1. Collision Repair Refresher Training Program
Year 2008/2009

2. Contents Objective Course Agenda / Time / Location
e-claim process and procedure by Merimen
Data-mart & SAP
Invoicing workflow and incentive calculation
e-claim process and procedure by IGTS

3. Objectives To ensure competent staff on Collision Repair operations
To build a strong team driven by performance objectives

4. Course Content / Agenda of Collision Repair Refresher Training Program
8:30am – 9:00am: Registration (Training Room 3, EON Head Office Complex, Shah Alam)
9:00am – 9:30am: Opening & briefing on Collision Repair performance status by Azhar Aziz
9:30am – 10:30am: e-claim process and procedure by Merimen
10:30am – 10:45am: Tea –Break
10:45am – 1.00pm: Collision Repair Flowchart and Procedures by Mohd Isa
Data-mart - Cycle Aging
- WIP Aging
- Cycle Aging History
SAP - FBL5N (Customer line items display)
- VF03 (Display billing document)
“Long Outstanding Insurance Debts”
- YI71 (Sales by Ins. Companies)
- YI38 (Value in Ins. Sales)
1:00pm – 2:00pm: Lunch
2:00pm – 2:30pm: Invoicing workflow and incentive calculation by Chris Wong
2:30pm – 3:15pm: Case Studies by Mohd Isa
3:15pm – 3:30pm: Tea –Break
3:30pm – 4:30pm: e-claim process and procedure by IGTS
4:30pm – 5:00pm: Closing and Q & A

5. Course Agenda Registration
Opening points on status of Collision Repair Performance and Turn-Around Plan
(By Azhar Aziz)

6. Course Agenda e-claim and procedures by Merimen Introduction
Insurance Companies
Introduction
Processes Workflow
Frequent error identified
Q & A

9. Course Agenda Data-mart:- Cycle Aging Data-mart accessibility
Objective of Cycle Aging Report
Work to be done on Cycle Aging
Report

10. Course Agenda Data-mart:- WIP Aging Objective of WIP Aging Report
Work to be done on WIP Aging
Report

11. Course Agenda Data-mart:- Cycle Aging History
Objective of Cycle Aging History
Report
Work to be done on Cycle Aging
History Report

12. Course Agenda SAP:- FBL5N - Customer line items display
SAP ACCESS SCREEN
At main menu type in “FBL5N”
Press <enter> key
The screen will change to next screen

13. Course Agenda SAP:- FBL5N - Customer line items display
CUSTOMER ACCOUNT SELECTION
At customer account column type in customer account no. e.g (AVIVA Insurance Bhd)
At Line Selection status, column open items open at key date e.g

14. Course Agenda SAP:- FBL5N - Customer line items display
CUSTOMER ACCOUNT (cont)
At column “Type” tick at Normal items
At column “ List Output” type in /ROS5.
Then click at “Execute (F8)”
The screen will change to next screen

15. Course Agenda SAP:- FBL5N - Customer line items display
CUSTOMER ACCOUNT DISPLAY
At screen shows all outstanding debt as belong to AVIVA Insurance Bhd
At BusA column put a curser at any branch code e.g. 507 (Labuan)

16. Course Agenda SAP:- FBL5N - Customer line items display
CUSTOMER ACCOUNT DISPLAY (cont)
At BusA put a curser at any branch code e.g. 507 (Labuan)
Next, click a curser at “self filter”
The screen will change to next screen
At filter criteria Business Area, key in branch code e.g. 507 (Labuan)
Then click “Execute”
Then screen will show outstanding debt only for Labuan Branch.

17. Course Agenda SAP:- VF03 – Display billing document MAIN MENU SCREEN
At main menu type in VF03
Press <enter> key
The screen will change to next screen

18. Course Agenda SAP:- VF03 – Display billing document BILLING DOCUMENTS
At Billing Document column type in document / invoice no
Press <enter> key
The screen will change to next screen

19. Course Agenda SAP:- VF03 – Display billing document INSURANCE BILLING
At screen Insurance Billing Document – Insurance Document Number, Payer
Account Number, Net Value and Billing Date appeared at screen.
Press <enter> key at Accounting Column
The screen will change to next screen

20. Course Agenda SAP:- VF03 – Display billing document
DOCUMENT IN ACCOUNTING
At column Accounting Document, press <enter> key
The screen will change to new screen INSURANCE BILLING

