Warranty Claim Processing

Restrictions

This process does not cover how to generate a claim settlement invoice.

Outcome

• A warranty claim document is sent to a supplier requesting a settlement (reimbursement).
• Status of the warranty claim is set to 50-'Answer received'.
• These tables are affected:
  • Warranty Claim (ACLHED)
  • Warranty Claim Specification (ACLSPC)

Before you start

1. Ensure that 'Warranty Claim. Open' (MOS750) header exists with 'Warranty Claim Specification. Open' (MOS751) lines.
2. Set the panel sequence on (MOS750/P) to 'EFGHIJS'.

Follow these steps

1. Start 'Warranty Claim. Open' (MOS750/B).
2. Select or copy a claim number.
   1. Using sorting order 60-'Claim Type', specify a 'claim type' with claim category 3-'OEM claim' and select a claim number. Copy the claim to another claim type with claim category 1-'Warranty claim'. Select the 'Copy claim' check box and specify this information to copy the latest claim version of the claim specification lines:
      • 'Reimbursmnt manuf'.
      • 'Payer agreement' in combination with 'Reimbursmnt manuf', to search and set new sales prices on the claim specification lines.
      • 'Claim type'.
      • 'Warranty type', to define the warranty and claim rules.

      Press Enter to move through the panels and complete the copying flow.

   2. Using sorting order 60-'Claim Type', specify a 'claim type' with claim category of 1-'Warranty claim' and select a claim number. Copy the claim to the same claim category 1-'Warranty claim'. Deselect the 'Copy claim' check box and specify this information to copy the latest version of the claim specification lines:
      • 'Retail dealer'.
      • 'Payer agreement' in combination with 'Retail dealer', to search and set a new sales prices on the claim specification lines.
      • 'Claim type'.
      • 'Warranty type', to define the warranty and claim rules.

      Press Enter to move through the panels and complete the copying flow.

3. Review or update the claim header using option 'Change' or 'Display'.
4. On (MOS750/B), select option 11='Claim Lines'.
5. Review and update information for all lines on (MOS751/E). Editable fields are 'Invoiced qty', 'Requested amt', and 'Remark'.
6. Optionally, you can create new warranty claim specification lines or validate item suppliers for line type 2-'Material' .

   To validate suppliers, specify 'Check seq item' and 'Search seq sup' in 'Claim Type. Open' (MOS740). In (MOS751) you use F15='Regen item supplier' to update item suppliers in (MOS751) and compare them with the equipment supplier on (MOS750/G). The comparison retrieves the following values for 'Supplier marking' on (MOS751/E):

   1-'Same supplier'

   2-'Different supplier'

   3-'No supplier'

   If the value is 0-'Not used' this means that the function was not performed.

7. On (MOS751/B), use F17='Add Operation' to search for and add operations using 'Work Order. Add Operations' (MOS113). Structure type retrieved from (MOS750/E) is used as default value in (MOS113) and can be edited to retrieve new sets of operations. Sorting order 1-'Operation no' uses operation number and item number as the search criteria, while sorting order 2-'OEM code' uses OEM codes linked to the OEM item to search for and select a specific operation.
8. From (MOS750/B), select related option 12='Open' to update status from 10-'New' to 20-'Open'.
9. Select related option 13='Ready to update status from 20-Open to 30-Ready'. Claim is now complete and ready to be sent to the supplier.
10. Select related option 14='Send for Claim'. This prints the document that is sent to the supplier. Message 'Job MOS753CL has been submitted' is displayed. Status is updated from 30-'Ready' to 40-'Send' for the claim when it is refreshed.
11. Optionally, select related option 16='Receive Answer' to update status from 40-'Send for Claim' to 50-'Answer Received' when a reply is received from the supplier. This is to keep track of the claim status.