Reimbursing Warranty Claims

The Warranty Claims Reimbursements form lists all open warranty claim service order lines that are ready to be reimbursed.

To reimburse open warranty claims:

  1. Open the Warranty Claims Reimbursements form.
  2. Turn off Filter-in-Place to view the open claims in the grid.
  3. This information is displayed in the grid for each claim:
    • SRO number and description
    • Customer number and name
    • SRO line number
    • Unit number and description
    • Item
    • Originally requested claim amount
    • Authorized claim amount
    • Amount already reimbursed
    • Amount approved to be reimbursed
    • Open reimbursements
    • Rejected amount
    • Over approved amount
    • SRO status
    • Working status
    • SRO line status
    • SRO type
  4. Select individual lines in the grid for processing or click Select All  to process all the lines.
  5. Click Process to reimburse the service order claims and open the Warranty Claims Reimbursement Process modal form.

Use the buttons on this form as described here:

  • Click Expense Approval to open the Expense Approval form, filtered for the current SRO and SRO line.
  • Click SRO Transactions to open the Service Order Transactions form, filtered for the current SRO and SRO line.

The SRO Transactions Detail grid lists this information for the currently selected SRO:

  • SRO type
  • Partner ID and name
  • Item/Work Code/Miscellaneous Code
  • Reimbursement amount due
  • Reimbursement status
  • Item description, quantity, and unit of measure
  • Transaction number and date
  • Operation number, code, and description
  • Reimbursement cost
  • Reimbursement amount paid

The SRO totals grid lists a summation of reimbursement amounts, broken down by material, labor, and miscellaneous transaction. This information is displayed in the grid:

  • Already Reimbursed: Transactions with a Complete reimbursement status.
  • Authorized to be Reimbursed: Transactions with an Authorized reimbursement status.
  • Rejected: Transactions with a Rejected reimbursement status.
  • Open: Transactions with an Open reimbursement status.

The Selected Totals grid lists a summation of reimbursement amounts by the customer, vendor, or other associated with the partner being reimbursed. This information is displayed:

  • Vendor/customer number and name
  • Reimbursement amount
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