Warranty Claims – Configuration – General Settings

I recently had a request to start talking more about warranty claims.  I did a post a while back that talked that the theory behind warranty claims and what you need to consider in order to implement it.  If you haven’t seen it, I encourage you to check out that post.  Now assuming that you know you want to implement warranty claims, let’s get started with step 1.  The general settings.

First, if you’re not familiar, the transaction OWTY is the place to go for all your warranty claims configuration needs.

So, I like to start at the beginning, so select General Settings.

Now, you’ll notice that there are a lot of fields here.  So, let me begin by saying, many of these may not be needed, depending on the scenario you need to implement.  The first thing to recognize is the abbreviations used within warranty claims:

IC: Inbound Claimant – this is the information coming in from the customer or whomever is requesting reimbursement or a replacement.
OV: Outbound Vendor – this is the information to send to the vendor that will do the work.
IV: Inbound Vendor – this is the information sent back to you from the vendor.
OC: Outbound Claimant – this is the information you send back to the claimaint/customer.

Ref Equipment – this can be used as the reference piece of equipment to copy from.  Personally, this isn’t a feature that was useful in my projects due to the fact that the equipment records were always in existence before the claims occurred.

Calender:  This is the factory calender to use when calculating deadlines.
Deadline Parts to be Returned:  This is the number (in days) for the claimant to return the equipment to the vendor (or you) before the claim is no longer valid.Answer Period Reimb. Version: this only applies to a claim split.  This is functionality have not used in my previous projects.

For each of the following areas you can define a different condition for each of the IC, OV, IV, OC steps.
Condition Type Part Amount – this is the pricing condition for a parts/materials amounts.
Cond. type Amnt LbrValue – this the pricing condition for the labor amounts.
Condition Type Amount – this the pricing condition for the overall amount.
Cond Type Percent Part – this is the pricing condition for parts/materials as a percentage.
Cond Type % Labor Value – this is the pricing conditon for labor as a percentage.
Condition Type Percent External – this is the pricing condition for external as a percentage.

Claim Grouping Field – this field allows you to select the way claims are grouped within the warranty tree.  PARNR would be a common way to group things by customer.

So, that’s the first step in configuration.  While much of this screen is extraneous for any one particular claim type, you may have multiple claim types, each for a slightly different scenario.  Some dealing in percentages, some straight amounts, etc…  It is recommended to set a pricing condition for each of the fields.  Often times, you’ll want to make a custom ZXXX condition, to assure it goes to the appropriate account determination.

That’s our first step in Warranty Claims.  I’ll be doing more posts over the coming weeks.  Thanks for reading,

As always, thanks for reading and don't forget to check out our SAP Service Management Products at my other company JaveLLin Solutions,
Mike