A user can create a maintenance permission:
From the Financed Object
From from an insured event
From a financing contractFinancing Contract
Maintenance Permission from the Financed Object
To enter a service permission, the user can filter the item overview, e.g. enter the license plate number of the vehicle in the search field.
On the list of items, there is a Fact Box for quick information to of the user whether the customer has prepaid services on the contract of the item.
Via Using the Process button on the item overview, the user selects Maintenance Permission.
On the list of service maintenance permissions, click on the New button to open a card for entering a new service permission.
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Based on the subject, the system transferred information about the objectitem, the contract, and the customer data to the header of the service permission header.
The user has to select the a supplier or a business location, write down the mileage, select Type and Type of service. These are important fields for the Maintenance Permission header.
Maintenance Permission from an
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Insurance Claim
The user can enter the service maintenance permission directly from the insurance claim card.
On the list of service maintenance permissions, use the New icon to create a new service permission.
The system will fill in the information about the subject, the contract and the customer from the insured event and will also preset pre-set the Type and Type of serviceService.
The system adds the service type from will add the "Service Type" from the Contract with Service Settings - the "Default Insurance Claim Service Type" field. The user can change.
Contract Maintenance Permission
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If, after opening the Maintenance Permission Overviewlist, the system enters New, the system transfers the Contract, Object, and Customer data to the Maintenance Permission.
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