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Warranty Claims File Claim Data Tab

Three separate panels will display within the Claim Data Tab. Each one is described below. Editable fields can be edited by clicking in the field, changing the data, and clicking the checkmark to save the changes.

Claim Data Panel

Field

Description/Use

Editable

Purchase Order #

The purchase order number which comes from the part component record.

Yes

Line #

The line number associated with the Purchase Order number.

Yes

Asset

The asset number where the part was installed or the OEM is attached to

No

Received On

The date the purchase order line number was received

No

Part #

The file part number for the warrantied part that the claim is for

No

Original WO #

Provides the work order number associated with the original part posting that is being warrantied. (This is blank when it is an OEM)

No

Line #

The line number from the original work order associated with the original part posting that is being warrantied.

No

Install Date

Date of the original part install and comes from the original work order where the part was first posted

No

Install Meter

Meter reading for the asset at the time of the original part install and comes from the original work order where the part was first posted

No

Part VMRS

The part VMRS code associated with the warrantied part

No

Current WO #

Provides the work order number associated with the new work order for the warrantied replacement

This is only editable when it is a LABOR type claim

Line #

Line number for the work order associated with the current work order number.

No

Replace Date

Date of the current work order part posting

No

Replace Meter

Meter reading of the asset at the time of the replace date

No

Settlement Panel

The settlement panel details information regarding the submission and credit received cycles of the claims process.

Field

Description/Use

Editable

Part #

Mirrors the warrantied part number from the Claims Data Panel

No

Posted WO #

Mirrors the Current WO# from the Claims Data Panel

No

Line #

Mirrors the work order line number from the current work order number information in the Claims Data Panel

No

Submitted By

User that submitted the claim tot he vendor (changed the status of the claim to submitted)

No

Vendor Part #

Cross-reference number or specific vendor part number if applicable

No

Check #

Check number associated with the credit if a check was received

Yes

Received By

User that received the credit (changed the status of the claim to received)

No

Submitted On

Date the claim status was changed to submitted

No

Received On

Date the claim status was changed to received

No

Posted On

Date the claim status was changed to posted

No

Receipt and Invoice Panel

Attachments allow users to place documents and photos into the file directly which can be accessed at any time.

This panel will display the receipt and invoice attachments added to the claims file. These can be uploaded directly into this panel or through the attachments tab of the file.

Only one invoice and one receipt can be uploaded per claim. Once a file is attached to either of these items, the upload button will be disabled.