KOHLER Generator Warranty System

1 1 Generator Warranty On-Line System Documentation INDEX ** Use control key and click on topic to advance to that section in the document 1. Warranty Repair Claims 2. Failed Part Claims 3. Sales Consideration Claims 4. Shipment Claims 5. Stock Part Claims 6. Copying a Claim 7. Claims Pending Feedback 8. Claims: Approved Pre-Authorization 9. Extended Warranty Purchase Requests 10. Extended Warranty Feedback 11. Pending Part Return Creating a PSR 12. Pending Part Return Editing a PSR 13. Registration Submissions 14. Registration Transfers 15. Navigation and Reports2 Warranty Repair Claims 1. Creating a Warranty Repair Claim Place cursor / move mouse over the DRAFT folder Icon and left click to continue Place cursor / move mouse over the ADD button, in the lower right corner, and click 3 The following screen will appear: Place cursor / move mouse over the circle of the Warranty Repair claim type and click Place cursor / move mouse over the NEXT button, in the bottom right hand corner, and click **DEALERS SKIP TO SECTION B - SERIAL NUMBER 4 **DISTRIBUTORS CONTINUE ON WITH SECTION A SERVICE ID The following CLAIM CREATION screen will appear: This screen could list up to approximately 30 different service entity names, per page, in alphabetical order.

2 Use the scroll bar on the right hand side of the screen to move up and down the page to view entire list A. SERVICE ID: Select the appropriate service entity name by placing the cursor over the name Click - If the appropriate service entity name is not listed on this screen it can be located by doing one of the following: Click on the > arrow at the bottom of the page to advance to the next list of names Locate the Find in Service ID in the upper right hand side of the screen directly above the state/providence column of the service entity list. If the Service ID number is known, type the number in the empty box next to the SERVICE ID box. To search by name, city, state/providence or service entity type, click the drop down arrow in the SERVICE ID box. Move the cursor over the selection type that you wish to search by and type in the appropriate search information. For example, search by name: Find in Name in the empty box next to NAME type in the name of the service entity and click GO.

3 A list of one or more will appear. Click on the appropriate selection. NOTE: If a list does not appear check the spelling of the information that was typed or try a different search type. NOTE: User may also sort the displayed list by clicking one of the column headings 5 B. SERIAL NUMBER the following screen will appear: Type in the unit serial number o Engine Repairs place cursor/ move mouse over the Engine bullet and click This is applicable only if the repair is being made to the Engine o Stock units place cursor / move mouse over the Stock Unit bullet and click This will allow the claim to accept without a unit registration on file at KOHLER Co. Place cursor / move mouse over the NEXT button, in the bottom right hand corner, and click o An incorrect serial number will not accept and an error message unit does not exist, contact the factory will display. Contact the factory o A claim filed against a unit, that is not marked as a stock unit, and is not registered at KOHLER Co.

4 Will display an error message Our records show that this unit has not been registered at the factory. Do you wish to register the unit now? Click YES to register unit at this time Click NO to return to the serial number entry screen. You will not be able to continue with this claim until the unit is registered OR Stock Unit is checked on the serial number entry screen 6 C. HEADER the following screen will appear: Place cursor / move mouse over the Reference Box and click (optional field) Type in your internal reference / tracking number ( work order number) D. UNIT Visually verify the unit information (model, spec, engine etc) are correct If not correct, verify the serial number is typed correctly o if yes, verify serial number directly from the unit If mistyped, cancel and start the claim over 7 E. OWNER the following screen will appear: Visually verify the owner information (name, unit location etc) are correct F.

5 SERVICE ENTITY Visually verify this information is correct with your user account 8 G. DATE / HOURS the following screen will appear: Ship date and in-service date will automatically populate Failure Date - place cursor / move mouse in the Failure Date box, click and type in the date the unit failed OR click on the calendar to the right of the box and select the date if typing the date in, it MUST BE TYPED in this format 01/01/2010 Repair Date - place cursor / move mouse in the Repair Date box, click and type in the date the unit was repaired OR click on the calendar to the right of the box and select the date If typing date in, it MUST BE TYPED in this format 01/01/2010 Hour Meter Reading - place cursor / move mouse in the Hour Meter Reading box and type in the hours logged on the meter at the time of the repair Unit Odometer Reading - place cursor / move mouse in the Unit Odometer Reading box and type in the hours logged on the meter at the time of the repair, if applicable 9 H.

