Add a warranty claim without a work order

Note that no accounting is done with this type of claim. It should be used with OEM warranties where the vendor does the repair.

1. At the EMMS main menu, select Maintenance | Warranties | Warranty Claims. The Warranty Claims by Claim # screen appears.
2. Click Add Full . The Add a Claim screen appears.
3. Leave the fields blank and click Enter . The Create Claim - No WO screen appears.
4. Fill in the fields as required.

   Facilityis the facility creating the claim. You can click on the Prompt button to select the facility from a list.

   Unit Numberis the equipment unit the claim is for. You can click on the Prompt button to select the unit from a list.

5. Click Enter . The Warranty Claim add screen appears.
6. Fill in the fields as required.

   Causeis an explanation of what cause the warranty work to be required.

   Claim Dateis the date the claim was initiated. When creating a new claim it defaults to the current date, but can be changed.

   Claim Typeis the type of claim this is. You can click on the Prompt button to select the claim type from a list.

   Complaintis a short explanation of why the warranty claim is being made. Depending on how your system is set up, this might be required.

   Correctionis the action that was taken to remedy the complaint.

   Cost Claimedis the amount of money being claimed under the warranty, to 2 decimal places. This can be any amount. Depending on the warranty being claimed against, it may include labor as well as parts. This is required for posting of the claim, but can be omitted until then.

   Date Sentis the date the claim was sent to the vendor.

   Descriptionis a description or name of the part causing failure. It is optional.

   Dispositionidentifies what will be done with the defective part after it is replaced with the warranty part. It is optional. You can click on the Prompt button to select the disposition from a list.

   Fail Dateis the date the item under warranty failed. When creating a new claim it defaults to the current date, but can be changed.

   Hoursis the number of hours that have been spent on the warranty work order labor, if available.

   Part Causing Failureis the part number of the defective item. It is optional. You can click on the Prompt button to select the part from a list.

   Vendoris the vendor to whom the claim is being made. This is required for posting of the claim, but can be omitted until then. You can click on the Prompt button to select the vendor from a list.

   Vendor Claim # is the number assigned by the vendor to identify this claim, if available.

   Warrantyis the warranty against which the claim is being made. This is required for posting of the claim, but can be omitted until then. You can click on the Prompt button to select the warranty from a list. On the selection screen, you can click All Warranties to select from all existing warranties rather than just those specific to the unit.

7. Click Enter to save the claim. You return to the previous screen where the warranty claim number will be displayed.

Back to Warranty Claims and Collection