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