Difference between revisions of "Handling workshop warranty claims"
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== Summary == | == Summary == | ||
| − | This article explains how to handle manufacturer warranty work through the workshop system. | + | This article explains how to handle manufacturer warranty work through the workshop system. |
=== More Information === | === More Information === | ||
There may be some variations to this, depending on manufacturer and your own processes, but the general principle will apply. Don't forget to place the claim with the manufacturer and get it authorised before you start. | There may be some variations to this, depending on manufacturer and your own processes, but the general principle will apply. Don't forget to place the claim with the manufacturer and get it authorised before you start. | ||
| − | * Create the workshop job card changing the invoice account to the appropriate warranty account for the manufacturer. The warranty accounts should be set up to charge items at cost price, a default Vat rate of {{DataValue|Exempt}}, the {{DataPrompt|Cash Sales:}} flag set to {{DataValue|No}}, an {{DataPrompt|Account Group:}} of {{DataValue|WAR}} a {{DataPrompt|Centre Modifier}} of {{DataValue|W}} and the {{DataPrompt|Internal?}} as {{DataValue|Y}}. | + | * Create the workshop job card changing the invoice account to the appropriate warranty account for the manufacturer. The warranty accounts should be set up to charge items at cost price, a default Vat rate of {{DataValue|Exempt}}, the {{DataPrompt|Cash Sales:}} flag set to {{DataValue|No}}, an {{DataPrompt|Account Group:}} of {{DataValue|WAR}} a {{DataPrompt|Centre Modifier}} of {{DataValue|W}} and the {{DataPrompt|Internal?}} as {{DataValue|Y}}. |
* In the {{DataPrompt|Reference}} field, enter the warranty claim reference that you will have obtained when placing the claim with the manufacturer. | * In the {{DataPrompt|Reference}} field, enter the warranty claim reference that you will have obtained when placing the claim with the manufacturer. | ||
* Book the parts and labour for the work required using the flat rate times. | * Book the parts and labour for the work required using the flat rate times. | ||
Revision as of 12:14, 21 December 2018
Summary
This article explains how to handle manufacturer warranty work through the workshop system.
More Information
There may be some variations to this, depending on manufacturer and your own processes, but the general principle will apply. Don't forget to place the claim with the manufacturer and get it authorised before you start.
- Create the workshop job card changing the invoice account to the appropriate warranty account for the manufacturer. The warranty accounts should be set up to charge items at cost price, a default Vat rate of 'Exempt', the "Cash Sales:" flag set to 'No', an "Account Group:" of 'WAR' a "Centre Modifier" of 'W' and the "Internal?" as 'Y'.
- In the "Reference" field, enter the warranty claim reference that you will have obtained when placing the claim with the manufacturer.
- Book the parts and labour for the work required using the flat rate times.
- Invoice the Job when the work has been completed and the customer has collected their vehicle. Invoicing this at the point of completion/collection will ensure your work in progress is kept under control, and that the revenue to the workshop is taken in the correct month.
For more detailed help of the steps for this process, please see this article
See also
- Creating Workshop Jobs
- How do I Create a Workshop Warranty Job?
- How do I Create an Insurance Workshop Job?
