Displaying/Amending a Claim

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.

You can amend some detail on claims in the register but this is limited to details that do not affect the financial value of the claim/invoice. If financial changes are required, you must credit reverse the invoice in Point of Sale (POS) and re-invoice to create a new claim. This means that the only details you can change in the claim register are the claim specific details (accessed by clicking the large, manufacturer logo on the far right of the form).

To display/amend claims before submission:

From the OPERATIONS Menu, select the Claims menu option.

The CLAIMS MENU is displayed.
Select the Service and Repair Claims option.

The Claims form is displayed.
Enter the claim number if known

Tip: Alternatively click the Ellipsis button [...] to search for a claim.
To amend the claim specific details, click the logo.

The Claim details form is displayed.
Complete the claim details and click the button.
Click the button to save the changes.

The system validates the claim:

If the claim passes validation you will be returned to the interface.
If the claim does not pass validation a Claim record invalid dialog box is displayed with an invalidity report. You must enter all the details that are required on the report.