Handling workshop warranty claims
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Summary
This article explains how to handle manufacturer warranty work through the workshop and the accounts system. There may be some variations to this, depending on manufacturer, but the general principle will apply.
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".
- 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.
