Tasks |
Tasks tab enables you to update or define the tasks associated with a warranty claim. The system supports multiple task IDs on a single warranty claim. The task IDs must have been performed on the same work order.
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.
Tip: If you reverse all costs and hours for a task ID on a warranty work order, that task is removed from the generated claim.
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.
The Tasks screen group defines tasks included in the claim. Unless otherwise indicated, these fields are required. Work order charges are transferred directly to the claim.
Delete
To delete the entries in the fields to the right, place a check in this field and click Save.
Task ID
Identifier of the task associated with the warranty work for the claim. This field has a list box of IDs that have been added to the work order ID as warranty work. The system requires at least one task ID for each warranty claim.
To add tasks to a work order ID, go to the Tasks tab of the Data -> Shop Activity -> Work Order Center screen.
To define task IDs, go to the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen.
Manuf op code
Manufacturer's operation code associated with tasks on the warranty claim. The code may be any combination of characters up to a maximum of 20. This field is optional.
Claim hours
Number of claim labor hours associated with the task ID’s portion of the claim. This field is optional.
Claim labor
Dollar amount of labor hours entered in the Claim hours field. The claim 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 claim details by task and cost type, this field is available for entry. Information entered here displays in the Labor field on the Claim Data tab.
If you track claims by totals, this field is unavailable for entry.
Parts
Dollar amount of parts associated with the task ID’s portion of the claim. The claim 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 claim details by task and cost type, this field is available for entry. Information entered here displays in the Parts field on the Claim Data tab.
If you track claims by totals, this field is unavailable for entry.
Other
Dollar amount of other charges associated with the task ID’s portion of the claim. The claim 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 claim details by task and cost type, this field is available for entry. Information entered here displays in the Other field on the Claim Data tab.
If you track claims by totals, this field is unavailable for entry.
Claim total
Total dollar amount of labor, parts, and other charges associated with the task ID’s portion of the claim. The claim 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 claims by task and overall totals, this field is available for entry. Information entered here displays in the Claim amount field on the Claim Data tab.
If you track claims by task and cost type, this field displays the total of the Claim labor, Parts, and Other fields. It is display only.
If you track claims by overall totals only, this field is unavailable for entry.
Settlement labor
Dollar amount of labor associated with the task ID’s portion of the 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 task and cost type, this field is available for entry. Information entered here displays in the Labor field on the Settlement Data tab.
If you track settlements by task or cost type and overall totals, this field is unavailable for entry.
If you track settlements by overall totals only, this field is unavailable for entry.
Parts
Dollar amount of parts associated with the task ID’s portion of the 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 task and cost type, this field is available for entry. Information entered here displays in the Parts field on the Settlement Data tab.
If you track settlements by task or cost type and overall totals, this field is unavailable for entry.
If you track settlements by overall totals only, this field is unavailable for entry.
Other
Dollar amount of other charges associated with the task ID’s portion of the 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 task and cost type, this field is available for entry. Information entered here displays in the Other field on the Settlement Data tab.
If you track settlements by task or cost type and overall totals, this field is unavailable for entry.
If you track settlements by overall totals only, this field is unavailable for entry.
Task ID’s portion of the settlement amount for the claim that 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 task and overall totals, this field is available for entry. Information entered here displays in the Settlement amount field on the Settlement Data tab.
If you track settlements by task and cost type, this field displays the total of the Settlement labor, Parts, and Other fields. It is display only.
If you track settlements by task or cost type and overall totals, this field is unavailable for entry.
If you track settlements by overall totals only, this field is unavailable for entry.
If the claim type is EQUIPMENT and the claim status has a status that indicates settlement, the work performed is recorded on the Data -> Equipment Management -> Work Order Summary screen for the task ID, and the total of all settlement amounts for the task ID displays in the Warranty recovery field on that screen.
Tip: The settlement amount does not include the tax or freight charges incurred in the claim settlement. That information is tracked on the Settlement Data tab.
Task description
Description of the task ID.
The Service requests screen group defines service requests included in the claim. Unless otherwise indicated, these fields are optional.
Delete
To delete the entries in the fields to the right, place a check in this field and click Save.
Service request ID
Identifier of the service request that describes the warranty work for the claim.
To add service requests to a work order ID, go to the Service Requests/Defects tab of the Data -> Shop Activity -> Work Order Center screen.
To define service requests, go to the Data -> Equipment Activity -> Service Requests/Defects screen.
Description
Description of the service request.