Auto-creating Claims

Auto-creating Claims

It is recommended that you use the New option to create warranty claims. However, it is also recommended that you use the Auto-create option as a safety net to identify any claims that you have missed.

Within this routine, the system scans the Point-of-Sale (POS) WIP files looking for invoiced warranty jobs and checks whether a claim has been created for the invoice. If any are found that do not have a corresponding claim, the system presents them in a list for claim creation. As you create each claim, the list is recompiled.

Note: If a WIP is held open, for example, it contains parts at Reserved status, and you run the Purge option, the WIP will be included in the list of warranty jobs displayed within the following routine.

To auto-create claims:

Tip: Keep a copy of the invoice to hand as you create each claim.

From the VOLVO UK OPERATIONS menu, select the Warranty option.
The VOLVO UK WARRANTY menu is displayed.
Select the Warranty claims option.

The system prompts you for the SO company.
Select the SO company and click OK.

The Volvo UK Warranty Claims form is displayed.
From the File menu, select the Auto-create option.

The system scans the POS WIP files looking for warranty jobs.

The WIPS/Invoices Available For Claim Creation form is displayed.
Select the WIP/Invoice from which you want to create a claim, and a warranty type.
Click the OK button.
The system defaults the details from the WIP/Invoice into the Volvo UK Warranty Claims form.
Fill in the appropriate fields and make any amendments if necessary.

Note: Make sure that you identify the Main op on the Labour tab.
From the File menu, select the Save option.
The system validates the claim.
- If the claim does not pass the validation, an appropriate error message is displayed. You must correct the errors before you can continue.
- If the claim passes validation, the claim is created and a list of outstanding warranty jobs is redisplayed.
Complete steps 5 throught 8 to create additional claims.