Maintaining Warranty Claims
Use the Warranty Claims Workbench to view and
maintain warranty claims.
Critical Numbers
The Critical Number tab includes these critical number gauges:
- Open Claim Count: The number of open service orders with a warranty service order type.
- Late Claim Count: The number of open service orders with a warranty service order type where the SRO end date is earlier than today.
- Open Claim Amount: The net price of all open service orders with a warranty service order type.
- Late Claim Amount: The net price of all open service orders with a warranty service order type where the SRO end date is earlier than today.
Top Customers
On the Top Customers tab, select an option by which to filter the grid:
- Open Claims
- Late Claims
- Open Claims Amount
- Late Claims Amount
The grid lists the associated claims, customer number, and customer name.
Warranty Claim Service Orders
This grid lists warranty claim service orders and associated information that have been generated for warranty claims. For more information about the fields in this grid, see the Service Orders form help topic.
Data Details Specific to the Service Order Selected
This sections shows specific details for the warranty claim service order selected in the grid, displayed in a DataView. Optionally, select the type of detailed information you want to view:
- Line/Operation
- Transaction Detail
- Invoice History
Next Steps
After viewing information for a warranty claim, you can continue working using these buttons:
- Click Quick SRO Create modal form, where you can enter a new warranty claim. to open the
- Click Service Orders form and view the current warranty claim. to open the
- Click Incident Quick Create modal form, where you can add a new incident. to open the
- Click Incidents form for the current incident. to open the
- Click Warranty Claims Reimbursements form, where you can reimburse a warranty. to open the
- Click Service Order Operations form, where you can capture the authorization number and amount for the warranty. to open the
- Click Warranty Claims Submittal form, where you can submit a warranty. to open the