How To: Using Service Bench File Build (07-11-11)

Overview

This tutorial describes how to create the warranty claims file that is sent to Service Bench.

Table of Contents

• Setup Requirements
• Creating the File for Service Bench
• Errors & Messages

Setup Requirements

There are number of steps you must complete before running this selection. Please see the Warranty File Build Overview for details.

Creating the File for Service Bench

Click image to enlarge.

1. At the ‘E-Electronics (Brown Goods) or A-Appliance (White)’ prompt:
1. Enter “E” to build the file for warranty jobs completed on electronics.
2. Enter “A” to build the file for warranty jobs completed on appliances.

2. If this selection has been run previously, the prompt ‘OK to Erase and Rebuild Warranty File Now?’ appears. Verify that you no longer need the file (it has been transmitted) and enter “Y” at the prompt.

3. In the ‘Starting Date’ field, enter the starting date for the file build in MMDDYY format. Eligible warranty claims with a date on or after this date will be included in the file.

4. In the ‘Ending Date’ field, enter the ending date for the file build. Eligible warranty claims with a date on or before this date will be included in the file.

5. To begin the file build with a specific warranty account, enter it in the ‘Starting Wtty Acct’ field. Press the Tab key to include all accounts.
   REMEMBER: : Only warranty accounts with a Form Type of ‘Y’ (Appliances) or ‘U’ (Electronics) in Warranty A/R Acct Maint (07-25) will be included in the file (based on the selection is Step 1).

6. In the ‘Ending Wtty Acct’ field, enter the warranty account to end the file build with. Press the Tab key to include all accounts.

7. To start the file build with a specific work order number, enter that work order number in the ‘Enter Starting WO#’ field. Press the Tab key to start the file build with the first work order on file.

8. To end the file build with a specific work order number, enter that work order number in the ‘Enter Ending WO#’ field. Press the Tab key to end the file build with the last work order on file.

9. In the ‘Xmit Destination’ field, enter the Transmission Destination Code for the file, which was set up in Trans Dest Specification (34-13-20). The code entered in this field contains the required information for sending the file to Service Bench.
• Please refer to the Trans Dest Specification section of the Utilities documentation for instructions on setting up the Transmission Destination Code.

10. A number of prompts could appear at this point. Please refer to the Errors/Messages section of the Warranty File Build Overview article for details.

11. Enter “Y” at the ‘Do You Want to Print List of Claims to be Transmitted’ prompt to print a listing of the claims that will be sent to Service Bench. Then at the ‘Select Printer’ prompt, enter the ID of a physical printer or spooler.
• Enter “N” to skip printing of the claims.

12. The system builds the warranty file.

13. Transmit the warranty file using the Initiate Transmission selection (34-13-02).
    IMPORTANT: The Transfer Warranty File to PC selection (34-13-03) cannot be used to transmit the warranty file to Service Bench.

Errors & Messages