View Customer Pay Reimbursement Analysis Workflow
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Click a task in the diagram to navigate to the instructions to perform the task. After reviewing the instructions, use the Back arrow in the navigation bar to return to this workflow.
Description
The diagram illustrates the workflow for customer pay reimbursement analysis.
To look up a dealer number:
- Beside the Select Dealer field, click the Lookup icon.
Note: The Dealer Lookup window opens. - To search for a dealer by number, in the Dealer field, type the full or partial number.
- To search for a dealer by name, in the Dealer Name field, type the full or partial dealer name.
- Press the Enter key.
- Select the option button for the desired dealer.
- Click the Select button.
Note: The Dealer Lookup window closes and the name of the dealer appears in the Dealer Name field.
- Access the Create Warranty Claim Page
- Add a New Claim Line from Edit/Create Warranty Claim Page
- Add New Claim Line from Quick Entry Warranty Claim Page
- Batch Validate a Warranty Claim
- Batch Validate Claims from the Manage Warranty Claim Page
- Complete the Claim Information Section of a Claim
- Complete the Comments Section of a Claim
- Complete the Customer Section of a Claim
- Complete the Expenses Section of a Claim
- Complete the Operations Section of a Claim
- Complete the Parts Section of a Claim
- Complete the Summary Section of a Claim
- Delete Warranty Claim from Manage Warranty Claims
- Display the Warranty Claims Graph
- Edit or Create a Warranty Claim
- Edit or Create Warranty Claim Page Overview
- Exclude a Job Line
- Export Customer Pay Results
- Export Warranty Claims List
- Filter and View Customer Pay Reimbursement Results
- Filter Warranty Claims List
- Look Up a Part
- Look Up an Operation Code
- Manage Warranty Claim Page Overview
- Manage Warranty Claims Page Basics
- Print a Warranty Claim
- Print Customer Pay Reimbursement Results
- Quick Entry Warranty Claim Page Overview
- Resubmit Warranty Claim
- Submit a Warranty Claim
- Submit All Claims from Manage Warranty Claim Page
- Use the Quick Jump Menu in a Warranty Claim
- Validate a Warranty Claim
- View a Repair Order from the Customer Pay Reimbursement Page
- View a Warranty Claim
- View DCAL
- View NSH for a Warranty Claim
- View NSH from the View Warranty Claim Page
- View Repair Order from Edit/Create Warranty Claim Page
- View Repair Order from Manage Warranty Claim Page
- View Repair Order from View Warranty Claim Page
- View Warranty Claim Page Overview
Look up a Dealer
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To look up a dealer number:
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Beside the Select Dealer field, click the Lookup icon. |
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To search for a dealer by number, in the Dealer field, type the full or partial number. |
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Press the Enter key. |
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Select the option button for the desired dealer. |
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Click the Select button. |
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To clear your search criteria, click the Clear icon. |
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To cancel the lookup, click the Cancel button. |