EV Claim

EV Claim

OVERVIEW: EV CLAIM

 

A claim is when you express your right to something that belongs to you, when you make a claim or claim something, you're demanding it or saying it's true. People claim dependents and deductions on their taxes. In essence, claims processing refers to the insurance company's procedure to check the claim requests for adequate information, validation, justification and authenticity. At the end of this process, the insurance company may reimburse the money to the respective provider in whole or in part.

The EV Vehicle insurance policy offers financial protection to your vehicle against liabilities such as accidental damage, fire, natural calamities, riots, theft of the insured vehicle and third-party injuries or damage to their property.

 

PROCESS FLOW

To access EV Claim process:

·        
In the Excellon 5.5 application, go to Electric Vehicle Module → Service → Claim → EV Claim

 

 

 

 

 

User Interface

 

 

Field Description

Field

Description

Branch

Select branch to create claim.

Supplier

Select the name of supplier.

Part

Select the Part to create claim

Model Name

Select the respective model’s name

Date Of Sale

Select the date of Sale to claim process.

Claim Posting Type

Select the Claim Posting Type

Stock Adjustment Type

Select the Stock Adjustment Type

QTY

Enter the QTY

Rate

Enter the Rate of the claim process

Amount

Display of the total and final amount

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

OVERVIEW: EV CLAIM RECONCILIATIONS

 

EV Claim Reconciliations is a document, in which user can get the complete status of claim settlement about the reconcile quantity, amount, and claim numbers. This shows the number of claims reconcile, their claim amount and claim quantity and based on that the revenue is get generated from HO team.

 

PROCESS FLOW

To access EV Claim Reconciliations process:

·        
In the Excellon 5.5 application, go to Electric Vehicle Module → Service → Claim → EV Claim Reconciliations

 

 

 

 

 

 

 

User Interface

 

 Field Description

Field

Description

Claim/Packing

Select the parent document as EV claim or packing slip.

Branch

Select branch to create EV claim reconciliations.

Supplier

Select the supplier from the list.

Supplier Account

Displays the supplier account name.

Accept Account

Displays the accept account name.

Reject Account

Displays the rejected account name.

Invoice Doc Name

Displays the invoice document name.

Invoice Doc Date

Displays the invoice document date.

Part/Labor

Displays the part/ Labor.

Part / Labor Name

Displays the description of part and service.

QTY

Displays the quantity.

Rate

Displays the rate of a part/service.

Approved QTY

Displays the quantity which is approved.

Approved Amount

Displays the amount which is approved.

Rejected QTY

Enter the rejected quantity if any.

Rejected Amount

Displays the rejected amount.

Job Card No

Displays the job card number.

Job card Date

Displays the job card date.

Select

Click on “check box” for initiating the claim reconciliations.

 

 

 

 

 

 

 

 

 

 

 

 

EV WARRANTY CLAIM OVERVIEW

The purpose of EV warranty claim document is to raise the claim to OEM for warranty job cards. In this case warranty claim document creates automatically after job card invoice. The user requires to open the warranty claim document in edit mode and enter the “Failure Root Cause” against each line. After entering the details for failure root cause, then user need to click on submit button and save the document. Once this completed, the warranty claim transferred to SAP for further processing.

PROCESS FLOW

To access EV Warranty Claim process:

·        
In the Excellon 5.5 application, go to Electric Vehicle Module → Service → Claim → EV Warranty Claim

 

 

 

 

 

 

 

 

 

User Interface

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Field Description

Field

Description

Branch

Select branch to create warranty claim.

Repair Type

Select the repair type for warranty claim.

Supplier

Select the name of supplier.

From Date

Select the from date of warranty job card for claim process.

To Date

Select the to date of warranty job card for claim process.

Get Data

Click on “Get Data” to find the result in result area.

Claim No

Displays the claim number against job card

Job Card No

Displays the job card number.

Job Card Date

Displays the date of job card.

Customer Date

Displays the name of customer.

Registration No

Displays the registration number of vehicle.

Frame No

Displays the Frame number of vehicle.

Part/Labor Code

Displays the part/labor code taken in job card for warranty.

Part/Labor Name

Displays the part/labor name taken in job card for warranty.

KM Reading

Displays the KM reading of vehicle.

Customer Complaint

Displays the customer complaint.

Complaint

Displays the actual complaint selected for the part in job card.

