Warranty Claim Report

Work Order Menu -> Reports -> Warranty Claim Report

Work Order Menu -> Reports -> Warranty Expiry Report -> Warranty Report Type 'Claim' -> Warranty Claim Report

W.O. billing for parts, labor, or services, can be split between the customer, and/or internal repair charges, and/or warranty claims to be submitted to the Supplier.
 This report prints any warranty claims from W.O. invoices posted to history, in the selected date range, and the selected Vendor range.

These claims must be reconciled.
 Use this report to provide the information needed to submit the manual claims to the Vendors.

•Any rejected claims need to be reversed using Miscellaneous Journals. The appropriate postings to the warranty revenue and Vendor warranty clearing accounts need to be completed.

•If a claim is accepted as a credit to your account with the Vendor, enter a credit invoice in A/P Invoices, and distribute the credited amount to the Vendor's warranty clearing account, as setup in Vendor Information.

The prompts to generate the Warranty Claim Report are:

WARRANTY REPORT TYPE

Select one of the following report options:

•Select Expiry to generate the Warranty Expiry Report as outlined in Warranty Expiry Report.

•Select Claim to generate the Warranty Claim Report using the selection filters outlined below.

The default displayed reflects the last type of report that was run.

FROM DATE

Accept today's date, or enter a preferred starting date for the report.

TO DATE

Accept today's date, or enter a preferred ending date for the report.

FROM VENDOR#

Leave this field blank for all Vendors, or enter a starting Vendor number, or select it from the Vendor Search window.

TO VENDOR#

Leave this field blank for all Vendors, or enter an ending Vendor number, or select it from the window.

REPORT OPTIONS

This value defaults to the operator preference as defined in Operators.
 Select one of the output options to Print a report or export the data to Excel as outlined in Report Options.

Finished?

Click the ACCEPT button to begin printing the report, or CANCEL to abort.

Topic Keyword: IHIH20