RTA Web - Warranty Claims Master List Overview
The Warranty Claims list displays all claims that have been added to the RTA software. This list can be viewed as a whole or can be sorted/adjusted for specific views. The ability to sort and customize columns as well as to export the master list are available.
Refer to Master List Functions TOC for instructions.
Refer to Creating a Warranty Claim for instructions to create claims in RTA.
This article will cover the various columns that can appear on the Warranty Claims Master List as well as actions that can be taken while viewing the list.
Searching the Warranty Claims Master List
The search bar at the top of the master list will allow the user to search by specific datasets.
Search does not exclude fields and may have multiple results. For example, if a work order is numbered as 1234 and that is also an asset number, the system will return results for claims attached to work order 1234 as well as any claims for asset 1234.
To search do the following:
Enter the data to search in the search bar
The list will re-display with all the line items that contain a matching result
Columns appearing on the Warranty Claims Master List
There are a number of columns available for display on the master list. These columns can be sorted and some even be filtered. The description of each is listed below. Users can use the “Column Chooser” option to remove or add columns. Refer to Customizing Master List Columns for instructions on doing so if needed.
Number assigned to the claim after its creation
Work Order number associated with claim
Work Order line number from the work order associated with the claim
Current status of the claim
Number of days the claim has been open
Vehicle number associated with the claim
Vendor associate with the claim submission
Purchase Order number associated with the claim
Purchase Order line number from the purchaser order associated with the claim
The part that is being claimed. For OEM warranty it will say OEM Warranty and for labor it will show as LABOR
Amount attempting to be claimed which usually comes from the cost of the purchased item based on the component record. For Labor or OEM Warranty, it is a summation of the transactions that are being claimed (entire line cost for OEM as an example)
Type of claim (OEM, PART, LABOR)
The date RTA found that the item was originally installed from the component record. (The last time the part was posted to the asset that is being replaced) For OEM it is usually based on the initial date the warranty was started
Vendor Claim ID
Claim ID entered on the claim, if any (This can also be known as the RMA# = Return Merchandise Authorization
Check number entered on claim, if any
Amount received from vendor
Vendor Item Number
Vendor part number if the claim is for a specific vendor part
Date the item was replaced
Last date the claim was updated (status change)
Date claim was submitted to vendor
Date credit posted to work order
Claim is created and pending submission to vendor
Claim has been submitted to vendor for processing
Vendor credit has been received
Credit has been posted to applicable work order
Claim has been fully processed and is closed
Actions that can be performed on the Claims Master List
There are multiple actions that can be taken from the Parts Master List at the click of a button. Below is a list of actions that can be performed from the list. Detailed instructions for each may be located elsewhere and a link to the appropriate article will be provided.