Compiling a List of Warranty Invoices

The WIP list option works in a very similar way to the Auto-create option, allowing you to identify any claims that you have missed. The only difference is that the Auto-create routine recompiles a list of outstanding invoices each time you create a claim, whereas this routine only allows you to create a claim for the selected invoice.

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 compile a list of warranty invoices:

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

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

   The VOLVO UK WARRANTY menu is displayed.

2. Select the Warranty 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. From the File menu, select the WIP list 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 WIP/Invoice from which you want to create a claim, and a warranty type.

7. Click the OK button.

   The system defaults the details from the WIP/Invoice into the Volvo UK Warranty Claims form.

8. Fill in the appropriate fields and make any amendments if necessary.

   Note: Make sure that you identify the Main op on the Labour tab.

9. From the File menu, select the Save option.

   The system validates the claim.

   • If the claim does not pass the validation, an appropriate error message is displayed. You must correct the errors before you can continue.

   • If the claim passes validation, the claim is created.

Related topics:

Auto-creating Claims