Define an account and auto payment settings for a campaign so that the claim is automatically paid and billed to the correct account. As a campaign designer, you can specify an account to bill for a claim, in case of a recall or other proactive repairs.

You can create a campaign program on a repair order or a claim unit. The claim unit contains the account and description you provide when you create a campaign.

1. In the header of Dev Studio, go to ConfigureCampaignsCreate Campaign.

2. In the Campaign Details area, In the Description field, enter a description for the account.

3. In the Campaign Type list, select the type of campaign.

4. In the AccountID box, enter or select an account ID.

5. In the Parts section, select the Casual box, if the part is casual.

6. In the Failed part box, enter or select the failed part.

7. In the Replacement part box, enter or select the part to replace.

8. In the Quantity field, enter a quantity for the replacement part.

9. Click Submit.

   Note the campaign ID, for example, CC-7005.

10. In the header of Dev Studio, go to ConfigureCommon Request ProgramAdd Program.

11. In the Program Type list, select a program type; for example, Campaign Program.

12. In the Case/Supporting Type list, select a value; for example, Repair Order.

13. In the Campaign ID box, enter the campaign ID that you noted in step 9.

14. Click Create.

15. In the Configure Filters area, select the Effective date and the End date, and then click Continue.

16. In the Configure Filters area, in the Property list, select a property; for example, Serial Number.

17. In the Qualifier list, select a value; for example, Equals.

18. In the Value box, enter or select a product; for example, VIN number of a vehicle.

19. Click Continue.

20. Select the Requires Notify Subscribes? box, you want to notify the subscribes about the updates.

21. Click Continue and then click Submit.

22. In the Approve Program area, review the program summary, and then click Approve.

23. In the header of Dev Studio, go to CreateCaseRepair Order.

24. In the Enter repair details section, enter the VIN number of the vehicle, for which you added the program.

25. Provide the mandatory information.

26. In the There is a campaign available for this product. Do you want to add it? area, click Yes.

27. In the VIN column, select the box for the VIN number of the vehicle, for which you added the program.

28. Click Submit.

29. In the Review Repair Lines area, review the repair line and click Submit.