Why:
Creating a manual claim is a way of claiming for a vehicle or part not covered by warranty. It doesn’t generate any records in the accounting system or affect stock. There are two occasions when a manual claim would be raised:
• When a claim is outside the warranty parameters, although the claim type can be controlled via a parameter with age validation override (CLT 001).
• When a claim has been requested by the dealer on behalf of a customer where there may be some doubt as to the full payment of a claim.
When creating a manual 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.
Manual claims can be left ‘open’ if required, then updated once all details have been acquired. The transmission of the claim is automatically activated with all other claims.
There are two claim order number ranges for manual warranty and contract claims and these are set up within the Branch Table and the Maintain Number Range Table. When the manual claims are extracted/printed both claim types will use the manual claim number rage as set up the 'Claim Records' option of the Fusion Control File.
Where:
From the Workshop Order View, select File > New > Manual Claim. This will display a Create Manual Claim window.
How to Create Manual Claims:
In the Create Manual Claim window input the registration number and indicate the type of manual claim to be created then click OK. (To be able to create a manual claim in Fusion, the vehicle must exist in the Vehicle Master File. Also, to be able to create a contract claim there must be a valid contract registered in the Vehicle Master File.)
In the Manual Claim Details window the vehicle and customer information that’s displayed has been retrieved from the Vehicle Master File.
Text, operations and parts are added to the claim by selecting the appropriate on-screen tab and using the default payment code. After adding all the details as required, select the Claim Handling Button.
This will display a Claim Summary window listing all the jobs in the claim. Each job can be opened and information such as the causal part number, old unit serial number and defect code etc. can be inputted.
Manual claims can also be created by converting invoiced orders. Highlight the invoiced order from the workshop order view, then right-click and select Convert to Claim. This will copy all the order’s non claim details to a manual warranty claim.
What else would you like to do?
Adjusting/Manually Reconciling a Claim.
Related Topics:
Extracting Credits from the Data Bank.
Manual Credit Note Reconciliation.
Set up:
Parameter CLT 001 (positive or negative) determines if claim type (debit) codes may be entered in claim amendment.