Common Fields Used in This Chapter

Causal Part

Enter the item number of the part that caused the problem.

Component Code - System

In the first field, enter a value from user-defined code (UDC) table 17/C6 (Component Code - System) that indicates a specific system, such as the air conditioning system, that is associated with a piece of equipment. The system uses the UDCs for the system, the assembly, and the part to identify a particular position within the equipment.

In the second field, enter a value from UDC 17/C7 (Component Code - Assembly) that indicates the location of a specific assembly, such as the air conditioning compressor, within a piece of equipment.

In the third field, enter a value from UDC 17/C8 (Component Code - Part) that indicates the location of a specific part, such as the fuse to the air conditioning compressor clutch, within a piece of equipment.

Contract Number/Type

Enter a number that identifies the original document, such as a voucher, invoice, or journal entry. On entry forms, you can assign the document number or let the system assign it using the Next Numbers program (P0002).

Matching document numbers (DOCM) identify related documents in the Accounts Receivable and Accounts Payable systems. Examples of original and matching documents are:

Accounts Payable:

Original document - voucher

Matching document - payment

Accounts Receivable:

Original document - invoice

Matching document - receipt

Note: In the Accounts Receivable system, these transactions simultaneously generate original and matching documents: deductions, unapplied receipts, chargebacks, and drafts.

Covered G/L Category (covered general ledger category)

Enter a value from UDC 41/9 (G/L Posting Category) that identifies the GL Offset to use when the system is searching for the account to which it will post the covered portion (by warranty or contract) of the accounting transaction. If you do not want to specify a GL Offset, you can enter four asterisks in this field or you can leave this field blank. If you leave this field blank, the system uses the GL Offset from Inventory.

Current Balance Meter 1

Enter the current balance of meter 1.

Defect Code

Enter a value from UDC 17/DC (Defect Code) that indicates the type of defect.

Failure Date

Enter the date of the equipment failure.

Lot/SN (lot/serial number)

Enter a number that identifies a lot or a serial number. A lot is a group of items with similar characteristics.

Non-Covered G/L Category (non-covered general ledger category)

Enter a value from UDC 41/9 (G/L Posting Category) that identifies the GL Offset to use when the system is searching for the account to which it will post the non-covered portion of the accounting transaction. If you do not want to specify a GL Offset, you can enter four asterisks in this field or you can leave this field blank. If you leave the field blank, the system uses the GL Offset from Inventory.

Paper Button

An button that runs the entitlement.

You can set a processing option on Supplier Recovery Claims (P1779) to automatically check entitlements.

If a supplier contract exists to cover this claim, the system displays the contract number on the Accounting tab of the supplier recovery claim. The system also displays the percent covered on the parts list and the labor detail of the claim.

Payment Instrument

Enter a value from UDC 00/PY (Payment Instrument) that specifies how payments are made by the customer. For example:

C: Check

D: Draft

T: Electronic funds transfer

Status

Enter a value from UDC 00/SS (Work Order Status) that describes the status of a work order, rate schedule, or engineering change order. Any status change from 90 through 99 triggers the system to automatically update the completion date.

Important: The Status Code must be correct for the Document Type and the Service Type. The system checks the status of the equipment against the product registration status (Product Registration Activity Rules, P17052) to determine whether the equipment is eligible for a supplier recovery claim.