Select Warrantable Transactions

Use the Select Transactions dialog box to select warrantable transactions to be included on warranty claims.

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 select warrantable transactions:

  1. Display the work order for which you want to generate warranty claims, or open the Warranty Claims (Tr) application.

  2. From the Select Action menu, click Generate Warranty Claims, or click Generate Warranty Claims on the toolbar.

  3. On the Generate Warranty Claims dialog box, click Select WarrantableTransactions.

  4. On the Select Transactions dialog box, you can enter data in the search fields to find warrantable transactions associated with an asset, a work order, a warranty, a component, and so on.

If you display the Select Transactions dialog box from a work order, the Work Order field lists the work order number by default. Thus, the Transactions table initially lists only transactions for that work order. You can clear or edit the Work Order field if necessary.

  1. You can enter dates in the Incident Date To and From fields to search for warrantable transactions in a specified time frame.

  2. Click Find to find warrantable transactions that meet the specified criteria.

  3. Click Select Row next to transaction rows that you want to generate warranty claims for. You can click Select All at the top of the table to select all transaction rows.

  4. Click OK to return the selected transaction lines to the Generate Warranty Claims dialog box.

See Also

Generate Warranty Claims