Maintaining 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 Enter New Claim to open the Quick SRO Create modal form, where you can enter a new warranty claim.
• Click View Claim to open the Service Orders form and view the current warranty claim.
• Click Enter New Authorization to open the Incident Quick Create modal form, where you can add a new incident.
• Click View Authorization to open the Incidents form for the current incident.
• Click Reimburse Warranty to open the Warranty Claims Reimbursements form, where you can reimburse a warranty.
• Click Submittal Authorization to open the Service Order Operations form, where you can capture the authorization number and amount for the warranty.
• Click Submit Warranty Claim to open the Warranty Claims Submittal form, where you can submit a warranty.