Settlement Data |
The Settlement Data tab enables you to record the amount of a claim and the date that it was settled. Depending on the warranty claim status options in effect, settlement amounts may be tracked by labor, parts, and miscellaneous costs or by total. If tracking settlement amounts by task, you must enter at least one of the separate costs.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on claim ID, claim type, work order location/ID/year, part ID/suffix, vendor ID, and task ID, among other values.
The field in the top section of this tab defaults from information entered on the Claim Data tab. It is display only.
Claim ID
Identifier of the selected claim.
Data in the fields in the bottom section of this tab define the settlement information about the claim. Unless otherwise indicated, these fields are required.
Settlement date
Date the claim was settled. Required if the claim status on the Claim Data tab has a value that indicates settled, otherwise optional. The settlement date can be the same as or later than the claim date, but it cannot be later than today's date.
Settlement amount
Total dollar amount of the settlement, which is to be credited back to the equipment unit and the work order (zero if the vendor denies the claim). The settlement cost tracking options (i.e., track details either by task or overall totals; track details either by cost type or overall totals) specified on the Data -> Warranty -> Setup -> Options screen determine whether this field is display only or available for entry.
If you track settlements by overall totals only, this field is available for entry.
If you track settlements by cost type and overall totals, this field displays the total of the Labor, Parts, and Other fields. It is display only.
If you track settlements by task and overall totals, this field displays information from the Settlement total field on the Tasks tab. It is display only.
If you track settlements by task and cost type, this field displays information from the Settlement total field on the Tasks tab. It is display only.
If you track settlements by task and cost type, this field displays information from the Settlement total field on the Tasks tab. It is display only.
The settlement amount does not include the tax or freight charges incurred in the claim settlement; these are listed separately.
Tip: If the claim type is EQUIPMENT and the claim status has a value that indicates settled, the settlement amount displays in the Current/Warranty recovery field on the Repair and PM tab of the Data -> Equipment Units -> Historical Costs screen. The dollar amount recovered under warranty for each task associated with the work order is displayed in the Warranty recovery field on the Basic Info tab of the Data -> Equipment Management -> Work Order Summary screen.
Labor
Dollar amount of the labor cost settlement. The settlement cost tracking options (i.e., track details either by task or overall totals; track details either by cost type or overall totals) specified on the Data -> Warranty -> Setup -> Options screen determine whether this field is display only or available for entry.
If you track settlements by cost type and overall totals, this field is available for entry.
If you track settlements by task and cost type, this field displays information from the Settlement labor field on the Tasks tab. It is display only.
If you track settlements by task and cost type, this field displays information from the Settlement labor field on the Tasks tab. It is display only.
If you track settlements by task and overall totals, this field is not available for entry.
If you track settlements by overall totals only, this field is not available for entry.
Parts
Dollar amount of the parts cost settlement. The settlement cost tracking options (i.e., track details either by task or overall totals; track details either by cost type or overall totals) specified on the Data -> Warranty -> Setup -> Options screen determine whether this field is display only or available for entry.
If you track settlements by cost type and overall totals, this field is available for entry.
If you track settlements by task and cost type, this field displays information from the Parts field on the Tasks tab. It is display only.
If you track settlements by task and cost type, this field displays information from the Parts field on the Tasks tab. It is display only.
If you track settlements by task and overall totals, this field is not available for entry.
If you track settlements by overall totals only, this field is not available for entry.
Other
Total dollar amount of other costs settlement. The settlement cost tracking options (i.e., track details either by task or overall totals; track details either by cost type or overall totals) specified on the Data -> Warranty -> Setup -> Options screen determine whether this field is display only or available for entry.
If you track settlements by cost type and overall totals, this field is available for entry.
If you track settlements by task and cost type, this field displays information from the Other field on the Tasks tab. It is display only.
If you track settlements by task and cost type, this field displays information from the Other field on the Tasks tab. It is display only.
If you track settlements by task and overall totals, this field is not available for entry.
If you track settlements by overall totals only, this field is not available for entry.
Tax amount
Amount of the tax charges incurred in the claim settlement. Optional.
Tip: To include the tax amount in the Current/Warranty recovery field on the Repair and PM tab of the Data -> Equipment Units -> Historical Costs screen and in the Warranty recovery field on the Basic Info tab of the Data -> Equipment Management -> Work Order Summary screen, add it to the Other field on the Tasks tab.
Note: Whether the Other field is available for input depends on the options selected on the Data -> Warranty -> Setup -> Options screen.
Freight amount
Amount of the freight charges incurred in the claim settlement. This field is optional.
Tip: To include the freight amount in the Current/Warranty recovery field on the Repair and PM tab of the Data -> Equipment Units -> Historical Costs screen and in the Warranty recovery field on the Basic Info tab of the Data -> Equipment Management -> Work Order Summary screen, add it to the Other field on the Tasks tab.
Note: Whether the Other field is available for input depends on the options selected on the Data -> Warranty -> Setup -> Options screen.
Document number
Document number that can be used to track the vendor's reimbursement check. This field is optional.
This table allows you to track orders that are required for settling warranty claims. This table provides information recorded for the requisitions and purchase orders for these items. To record these items with the warranty, create a purchase order and order the part, then add the purchase order information to the table below to track those items with the warranty.
Delete
If this field is checked, the entire row is deleted when you click Save.
Canceled
If this field is checked, the item is canceled when you click Save. This action cannot be complete if the item is not closed on the requisition or purchase order.
Completed
If this field is checked, the item is canceled when you click Save. This action cannot be complete if the item is not closed on the requisition or purchase order.
Requisition ID
The ID of the requisition. This field has a choice list.
Req line number
The line number of the part on the requisition. This field is required if a requisition ID is entered.
Purchase order ID
The ID of the purchase order. This must be a valid purchase order ID in the system. This field has a choice list.
PO line number
The line number of the item on the purchase order.