Create Reimbursement Service Claim

Create Reimbursement Service Claim

The third part of the reimbursement service request process is to create a Claim.
All required fields must be completed before ServiceBench will allow entered information to be saved. Not all required fields are identified with an asterisk *.
  1. Click the Create Claim button in the Service Job page Products section.
    1. The Warranty Administration page opens.
    2. The Customer and Service Provider information is carried over from the Service Job.
  2. In the Unit section, verify that the Warranty Type is Standard.
  3. In the Service Details section, information entered in the service job will be carried over. Enter additional information as needed to explain the reason for the reimbursement, and record when the reimbursement form/paid invoice was received.
  4. In the Parts section, select the appropriate Part Item Code from the list of values (TBD).
  5. In the Amounts section, enter the total reimbursement amount in the Labor field.
  6. Click the Submit button to send the claim for payment.

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