Creating warranty claims

Create warranty claims to recoup faulty parts or material and labor costs incurred when warranty-related repair work has to be performed in-house.

Note: The work order costs are not displayed on the warranty claim unless you specified that the piece of equipment listed on the work order activity is under warranty.

See these references:

Associate your warranty claim with a piece of equipment, a work order, or an activity on a work order to track warranty claim costs.

A Status of Unfinished is automatically assigned to new claims. After creating and specifying all of the information for the claim, update the claim status to indicate its progress throughout the claim process.

  1. Select Equipment > Warranty > Warranty Claims.
  2. Click New Record.
  3. Specify this information:
    Organization
    Specify the organization to which the warranty claim belongs if you use multi-organization security.
    Claim
    Specify a description of the claim in the adjacent field. A claim number is assigned after you save the record.
    Note: If you do not specify a description, the description is defaulted to the description defined on the work order with which you associated this warranty claim.
    Work Order
    Specify the work order with which to associate the warranty claim.

    Equipment is automatically populated based on the information provided on the Work Orders page, and details like the serial number, commission date, part details, and EMRS code details are populated based on the equipment record.

    WO Labor, WO Hired Labor, WO Services, WO Stock Items, WO Direct Purchases, WO Tools, WO Claim Amount, and Total Claim Amount are automatically populated based on the warrantable costs for the selected work order.
    Note: If the selected Work Order is a multiple equipment or MEC work order, then Equipment is automatically populated with the equipment on the work order, and it is protected. You can now create warranty claims for the parent multiple equipment work order or any related work order(s).

    See Adding equipment to work orders to split work order costs.

    Equipment
    Specify the piece of equipment with which to associate the warranty claim.

    If you do not select a piece of equipment, all work orders including MEC work orders are displayed.

    If you do select a piece of equipment, then only the work orders for which the work order equipment is the same as the equipment on the claim are displayed.
    Status
    Select the status of the claim if you are authorized to do so. Changing the status of a warranty claim may affect additional system checks and field changes:
    Option Description
    Approved A system check is performed to verify if an attached work order has a system status of Completed. If the work order does not have a system status of Completed, you are asked whether you want to continue. Click Yes to change the status to Approved. Any future costs added to or subtracted from the work order will not reflect on the warranty claim.
    Canceled All fields are protected on the Claims form except Status.
    Completed All fields are protected on the Claims form except Status.
    Response received Specify settlement details.

    See Entering settlement details for warranty claims.
    Unfinished WO Labor, WO Hired Labor, WO Services, WO Stock Items, and WO Direct Purchases are refreshed based on an attached work order each time the unfinished claim record is selected for display on the Record View tab.
    RMA Number
    Specify the return material authorization (RMA) number.
    Top Parent
    Specify the highest-level parent of the equipment associated with this warranty claim.
    Top Parent Usage
    Specify the usage value of the highest-level parent piece of equipment.
  4. Specify the Commission Date, Commissioning WO, Warranty, Usage, UOM,Class, Date Filed, and Date Reported.
  5. Click Save Record.