This help system, which describes the warranty software, assumes you are familiar with standard Point-of-Sale operations.
To create a warranty claim, invoice warranty repair work in Point-of-Sale to a warranty account type of W. Each line must contain a two-character W-code consisting of W (for warranty) followed by a single digit task number (1, 2, 3, and so on) identifying the task to which the line (parts or labour) belongs. In other words, the first failure in the WIP record must have a w-code of W1, the second failure consists of all lines with w-code W2, and so on.
Note: The WIP must always have the Date out field completed. It is used to calculate the age of the claim.
Autoline validates a claim's content against rules dictated by the parts supplier.
The warranty interface enables you to enter claim-specific details at any stage prior to invoicing.
When you invoice the claim, a list of warranty failures is displayed. Click on each one and fill in the detail, enabling the OK button. Click the OK button to continue to print the invoice and display the claim number.
You can create multiple claims from one WIP by invoicing warranty jobs separately. During invoicing, Autoline prompts you to select a category (repair record type) for the work. A claim number is allocated to the WIP and a work item number is assigned to labour lines on the invoice. Each time a job is invoiced from the WIP, a new claim is compiled using the same claim number and the next work item number in sequence.
When you have compiled claims in Point-of-Sale, you can update them in Autoline's manufacturer systems module.
Lastly, transfer the claims to the warranty system, also in manufacturer systems.
