Difference between revisions of "How do I create an insurance workshop job?"
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== Additional Information == | == Additional Information == | ||
In Order to create a Insurance Workshop Job you will need to first go to "Workshop Management" > "Workshop Diary". Here you will need to [[Creating Workshop Jobs|create a workshop job]]. | In Order to create a Insurance Workshop Job you will need to first go to "Workshop Management" > "Workshop Diary". Here you will need to [[Creating Workshop Jobs|create a workshop job]]. | ||
| − | + | ||
| + | === On the Job Properties Screen === | ||
| + | Create the workshop job as a standard workshop job, adding any relevant labour or parts to the job that will be required to complete the job. | ||
| + | |||
| + | * Enter the Keepers Account code, or search for it via {{KeyPress|Ctrl+F1}}. | ||
| + | * Enter the Vehicle stock code, or again search via pressing {{KeyPress|Ctrl+F1}}. | ||
| + | |||
| + | |||
| + | {{Note|text=Add as much information to the workshop job as you can. ''See wiki articles [[Creating Workshop Jobs]], [[How do I add more description to a Workshop Job?]], [[How do I add Parts to a Workshop Job?]] and [[How do I add Labour to a Workshop Job?]] for help on doing this.''}} | ||
| + | |||
| + | === Insurance Invoicing Set-up === | ||
| + | |||
| + | Now that the job has been setup it is time to setup the invoicing requirements to turn the standard workshop job into a Insurance workshop job. | ||
| + | * Click on the {{Button|Third Party}} tab. | ||
| + | * On {{DataPrompt|Type:}} select {{DataValue|insurance}}. '' This will then produce more options on the screen.'' | ||
| + | * on the {{DataPrompt|Insurer}} Enter the Insurance Account code, for which the workshop job will be charged to. use {{KeyPress|Ctrl+F1}} to search. | ||
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{{FAQ}}{{KB_Tags|Insurance workshop job}}{{KB_WS}} | {{FAQ}}{{KB_Tags|Insurance workshop job}}{{KB_WS}} | ||
Revision as of 15:36, 20 May 2008
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
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This article or section is under development. Be aware: Content will change as the document progresses. |
Contents
Summary
To create a Workshop Job so that the keeper of the vehicle can pay the excess and the Insurance Company pay the Invoiced amount.
Additional Information
In Order to create a Insurance Workshop Job you will need to first go to "Workshop Management" > "Workshop Diary". Here you will need to create a workshop job.
On the Job Properties Screen
Create the workshop job as a standard workshop job, adding any relevant labour or parts to the job that will be required to complete the job.
- Enter the Keepers Account code, or search for it via <Ctrl+F1>.
- Enter the Vehicle stock code, or again search via pressing <Ctrl+F1>.
 | Add as much information to the workshop job as you can. See wiki articles Creating Workshop Jobs, How do I add more description to a Workshop Job?, How do I add Parts to a Workshop Job? and How do I add Labour to a Workshop Job? for help on doing this. |
Insurance Invoicing Set-up
Now that the job has been setup it is time to setup the invoicing requirements to turn the standard workshop job into a Insurance workshop job.
- Click on the [Third Party] tab.
- On "Type:" select 'insurance'. This will then produce more options on the screen.
- on the "Insurer" Enter the Insurance Account code, for which the workshop job will be charged to. use <Ctrl+F1> to search.
