Use the Generate Warranty Claims dialog box to generate warranty claims that are to be based on "warrantable transactions."
Warrantable transactions consist of actual labor hours, materials used, and services used in the repair of assets under warranty, or the replacement of an item under warranty.
To generate warranty claims, you select from a list of eligible transaction lines. To be "eligible" for selection for a claim, the transactions must have occurred against an asset under warranty, or against an item under warranty. In addition, the transactions must meet the warranty coverage stipulations, and not have been claimed previously.
You can select Generate Warranty Claims from the Warranty Claims (Tr) application, and also from the Work Order Tracking (Tr) and Quick Reporting (Tr) applications. This lets you generate warranty claims at the time you are notified that possible warranty conditions exist, when you are recording actual work data.
When you select Generate Warranty Claims from a work order, and then display the Select Transactions dialog box, the Work Order field in the Search section is filled in by default with the current work order number. The Transactions table initially shows only transactions for the current work order. The search fields are all editable, whether you are generating claims from a work order or from the Warranty Claims (Tr) application.
From the Select
Action menu, choose Generate Warranty
Claims, or click Generate Warranty Claims on the
toolbar.
In the Storeroom field, you can specify a storeroom to be listed as the default return-to storeroom for all selected item warranty transaction lines. The storeroom can be changed on individual transaction lines, if necessary.
Use the Storeroom field to specify the storeroom that items recovered as a result of the warranty claim should be returned to. If a storeroom is listed in this field, any items received via a no-charge purchase order resulting from a warranty claim would be automatically returned to this storeroom. Credit would be given to the asset that the items were used on.
The Select Transactions dialog box displays warrantable transactions that have not been previously claimed.
If you display the dialog box from a work order, the transactions list is filtered to show only transactions for the current work order.
If you display the dialog box from the Warranty Claims (Tr) application, the transactions list is initially unfiltered.
To filter the transactions list, enter data, such as asset number, warranty, and/or work order, in the search fields, and click Find.
Click Select
Row next to transaction rows that you want to generate
warranty claims for.
Click OK to return the selected transaction rows to the Transactions table on the Generate Warranty Claims dialog box.
In the Transactions
table, you can click View Details to view all information
associated with the transaction line. Most transaction line information
is read-only.
On asset warranty transaction lines, you can edit the Claimed Amount field, if necessary. The Claimed Amount field initially shows the line cost.
On item warranty transaction lines, you can edit the Vendor Item #, Claimed Amount, Quantity Claimed, and the Return to Storeroom fields, if necessary.
Repeat steps 7 to 9 for other rows in the Transactions table, if necessary.
Click OK to generate warranty claims. Click Cancel to return to the previous page without generating warranty claims.
After you click OK, you are returned to the previous page and notified that warranty claims have been generated.
Warranty claims for assets under warranty are generated based on incident. That is, all lines from the same work order, for the same asset, covered by the same warranty, are included on a single claim. When that is not the case, multiple claims are generated, with claim lines assigned to claims by the same criteria.
Warranty claims for items under warranty are also generated based on incident. That is, warranty claims for items will contain only one transaction.
In Warranty Claims (Tr), you can view claims on the Claims tab, and view the claim lines on the Claim Lines tab. Use the List tab to find claims by work order, asset, warranty, and so on.
In Work Order Tracking (Tr) and Quick Reporting (Tr), select View Warranty Claims from the Select Action menu to view the warranty claims associated with the current work order.