RFMS How to Process Warranty Orders

Any upgrades or replacement materials should be ordered on the customer’s original order the only material going on the warranty ticket is the material that is being written off.

To issue credit on the customer order:

1. Order Entry > File > Customer Orders
2. Pull up original customer order – if order is not job costed follow steps 3-8. If order is job costed or was in K8 you will need to create a billing group and then create a new order for the customer then follow steps 3-8.
3. Click the + to insert a new line
4. Select the material being returned (roll or item inventory)
5. Enter the quantity being retuned as a negative.
6. Make sure the credited line is at the same price as the original line.
7. Change the line status to Cut & Save the order
8. Print a Picking Ticket and a Delivery Ticket to get the line to Delivered

To create a Warranty order:

1. Make sure the material is available in inventory
2. Go to Order Entry
3. File > Claims
4. Click the green plus sign. This will take you to Customer Orders to choose the customer the claim order is for. Search for the customer order number.  
5. Click the pointer finger to select the correct Customer (this is the customer order that had problem material)
6. Double click in Pink Box “Claim Against”
7. Select Customer List & Choose the customer – Use the same customer as the original order
8. CHANGE THE STORE CODE TO CORRECT STORE (the store with the warranty issue)
9. Verify that the salesperson is the same salesperson as the original order
10. Change the customer type to Claims – Warranty
11. Enter “Warranty” in the PO Number field.
12. Click the green plus insert icon in the bottom left to add a line on the Claim Order
13. Click on Roll Inventory Item Inventory depending on the type of material. 
14. Enter the quantity for warranty
15. The price on the line should be $0.00.
16. **OPTIONAL** Click Reference Line
    1. Search for original Order this is tied to
    2. Double click on the order line that is on this claim (the line where it was originally billed)
    3. Now you have notes regarding supplier information (“Notes” has changed to red text)
17. After all lines have been entered make sure the claim order total is $0.00
18. To Click Notes and Claim custom to add order notes – these will print on the printed documents.
19. Save the claim order
20. Click the printer icon and select Claim, select the options that you want to print out