Insurance Claim - maintenance

Setup for Posting Invoices from Insurance Claims

Purchase maintenance codes must be set up to post purchase invoices from the service.

To be reinvoiced to a client, you need to set up sales maintenance codes.

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":

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 chooses one of the given insurance policies.

By selecting an insurance policy, both the information about the contract, the subject, the deductible, and the customer will be added.

The user enters the date of the event.

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".

On the list of maintenance permissions for an insured event, the user uses the new button to create a maintenance permission for the given insured event.

The driver's number is not transferred from the insured event, because the driver registered for the insured event does not have to be the same as the driver of the financed object and does not handle the repair at the service station.

By default, the user fills in the maintenance permission lines.

Selecting a maintenance code sets up posting for both purchase and sales invoices in the line background. After entering the data, the status of the service permission switches to Approved.

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.

This function can be started from both the Maintenance Permission header and the row overview. The difference is that when 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 for one allowance.

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 Maintenance Permission line, the "Sales" tab)

• The default setting is Mass invoice – the item will be invoiced by running a mass job (described in Fakturace servisu)

• Individual invoice – the user invoices by running the function

• Billing – the amount to be reinvoiced will be applied 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 cost from the 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 Insurance Claim 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 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.

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 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 lines.