21. Course Agenda SAP:- VF03 – Display billing document ACCOUNT SHORT TEXT
Under Account Short Text, press <enter> at name of Insurance Company e.g.
AVIVA INSURANCE BHD.
Then the screen will change to new screen

22. Course Agenda SAP:- VF03 – Display billing document DISPLAY DOCUMENT
At Last Dunned & Text column is empty The Status of Payment is still OUTSTADING

23. Course Agenda SAP:- VF03 – Display billing document DISPLAY DOCUMENT
At clearing column is display & The Status of Payment is RECEIVED

24. Course Agenda “Long Outstanding Insurance Debts”
Based on visits to Service Centres and meetings held with Insurance Companies, payment for the long overdue insurance claims are being delay or not paid mainly due to on-compliance by service branches.
Most of the front-liners claimed that they had overlooked on some required Standard Operating Procedures (SOP) as follows:
To issue the Final Bill according to the amount in Approval Letter
To include excess fees accordingly as mentioned in the Approval Letter
To ensure that excess fee is charged and fully collected from customer before the car is released
To ensure that the Discharge Voucher is signed by Insured
To choose the correct material upon issuing invoices to insurance company and customer. The correct material for insurance company is “ins_excess” and from customer is “cust_excess”

25. Course Agenda
SAP:- F32 – Clearing For Overpayment

26. Course Agenda
SAP:- F32 – Clearing For Overpayment

27. Course Agenda
SAP:- F32 – Clearing For Overpayment

28. Course Agenda
SAP:- F32 – Clearing For Overpayment

29. Course Agenda SAP:- F-30 – Partial Payment Clearing
Received partial payment from customer.
The objective of this process is to clear partial payment received from customer.
Example: Refer to American Home Assurance (Account no.: ) Payment received RM2, Invoice RM2, Shortpaid RM

30. Course Agenda SAP:- F-30 – Partial Payment Clearing STEP 1 a) Key in
i) Document date : Date of invoice to be cleared. e.g:
ii) Type : RV (Choose type of document
e.g. debit note - DD; invoice - RV)
iii) Posting date : Current date
iv) PstKy : 01
v) Account : Customer account number
b) Goto
Transaction to be processed and select
“Transfer posting with clearing”
c) Click - Enter
c) Enter
i )Invoice date
ii) Change to “RV”
iii) Current date b
iv) Posting key
v) Customer account no.

31. Course Agenda SAP:- F-30 – Partial Payment Clearing STEP 2 a) Key in
i) Amount – i.e. difference between payment & invoice
e.g.: Invoice RM2,470
Payment - RM2,460
Difference - RM 10
b) Key in
i) Business area : 208
ii) Assignment number - Service order number
c) Click - Choose Open Item
i) Difference between invoice & payment
Business area
Invoice service order

32. Course Agenda SAP:- F-30 – Partial Payment Clearing STEP 3
a) Key in - Account : Customer account no.
b) Go to - Additional selections and
Select: Document Number
c) Click - Process Open Item
c) Click
a) Customer account no.
b) Choose: Document no.

33. Course Agenda SAP:- F-30 – Partial Payment Clearing STEP 4 a) Key in
i) Receipt number (Official Receipt)
ii) Document number e.g
b) Click - Process Open Item
i)Document no: Receipt
Document no

34. Course Agenda SAP:- F-30 – Partial Payment Clearing STEP 5
a) Double click at amount (invoices &
official receipt)
b) Please check that the amount at “Not
assigned” must be zero (0)
c) Click - Document
d) Choose - simulate
c) Choose Document
a) Double click
b) Amount must be zero (0)

35. Course Agenda SAP:- F-30 – Partial Payment Clearing STEP 6
a) Double click at debit amount
Double click at debit
amount

36. Course Agenda SAP:- F-30 – Partial Payment Clearing STEP 7
a) Key in - Invoice number at Text column
b) Click - Save

37. Course Agenda SAP:- F-30 – Partial Payment Clearing STEP 8
a) View result at FBL5N

38. Course Agenda
Invoicing workflow and incentive calculation

39. Course Agenda
Case Studies

40. Course Agenda e-claim and procedures by IGTS Introduction
Insurance Companies
Introduction
Processes Workflow
Frequent error identified
Q & A

41. Course Agenda
Q & A

42. Thank You