360°Strategic Asset Management > Common > Warranty Claim Register

Warranty management: Warranty Management focuses on the effective creation and management of warranties for OEMs, suppliers, distributors and service providers to either internal or external clients. In short, the module manages product and service warranties for product manufactures, product buyers, service providers and service consumers. Warranty Management offers functionality for warranty creation, warranty claim registration, monitoring while helping ensure customer satisfaction.

Key features of warranty management includes:

  • Supporting product and service warranties;
  • Creating generic warranty definitions for products and services;
  • Providing manual and automatic warranty triggers to initiate warranty claims;
  • Allowing integrated process work flows to manage claims.

This function will display all warranty claims for the selected object/equipment item. Warranty claim records are created when a work order is created and a warranty is still in effect. This tab displays all uncompleted warranty claim records.

Tasks that use this form

Edit warranty claim

Navigating the form

The following tables provide descriptions for the controls in this form:

Warranty claim register actions

Action Button

Description

Edit

Modify/add the details of the warranty claim. When you click this button, the warranty claim is switched from read-only mode to modify mode.

Delete

Delete the selected incident.

Status

The function is used to change current status of the Record.

Attachments

View and open the documents that are attached to this warranty claim. This includes external documents.

Fast Tabs

Tab

Description

General

This tab displays general identification, warranty, event and dates of the warranty claim.

Detail

This tab display organisational, operational execution and cost information of the warranty claim.

Status

This tab display status information of the warranty claim.

Detail View

This detail is displayed only in the detail view of the form.

FastTabs

Field

Description

General

Warranty register ID

This field is a unique code generated by the system when a new record is created to identify a warranty claim.

Description

The field defines the detail description for the warranty claim.

Warranty code

The field defines the number uniquely identifying the warranty. Select from the lookup tab the correct warranty code for the claim.

Warranty description

Enter a short detail description of the warranty code.

Warranty claim type

This field defines the registered warranty as a Claim or a Call back. In the event of a call back, the user will have to select a call back event code and description against the warranty type.

Event code

The field will automatically be added from the warranty registration and is a code uniquely identifying the call back event. This option is only used when the occurrence of a specific event may trigger a warranty call back.

Callback event Description

Short description of the event code. Will automatically be added from the event information.

Dates

This field defines the date that the warranty was registered.

Detail

Organisation

This field defines the organisation for which this warranty was created. Select from the list of lookup values.

Organisation structure code

Will automatically be added from the organisation information.

Created by

Select the person’s name that created this warranty claim.

Origin ID

This field defines, in combination with the origin type, from where this work order originated.

Origin type

This field defines from where this work order originated.

Reference number

This field can be added by the user if a unique number exist containing the supplier or customer warranty reference number.

Purchase order ref no

The field is a unique number added by the user indicating the purchase order reference number.

Sales order ref no

The field is a unique number added by the user indicating the sales order reference number.

Currency code

Select the currency for the costing used in this warranty claim.

Estimated cost

The user may enter a value for the estimated repair or replacement cost.

Status

Record status

Identifies in what status the record is. Change the status from the Status button.

Warranty status

Shows the current status of each warranty claim/call back that was registered. The status can be changed with the Status function. The warranty status is in one of the following phases/status: Active, Draft or Cancelled.

Stage

This field is a unique identifier of the stage for a specific status.

Grid View

This detail is displayed only in the grid view of the form.

Field

Description

Warranty code

The field defines the number uniquely identifying the warranty. Select from the lookup tab the correct warranty code for the claim.

Warranty register ID

This field is a unique code generated by the system when a new record is created to identify a warranty claim.

Warranty description

Enter a short detail description of the warranty code.

Warranty claim type

This field defines the registered warranty as a Claim or a Call back. In the event of a call back, the user will have to select a call back event code and description against the warranty type.

Specific ID

Select the applicable specific id from the lookup. Only objects of the selected object type are available for selection.

Structure code

This field displays the Position (Structure Code) of the object. This field are populated from the object baseline, and my never be added, changed or deleted manually, only by process.

Event code

If the warranty object type is of type Event, select the event code from the lookup list for the object.

Callback event Description

Short description of the event code. Will automatically be added from the event information.

Date

This field defines the date that the warranty was registered.

Warranty status

Shows the current status of each warranty claim/call back that was registered. The status can be changed with the Status function. The warranty status is in one of the following phases/status: Active, Draft or Cancelled.