The Warranty claim form is displayed when you select the Claims maintenance option from the FORD WARRANTY menu. From this form, you can update claims compiled within POS, send an E-mail about a claim and transfer claims to the Ford GWE system.
PUSH BUTTONS
Exit: Returns you to the FORD WARRANTY menu. This button redisplays as the Save button when you are in Edit mode.
Cancel: Aborts any changes made to the claim.
Edit: Allows you to amend a compiled claim before you transfer it to Ford GWE.
Quickmail: Automatically compiles claim details into an Email message which you can send or copy to another user.
Ad-hoc: The facilities of the Ad-hoc enquiries program are common to all Rev.8 software applications. A powerful and sophisticated set of tools allows specialised enquiries of any module. You can formulate enquiries using field and verb references and save enquiries for regular use.
Export: Batches claims on the Autoline system and downloads the batch to the PC ready for import into the GWE Warranty system. This option also allows you to resubmit claims to Ford GWE in the event of a problem.
Purge: Deletes claims that are older than the period specified in the warranty parameters (Purge after).
The Visit details section gives a record of the visit to the service department by the vehicle.
Job number: A job number is automatically assigned to the WIP when a job card is printed. This number is used to create the claim number.
Task: A task number is assigned to parts, labour and expense lines each time a warranty job is invoiced. The first warranty job invoiced from the WIP is allocated a task number of 1, subsequent jobs are allocated the next task number in sequence. So if, for example, you invoice two separate jobs from one WIP, two claims are created. Each claim is allocated the same claim number. All parts, labour and expense items associated with the first claim are allocated a task number of 1. All parts, labour and expense items related to the second claim are allocated a task number of 2.
Held flag: This field determines whether or not the claim is available for inclusion in a batch of claims to be submitted to Ford. If you want to stop a claim from being sent, click the field to enter a tick symbol.
Record type: The record type selected in POS on invoicing.
Dealer code: The Ford-supplied dealer code entered in the Autoline Ford Warranty parameters.
Dealer suffix code: The Ford-supplied suffix code entered in the Autoline Ford Warranty parameters.
Registration number: The Registration number entered on the WIP.
VIN: The VIN number from the marketing vehicle record.
Model code: The service model group code from the marketing vehicle record. The code is only defaulted in on labour claims not on parts-only claims.
Ford vehicle ?: A tick symbol is entered in this box by default but can be amended here if necessary.
Distance indicator: Miles or Kilometres. The distance indicator field is automatically updated according to the setting within the Commercial field of the Marketing vehicle record. If 'N' is recorded for a passenger car, the Distance indicator field is set to Miles. If 'Y' is recorded for a commercial vehicle, the field is set to Kilometres. This field may be amended if necessary.
Mileage: The mileage entered on the WIP.
Delivery date: The delivery date of the vehicle.
Record type: The repair record type selected on invoicing in POS.
Repair status: A repair status of 02 is always used. This indicates to the GWE system that the claim has been imported.
Repair date: The date the work was invoiced.
Campaign code: The campaign RTS code entered on the LABOUR line of the WIP.
Note: This field is only updated with the campaign RTS code if you selected a Repair record type type of 02 Recall/ONP on invoicing.
Invoice number: The invoice number created within POS.
Total value: The total value of labour.
Comments: The description entered against the RTS code on the WIP.
The Labour tab displays a summary of each labour line on the claim.
Labour code: The RTS code.
Hours: The Time Allowed entered against the RTS code on the WIP.
Amount: The total value of the labour line.
Description: The text entered against the RTS code on the LABOUR page of the WIP.
T: Labour type. E, N or O.
Technician: A unique six-digit employee number. The Technician ID takes the format XX#### where XX is the POS company number and #### is the mechanic number against the labour line on the WIP, right-justified. For example, technician 12 within company 73 on the Autoline system is transferred as 730012. The Technician ID must also be created on the GWE system within the security module. Refer to the Ford Warranty Claim Processing, Dealer Operating Guide for further details.
The Parts tab displays a summary of all parts on the claim.
Part number: The part number without the Franchise code prefix.
Type: F, C or O.
Causal: Did this part cause the problem? X or blank.
Markup: Does the value of the part already include the dealer's markup? 'Y'es or 'N'o. If the price you are claiming for the part is the actual value you want to be paid, enter 'Y'. If you are claiming the absolute cost price and want Ford to add the markup on payment, set to N. You can set a default of Y or N within the Autoline Ford warranty parameters.
Qty: The quantity entered against the part on the PRODUCT DETAILS page of the WIP.
Price: The selling price, incorporating discounts and any other price adjustments applicable to the customer.
Description: The part description entered on the WIP. This description is only used if the part is not a Ford part type.
The Expenses tab displays a summary of all expense RTS codes used on the claim.
Code: Standard RTS code.
Description: The description entered against the RTS code on the WIP.
Days: This field relates to car hire only. This is the number of days' hire.
Hours: The number of hours that it took to carry out the work.
Amount: The total expense value.
WIP number: POS Work-in-Progress number.
Account number: The account to which the warranty work has been
Date created: The date the warranty job was invoiced and the claim was created.
Time created: The time the warranty job was invoiced and the claim was created.
Batch number: The batch number assigned when you transfer claims to Ford GWE.
Batch date: The date the claim was batched and transferred to Ford GWE.
