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 | + | This article explains how to handle manufacturer warranty work through the workshop system. 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. |
=== More Information === | === More Information === | ||
* 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}} and a {{DataPrompt|Centre Modifier}} of {{DataValue|W}}. | * 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}} and a {{DataPrompt|Centre Modifier}} of {{DataValue|W}}. | ||
| + | * 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. | ||
* 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. | * 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. | ||
{{KB_Tags|workshop warranty, manufacturer claim}}{{KB_WS}}{{ZN_WorkshopManager}} | {{KB_Tags|workshop warranty, manufacturer claim}}{{KB_WS}}{{ZN_WorkshopManager}} | ||
Revision as of 09:57, 12 August 2008
Summary
This article explains how to handle manufacturer warranty work through the workshop system. 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.
More Information
- 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' and a "Centre Modifier" of 'W'.
- 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.
