Warranty Providers (such as third-party warranty companies or parent companies) must be set up under their own Customer record.
Customers that are having vehicle work done can be assigned to a Warranty Provider.
This allows you to split the invoice:
Bill the Warranty Provider for work covered under the warranty.
Bill the vehicle owner for any remaining charges.
When Adding a New Customer, check the Warranty Provider checkbox to identify this Customer as a warranty company that may be financially responsible for repairs.
Add or Select a Customer.
On the Work screen, click the None link next to Warranty.
Select the Warranty Provider >> Complete any of the applicable boxes on the Warranty Details screen >> click Update.
Create the Work document as usual.
When converting the RO to an invoice, you will be asked to split the invoice.
Create a Split Invoice to take payment from both parties.
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