Quick collection

The Quick Collection Entry view only includes claims in Posted status where there is no outstanding collection, i.e. no collections that are in Open or WO Launched status.

1. At the EMMS main menu, select Maintenance | Warranties | Warranty Claims. The Warranty Claims by Claim # display screen appears.
2. Click Switch View . The Switch View of Warranty Claims selection screen appears.
3. Click Quick Collection Entry. The New Vendor Credit Memo screen appears.
4. Do one of the following:
   • Click Exit to bypass this step and go directly to the Warranty Collection display screen.
   • Click Select Existing CM to select an existing credit memo to work with.
   • Fill in the fields as required, then click Enter .

     Vendoris the vendor making the warranty payment. You can click on the Prompt button to select the vendor from a list.

     Credit Memo Numberis the number identifying the vendor's new credit memo.

     Credit Memo Amountis the amount of the credit memo, to 2 decimal places.

5. The Warranty Collection display screen appears.
6. Fill in the fields as required for each claim.

   Collectionis the amount being applied to the claim, to 2 decimal places.

   Adjustmentis the amount being applied to the claim adjustment, if applicable, to 2 decimal places.

   Partidentifies the disposition of any parts for the claim. You can right-click in the field and select Prompt to select the disposition from a list. Valid values are blank, H - hold, or S - scrap.

7. To allow the system to calculate any adjustments:
   • Click Adjustment Calc/Entry .
8. To change the information on a claim:
   • Right-click on the claim and select Change. The Warranty Claim change screen appears.
9. To change the credit memo:
   1. Click Change Credit Memo . The Maintain Credit Memo screen appears.
   2. Change any field values as required.

      Credit Memo Numberis the number identifying the vendor's credit memo.

      Credit Memo Amountis the amount of the vendor's credit memo, to 2 decimal places.

   3. Click Enter to save the changes; you return to the Warranty Collection display screen.
10. To complete the credit memo and generate warranty work orders:
    • Click Complete Credit Memo (Generate Wty WO's) . The claims disappear from the screen and the warranty work orders are generated in Open status.

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