Warranty Claim Batches

Warranty Claim Batches let you send many Warranty line items to the OEM in one package instead of ticket-by-ticket email. Open Support → Warranty Claims — header Warranty Claims with batch count ("# warranty claim batch(es) in the system").

Create a batch#

New Batch → New Warranty Claim Batch:

• Description — e.g. quarterly RMA summary (required).
• Carrier Name — optional until you ship.
• Create Batch — status starts as Draft.

Add lines afterward via Add Items on the batch detail page.

Batch list filters#

All statuses includes:

Status	UI label
DRAFT	Draft
SUBMITTED_DIGITAL	Submitted (Digital)
SHIPPED_PHYSICAL	Shipped (Physical)
RECEIVED_AT_OEM	Received at OEM
IN_INSPECTION	In Inspection
PARTIALLY_APPROVED	Partially Approved
APPROVED	Approved
REJECTED	Rejected
COMPLETED	Completed

Advanced adds created/updated date ranges, Sort by (ID, Status, Created at, Updated at), Direction, Page size.

Table columns#

Batch ID, Description, Status, Carrier, Tracking Code, Items, Created at.

Empty: No warranty claim batches found.

Batch detail#

Warranty Claim Batch Details — tabs Overview and Items.

Meta: Status, Carrier, Tracking Code, OEM Credit Memo, Created, Last Updated.

Items table mirrors service orders: Classification, Qty, Defect Note, Return, Added, Actions (Remove, bulk Remove Selected).

Attach evidence package#

Before Submitted (Digital):

1. Ensure each line has Defect Note and checklist photos on the source Service Order Details.
2. Attach Flight Reports when relevant.
3. Generate batch documents when available: Shipping Label, Packing List.
4. Update Tracking Code and OEM Credit Memo in Actions as the OEM responds.

1. 1

   Finalize Draft items

   Add Items — search service orders; avoid Already in batch lines.

2. 2

   Submit digitally

   Actions → Update Status → Submitted (Digital).

3. 3

   Ship physical returns

   Move to Shipped (Physical) when Needs Return items leave your dock; enter Tracking Code.

4. 4

   Track OEM inspection

   Follow Received at OEM, In Inspection, Approved / Partially Approved / Rejected, then Completed.

Warranty Claim Batch detail with Items tab and status Actions drawer

Track batch status#

The ticket Timeline on linked support tickets shows Warranty batch linked and Warranty batch status changed events — useful when customers ask for RMA updates.

Rejected batches: open each line's service order, improve evidence, remove lines with Remove Item from Batch, and resubmit a new Draft batch.

Permissions#

Action	Role
Create/edit Draft	Technician, admin.
Submit / ship updates	Admin.
Enter OEM Credit Memo	Admin.

Related#

• Warranty Claims — finding eligible lines.
• Support Tickets — customer communication.
• Dashboard — pending claims KPI.