Assigning Dispatches to Existing Workorders Follow

Assigning Dispatches to Existing Workorders

In the event that your customer arrives at your shop before a dispatch, you can create an insurance workorder based on the data your customer provides, and then link it to the corresponding dispatch when it arrives. The linking process automatically inserts pertinent insurance and claim data into an existing workorder. In addition, if there are any pricing discrepancies between the workorder and the dispatch, the pricing from the dispatch automatically overrides the line item pricing on the workorder.

To Assign a Dispatch to an Existing Workorder

1.        Create an insurance order. Fill in the details as you would normally. In the following example, we chose a windshield. For instructional purposes, we used the vehicle details from the sample test dispatches already listed in Communications Applet. Pay attention to the pricing and discounts.

UnassignedWorkorder.gif

2.        When you receive the electronic dispatch from GLAXIS�, take note of the dispatch number, located on the Dispatch No. line�the first line on the dispatch that has data which is pertinent to the insurance claim. The dispatch number will appear later on the Insurance {F7} window.

3.        Return to the order and select the Insurance {F7} button to display the following window.

WorkorderDispatchAttach.gif

Notice how all the fields in the �Claim Data� section are empty.

4.        Select the Workorder/Dispatch Assign button, WorkorderDispatchAttachbutton.gif, located to the right of the �Deductible� field, to assign the dispatch to the workorder.

If there are any significant differences between the workorder details and the dispatch, the following window appears.

DISPATCHDISCREPANCIES.gif

The Dispatch/Order Data Entry Discrepancies window gives you the option of keeping your workorder details or of updating your order with the details from the dispatch.

                If you prefer to update your workorder with the dispatch details, make sure the appropriate checkboxes are selected, and then select the Update/Close button.

                If you do not want the original dispatch orders to overwrite your order entries, deselect those checkboxes and select the Update/Close button.

Note: The �Branch� on an order will not change during a manual Dispatch Attach, if it is wrong. However, passive audit will still warn you to avoid a possible EDI rejection.

GlasPacLX automatically fills in the �Deductible,� �Policy Holder,� and �Date of Loss� fields if you have not already filled them in. In addition, a message appears above the �Agent ID� field to indicate that the dispatch is successfully assigned to the workorder, as shown in the following image.

claimdata.gif

5.        Fill in the remaining Claim Data fields. Insert the cursor in a field and use the F1 key on your keyboard whenever you need help filling in the fields.

6.        Now select the Estimate {F5} button to return to the Estimate window. Compare the pricing and discounts in the following assigned workorder image with the original unassigned workorder in the image accompanying step 1.

AssignedWorkorder.gif

The pricing and discounts from the dispatch override your system�s pricing defaults, as indicated by the �Dispatch discounting active� message below the Discount ID field. In addition, once the workorder is assigned to a dispatch, the Sts column appears, enabling the e-Xpress Online Authorization features.

Have more questions? Submit a request

Comments

Powered by Zendesk