Create warranty claims for a work order when warranty coverage is applicable to an entire work order.
When creating a work order, select Warranty on the work order header to indicate whether warranty coverage is applicable to the entire work order.
If Warranty is selected on a work order header, Datastream 7i considers the warranty to be applicable to each activity on the work order as well. You can unselect Warranty for any activity on the claim as necessary.
Follow these steps to create warranty claims for a work order.
Open the Warranty claims form (OMCLAI).
Click the WOs under warranty tab. Datastream 7i displays the WOs under warranty page.
Choose one of following options:
No claim—Select to display a list of work orders for which some or all of the activities on the work order are covered by a warranty and for which there are no active warranty claims.
All—Select to display a list of all work orders containing at least one activity that is covered by a warranty.
Datastream 7i retrieves a list of work orders and their activitiesbased on the selected display option.
Warranty is selected for each work order and/or activity that is associated with a warranty. Unselect Warranty to indicate that the work order and/or activity are not warranty-related.
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If you unselect Warranty for a work order or activity, Datastream 7i also unselects Warranty on the work order record and will no longer display the work order or activity on the WOs under warranty tab. |
Select the work order for which to create the claim, and then click Create WO claim. Datastream 7i copies the information from the selected work order to the Record view page and displays the Record view page.
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If you are creating a warranty claim for a work order, activity, or equipment that is not already associated with a warranty, you do not need to select a work order on the WOs under warranty tab. You can click the Record view tab and enter the warranty claim information. |
Claim—Enter a description of the claim in the adjacent field. Datastream 7i assigns a claim number after you save the record.
Organization—Click to select the organization to which the warranty claim belongs if you use multi-organization security.
Class—Click to select the class of the claim. The classes shown belong to the CLAI entity.
Date filed—Datastream 7i automatically populates Date filed with today’s date. Modify the date as necessary.
Work order—Click to select the work order for which to create the claim. Datastream 7i automatically populates Equipment with the equipment of the work order.
Activity—Click to select the work order activity for which to create the claim as necessary.
Equipment—Click to select equipment for which to create the claim if you did not enter a Work order.
UOM—Click to select the unit of measure used for tracking usage.
Usage—Click to select the usage of the logical meter.
Warranty—Click to select the warranty document. Datastream 7i automatically populates Supplier with the supplier from which the warranty is issued.
Supplier—Click to select the supplier if you did not enter a Warranty.
Click More. Datastream 7i displays additional fields.
Datastream 7i displays the following values in the Claim Details section of the form based on the costs accrued for the work order claim. While the status of the claim is Unfinished, Datastream 7i updates these values as the work order accrues any additional costs based on the percentages specified for the warranty on the Documents form (BMDOCU).
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Datastream 7i only accrues the costs related to warrantable activities to the claim. Also, once you have created a claim for a work order for which you have already created a claim for one or more of its activities, you cannot create a work order-level claim for that work order. You must continue filing claims at the activity level for that work order. |
Labor—This value indicates the amount to claim for labor on the work order.
Stock items—This value indicates the amount to claim for stock materials on the work order.
Hired labor—This value indicates the amount to claim for externally hired labor on the work order.
Direct outs—This value indicates the amount to claim for direct purchase materials on the work order.
Services—This value indicates the amount to claim for services on the work order.
Tools—This value indicates the amount to claim for tools on the work order.
WO claim—This value indicates the sum of the amount to claim for labor, stock items, hired labor direct outs, services, and tools on the work order.
Total claim—This value indicates the sum of the amount to claim for labor, stock items, hired labor direct outs, services, tools, and other costs.
Enter information in the following fields as necessary.
Other costs—Enter the value to claim for any miscellaneous costs associated with the work order.
Commissioning WO—Click to select the work order that commissioned the installation of the equipment associated with this warranty claim.
Commission date—Enter the date that the work was commissioned.
Top parent—Click to select the highest-level parent of the equipment associated with this warranty claim.
Top parent usage—Click to select the usage value of the highest-level parent piece of equipment.
Requisition—Click to select the requisition and the requisition line number associated with the work order. If a purchase order has been created for the selected requisition, Datastream 7i automatically populates Purchase order with the associated purchase order.
Reference—Enter the supplier’s reference for the warranty claim part.
Choose File | Save from the menu bar. Datastream 7i generates a claim number and saves the information to the database.