Vendor Task |
This screen enables you to create and manage tasks that a vendor is authorized to perform. When you post commercial work to a vendor/task combination, the warranty period information is recorded. If commercial work is posted to that same vendor/task combination within the warranty period, the equipment unit is automatically flagged as failed under warranty and a warranty claim is generated, depending on the location options. The option that drives the use of this screen (when information is entered that match the above use-cases) is the Automatically create warranty claims when post commercial task under vendor warranty option on the Locations Primary Information screen, Work Orders - More Info tab. When this option is checked and commercial work is posted to a vendor/task combination, the system creates a reimbursement claim.
The field in the top section of this tab defines the data that displays.
Vendor ID
Identifier of the vendor currently selected in the grid or that you are defining. Maximum field length is 15 characters. It must contain only valid bar code characters. If you do not have preestablished vendor numbers, it may be convenient to use the vendor’s phone number (with or without the area code) as the vendor ID. This field has a list box.
If the ID already exists, the vendor name displays to the right of the ID.
Data in the fields in the bottom section of this tab provide information about the scheduled repair job. Unless otherwise indicated, these fields are optional.
Task ID
Repair group that includes the task the vendor is authorized to perform. This can be entered in the form of the task ID or the repair group ID to use the Vendor Gateway functionality or to use the previous functionality with repair groups for the warranty vendor task process. This field has a list box. Task IDs that represent repair groups are specified on the Basic Info tab of the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen. The task description is displayed to the right of the ID field. You must either have at least a Task ID or Symptom entered. You may have entries in both fields.
Symptom
The identifier of the symptom. You must either have at least a Task ID or Symptom entered. You may have entries in both fields.
External ID
This is a free-form field to match the task or symptom to an identifier outside of this system. For example, an outside code for an item not in the system.
Warranty months
Free-form text field in which you can record the length of the warranty. Maximum field length is three characters. This field is optional.
Warranty meter 1 units
Free-form text field in which you can record the length of the warranty for meter 1 units. Maximum field length is seven characters. This field is optional.