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Finding a Claim Record

To find a claim record:

  1. From the Renault Operations menu select the PGCS menu option.

    The PGCS Claims Menu is displayed.

  2. Select the Service and repair claims option.

    The PGCS Claims form is displayed.

  3. Click the Claim number ellipsis button [...] or the Search for a claim toolbar icon Find3.gif

    The Claim search form is displayed.

    Tip: If the Claim search form lists, in its results grid, tasks from a previous search, you can click Reset to clear the grid.

  4. Enter your Selection Criteria and click the Search button to display claims matching the criteria.

    Autoline retrieves claim records falling within your selection criteria and displays them in the results grid.

  5. Double click a claim line in the results grid to view it in more detail.

    You are returned to the Claims form populated with details of the selected claim.

Claim Search Form

This form is displayed when you click the Search for a claim toolbar icon Find3.gif or you click the Claim number field's Ellipsis button [...] on the PGCS Claims form.

Selection criteria:

Claim number – From: Lowest claim record identification number included in the claim records retrieved when you click Search

Claim number – To: Highest claim record identification number included in the claim records retrieved when you click Search


Invoice number – From: Lowest invoice number, identifying the invoice from which the claim was created, included in the claim records retrieved when you click Search

Invoice number – To: Highest invoice number, identifying the invoice from which the claim was created, included in the claim records retrieved when you click Search


Invoice date – From: Earliest invoice, from which the claim was created, for claim records included in the claim records retrieved when you click Search

Invoice date – To: Latest invoice, from which the claim was created, for claim records included in the claim records retrieved when you click Search


WIP number – From: Lowest number of the WIP, from which the claim was created, of claims included in the claim records retrieved when you click Search

WIP number – To: Highest number of the WIP, from which the claim was created, of claims included in the claim records retrieved when you click Search


SL magic – From: Lowest sales ledger magic number, associated with the claim record, of claims included in the claim records retrieved when you click Search

SL magic – To: Highest sales ledger magic number, associated with the claim record, of claims included in the claim records retrieved when you click Search


Registration: Only display claim records for the vehicle with this registration number

Tip: A search on a Registration partial string match works.


Account: Only display claim records invoiced to the specified account number

Tip: Use the Ellipsis button [...] to find an Account number.


Status: Display only claim records at the specified stage of processing

Tip: Use the drop-down button Drop-down to select from a list of Status codes.


Include non-claims: A tick indicates that all invoiced tasks are displayed – not just claims

SEARCH RESULTS GRID:

Claim: Claim record identification number

Invoice: Number identifying the invoice from which the claim was created

Inv date: Date of the Invoice

WIP: Number identifying the WIP record from which the claim was created

PayCode: W-code suffix

Reg no.: Registration number of the vehicle to which the claim record applies

Account: Number identifying the account to which the claim record is invoiced

SL magic: Sales ledger identifier associated with the claim record

PUSH BUTTONS:

Cancel: Closes the form and returns you to the PGCS Claims form

Search: Retrieves claim records falling within the specified Selection Criteria and displays them in the search results grid

Last WIP: Displays claims created from the last WIP

Note: If you load a costed WIP in Point-of-Sale with a claim on it and click the Last WIP button it enters the last WIP loaded into Selection Criteria.

Reset: Clears the Selection Criteria fields to their default values

Help: Displays the page you are reading

Print: Prints a hardcopy list of claims matching your Selection Criteria

Related Topics:

Claim Submissions

Re-submitting Claims

PGCS Claims form

Submitting New Claims


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