Setup for Posting Invoices from Insurance Claims
Purchase maintenance codes must be set up to post purchase invoices from the service.
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The setup of maintenance codes must be based on both invoicing needs and statistical evaluation of the impact of insurance claims.
Records of insured events
On the Insurance Claim tab, the user selects the "Insurance Claim Type":
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The fields on the Damage and Repairs tab are not mandatory, but if they are filled in, some of them are carried over to the service permission.
Create a Service Permit
From the entered insurance claim, the user can create a "maintenance permission".
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The user enters a purchase price excluding VAT for the specified item. Can specify whether and how much is to be reinvoiced The other lines are entered in the same way.
Create a purchase invoice
To create a purchase invoice, runs the Create Purchase Invoice function.
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The view of the relevant insurance claim can be opened by the user directly from the service permission.
Create a sales invoice
To create a sales invoice, the "reinvoicing method" is important. If the user wants to invoice the client immediately, he must change the reinvoicing method to Individual invoice.
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When the Reinvoice to Customer function runs, the system opens a dialog box to create a sales invoice.
Insured Event
Once the service permit is approved, the "approval number" is added to the insurance claim. The user from the insurance claim can open the appropriate maintenance permission - icon Maintenance / Maintenance permission.
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