Siebel Dealer Administration Guide > Managing Warranty Claims > Process of Creating a Work Order >

Creating a Work Order

Work orders are used to capture the detail for the actual work to be performed by the technician for the asset. After a work order is created and prior to starting any repair, the service advisor collects the necessary warranty information and discusses the repair details with the customer. Upon customer agreement to the repairs, the work order is assigned to the appropriate technician. After the technician completes the repair, he updates the work order with the actual labor and parts used to complete the task. The work order is then closed, and the customer is charged for the customer's portion of the work. The work order is sent to the manufacturer as a warranty claim for reimbursement. The warranty claim is then approved and processed for payment or sent to the claims manager for review.

This task is a step in Process of Creating a Work Order.

To create a work order

1. Navigate to the Warranty Claims screen, then Work Orders view.
2. In the Work Orders view, click New to add a work order.

   Siebel Dealer creates a new work order and automatically assigns a work order number.

3. In the Asset Serial number field, enter the serial number for the asset.

   The Partner Name field is a read-only field. It displays the name of the dealer who is logged in to Siebel Dealer.

4. In the Work Order form, click in the Usage field, and enter the mileage or operating hours for the asset.
5. Select a unit of measure from the Usage UOM drop-down list.
6. In the Date Reported field, enter the date when the problem was reported by the customer.
7. Select the work order number.

   The Work Order Entry Details form appears.

8. In the Work Order Entry Details form, provide the information described in the following table.

   Field	Description
   PWA Number	Enter a PWA number to associate it with the work order.
   Usage/Usage (UOM)	Enter the asset usage, for example, miles or operating hours.
   Customer Type	Select the customer type from the drop-down list. You can choose either Retail or Fleet.
   Account	Select an account for the work order.
   Contact	Type the name of the individual who is responsible for the asset and who will be the contact for the manufacturer if there are questions pertaining to the asset or the work order.
   Visiting Owner	Choose this option when you want to indicate that the servicing dealer is other than the selling dealer.
   Comments	Enter any notes or special instructions pertaining to the asset and the work order.
   Work Order Date	Enter the date for the work order.