Warranty Claims

Take a warranty claim from draft to settlement.

Overview

A claim moves from Draft to Submitted, then Approved or Rejected, then Settled. It links to the work order that triggered it.

When to use warranty claims

• A covered failure needs to be claimed from the supplier.

Step by step

1. 1Open Warranty ClaimsIn Assets, open Materials & Cost → Cover → Warranty Claims.
2. 2Create or review a claim
3. 3Submit and settle

Lifecycle

The state machine refuses skipped steps.

Permissions

These permission keys control access (granted to roles in Administration → Roles & Permissions):

• assets.warranty.manage

Automation

• Changes on this screen are written to the asset audit trail and the asset timeline.

Related features

• Warranties