OEM Claim Processing

Use this document to understand how a dealer creates a claim against an original equipment manufacturer (OEM).

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.

Outcome

A claim using claim type 3 is successfully created and available for the downstream OEM claim settlement process. You can create a claim manually or via API ClaimsMI, transactions Addclaimhead and Addclaimspec.

How the system is affected

These tables are affected:

  • Warranty Claim (ACLHED)
  • Warranty Claim Specification (ACLSPC)

Before you start

The dealer identifies the need to submit a claim against an OEM.

Restrictions

  1. Specify the conditions outlined in Managing Warranty Agreements.

  2. Define a claim type with claim category 3 in (MOS740).

  3. Set up the dealer as a customer in 'Customer. Open' (CRS610).

  4. Define a maintenance agreement for the dealer in 'Maintenance Agreement. Open' (COS410).

  5. The agreement uses order type category 45-'OEM Claim Order', which is defined in 'Maint CO Type. Open' (COS010).

  6. Define prices on the maintenance agreement.

  7. Define warranty and warranty details in 'Equipment. Connect Warranty' (MOS390).

Note: In some cases, where the relationship between the OEM and dealer permits, you can select generic warranty type in 'Warranty Type. Open' (MOS710) as opposed to specifying warranty details in (MOS390).

Follow these steps

Follow these steps to manually create OEM claim header:

  1. Open 'Warranty Claim. Open' (MOS750/B).

  2. Select sorting order 1-'Claim' or 60-'Claim Type, Claim'.

    1. If sorting order 1-'Claim' is selected, click Apply followed by Create. Define the default claim type in the F panel.

    2. If sorting order 60-'Claim Type, Claim' is selected, specify 'Claim type' with a claim category of 3. Click Apply followed by Create.

    3. Using sorting order 60-'Claim Type', specify a 'Claim type' with claim category 1-'Warranty claim' and select a claim number. Copy the claim to another claim type with claim category 3-'OEM claim'. Select the 'Copy claim' check box and specify this information to copy the latest claim version of the claim specification lines:
      • 'Retail dealer'
      • 'Payer agreement' in combination with 'Retail dealer', 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.

    4. 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 the same claim category 3-'OEM claim'. Deselect the 'Copy claim' check box and specify this information to copy the latest 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.

  3. E panel is displayed.

  4. Specify this information:

    1. 'Claim type' with claim category 3.

    2. 'Facility'

    3. Equipment details:

      • 'Reimbursmnt manuf' or dealer.
      • 'Payer agreement' or dealer agreement. This agreement is used to populate the prices on the claim details in (MOS751) and determines the amount that the OEM reimburses.
      • 'Product'.
      • 'Serial number'.
      • Optionally, 'Registration number'.

    4. Service details:

      • 'Service'. Used on the claim MCO for crediting the dealer.
      • 'Item number' .
      • 'Serial number'. Later checked against the warranty records 'Equipment. Connect Warranty’ (MOS390) during entry of claim details in (MOS751).

  5. Press Enter to display the F panel.

  6. Optionally, specify meter information, failure date, and failure time. 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. Use F11='Retrieve meters' to retrieve the meter readings from 'Model/Site Individual. Open Op History' (MOS270) based on failure date and failure time.

  7. Press Enter to display the G panel where the values from 'Service Error Report. Open' (MOS057) are displayed. Item causing failure is mandatory. Use F22='Print' to generate a 'Claim Service Error Report' (MOS759PF).

  8. Press Enter to return to (MOS750/B).

  9. Select related option 11='Claim Lines' to navigate to 'Warranty Claim Specification. Open' (MOS751/B).

Follow these steps to manually create OEM claim lines:

  1. In (MOS751/B), specify this information:

    1. 'Claim version' to 1 in 'Vsn' field

    2. 'Transaction number' to 1 in 'Claim' field

      Note: Populate the claim version and transaction number on the first claim line. These values are set as default for subsequent claim lines.

    3. 'Line type' by selecting from one of these:

      • 1-'Labor'
      • 2-'Material'
      • 3-'Subcontracting'
      • 4-'Miscellaneous'

      Where 1-'Labor' is selected, specify these values:

      • 'Work center'
      • 'Operation number'
      • 'Employee number'
      • 'Time type'
      • 'Warehouse'

      Where 2-'Material details' is selected, specify these values:

      • 'Item number'
      • 'Invoiced qty'

        This is the quantity that the dealer wants to claim.

      Where 3-'Subcontracting' or 4-'Miscellaneous' is selected, specify the prices manually.

  2. Press Enter.

  3. E panel is displayed.

  4. Specify a quantity.

  5. Prices and discounts are pre-populated based on the agreement and discount model agreed with the dealer. Discount details are displayed on (MOS751/I).

  6. 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 is set as default from (MOS390). If the item is not covered by warranty, the sales price is set to 0. Specify a manual price to override the system defaults.

  7. Click Next to return to the B panel.

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