Initiating claims

This activity allows you to retrieve all the parts that are eligible for claim generation, and generate claim for the retrieved parts. Tell me more.

Select the “Initiate Claims” link under the “Claims” business component.

The “Initiate Claims” page appears.

The system displays the following field:

Date Format

The format in which the date is displayed. This format is displayed from the “User Preferences” business component based on the login user ID. In case the format is not defined, the system displays the date format from the “Enterprise Modeling” business component by default.

Enter the following details in the “Search Criteria” group box:

Display Option	Use the drop-down list box to specify the method in which the parts are retrieved for claim generation. The system lists the following options: Failed Part – Select this option to retrieve the parts that are failed and removed from Aircraft or shop and that are determined as failed during the warranty period. Engineering Order – Select this option to retrieve the Components/Aircraft that are claimable as specified in the Engineering Order and Maintenance Change Request documents. Aircraft – Select this option to retrieve the parts based on the Reference Document Type selected. Others – Select this option to retrieve the parts based on the Reference Document Type selected. The options “Aircraft” and “Engineering Order” are listed only if the current business component interacts with “Aircraft” and “Engineering Order” business components. By default, the system displays “Failed Part”.
Processing Status	Use the drop-down list box to specify the processing status of part #-serial #-lot # combination eligible for the claim. The values are listed based on the following conditions: If the Display Option is “Failed Part” or “Engineering Order”, the system lists all the quick codes that are defined for the Quick Code Type “Processing Status” in the “Maintain Quick Codes” activity of the current business component, and displays "None" by default. If the Display Option is “Aircraft” or “Others”, the system lists and defaults the value “Not Applicable”.
Failed Part #	The code identifying the failed part. (Alphanumeric, 40). Enter the number in full or specify it partially using the “*” character. The system retrieves all the claim documents that are raised on part whose number is similar to the number entered here.
Failed Part Description	The textual description of the failed part. (Alphanumeric, 150).
Failed Serial #	The serial number of the failed part. (Alphanumeric, 40). Enter the serial number in full or specify it partially using the “*” character. The system retrieves all the claim documents with the serial number entered here.
Failed Lot #	The lot number of the failed part. (Alphanumeric, 18). Enter the lot number in full or specify it partially using the “*” character. The system retrieves all the claim documents with the lot number entered here.
ATA #	The ATA corresponding to the failed part. (Alphanumeric, 16). Enter the number in full or specify it partially using the “*” character. The system retrieves all the claim documents with the ATA number entered here.
Reason for Removal	Use the drop-down list box to specify the reason for removal of the part. The values are listed based on the following conditions: If the Display Option is “Failed Part”, “Aircraft” or “Others”, the system lists all the reasons defined in the “Common Masters” business component and leaves the field blank by default. If the Display Option is “Engineering Order”, the system lists and defaults the value “Not Applicable”. Tell me more.
Affected Aircraft Reg #	The registration number of the aircraft from which the part is removed. (Alphanumeric, 30). Enter the aircraft registration number in full or specify it partially using the “*” character. The system retrieves all the claim documents with the registration number entered here.
Discrepancy Category	Use the drop-down list box to specify the category of the discrepancy detected in the aircraft. The values are listed based on the following conditions: If the Display Option is “Aircraft” or “Others”, the system lists all the values defined for the attribute “Disc. Category” in the “Common Masters” business component. By default, the system leaves the field blank. If the Display Option is “Failed Part” or “Engineering Order”, the system lists and defaults the value “Not Applicable”. Tell me more.
Affected Component #	The code identifying the component from which the part is removed. (Alphanumeric, 90). Enter the number in full or specify it partially using the “*” character. The system retrieves all claim documents with the component number entered here.
Supplier #	The code identifying the supplier of the part. (Alphanumeric, 45). Enter the supplier number in full or specify it partially using the “*” character. The system retrieves all claim documents with the supplier code entered here.
Ref. Document Type	Use the drop-down list box to specify the reference document type. The values are listed based on the following conditions: If the Display Option is “Failed Part”, the system lists the values “Hangar Work Order", "Component Work Order", "Technical Log" and "Component Replacement", and displays blank by default. If the Display Option is “Engineering Order”, the system lists the values “Engineering Order” and “Maintenance Change Request”, and displays “Engineering Order” by default. If the Display Option is “Aircraft”, the system lists the values "Hangar Work Order", "Technical Log", "Component Replacement", "Purchase Order", "Maintenance Report" and "Discrepancy #'. By default, "Hangar Work Order" is displayed. If the Display Option is “Others”, the system lists "Hangar Work Order", "Component work Order", "Technical Log", "Component Replacement", "Purchase Order", "Repair Order", "Goods Receipt", "Maintenance Report", "Discrepancy #', "Part Warranty Agreement", "Aircraft Warranty Agreement" and "Component Warranty Reference". By default, the system displays "Hangar Work Order".
Ref. Document #	The number identifying the reference document. (Alphanumeric, 40). Enter the number in full or specify it partially using the “*” character. The system retrieves all claim documents with the reference document number entered here.
Date Basis	Use the drop-down list box to specify the date on which the part has failed or the date on which the execution document is raised for the failed part. The values are listed based on the following conditions: If the Display Option is “Failed Part”, the system lists and defaults the value “Removed Date”. If the Display Option is “Engineering Order”, the system lists and defaults the value “Issue Date”. If the Display Option is “Aircraft” or “Others”, the system lists the values “Start Date” and “End Date”. The value “Start Date” is displayed by default. Tell me more.
From / To Date	The starting date from which the records are to be retrieved in the multiline for generating warranty claim (Date Format). Enter the date until which the records are to be retrieved in the multiline in the box provided alongside (Date Format). If the Reference Document Type is “Purchase Order”, “Repair Order” or “Goods Receipt”, enter the start date and end date on which the documents are created. If the Reference Document Type is “Part Warranty Agreement”, “Aircraft Warranty Agreement” or “Component Warranty Reference”, enter the warranty start date/end date based on the Date Basis. If the Reference Document Type is “Hangar Work Order” or “Component Work Order”, enter the date on which the part has failed or the start date/end date of the work order, based on the date basis set, which is Display Option dependant. If the Reference Document Type is “Tech Log”, enter the date on which the part has failed or the date on which the document is created, based on the date basis set, which is Display Option dependant. If the Reference Document Type is “Component Replacement”, enter the date on which the part has failed. If the Reference Document Type is “Engineering Order” or “Maintenance Change Request”, enter the date on which the document is issued. If the Reference Document Type is “Maintenance Report” or “Discrepancy”, enter the date on which the discrepancy is reported.

