is invoiced
Customer name: Warranty claim customer
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 claim.
RTS code: Scheduled labour code identifying the type of work carried out
Tip: You can use the General Motors Warranty File Maintenance form to add, delete or amend RTS codes.
Text: Describes the type of work carried out
Value: Value of the work carried out
Valid: If this check box is selected, the line has passed validation.
Tip: If Valid is clear, the line has yet to pass validation. To validate the line, right-click the line and select the Validate command on the shortcut menu.
GRID SHORTCUT MENU:
Note: It is the line that the shortcut menu pertains to, not the whole claim record. When all lines pass validation, the OK button becomes available.
Validate: If the line fails validation, the Invalidity Reasons form is displayed, each line in its grid corresponding to a validation failure. If the line passes validation, a tick is placed in its Valid column.
Tip: If, when you select Validate, the Invalidity Reasons form is displayed, make a note of the failures displayed in the grid of that form and Exit back to this form. Right-click the offending line and select Edit details from the shortcut menu (or double-click the line). Correct the details in the Claim Details form and re-validate the claim.
Edit details: Enables amendment of a warranty claim content
Task Labour Details Form: Displays details of the labour content of the task
Task Parts Form: Displays details of the parts content of the task
Internal Claim Comments Form: Displays internal text about the task
PUSH BUTTONS:
OK: Displays a Claim creation dialog box with 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 inactive, right-click the line and select Validate from the shortcut menu.
Cancel: Returns you to the Point-of-Sale (Service) form with a new blank record.
