Because of mistakes or modifications it might be possible to execute remove, hold, reset, or delete claim actions.
What do you want to do?
After releasing the claim for transmission, the Credit tab becomes available on which the claim-number and release-date are shown. Until credit- or reject information is received, no changes can be made to the claim.
When you receive credit- or reject information, the claim status will change and the information will be added to the claim on the Credit-info tab.
Every Point-of-Sale warranty-invoice reflects to one single Vega-Retail claim. The Autoline invoice should correspond with the Vega-Retail claim.
If incorrect-lines are invoiced to a warranty-account and a Vega-Retail claim has been generated, the only way to remove or change the lines on the claim is to credit lines on the invoice, made in the Point-of-Sale module of Autoline. When lines on the invoice are credited, they will be removed from the claim. When you credit the whole invoice, the claim is removed.
When a line from the invoice is credited, this is displayed in the Autoline invoice area of the Veh/Cust tab.
Note: After a claim is transmitted, it is not possible to credit line from that claim!
If you want to add lines to a claim, you first have to return to Autoline and add on the WIP and invoice them. A new claim is created because as said before, for every invoice number there is a new claim created.
When you want to hold a claim, you can click the traffic light button. Now the claim is held for transmission.
A claim can be re-transmitted when it is rejected, when the credit was partially or when there is no decision made. Before re-transmitting the claim it might be necessary to hold one or two lines on the claim.
To hold lines on a claim from re-transmitting, you can click the Claim lines on/off hold button. A screen is opened on which you can hold lines by ticking the Hold field.
When a claim is rejected or partially credited, it can be necessary to edit the claim and send it again. To credit a line from the WIP, you can remove lines from your claim. Before you can credit any lines from the WIP, you must Reset the claim status. You can find this option in the File menu. For claims you only want to send again, you can directly click the Transmit button.
Note: The functionality to Reset claim status is determined by user priority and Vega Retail parameters > Reset claim status priority.
When a claim is rejected or partially credited, it might be necessary to delete the claim from the system. You can find this Mark claim as deleted option in the File menu.
When the menu File > Mark claim as deleted is selected, the Mark claim as deleted from is displayed in which the user has to enter the reason for deleting the claim. The Reason for deletion, User id, Date and Time of the deletion as well as the Previous claim status, are saved on the claim header file and displayed on the Claim-text tab of the claim. The status of the claim will be set to X - Marked as deleted.
Note: The functionality to Mark claim as deleted is determined by the user’s priority and the Claim deletion priority parameter on the Vega Retail parameters.
Note: Claims with a status of X - Marked as deleted will also be archived as per the Days parameter on the Vega Retail parameters.