Reconcile warranty claims

Reconcile warranty claims to:

• Gain information about quality and performance

• Provide information for future procurement decisions

• Reduce repair costs

• Take advantage of reimbursement opportunities

Work order charges (from the Tasks and Parts tabs) are transferred directly to the warranty claim on the Claim Data tab of the Data -> Warranty -> Reimbursement Claims screen.

On the Claim Data tab:

Step 1.   Update the claim status.

Step 2.   Assign a priority ID.

Step 3.   Change the vendor, if necessary.

Step 4.   Insert a vendor claim ID.

Step 5.   Insert the claim submission date. Depending on set up (specified on the Data -> Warranty -> Setup -> Options screen), you may modify the claim amounts on the Claim Data tab or Tasks tab by cost type or claim total.

• Note: On the Attributes and Notes tabs of the Data -> Warranty -> Reimbursement Claims screen, you can insert comments, notes, or attributes to record additional information about the claim.

Step 6.   Reconcile the settlement of the warranty claim. Depending on set up, you may modify the settlement amounts by cost type (Tasks tab) or settlement total (Settlement Data tab).

You can review the details of the claim on the Warranty Claim Detail report.