A user can create a maintenance permission:
From the Financed Object
From an insured event
From a financing contract
Maintenance Permission from 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 the user whether the customer has prepaid services on the contract of the item.
Via the Process button, the user selects Maintenance Permission.
On the list of service permissions, click on the New button to open a card for entering a new service permission.
First, you need to fill in the Maintenance Permission Headers field.
Based on the subject, the system transferred information about the object, the contract, and the customer to the header of the service permission.
The user has to select the supplier or 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 Insurance Claim
The user can enter the service permission directly from the insurance claim card.
On the list of service 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 the Type and Type of service.
The system adds the service type from Contract with Service Settings.
Maintenance Permission from the Financing Contract
The user can also specify maintenance permission from the financing contract.
If, after opening the Maintenance Permission Overview, the system enters New, the system transfers the Contract, Object, and Customer data to the Maintenance Permission.