Warranty Claims Posted Status

Once the credit or check for the claim has been received from the vendor and the receipt information has been entered with the status change to “received” in the claim, it is imperative that the posting process now occurs.

Neglecting the posting process will impact the accuracy of the assets individual repair costs as well as the overall repair costs for the fleet.

1. Click on the status button in the upper right corner

2. From the drop down, select the posted option - This action will post a negative warranty credit to the work order, negating the cost of the replaced item

3. In the confirmation window enter the following:

   1. Work Order # - this should already populate with the WO# when the claim was created

   2. Work Order Line # - this should already populate with the WO Line # when the claim was created

   3. Amount - this is the credit amount from the vendor and should populate based on the claim amount

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4. Click Confirm

5. In the confirm window, ensure the “Posted On” date is accurate (it will default to current date)

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6. Click Submit