Skip to main content

Warranty Clerk Service Invoice List

  • Updated

The warranty clerk screen is used to help verify the warranty service and submit it for processing.

Access the Warranty Clerk List

Find an Invoice Not on the Warranty Clerk Screen

Submit and Input Claim Information

Access the Warranty Clerk List

  1. Open the Parts and Service module.
  2. Open the Service Invoicing list.
  3. Select the Warranty Clerk filter button at the top of the screen. This will show a list of all the invoices that have at least one warranty repair line on them and have been cashed out by the service department.

RO_list_warranty_clerk.png

An invoice shows on the warranty clerk screen once it is cashed out and the warranty line has not been submitted on the repair.

Find an Invoice Not on the Warranty Clerk Screen

If the invoice has been cashed out and the warranty lines have been submitted, they will show in the Closed-Cashed Out list. You can open this list by clicking the Closed-Cashed Out button at the top of the screen.

  1. Locate the invoice in the Closed-Cashed Out list and double-click the row to open it.
  2. Verify that at least one job or repair line has warranty information entered.

Note: Once the repair line has been submitted, the system will prevent you from making any changes to the invoice.

Submit and Input Claim Information

  1. Select the repair line you will be working with.
  2. On the repair line, click the Warranty Submit checkbox.

ro_job_warranty_submit.png

This will open a popup message.

warranty_claim_popup.png

  1. Click OK to have the program create a warranty line and enter an automatic claim number for you. MotilityAnywhere will use the default numbering system (which is the repair order number followed by the repair line number).
  2. If you have a claim number given to you by the warranty company, you may click the Cancel button. This will add a new, blank claim line under the Warranty tab where you may enter the claim number.
  3. Optionally, you may enter the claim amount in the warranty table.

warranty_claim_line.png

  1. The Warranty Submit box will remain unchecked in the repair list. Check the box.
  2. If you did not input a price into the warranty claim line, checking the Warranty Submit box again will open a popup explaining that there is not an amount for the warranty claim and asking if you would you like to match the amount on the repair. 

warranty_claim_amount_popup.png

  1. Click the OK button to apply the job total as the claim amount. If you click the Cancel button, the repair will not be marked as submitted, the claim amount will not be entered in the warranty table, and the box will remain unchecked in the repair list.

warranty_claim_line_amount.png

  1. Click the Save button in the lower right of the invoice.
  2. Exit the repair order.
Note: This process must be done for each warranty repair line on the invoice. Once completed, the invoice will leave the warranty clerk list. If you still see it listed on the warranty clerk list, there is at least one repair line that has not been submitted.

Once these steps are completed, you can receive warranty payments in the warranty credits screen.

Related articles