Maintenance Permission Card

A user can create a maintenance permission:

• From the Financed Object

• from an insured event

• From a Financing 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 of the user whether the customer has prepaid services on the contract of the item.

Using the Process button on the item overview, the user selects Maintenance Permission.

On the list of maintenance 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 the item, contract, and customer data to the service permission header.

The user has to select 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 Insurance Claim

The user can enter the maintenance permission directly from the insurance claim card.

On the list of 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 pre-set the Type and Type of Service.

The system 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

The user can also specify maintenance permission from the financing contract.

If, after opening the Maintenance Permission list, the system enters New, the system transfers the Contract, Object, and Customer data to the Maintenance Permission.