Setup for Posting Invoices from Insurance Claims
Purchase maintenance codes must be set up to post purchase invoices from the service.
For possible re-invoicing To be reinvoiced to a client, you need to set up sales maintenance codes.
The setup of maintenance codes must be based on both billing invoicing needs and statistical evaluation of the impact of insurance claims.
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Records of insured events
On the insurance claim cardInsurance Claim tab, the user selects the "insurance claim typeInsurance Claim Type":
The insurance contract can be selected on the basis of the LS number, registration number, VIN, customer ID – e.g. click on the contract number above one of these fields and then enter the LS number in the selection field. The system filters the fuses corresponding to this LS. Then the user selects chooses one of the given insurance policies.
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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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Selecting a maintenance code sets up posting for both purchase and sales invoices in the line background. After entering the data is entered, it switches the status of the service permission switches to Approved.
The user enters a purchase price excluding VAT for the specified item. He can Can specify whether and how much is to be reinvoiced He enters the The other lines are entered in the same way.
Create
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a purchase invoice
To create a purchase invoice, runs the Create Purchase Invoice function.
This function can be run started from both the Maintenance Permission header and the row overview. The difference is that when run running from the header, it transfers all the entered lines, while above the list of rows, the user can mark the lines that the system will transfer to the invoice. This is important if you receive two invoices are received for one allowance.
The user can open 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.
Reinvoicing method (on the line of Maintenance Permission line, the "Sales" tab)
Default The default setting is Mass invoice – the item will be invoiced by running a mass task job (described in chapter 3.2.2.5 Fakturace servisu)
Individual invoice – the user invoices by running the function
Billing – the amount to be reinvoiced will be applied to in the financial settlement
Excessive wear – the expense remains in the company's expenses, the amount to be reinvoiced is 0. It is not invoiced from the service permission. When billing, the system takes the expense cost from the object item card – the "termination" tab of the "excessive wear" field, where the estimated value is. The marking on the allowance means that the leasing company has had excessive wear repaired.
After checking the Reinvoice field for an insured event, the system does not fill in the "Amount to be reinvoiced" field. The user manually enters the "Actual deductible" value from the Insured Insurance Claim card tab (at the time of creation of the allowance, the actual deductible is not known. The insurance company mentions it only in the final sheet.
The "amount to be reinvoiced" field remains editable and can be changed by the user.
When you run the Reinvoice to Customer featurefunction runs, the system opens a dialog box to create a sales invoice.
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Insured Event
Once the service permit has been is approved, the "approval number" is added to the insurance claim. The user of from the insured event insurance claim can open the relevant service appropriate maintenance permission - Service icon Maintenance / Maintenance permission icon.
On the Insurance Claim Card in the Insurance Indemnity Settlement tab, there is a summary view of the settlement of the insured event.
The "Invoice Line Amount" field is calculated from the purchase price of the maintenance permission lines for the given insurance claim. The "reduction amount" is from the reduction of the insurance indemnity by the insurance company. Therefore, the amount of the invoice lines = the sum of the purchase price without VAT, because the items that are not recognized by the insurance company will be sent in the final sheet as reductions. The "Amount to Reinvoice Excl. VAT" field is calculated from the amounts to be reinvoiced on the Maintenance Permission maintenance permission lines.