Stock Adjustment Type

Enter the stock adjustment type

QTY

Displays the qty.

Rate

Displays the rate of a part/labor.

Value

Displays the total amount of a part/labor.

Bill Date

Enter the Bill Date

 

EV PART PACKING SLIP OVERVIEW

EV Part packing slip is the functionality in DMS allows the user to create slip against each claim created. User will capture information such LR No., Number of boxes. On the selection of claim, all the information such as claim number, part and labor description, qty, rate and amount appear.

PROCESS FLOW

To access EV Part Packing Slip process:

·        
In the Excellon 5.5 application, go to Electric Vehicle Module → Service → Claim → EV Part Packing Slip

 

 

 

 

 

 

 

 

 

User Interface

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Field Description

Field

Description

Parent Document

Select parent document as claim document to create EV part packing slip.

Branch

Select branch to create part packing slip.

No Of Boxes

Enter the number of boxes.

LR No

Enter the LR number.

LR Date

Select the LR Date

Peso total

Enter the total weight of the claim items.

Select

Click on “check box” for initiating the part packing slip.

Model

Displays the part code.

Model Name

Displays the description of part and service.

Claim No

Displays the claim number.

QTY

Displays the Qty.

Rate

Displays the rate of a part/service.

Amount

Displays the total amount.

Claim Document Date

Enter the date

Branch Name

Select the Branch Name

Mechanic Name

Enter the mechanic’s name

Dealer Remarks

Enter the dealer remarks if any

Vendor Mgf Date

Enter the Vendor Mgf Date

Stock Adjustment

Select the stock adjustment

 

 

 

 

 

 

 

 

 

 

 

 

EV WARRANTY RECLAIM OVERVIEW

EV Warranty reclaim process allows the Dealer or User to reclaim the warranty in case the claim has been rejected at first. This gives a dealer a second chance to re-register the warranty claim. Once Claim has been submitted then the HO Team will approve the warranty claim and the same will be get settled accordingly.

           

PROCESS FLOW

To access EV Warranty, Reclaim process:

·        
In the Excellon 5.5 application, go to Electric Vehicle Module Service→ Claim → EV Warranty Reclaim

 

 

 

 

 

 

 

 

 

 

User Interface

 

Field Description

Field

Description

Branch

Select branch to create EV warranty claim.

Repair Type

Select the repair type for EV warranty claim.

Supplier

Select the name of supplier.

From Date

Select the from date of EV warranty job card for claim process.

To Date

Select the to date of EV warranty job card for claim process.

Get Data

Click on “Get Data” to find the result in result area.

Claim No

Displays the claim number against job card

Job Card No

Displays the job card number.

Job Card Date

Displays the date of job card.

Customer Date

Displays the name of customer.

Registration No

Displays the registration number of vehicle.

Frame No

Displays the Frame number of vehicle.

Part/Labor Code

Displays the part/labor code taken in job card for warranty.

Part/Labor Name

Displays the part/labor name taken in job card for warranty.

PC

Select the PC

Labor Code

Select the labor code

Is Out Site

Select Is Out Site

Technical Complaint

Select Technical Complaint

Observations

Select the observations

Job Completion Days

Enter Job Completion days

QTY

Display the QTY

Rate

Enter the Rate

Tax

Enter the Tax

Amount

Display the amount

IS Closed

Select If IS Closed

Culprit Code

Enter the Culprit Code

SE Code

Enter the SE Code

Transporter code

Select the Transporter code

Body Builder code

Select the body builder code

Product Type

Select the product type

WC type

Select the WC Type

Plant ID

Select the Plant ID

Probable Cause

Enter the Probable Cause

Action Taken

Enter the Action Taken

Conclusión

Display the conclusion

WC Rejection Reason

Display the WC rejection reason

Status

Select the Status

Remarks

Enter the remarks

Stock Adjustment Type

Enter the stock adjustment type

 

 

ABBREVATIONS 

Abbreviation 

Description 

UOM 

Unit of Measurement 

HSN 

Harmonized System of Nomenclature 

SAC 

Services Accounting Code 

GST 

Goods and Service Tax 

POS 

Place of Supply 

GSTIN 

GST Identification Number 

CGST 

Central Goods & Services Tax 

SGST 

State Goods & Services Tax 

IGST 

Integrated Goods & Services Tax 

 

-End of Document- 

 

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