IBM Maximo for Transportation, Version 7.6.2

Generating warranty claims

When you do work on assets that are covered by warranty or use items that are covered by warranty, you want to recover the cost or replace the items. You can generate warranty claims that are based on warrantable transactions, such as labor and part replacement.

About this task

A warrantable transaction is a transaction that is potentially covered by warranty. Warrantable transactions consist of actual labor hours, materials used, and services used in the repair of assets that are under warranty. The replacement of an item under warranty is also a warrantable transaction.

To generate warranty claims, you select from a list of eligible transaction lines. To be eligible for selection for a warranty claim, the transactions must have occurred on an asset under warranty or on an item under warranty. The transactions also must meet the warranty coverage stipulations and the transactions cannot have been claimed previously.

You can generate warranty claims from the Warranty Claims (Tr) application and also from the Work Order Tracking (Tr) and Quick Reporting (Tr) applications. Generating warranty claims from a work order lets you generate them when you are notified that possible warranty conditions exist and when you are recording actual work data.

Procedure

  1. From the Action menu, select Generate Warranty Claims.
  2. Optional: In the Storeroom field, specify the default return-to storeroom for all selected item warranty transaction lines.

    The specified storeroom is where items that are recovered as a result of the warranty claim are to be returned. Credit is given to the asset that the items were used on. The storeroom can be edited on individual transaction lines.

  3. Click Select Warrantable Transactions .

    The Select Transactions window lists warrantable transactions that have not been previously claimed.

    • If you display the window from a work order, the transactions list is initially filtered to show only transactions for the current work order.
    • If you display the window from the Warranty Claims (Tr) application, the transactions list is initially unfiltered.
  4. Optional: Filter the transactions list by specifying data such as asset number, warranty, and work order in the search fields.
  5. Select the transaction rows that you want to generate warranty claims for and click OK.
  6. Optional: On asset warranty transaction lines, edit the claimed amount, if necessary. The Claimed Amount field initially shows the line cost.
  7. Optional: On item warranty transaction lines, edit the Vendor Item #, Claimed Amount, Quantity Claimed, and Return to Storeroom fields, if necessary.
  8. Click OK to generate warranty claims.

Results

Generation of warranty claims assigns transaction lines to warranty claim records. Warranty claims for assets under warranty are generated based on incident. That is, all lines from the same work order, for the same asset, covered by the same warranty, are included on a single claim. When that is not the case, multiple claims are generated, with claim lines assigned to claims by the same criteria.

Warranty claims for items under warranty are also generated based on incident. That is, warranty claims for items contain only one transaction.

In the Warranty Claims (Tr) application, you can view warranty claims on the Claims tab and view the claim lines on the Claim Lines tab. Use the List tab to find claims by work order, asset, warranty, or other search criteria.

In the Work Order Tracking (Tr) and Quick Reporting (Tr) applications, select View Warranty Claims from the Action menu to view the warranty claims that are associated with the current work order.


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