Process Generate Supplier Warranty Entitlements

You can use this process to create and update claims and entitlements for supplier warranties on a routine basis.

This process supports:

• Evaluating maintenance work orders to determine if warranty claims should be created
• Creating expense entitlements for each work order transaction under a common warranty claim
• Updating claim entitlement reimbursements based on work order costs
• Creating new expense entitlements for existing claims based on additional work order transactions

Warranty claims are used to request the reimbursement of expenses incurred during the repair of an asset that is covered by a provider under supplier warranty. A maintenance work order will be indicated as a warranty-eligible repair if the contextual asset, or its related assets in its physical hierarchy, has at least one active warranty contract. During the execution of the work order, transactions will be created for the operation, item issue, item return, as well as resource and equipment reporting. These transactions will be costed, providing the basis for the reimbursable expenses known as claim entitlements.

This process will review warranty-entitled work orders, creating claim entitlement records for each expense transaction. If they are covered by a warranty contract, then they will be grouped by a warranty claim against the common warranty provider. You can then use the REST API to further review, edit, and submit the claims to the providers.

When to Use

This process should be run regularly in coordination with the execution and completion of maintenance work orders and after the Supplier Warranty Contracts - Additions and Changes process has completed. The process should also be run after the Transactions from Production to Costing process, as well as the costing processes are run. This will ensure the entitlement reimbursement costs are updated correctly.

Privileges Required

• MNT_CREATE_SUPPLIER_WARRANTY_ENTITLEMENTS_PRIV

Specifications

Review the following before setting up this scheduled process:

Specification	Description
Job Type	Scheduled
Frequency	The frequency should be aligned with your business processes for maintenance work order execution. An example may be daily and after costing processes have completed.
Time of Day	Any time.
Duration	Typically, it will take several minutes, depending on the volume of data being created or updated.
Compatibility	It is recommended to run it after the Supplier Warranty Contracts - Additions and Changes process has completed.

Parameters

These are the optional parameters available to submit this process. Depending on the volume of work orders, it may be helpful to run by organization and date range. Additionally, by default, only completed work orders, all operations are completed, will be considered. If you want to create claims and entitlements for partially completed work orders, then set the parameter option to Yes.

• Organization
• Operation Completion Date From
• Operation Completion Date To
• Include Incomplete Work Orders

Troubleshooting Information

• Once submitted, you can view the status of the process on the scheduled processes UI. A successfully completed process, as well as any child processes, will end in Succeeded status.
• If issues are encountered, the process or any of its subprocesses may be Warning or Error. The specific validation errors and warning messages that prevented the process from completing successfully are displayed in the error log(s).
• Any interactive warning validations are NOT performed.
• When the process is submitted, you can Resubmit, Put on Hold, Cancel Process, Release Process as provided by the Scheduled Processes UI.