6 FAILURE: Non- KOHLER Part applicable for engine repairs Place cursor / move mouse to the Non- KOHLER part bullet and click Failed Part Number place cursor / move mouse to the Failed Part Number box, click and type in part number of the PRIMARY FAILED PART Failed Part Description will automatically populate for KOHLER part numbers o Non- KOHLER part numbers type in description o Press TAB key to advance to next field Failed Part Serial Number type in, if applicable Press TAB key to advance to next field Failure Type place cursor / move mouse over the drop down arrow on the right side of the box and click Highlight the appropriate failure code and click Press TAB key to advance to next field Complaint, Cause and Correction type in information related to repair - description should be specific, Bad or Does not work is not sufficient information. 10 I. PARTS DETAIL the following screen will appear: Non- KOHLER Part applicable when using a non- KOHLER part in unit repair Place cursor / move mouse to the Non- KOHLER part bullet, click Part Number type in part number - If primary failed part was replaced it must also be added here to received reimbursement for the parts Description will automatically populate for KOHLER part numbers Apply Parts Profit will automatically populate if part number is Stock code 1 or 2 Quantity type in quantity of the part number replaced Unit Net Price will automatically populate Part Return Required will automatically populate, if applicable List Price - will automatically populate Part Total - will automatically populate NOTE: If repair required more than one part number, place cursor / move mouse over ADD PART button and click.

7 Repeat Parts Detail procedure above. 11 J. FLAT RATE LABOR DETAIL the following screen will appear: Flat Rate Group - place cursor / move mouse over the drop down arrow on the right side of the box and click Highlight the appropriate group for the repair ( replacing a thermostat, flat rate group would be Cooling & Exhaust) and click o If a Flat Rate Group for the repair performed is not listed, select MISCELLANEOUS LABOR - this is used for items that do not have a flat rate and requires explanation in the excessive flat rate labor field. Flat Rate - place cursor / move mouse over the drop down arrow on the right side of the box and click Highlight the appropriate flat rate code for the part replaced and click Flat Rate Comments will automatically populate if applicable Allowed Flat Rate Hours will automatically populate Requested Labor Hours will automatically populate; however, you can manually adjust Excessive Flat Rate Labor Description - If labor requested exceeds the Allowed Flat Rate Hours, it must be supported in this field type in supporting information o The MISC FLAT RATE LABOR CODE 99999 should be used for any repairs that are assigned to the MISCELLANEIOUS FLAT RATE GROUP and requires explanation in the excessive flat rate labor field K.

8 LABOR SUMMARY Labor Rate automatically populates and reflects the user s current labor rate on file at KOHLER Co. Total Labor Hours - Automatically calculates labor hours entered Total Requested Labor Amount Automatically calculates based upon user s labor rate on file 12 L. MISCELLANEOUS EXPENSES the following screen will appear: Travel - Place cursor / move mouse in the Travel field, click and type in the requested miles / kilometers o Travel UOM Automatically populates Rental - Place cursor / move mouse in the Rental field, click and type in the rental charges if applicable and pre-approved **NOTE** these charges must be supported with additional information provided in the Other Description. Freight - Place cursor / move mouse in the Freight field, click and type in the freight charges if applicable Sublet - Place cursor / move mouse in the Requested Sublet field, click and type in the charges if applicable and pre-approved **NOTE** these charges must be supported with additional information provided in the Other Description.

9 Other Expenses - Place cursor / move mouse in the Requested Other field, click and type in the charges if applicable and pre-approved **NOTE** these charges must be supported with additional information provided in the OTHER DESCRIPTION section. NOTE: This field is also utilized when filing for a replacement unit. Type in the value of the replacement unit obtain from the replacement unit invoice Attach a copy of the invoice for the replacement unit Add the serial number of the replacement unit in the OTHER DESCRIPTION section Miscellaneous Expense Totals automatically calculates **NOTE** All Miscellaneous Expenses require copies of receipts or suppliers invoices. 13 M. CLAIM TOTALS the following screen will appear: This is a complete claim recap section and is View Only N. FOOTER Factory use only O. ATTACHMENTS Supporting documents (receipts or supplier s invoice) are required to be provided when requesting the following to be reimbursed on the Warranty claim: Rental Freight Sublet Miscellaneous expenses (Includes non- KOHLER parts) **NOTE** claims with reimbursement requested for the items above must accompany an attached receipt or you will receive an error message when trying to submit the claim.

10 The attachments must accompany the claim for the claim to be accepted at KOHLER Co. when submitted. Receipt / invoice must be scanned and stored in a folder on your computer before it can be added as an attachment to a Warranty claim Click the ADD button to open a web dialog box. Click the BROWSE button to open the file window. Locate the document on your computer and click the folder / document to attach to this Warranty . Click the OPEN button to add this file to the claim. Type a short description of the file in the DESCRIPTION box ( freight receipt Warranty claim number). Click the SAVE button to save the file to the claim 14 If you have selected an incorrect document, click CANCEL to eliminate the file from the claim. If you wish to view the file, move the cursor to the line information o Single click to highlight the line o Click the DOWNLOAD button to open the file down load box o Click open. The file will open.