How to Post Warranty Claims

When you receive a self-billing invoice or credit note for warranty claims, follow these steps:

1. Enter the Invoice Details:

   • Invoice/Payment Reference: Document reference for the warranty payment.
   • Date: Date of the credit note.
   • Invoice/Payment Value (before VAT): Total value before VAT.
   • VAT: VAT amount on the credit note.

2. Account Information:

   • Sales Account No: Required for the supplier; used if no purchase account is entered.
   • Purchase Account: For self-billing invoices, enter the purchase ledger account number to transfer the payment as a credit. If not provided, an invoice is posted to the sales account.

3. Process Warranty Claims:

   • Enter each warranty claim by using the Navigator Claim No. or franchise reference.
   • Amount to Allocate: Enter the amount paid out.
   • Parts Credit Rebate: If applicable, enter the value of parts provided free of charge.
   • Mark the claim as complete if fully paid and click "Allocate."

4. Finalise the Process:

   • Review all entries.
   • Click "Finish" to process the credit note and reconcile any differences.

This ensures accurate entry and allocation of warranty payments within the system.