Creating a New Claim

If you know the WIP number against which warranty work is invoiced, you can use the New routine to create a claim.

Note: It is recommended that you use this option to create warranty claims. However, if you do not know the WIP number, you can use the Auto-create routine to identify outstanding warranty jobs.

To create a warranty 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 Warranty claims option.

   The system prompts you for the SO company.

3. Select the SO company and click OK.

   The Volvo Warranty UK Claims form is displayed.

4. Select the New option.

   The system prompts you to enter the WIP number.

5. Enter WIP number and click OK.

   Tip: If the WIP number is unknown, click the Ellipse [...] button to search for one.

   The WIPS/Invoices Available for Warranty Claim Creation form is displayed.

6. Select the claim you wish to create and select a warranty type.

7. Click the OK button.

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

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

   Note: Make sure to select the Main op on the Labour tab.

9. Select the Save button.

   Claim is created.