Purchase Warranty Claim

Add New Purchase Warranty Claim

Field	Action
Claim For	Select the purpose of the warranty claim.
Name	Enter the customer or vendor name.
Contact	Enter the contact number of the customer or vendor.
Address	Enter the full address of the customer or vendor.
Third Party Name	Enter the third-party service provider name (if applicable).
Third Party Contact	Enter the contact number of the third-party service provider.
Third Party Address	Enter the address of the third-party service center.
Product	Select the product against which the warranty claim is raised.
Spare Parts	Select the spare parts involved in the warranty claim, if any.
Chassis No.	Enter or select the chassis or serial number of the product.
Sale Date	Enter the original sale date of the product.
Delivery Date	Enter the delivery date of the product.
Ref. Party	Select the reference party related to the sale or claim.
Ref. Name	Enter the reference person’s name.
Ref. Contact	Enter the reference person’s contact number.
Ref. Address	Enter the reference party’s address.
Instruction	Enter any special instructions related to the warranty claim.
Receiving Date	Select the date when the warranty claim was received.
Notification Date	Select the date when the claim notification was issued.
Warranty End Date	Select the warranty expiry date.
Branch	Select the branch where the claim is being processed.
Delivery Branch	Select the branch from which the product was delivered.
Claim Received By	Select the user or employee who received the claim.
Problem Detail	Enter the detailed problem reported by the customer.
Display Charge	View the applicable service or processing charges.
Additional Receive	Enter any additional items, documents, or payments received.

Purchase Claims-Search,Filter & Actions

Field	Action
From	Search claims by specifying the starting date of the claim period.
To	Search claims by specifying the ending date of the claim period.
Branch	Filter claims according to the branch where the claim was registered or processed.
Claim No	Search for a specific claim by entering its unique claim number.
Claim For	Filter claims according to the purpose or type of the claim, such as warranty servicing, repair, or replacement.
Received By	Filter claims based on the employee or staff member who received the claim.
Product	Search and filter claims using the product name or model involved in the claim.
Serial	Search for claims by entering the serial number of the product, if applicable.
Assigned To	Filter claims by the staff member or technician assigned to handle or process the claim.
Customer	Search claims using the name of the customer associated with the claim.
Third Party	Filter claims according to the third-party service provider involved in handling the claim.
Claim Status	Filter claims based on their current status, such as pending, completed, or transferred.
Phone	Search for claims by entering the customer’s phone number linked to the claim.
Status Update	Update the status of the claim as needed.

Purchase Warranty Claim-Details View & Action

Field	Action
Basic	View and edit basic claim details including order, delivery, and product information,vendor information,claim information,status information.
Status History	View past status changes and roll back claim status if authorized.
Vouchers	View and track all vouchers linked to the purchase claim.
Deliveries	View and track deliveries related to the claim. Create return or replacement deliveries if required.
Sale Order	Create or link a sale order associated with the purchase warranty claim.
Status Update	View and update the status of the claim if needed.

Purchase Warranty Credit Note

Field	Action
Credit Note Information	View and enter basic details for creating a new warranty credit note.
Date	Enter the date of the credit note.
Ref Voucher	Enter the reference voucher number linked to the credit note.
Branch	Enter the branch where the credit note is being recorded.
Description	Enter a description for the credit note, such as reason or linked claim number.
Transactions	Add or review all financial transactions related to the credit note.
Account	Enter the ledger or account affected by the transaction.
Center	Enter the cost center associated with the transaction.
Party Type	Select the type of party involved (e.g., Customer, Vendor).
Party	Enter the name of the party associated with the transaction.
Debit	Enter the debit amount for the transaction.
Credit	Enter the credit amount for the transaction.
Total	View the total debit and credit amounts to ensure the entry balances correctly.

Purchase Warranty Supplier Status

Field	Action
Date	Enter the date when the status is being set for the supplier warranty claim.
Damage Inventory	Enter the inventory where the damaged product is recorded.
Replaced Product	Enter the product that has been replaced.
Incoming Inventory	Enter the inventory where the incoming replacement product is recorded.
Chassis No.	Enter the chassis or serial number of the product being replaced.
Status	Select the current status of the supplier claim.
Verdict	Select the outcome of the supplier claim.
New Warranty Start	Enter the start date of the new warranty period after replacement.
New Warranty End	Enter the end date of the new warranty period after replacement.
Note	Enter any additional remarks or instructions regarding the supplier claim status update.