Why:
Claim handling allows information to be added to claims such as causal part, main operation and defect code, claim type and analysis as well as other details required by VTC or other franchises to validate the repair.
Where:
From the Workshop Order View, open the order you would like to work with. This will display the Order Details window. Select the Claim Handling Button to display the Claim Summary window.
How to Use Claim Handling:
The Payment and Claim Summary window lists all the jobs within the claim as well as any chargeable lines.
Here, lines can be manipulated by using the drag-and-drop function. Right-clicking on a detail line will allow you to 'Change Payment Code', 'Move to Job' (existing) or 'Move to New Job'. Right click or double click on a claim summary job will open the 'Claim Validation Window' where further claim details can be added, such as the causal part number, main operation number, serial numbers and defect code etc.
Once each claim job is complete, select ‘Validate’. Depending on a parameter setting, the claim will then either be validated within Fusion or via VCOM to UCHP.
Various validation messages will be displayed and depending
on the severity will determine whether the order can be invoiced or not. Any
message with this icon 
are ‘fatal’
messages and will prevent an invoice and claim being produced. When creating any
claim, the vehicle must be registered in the Vehicle Master File. This is
because the vehicle information is used as part of the validation and also
because Fusion keeps a history of all claims generated to the importer. If your
market is UCHP compliant, claims will be submitted once the invoice is produced
(except where UCH005 is set to POS).
Alternatively, 'Print and Deposit'
Claims will have to be run from the claim
view.
What else would you like to do?
UCHP.
Related Topics:
Adjusting/Manually Reconciling a Claim.
Extracting Credits from the Data Bank.
Manual Credit Note Reconciliation.
Set up:
See the section UCHP.