EV Claim Process

EV Claim Process


HINDI VIDEO TUTORIAL:- EV Claim Process


EV Claim


OVERVIEW - EV Claim

A claim is when you express your right to something that belongs to you. 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.


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 reconciled, their claim amount and claim quantity, and based on that the revenue is generated from the HO team.


PROCESS FLOW To access EV Claim Reconciliations

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


EV Claim Reconciliations – User Interface


EV Claim Reconciliations – 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.

EV Claim Reconciliations – Field Description 

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 checkbox for initiating the claim reconciliations.


OVERVIEW - EV Warranty Claim

The purpose of EV Warranty Claim document is to raise the claim to OEM for warranty job cards. The 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, the user clicks on submit and saves the document. Once completed, the warranty claim is transferred to SAP for further processing.


PROCESS FLOW To access EV Warranty Claim

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


EV Warranty Claim – User Interface


EV Warranty Claim – Field Description 

Branch: Select branch to create warranty claim.
Repair Type: Select repair type.
Supplier: Select supplier.
From Date/To Date: Select date range.
Get Data: Click to fetch results.
Claim No, Job Card No, Job Card Date, Customer Date: Display info.

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EV Warranty Claim – Field Description 

Registration No, Frame No, Part/Labor Code, Name, KM Reading, Customer Complaint, Complaint, Stock Adjustment Type, QTY, Rate.


EV Warranty Claim – Field Description 

Value: Displays total amount.
Bill Date: Enter bill date.

OVERVIEW - EV Part Packing Slip

Allows creation of packing slip for each claim, capturing LR No., boxes, and showing claim details.


PROCESS FLOW To access EV Part Packing Slip

Navigate: Electric Vehicle Module → Service → Claim → EV Part Packing Slip → New


EV Part Packing Slip – User Interface


EV Part Packing Slip – Field Description 

Parent Document, Branch, No of Boxes, LR No, LR Date, Peso Total, Select checkbox, Model, Model Name, Claim No.


EV Part Packing Slip – Field Description 

QTY, Rate, Amount, Claim Document Date, Branch Name, Mechanic Name, Dealer Remarks, Vendor Mgf Date, Stock Adjustment.

OVERVIEW - EV Warranty Reclaim

Allows dealer to reclaim rejected warranty claim; HO reviews and settles.


PROCESS FLOW To access EV Warranty Reclaim

Navigate: Electric Vehicle Module → Service → Claim → EV Warranty Reclaim → New


EV Warranty Reclaim – User Interface


EV Warranty Reclaim – Field Description (1/4)

Branch, Repair Type, Supplier, Dates, Get Data, Claim No, Job Card details.

EV Warranty Reclaim – Field Description (2/4)

Registration No, Frame No, Part/Labor Code, PC, Labor Code, Is Outside, Technical Complaint, Observations, Job Completion Days.

EV Warranty Reclaim – Field Description (3/4)

QTY, Rate, Tax, Amount, IS Closed, Culprit Code, SE Code, Transporter code, Body Builder code, Product Type.

EV Warranty Reclaim – Field Description (4/4)

WC Type, Plant ID, Probable Cause, Action Taken, Conclusion, Rejection Reason, Status, Remarks, Stock Adjustment Type.

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Abbreviations

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, SGST, IGST definitions.

Thank You!

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