When part of a job's cost is recoverable from a manufacturer, record it as a Warranty Claim against the work order. Qualifying claims reduce the work order's net cost, and if the work order is already completed its margin is recalculated as soon as the claim is saved.
Record a claim
- Go to Warranty → Warranty Claims and select New.
- Set the Work Order the claim relates to, the Manufacturer, the Claim Reference (the manufacturer's claim or RMA number), the Recoverable Amount, and the Status. You can also link the Customer Asset.
- Save.
Which claims count
A claim's Status moves through Draft, Submitted, Approved, Rejected, and Recovered.
- Recovered claims always count toward warranty recovery.
- Approved claims count only when the Recognise Warranty On Approval setting is on, which is the default. See Warranty recognition setting.
- Draft, Submitted, and Rejected claims never count.
When the margin updates
Creating a claim, or changing its Status, Recoverable Amount, or Work Order, recalculates the margin of a completed work order immediately. If the work order is not yet completed, the claim is picked up when it is.