This document explains the process by which a dealer can create a claim against an OEM (original equipment manufacturer).
In this claim situation, a dealer submits a claim to an OEM and receives an agreed amount as reimbursement credit during the downstream settlement process. The use of a claim type and claim category in 'Warranty Claim. Open' (MOS750/B), designed specifically for the OEM claim process, ensures that the claim is processed correctly with the correct direction of reimbursement.
A claim using claim type 3 is successfully created and available for the downstream OEM claim settlement process. The claim can either be created manually or via API (ClaimsMI, transactions 'addclaimhead' and 'addclaimspec').
The following tables are affected:
The dealer will have identified a need to make a claim against an OEM.
The conditions specified in Managing Warranty Agreements must be specified.
A claim type with claim category 3 must be defined in (MOS740).
The dealer must be set up as a customer in 'Customer. Open' (CRS610).
A maintenance agreement must be defined for the dealer in 'Maintenance Agreement. Open' (COS410).
The order type associated with the agreement should be of category '45 = OEM Claim Order'. This is defined in 'Maint CO Type. Open' (COS010).
Prices must be defined on the maintenance agreement.
Warranty and warranty details must be defined in 'Equipment. Connect Warranty' (MOS390).
Open 'Warranty Claim. Open' (MOS750/B).
Select sorting order = '1-Claim' or '60-Claim Type, Claim'
If sorting order = '1-Claim' is selected, click 'Apply' followed by 'Create'. The default claim type must be later defined in the F panel.
If sorting order = '60-Claim Type, Claim' is selected, specify 'claim type' with a claim category of 3 then click 'Apply' followed by 'Create'.
E panel is displayed.
Specify this information:
'Claim type' with a claim category of 3
Press 'Enter' or 'Next' to display the F panel.
Specify Meter Information (optional). Where the equipment and item serial number on the service are not the same, it is possible to register meter values for item serial number at a service level.
Press 'Enter' to display the G panel where the values from 'Service Error Report. Open' (MOS057) are displayed. Item causing failure is mandatory.
Press 'Enter' to return to (MOS750/B).
Select related option 11='Claim Lines' to navigate to 'Warranty Claim Specification. Open' (MOS751/B).
In (MOS751/B) specify this information:
'Claim version' = 1 in field 'Vsn'
'Transaction number' = 1 in field 'Claim'
'Line type' by selecting from one of the following:
Where '1-Labor' is selected, the following values can be specified:
Where '2-Material details' is selected, the following values can be specified:
Where '3-Subcontracting' or '4-Miscellaneous' is selected, prices should be specified manually.
E panel is displayed.
Prices and discounts will be pre-populated based on the agreement and discount model in place with the dealer. Discount details are displayed in (MOS751/I).
'Warranty Type'. If the item number is covered by warranty according to warranty contents in 'Equipment. Connect Warranty' (MOS390) and 'Equipment. Open Warranty Details' (MOS393) a warranty type will be defaulted from (MOS390). If the item is not covered by warranty, the sales price will be 0 and a manual price can be specified, overriding the system defaults.
Click Next to return to the B panel.