This guide will explain the W/O warranty process, including vendor setup and claim generation.
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Vendor Setup
Flag Vendor as Warranty
The first step in the warranty process is to flag the vendor as a warranty vendor. To do this, enable the Has Warranty Claims toggle under the Main Info tab in the vendor record. Once enabled, the Warranty Make field will display, allowing the option of choosing a specific make of aircraft that this vendor warranties.
Vendor Warranty Configuration
The Warranty Tab will appear under the vendor record once the vendor is flagged as warranty and saved. Enter the warranty settings, as agreed upon between the company and the vendor, and save.
Warranty on Work Order Items
Flag Work Order Item(s) as Warranty
To flag W/O item(s) as warranty, a vendor needs to be selected from the Warranty Vendor dropdown on the Item Details Tab of the warranty item. Only vendors that have been flagged as warranty will display as options in the dropdown. This process will need to be repeated for each warranty item on the W/O.
Warranty Invoice
To run a warranty invoice to send to the vendor for credit, select the Warranty Invoice option under the Reports Tab of the W/O. The invoice will generate based on the warranty settings configured under the vendor record. Once generated, send to vendor for review. Once the W/O is marked as complete, the claim will be generated and will display under the Warranty Module.
Warranty Claims
Once the W/O that contains the warranty item(s) has been completed, you can access the warranty claim by clicking the pop-out button under the Item Details Tab of the W/O item(s).
The claim will also be accessible via the EBIS 5 Warranty Module. The status of the claim will need to be updated accordingly.
Once the warranty response has been received from the vendor, the credited amount can be added under the Approved Info section of the claim. The status of the claim will need to be manually updated based on the vendor response.
Access Requirements/Config Settings Related to W/O Warranty
User Profile Config settings related to W/O Warranty below:
