The Claim Summary form is displayed both when you click the PGCS button in Point-of-Sale to create a task, and when you print an invoice to a warranty account and service contract account. The Claim Summary form enables you to edit claim specific details against individual tasks, view a summary of labour and parts details, and validate claims.
Fields:
WIP number: Work-in-Progress number
Registration: Vehicle registration number
Claim: A number automatically allocated to a claim when you invoice a warranty job in Point-of-Sale (the field is empty initially; it is only populated on invoicing)
Account no: Sales Ledger account number to which the claim was invoiced
Customer name: Name of the owner of the vehicle
Tip: To validate, edit, display labour or parts for a claim or task, double left-click the line or position the cursor over the line, right-click the mouse and select the appropriate option from the pop-up menu.
W-code: Point-of-Sale warranty W code allocated to the labour line
RTS code: Default labour code used for task headers
Text: A description of the labour operation
PUSH BUTTONS:
OK: Displays a Claim creation dialog box listing the claims in its grid. The button is not enabled until all tasks are valid (always enabled from PGCS button in Point-of-Sale).
Create Task: Creates a task automatically and enter a description of the task; each task created will appear on the WIP.
Summary: Enables you to view the Invoicing Summary form, perform splits and hold or release lines for invoicing.
Vehicle: Enables you to display and amend the Vehicle details for this vehicle.
