Now that you have selected the items to claim, you may now retrieve the claims. This will automatically create a Billing Group and Service line for the claim within the Warranty Agreement ready for posting and invoicing.

Display the Warranty Agreement in Document Entry.

Retrieve the claim for billing

Right-click on the Phase and then select Agreement / Retrieve Warranty Claims.

You can also select this option from the Agreements icon by clicking the arrow to the right of the icon.

The Retrieve Claim for Billing window will be displayed.

Click [Retrieve].

A Warning message will be displayed.

Click [Yes] to continue.

Service Manager has retrieved the billing information and created a Billing Group and Service line ready for posting.

Click [Accept] on the Service window.

Post the claim and create the Invoice

Click the Post icon on the toolbar to Post the claim.

The Post window will be displayed.

Review the details and then click [Post].

A Warning message will be displayed.

Click [Yes] to continue.

A Warning message will be displayed showing the Invoice Number of the invoice created.

Click [Yes] to print the invoice.

The Print Invoices window will be displayed.

Click [Print] to print the invoice.

Note that the Service Line icon has changed to signify that the line has been posted.