Goodwill Warranty

In some circumstances it may be necessary to submit goodwill warranty claims in which the customer only pays for a fraction of the work and the balance is claimed from Volvo.

To create a goodwill warranty job:

1. Create a WIP as though all the work is going to be invoiced to the customer.

2. Assign labour and parts in the normal way.

3. For each parts and/or labour line that you want to include as part of the goodwill claim, position the cursor over the Total field and double-left click the mouse button.

   Note: Parts must be requisitioned from stock before you can use this facility, e.g. at X status.

   The Payment Contributions form is displayed.

4. Enter the percentage split that you want to apply.
   • The first box is how much of the work you want the customer to pay

   • The second box shows how much you want to allocate to the warranty claim

   • The third box is used to further split the line, perhaps to internal sales

     Note: Ensure that all three boxes total 100%!

5. When you are happy with the percentage split, click the OK button.

   The WIP is redisplayed with the following results:

   • The system has split the line into two/three.

   • The lines are identical except for their values which are split as required.

   • The percentage split is displayed to the right of the description.

     Note: You can only see the split on the WIP input form so, if you amend the labour lines, you must take care to select the correct line.

6. Link lines to a particular warranty job using payment types that contain a W, e.g. W1, W2, etc., and use the warranty labour rate (typically G).

   Tip: To edit the payment type, position the cursor in the appropriate Warranty/payment field or the header row of the same field, and double-left click the mouse button.

7. If you are creating several jobs from one WIP, hold any warranty lines and invoice the other lines to the customer.

8. Invoice each warranty job separately to a warranty account, e.g. W9999.

   Note: You must ensure that individual warranty jobs appear on separate invoices.

   You can now create claims from the warranty invoice, and submit the claims to Volvo.

Note: If you add another job to the WIP at a later stage, use the next payment code in sequence. Do not reuse any of the existing payment codes on the WIP.

Creating Claims