Enter and Maintain Customer Warranties

Explanation

To create a customer warranty type, you can either use a predefined warranty type templates or you can create one manually. Several warranty types can be connected to an object.

The create/edit dialog box is reached by right-clicking in the window or the line in question and choosing Customer Warranty/Create/Edit... In the dialog box, the warranty types can be removed or added, and the data defined for a warranty type and the warranty conditions can be modified.

Prerequisites

System Effects

A customer warranty type is added to the object, the customer warranty check box is selected, and a warranty number for the object is created. All additional warranty types that are added will be connected to this warranty number.

If all customer warranty types are removed, the customer warranty check box is cleared.

Window

Part, Part Serial, Inventory Part, Sales Part, Non-Inventory Sales Part, Sales Quotation, Sales Quotation Lines, Customer Order,  Customer Order Lines, Configuration Structure, Product Structure, Recipe Structure

Related Window Descriptions

Customer Warranty, Part, Part/General, Part Serial, Part Serial/Misc, Inventory Part, Inventory Part/Misc Part Info, Sales Part, Sales Part/Misc Part Info, Non-Inventory Sales Part, Non-Inventory Sales Part/Misc Part Info, Sales Quotation, Sales Quotation/Quotation Lines, Sales Quotation Lines, Package Structure (Sales Quotation), Customer Order, Customer Order/Order Lines, Customer Order Lines, Package Structure (Customer Order), Configuration Structure, Product Structure, Recipe Structure

Procedure

The create/edit dialog box is reached by right-clicking in the window or the line in question and choosing Customer Warranty/Create/Edit...

To copy a warranty type from a warranty type template:

  1. Click Template...
  2. In the Copy from Template dialog box that opens, click List... to choose a template from the List of Values or enter the ID of the warranty type template manually.
  3. Click OK. Optionally, you can modify values for the warranty type.

To create a new warranty type:

  1. Click New.
  2. Enter an ID code for the template in the Warranty Type ID field.
  3. Enter a description of the template in the Description field.
  4. Select the check boxes for any cost types that the customer should pay for.
  5. Click Apply.

To connect warranty conditions:

  1. Select a line in the lower part of the window and click New.
  2. Enter the Condition ID by using the List of Values or by typing it in manually.
  3. You may change or enter new minimum and maximum values in the Min Value and Max Value columns.
  4. Repeat steps 1 through 3 for each warranty condition you want to connect to the warranty template.
  5. Click Apply to save.

To connect language dependent document texts:

  1. Select a line in the Language Description tab and click New.
  2. Enter a language code by using the List of Values or by typing it in manually.
  3. Enter a translation of the warranty type description.
  4. To connect a document text, right-click the line and choose Document Texts...
  5. Create a document text in the dialog that is displayed and save.

Optional steps (remember to save your entries):