Auto-creating a Claim

It is recommended that you use the New routine to create warranty claims. However, it is also recommended that you run the Auto-create routine 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 one at a time for claim creation.

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 a claim:

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

1. From the VOLVO OPERATIONS menu, select the Warranty option.

   The VOLVO UK WARRANTY menu is displayed.

2. Select the Warrant claims option.

   The system prompts you for the SO company.

3. Select the SO company and click OK.

   The Volvo UK Warranty Claims form is displayed.

4. Select the Auto-create option.

   A dialog box is invoked with the following message:

   Compile list of warranty invoices

5. Select the Continue option.

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

   The WIPS/Invoices Available For Claim Creation form is displayed.

6. Select the appropriate WIP files and select a Warranty type.

7. Select OK button.

   You are returned to the Volvo UK Warranty Claims form with the details of the WIP displayed on the form.

8. Complete or amend any details as required on the form and select the Save option.

   The claim is created.