Handling workshop warranty claims

Summary

This article explains how to handle manufacturer warranty work through the workshop system.

More Information

There may be some variations to this process, depending on manufacturer and your own processes, but the general principle will apply. Don't forget to place the claim with the manufacturer and get it authorised before you start.

• Create the workshop job card changing the invoice account to the appropriate warranty account for the manufacturer. See How do I create a warranty account?.
• In the "Reference" field, enter the warranty claim reference that you will have obtained when placing the claim with the manufacturer.
• Book the parts and labour for the work required using the relevant labour rate.
• Invoice the Job when the work has been completed and the customer has collected their unit.
• If prompted, the payment should be posted in full to the Warranty Control nominal which is defaulted on the warranty account. In the "Comment" field enter the Claim Number. This aids your accounts team with matching claims and their credit in the Nominal Ledger.

Invoicing this at the point of completion/collection will ensure your work in progress is kept under control, and that the revenue to the workshop is taken in the correct month.

For more detailed help of the steps for this process, please see this article

See also

• Creating workshop jobs
• How do I create a workshop warranty job?
• How do I create an insurance workshop job?
• How do I deal with workshop warranty payments?
• How do I create a warranty account?

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Keywords AND Misspellings

workshop warranty, manufacturer claim, warranty work, claim