When you need to close a deal but a related warranty job is still outstanding, you have two options.
Option 1: Wait for Warranty Claim Approval
Leave the job and the deal open.
Once the warranty claim is approved, process it in the normal way.
Option 2: Invoice to Warranty
Invoice the job to warranty for the expected claim value.
Make sure all request lines are set to Warranty.
This posts the transaction to the warranty ledger.
When the claim is received:
Process it through the warranty ledger for the approved amount by posting the self billing invoice.
If the approved amount differs from the invoiced amount, the system will automatically write off or write up the difference.
The Guide below details how to post self billing invoices.
Post Warranty Self Billing Invoice
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