HowTo:Warranty Claims: Difference between revisions
No edit summary |
|||
| (26 intermediate revisions by 4 users not shown) | |||
| Line 1: | Line 1: | ||
== Enter Warranty Claims == | == Enter Warranty Claims == | ||
'''Menu Location:''' Main / Tables / Warranty / Warranty Claim | '''Menu Location:''' Main / Tables / Warranty / Warranty Claim | ||
# Complete the Warranty Claim Screen with information received from customer submitting request. | # Complete the <b>Warranty Claim</b> Screen with information received from customer submitting request. | ||
# When the warranty work has been completed, click the Reimbursement button located in the upper right side of the screen. | # When the warranty work has been completed, click the <b>Reimbursement</b> button located in the upper right side of the screen. | ||
# From the Warranty Reimbursements Screen complete pertinent reimbursement details. | # From the <b>Warranty Reimbursements</b> Screen complete pertinent reimbursement details. | ||
# Enter the quantity for the items approved to be reimbursed. | # Enter the quantity for the items approved to be reimbursed. | ||
# The Payment Total displays the total of all sections (labor, parts, other) approved. This is the amount of the reimbursement check. | # To submit the warranty check, select the <b>Approved</b> checkbox. | ||
# The <b>Payment Total</b> displays the total of all sections (labor, parts, other) approved. This is the amount of the reimbursement check.<br> | |||
::*To deny a claim, select the <b>Denied</b> checkbox. | |||
::*Select <b>Returned</b> if the part is returned to the customer and no warranty check should be generated. | |||
== Create Warranty Checks == | == Create Warranty Checks == | ||
'''Menu Location:''' Main / AP / Create Warranty Checks | '''Menu Location:''' Main / AP / Create Warranty Checks | ||
# From the Create Warranty Checks dialog box, select a category from the drop-down list. To print warranty checks for all categories, do not select a category from the list (leave it blank). | # From the <b>Create Warranty Checks</b> dialog box, select a category from the drop-down list. To print warranty checks for all categories, do not select a category from the list (leave it blank). | ||
# Click the | # Click the <b>Print Checks</b> button. Upon completion a dialog box will appear indicating “Done”. The check records are now created and ready to be printed. Note: The “Paid” checkbox at the lower left corner of the Warranty Reimbursement screen is now checked. | ||
# Print the checks | # Print the checks. | ||
== Additional Information == | == Additional Information == | ||
<b>Markup Group</b><br> | <b>Markup Group</b><br> | ||
Near the bottom of the main Inventory | Near the bottom of the main <b>Inventory</b> Screen (Main / Inventory / Inventory) is the <b>Markup Group</b> field. | ||
< | |||
Double clicking on Markup Group will open the Markup Price Group Screen which displays markup group details. | Double clicking on <b>Markup Group</b> will open the <b>Markup Price Group</b> Screen which displays markup group details. | ||
<b>Labor Rates</b><br> | <b>Labor Rates</b><br> | ||
Labor rates for dealers are set on the | Labor rates for dealers are set on the <b>Acct Defaults</b> tab from the main <b>Company</b> Screen (Main / Tables / Company). | ||
< | |||
The <b>Warranty Rate</b> set on this screen will auto populate into the main <b>Warranty Claim</b> Screen when you select the <b>Warranty Performed By</b> company. | |||