This Service Order report allows Maintenance claims with a Pending Approval status to be approved or denied from the Process SO Drill Down report. Denied, Approved, or Invoiced claims can be selected and viewed.
To access and use this report:
1.From the Dashboard, click [Customer SO] Customer SO > [Service Orders Review] Service Orders Review.
2.Make your filter selection, then click [Update Report] Update Report to display the new data.
3.Select the check box next to the claims to process.
4.Click [Process Selected] Process Selected. The Process SO Drill Down report opens.
5.If the "Approval Pending" SO Status filter was selected from the Filters pane, then the Approve and Deny buttons appear enabling claims to be approved or denied. Only claims with an Approval Pending status can be changed.
Note: Denied claims require a comment explaining why the claim was denied.
6.Click [Skip] Skip to move to the next claim. Any changes will not be saved.
Suggested Uses
•After work on a truck is completed by a servicing dealer, the dealer submits a claim through Maintenance. Since the customer cannot directly access Maintenance, the Customer SO Review page allows claims pending approval to be viewed.
•View historical claims that have already been approved, denied, or invoiced.
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