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Creating a Supplier Recovery Claim from a Work Order

This topic describes how to create a supplier recovery claim based on a work order. After a work order line number is selected, the part line items from the work order line item will be created automatically in the Parts Cost applet. If you pick another work order line number, the previously selected parts are deleted, and the new parts are then created corresponding to the newly selected work order line item. Initially, the recovery amount is the same as the approved amount, but you can change the recovery amount.

To create a supplier recovery claim from a work order

1. Navigate to the Supplier Recovery Claims screen, then the Supplier Recovery Claims view.
2. Click New.
3. Enter the supplier name, or click the single select button in the Supplier Name field to choose from the Pick Account dialog box.
4. Select Work Order from the drop-down list in the Create From field.
5. Drill down on the supplier recovery claim number.
6. Click New in the Line Items view tab.
7. Enter the work order number, or click the single select button in the Work Order number field to choose from the Pick Work Order dialog box.

   NOTE:  The Causal Part number, Causal Part Name, Fault Code, Trouble Code, Operation Code, Condition, Cause, Repair, Approved Time, Approved Amount, Invoice number, Type and Description fields are filled in automatically.

   If a work order line number is selected, the part line items from the work order line item will be created automatically in the Parts Cost applet. If you pick another work order line number, the previously selected parts are deleted, and the new parts are then created corresponding to the newly selected work order line item.

8. Enter the supplier warranty policy number, or click the single select button in the Supplier Warranty Policy number field to choose from the Pick Supplier Policy dialog box.
9. Click Submit.