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The Warranty Claims list displays all claims that have been added to the RTA software. This list can be viewed as a whole or can be sorted/adjusted for specific views. The ability to sort and customize columns as well as to export the master list are available.

Refer to Master List Functions TOC for instructions.

Refer to Creating a Warranty Claim for instructions to create claims in RTA.

This article will cover the various columns that can appear on the Warranty Claims Master List as well as actions that can be taken while viewing the list.

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Searching the Warranty Claims Master List

The search bar at the top of the master list will allow the user to search by specific datasets.

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Info

Search does not exclude fields and may have multiple results. For example, if a work order is numbered as 1234 and that is also an asset number, the system will return results for claims attached to work order 1234 as well as any claims for asset 1234.

To search do the following:

  1. Enter the data to search in the search bar

  2. The list will re-display with all the line items that contain a matching result

Depending on the number of claims in RTA, be sure to check the bottom of the list to see how many items are displaying per page and how many pages there are to view.

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Columns appearing on the Warranty Claims Master List

There are a number of columns available for display on the master list. These columns can be sorted and some even be filtered. The description of each is listed below. Users can use the “Column Chooser” option to remove or add columns. Refer to Customizing Master List Columns for instructions on doing so if needed.

Expand
titleExpand to see the list of columns available

Column Title

Column Description

Filterable

Claim Number

Number assigned to the claim after its creation

No

WO

Work Order number associated with claim

No

Ln

Work Order line number from the work order associated with the claim

No

Status

Current status of the claim

Yes

Age

Number of days the claim has been open

No

Vehicle

Vehicle number associated with the claim

No

Vendor

Vendor associate with the claim submission

No

Purchase Order

Purchase Order number associated with the claim

No

PO Ln

Purchase Order line number from the purchaser order associated with the claim

No

Claim Item

The part that is being claimed. For OEM warranty it will say OEM Warranty and for labor it will show as LABOR

No

Claim Amount

Amount attempting to be claimed which usually comes from the cost of the purchased item based on the component record. For Labor or OEM Warranty, it is a summation of the transactions that are being claimed (entire line cost for OEM as an example)

No

Claim Type

Type of claim (OEM, PART, LABOR)

Yes

Install Date

The date RTA found that the item was originally installed from the component record. (The last time the part was posted to the asset that is being replaced) For OEM it is usually based on the initial date the warranty was started

No

Vendor Claim ID

Claim ID entered on the claim, if any (This can also be known as the RMA# = Return Merchandise Authorization

No

Check Number

Check number entered on claim, if any

No

Received Amount

Amount received from vendor

No

Vendor Item Number

Vendor part number if the claim is for a specific vendor part

No

Replaced On

Date the item was replaced

No

Updated On

Last date the claim was updated (status change)

No

Submitted On

Date claim was submitted to vendor

No

Posted On

Date credit posted to work order

No

Claim Statuses

Status Title

Meaning

Pending

Claim is created and pending submission to vendor

Submitted

Claim has been submitted to vendor for processing

Received

Vendor credit has been received

Posted

Credit has been posted to applicable work order

Closed

Claim has been fully processed and is closed

Actions that can be performed on the Claims Master List

There are multiple actions that can be taken from the Parts Master List at the click of a button. Below is a list of actions that can be performed from the list. Detailed instructions for each may be located elsewhere and a link to the appropriate article will be provided.