Franchisor Ideas

1 VOTE

Deductible is Subtracted From Estimates Total When Using Import Estimate

*NGS MOST WANTED*: https://confluence.ngsportal.net/display/QA/NGS+Most+Wanted

*Unfuddle*: https://nextgearsolutions.unfuddle.com/a#/projects/18/tickets/by_number/2429

*Description*

Users are encountering an issue regarding deductible dollar amounts not showing in total estimates in the Accounting Details section with the vendor exchange option only. This is not an issue with Contractor and Carrier profile for they have the option to take out deductible in the Xactimate estimate. The issue is when it is a Carriers Profile such as AVIVA, Firemans Fund, etc. These carriers block out the option for them to remove the deductible inside the estimate itself. If they use DASH DATA or Rough Draft to upload estimate this is not an issue either, for both of those do not back out the dollar amount of the deductible if put in Xactimate estimate, this only happens with the Estimate Import option.

Resolution - Have Estimate Import function in the same way as deductibles in DASH DATA and Rough Draft do now.
1. If Deductible is inside of Xacitmate estimate, it will deduct from total estimates in applicable Platform. This is on Insured Info Page of Xactimate.

Please reference attached document for further information.

 

https://jira.ngsportal.net/browse/CR-765



Some similarities with https://nextgearsolutions.aha.io/features/ENT-95

  • Josh Ivy
  • Mar 8 2017
  • Under Consideration
Idea Type Other Issue
Urgency Medium
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  • Admin
    Josh Ivy commented
    March 8, 2017 18:56
    cedric.johnsonCedric Johnson added a comment - 05/Jan/17 8:35 AM

    This ticket needs to go back to kindling for discussion with Product and Xact.


    ted.nitzTed Nitz added a comment - 05/Jan/17 9:41 AM

    Issue with Xact not sending Deductible in the XML. Returned to Product.


    josh.ivyJosh Ivy added a comment - 24/Feb/17 2:27 PM

    On Hold awaiting Xact