RFMS How to Process Installer Chargebacks - material

Installer chargeback – replacement material

Create a chargeback order in the claims module:

1. Go to Order Entry
2. File > Claims
3. Click the green plus sign to add a new claim order.
4. Enter the original Customer Orders related to this chargeback.  
5. Double click in Pink Box “Claim Against”
6. Select Customer List
7. Choose the Installer the chargeback is for – If they are not in the file e-mail Jeanetta and ask her to add them.
8. You should now have the installer information in the “sold to” and customer information in the “ship to”
9. CHANGE THE STORE CODE TO CORRECT STORE
10. Enter the Sales Rep from the customer order
11. CHANGE THE TAX STATUS FROM EXEMPT TO TAXABLE
12. Click the insert icon to add a line(s) on the Claim order
13. Enter all material needed for repair
    1. The price on the line(s) should be loaded cost + 15% (Employee Price Level)
14. Make sure the claim order total is correct  
15. Click Notes and Claim custom to add order notes that will print on the claim document or Claim internal to add order notes that will not print on the claim document.
16. ATTACH A COPY OF THE INSTALLER CHARGEBACK FORM.
17. Save the claim order
18. Submit the completed installer chargeback form with appropriate signatures to Becky Once all material lines are at delivered status and the order is Job Costed 
19. These orders do not require a print a post – they will require a claims A/R deduction be processed.

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