Before you can finally release a warranty claim to EVA, you first have to complete the Import of a decided ESKULAB request and then the Claim process.
To do the Claim process:
Print warranty invoice of the concerning work order.
Generate claim via Claim validation.
Validate claim via VEGA Retail.
Release claim via VEGA Retail.
The actions taken after the release of the warranty claim are as usual.
To print the warranty invoice:
Make sure that you have selected the work order for which you want to create a warranty invoice.
Before you can print a warranty invoice, you have to set all work order lines on hold that are not indicated as invoice to warranty or goodwill.
After setting the necessary work order lines on hold, you have to select the warranty account of which you want to receive the claimable amount.
When you have selected the warranty account you can print the warranty invoice, click Action...
The Action For [Account name] from is opened.
For a detailed explanation of this form, we refer to the Actioning the Wip Help files of Autoline.
Click the Print button to continue, the Validation claim form is automatically opened.
Note: Depending on the setup of the system some other forms can be opened which requires data before the Validation claim form is opened.
On invoicing to a warranty account, the Validation claim form is automatically opened and the Create invoice option is available.
To generate the claim:
Click Create invoice.
The claim is generated and the Vega Retail form is automatically opened.
When you click Close instead of Create invoice, you have interrupted the process and must start the claim process at the beginning in order to release a claim.
After clicking Create invoice in the Claim validation form, the claim is generated and the Vega Retail form is automatically opened.
For a detailed explanation of this form, we refer to the Vega Help files of Autoline.
To validate if all existing errors are solved or confirmed:
Click Plausibility.
The claim is validated against EVA and the Claim validation form is opened.
At this stage, the Autoline validation results tab is not visible as it is of no further use to the claim process.
Please make sure that all errors are solved or confirmed and update the claim validation by clicking Re-validate.
Click Close to continue.
You will return to the Vega Retail form.
After you are done solving or confirming the errors and you have run the re-validate process, you can click Release claim to submit a warranty claim to EVA.
Before the claim is released, the program first validates the claim against EVA in the background. If the claim contains no more errors, the system will submit the warranty claim to EVA.
After the warranty claim is successfully released to EVA and it is awaiting a decision in EVA, the claim status is changed to Transmitted and a claim number is assigned.
When releasing of the warranty claim failed, the claim status will remain In-Review. Please take note of the message given by the system what the cause of failure is.