Understanding Warranty Claim Management in PeopleSoft Maintenance Management

Warranties are set up for assets in PeopleSoft Asset Management. Whenever an asset is repaired in PeopleSoft Maintenance Management, it is important for the technician to know whether any warranties exist for the asset and to determine whether to file a warranty claim for an asset that is being repaired. An outbound cost recovery claim may be filed to:

• Recover the cost of a work order task from the supplier or manufacturer who warranties the asset being repaired.

• Recover the cost from the supplier of a causal part associated with a work order task.

• Recover the cost of non-warranty related maintenance, such as a recall, from the manufacturer.

When you create a work order and select an asset or asset component, PeopleSoft Maintenance Management:

• Enables you to review the asset or asset component's warranty information.

• Enables the technician in the Technician's Workbench to record the asset's downtime hours and downtime rate, failure date, its warranty name, supplier information, and causal part information to drive the creation of a warranty claim that can be directly related to the work order task.

  You can also indicate whether to attempt to recover the costs for the asset's repair.

  Note: Warranty claims always apply to a work order task and not the overall work order. You can group multiple work order tasks into one warranty claim as long as they are for the same supplier.

When a work order task is completed and closed and costs are collected, if you marked the task for cost recovery, the system routes the task to the warranty claims clerk. The warranty claims clerk uses the Generate Claim component to select work order tasks for which to generate warranty claims. You can group multiple tasks into one claim as long as the tasks are associated with the same supplier and work order business unit. All information entered at the work order task level is copied over to generate a claim.

After a claim is generated, a claims clerk can access the generated claim to:

• Print it and send it to the supplier for reimbursement, which is a manual process.

• Maintain the claim by entering information about recovered costs.

• Review and modify all cost information on the claim that was loaded from the work order tasks.

  Note: If you delete a claim line, the claim line ID field of the corresponding work order task is cleared so that a user can group the task into a different claim.

• Review meter readings that reside in the asset repository, which serve as supporting information for a claim.

  The clerk can delete an unrelated reading and add a reading that does not currently exist in the asset repository.