Note: This help system contains standard information, some of which might not apply to your franchise. Click the Help button on the relevant forms or menus to see any existing help file specific to your Autoline configuration for that form or menu. Alternatively, a help file may exist in the Warranty Table of Contents specific to your manufacturer.
See also: Raise a credit (invoice reversal to be recharged).
Much of the data held on a claim cannot be amended in the claim register. This is particularly true of detail that affects the financial value of the claim because the claim must be kept in line with the WIP and invoice in the Sales Ledger. In order to amend such details, you are expected to credit-reverse at POS and re-invoice the work.
When a claim is created against an invoice generated in POS, the credit reversal of the invoice must be handled carefully. The claim number created is held against each labour and part line in POS, and is used to force a link between POS and the claim system for any future credit reversal and reinvoicing.
If an attempt to credit reverse some invoiced lines is made, and at least one of those lines was originally part of an invoice which resulted in a claim being created, you are warned and prevented from proceeding if any of the following conditions are met:
Note: It is possible to credit reverse more than one claim at once, provided all claims are completely credit reversed, i.e. all associated labour and parts lines.
The system will attempt to re-use the original claim number when you reinvoice after a credit reversal. However, if the lines being reinvoiced were originally a mixture of claims, you are presented with a list of claim numbers from which you can select the required claim, or you have the option to create a new claim number. The original claim is deleted prior to creation of the new invoice/claim.