Click the “Search” pushbutton to retrieve the search results in the multiline.

Note: The system retrieves the records in the multiline, based on the Display Option, Reference Document Type and Date Basis.

To proceed carry out the following:

Select the “Search Results” tab to view the search results.
Select the “Claim Details” tab to view the claim details.

Initiating claims – An Overview

Using this activity, you can retrieve all the parts that are eligible for claim generation. Claim can be generated directly for the records retrieved based on the display option and reference document type combination in the search criteria.

The search results tab displays the details such as agreement details, reference document type, reference document number, part number, serial number, lot number, execution facility, part type, part classification, component replacement number, affected component number, etc. The option by which the claim must be generated is also specified in this tab. The claim details tab displays the claim details such as claim number, claim date, claim status, part number/aircraft registration number, part description, quantity of the part, UOM, supplier number and supplier name.

Combo loading logic based on Reference Document Type and Display Option combination selected:

The values listed in the “Date Basis”, “Reason for Removal” and “Discrepancy Category” drop-down list boxes based on the Reference Document Type and Display Option selected, are described in the following table:

Reference Document Type	Display Option	Date Basis	Reason for Removal	Discrepancy Category
Hangar Work Order	Failed Part	The system lists and defaults “Removed Date”	The system lists all the reasons defined in the “Common Masters” business component and leaves the field blank by default.	Not Applicable
Hangar Work Order	Engineering Order Aircraft Others	The system lists the values “Start Date”, “End Date” and defaults “Start Date”.	The system lists all the reasons defined in the “Common Masters” business component and leaves the field blank by default.	The system lists all the values defined for the attribute “Disc. Category” in the “Common Masters” business component, and leaves the field blank by default.
Component Work Order	Failed Part	The system lists and defaults “Removed Date”	The system lists all the reasons defined in the “Common Masters” business component and leaves the field blank by default.	Not Applicable
Component Work Order	Engineering Order Aircraft Others	The system lists the values “Start Date”, “End Date” and defaults “Start Date”.	The system lists all the reasons defined in the “Common Masters” business component and leaves the field blank by default.	The system lists all the values defined for the attribute “Disc. Category” in the “Common Masters” business component, and leaves the field blank by default.
TechLog	Failed Part	The system lists and defaults “Removed Date”	The system lists all the reasons defined in the “Common Masters” business component and leaves the field blank by default.	Not Applicable
TechLog	Engineering Order Aircraft Others	The system lists and defaults “Document Date”	The system lists all the reasons defined in the “Common Masters” business component and leaves the field blank by default.	The system lists all the values defined for the attribute “Disc. Category” in the “Common Masters” business component, and leaves the field blank by default.
Component Replacement		The system lists and defaults “Removed Date”	The system lists all the reasons defined in the “Common Masters” business component and leaves the field blank by default.	Not Applicable
Engineering Order		The system lists and defaults “Issue Date”	Not Applicable	Not Applicable
Maintenance Change Request		The system lists and defaults “Issue Date”	Not Applicable	Not Applicable
Maintenance Report		The system lists and defaults “Reported Date”	Not Applicable	The system lists all the values defined for the attribute “Disc. Category” in the “Common Masters” business component, and leaves the field blank by default.
Discrepancy #		The system lists and defaults “Reported Date”	Not Applicable	The system lists all the values defined for the attribute “Disc. Category” in the “Common Masters” business component, and leaves the field blank by default.
Purchase Order		The system lists and defaults “Document Date”	Not Applicable	Not Applicable
Repair Order		The system lists and defaults “Issue Date”	Not Applicable	Not Applicable
Goods Receipt		The system lists and default “Document Date”.	Not Applicable	Not Applicable
Part Warranty Agreement		The system lists the values “Start Date”, “End Date” and defaults “Start Date”.	Not Applicable	Not Applicable
Component Warranty Reference		The system lists the values “Start Date”, “End Date” and defaults “Start Date”.	Not Applicable	Not Applicable
Aircraft Warranty Agreement		The system lists the values “Start Date”, “End Date” and defaults “Start Date”.	Not Applicable	Not Applicable