Handle Warranty—Extended Exercises

Basic Data Setup

Purpose: The following basic data is required for running the exercises below.

Data Type Code ID Description
Supplier Warranty Template 75 Supplier Warranty Type Template
Customer Warranty Template 70 Customer Warranty Type Template
Supplier  8800 Epson Inc
Customer 3000 Pulp and Paper Mill

Set up Parts with Warranty Information

Purpose: The purpose of this exercise is to show you how to set up parts in part catalog with supplier (and customer) warranty information. 

Windows:
Part
Inventory Part
Supplier for Purchase Part
Sales Part

Set up Part with Supplier Warranty (EAM)

Purpose: The purpose of this exercise is to show you how to set up a part in the part catalog with supplier warranty information. The purchase parts that are created from this part will automatically inherit the warranty information. The part will be purchased, and the suppliers of the part offer a one-year manufacturing warranty.

Part Catalog

  1. Open the Part window, and create a new part (F5).
  2. Enter a part number and description, i.e., 8810XX (XX being your initials).
  3. Select the After Delivery Serial Tracking and Inventory Serial Tracking check boxes.
  4. Select the Automatic serial rule.
  5. Select a unit code (i.e., PCS) from the List of Values (F8).
  6. Save your changes.
  7. Right-click, point to Supplier Warranty and then click Create/Edit.
  8. Click Template.
  9. Select List and select Template ID 75. (Should not be marked with Convert to Customer Warranty or Customer Order Connection).
  10. Click Apply and OK.

Inventory Part

  1. Open the Inventory Part window.
  2. Create a new record, and enter your part ID (8810XX).
  3. Select a planner from the List of Values (F8).
  4. Save your changes.

Supplier for Part

  1. Go to the Supplier for Purchase Part window.
  2. Create a new record, and enter your part ID (8810XX).
  3. Enter the supplier ID 8800/Epson Inc.
  4. Enter a price for the part.
  5. Save your changes.
  6. Right-click, point to Supplier Warranty and then click Create/Edit.
  7. The supplier warranty template that you applied to the part in the Part Catalog window appears.

Note: You can add/remove/change the warranty information on the part.

Set up Part with Supplier and Customer Warranty (Service Management)

Purpose: The purpose of this exercise is to show you how to set up a part in the part catalog with supplier warranty information. The part will later be sold (or be part of a part structure), and the customer who purchases the part will be given the same warranty terms as you are offered from the supplier, i.e., a six-month manufacturing warranty. The supplier and customer warranty go into effect when the part is sold.

Part Catalog

  1. Open the Part window, and create a new part (F5).
  2. Enter a part number and description, i.e., 8810XX (XX being your initials).
  3. Select the After Delivery Serial Tracking and Inventory Serial Tracking check boxes.
  4. Select the Automatic serial rule.
  5. Select a unit code (i.e., PCS) from the List of Values (F8).
  6. Save your changes.
  7. Right-click, point to Supplier Warranty and then click Create/Edit.
  8. Click Template.
  9. Select List and select Template ID 75.
  10. Click Apply and OK.

Note: If you are going to offer the customer the same warranty conditions as you are given by the supplier, you can use check the Convert to Customer Warranty and the Customer Order Connection check boxes. When you deliver the part, the customer warranty will automatically be updated on the part, with Valid from date being the delivery date. If the customer warranty conditions should be different from those of the supplier,  if no supplier warranty exists, or if the part is not a purchased component (i.e., finished goods), you can apply a customer warranty template to the part instead. See the next exercise.

Note: You can check the Customer order Connection check box without checking the Convert to Customer Warranty. This means that the supplier warranty Valid from date will be set to the same date you sold (delivered) the part, but no customer warranty information will be added for the part.

Inventory Part

  1. Open the Inventory Part window
  2. Create a new record, and enter your part ID (8810XX).
  3. Select a planner from the List of Values (F8).
  4. Save your changes.
  5. Click the Costs tab, and enter an estimated material cost for the part.
  6. Save your changes.
  7. Right-click, point to Supplier Warranty and then click View.
  8. The supplier warranty template that you applied to the part in the Part window should now appear. 

Supplier for Part

  1. Go to the Supplier for Purchase Part window.
  2. Create a new record, and enter your part ID (8810XX).
  3. Select a supplier ID 8800/Epson Inc.
  4. Enter a price for the part.
  5. Save your changes.
  6. Right-click, point to Supplier Warranty and then click View.
  7. The supplier warranty template that you applied to the part in the Part window should now appear. 

Sales Part

  1. Open the Sales Part window.
  2. Create a new record, and enter the same part ID as you did above (8810XX).
  3. Select a sales price group and sales group from the List of Values (F8).
  4. Enter a price.
  5. Save your changes.
  6. Right-click, point to Customer Warranty and then click Create/Edit.
  7. Click Template and select Template ID 70 and select OK.

Purchase Serialized Part with Supplier Warranty (EAM)

Purpose: The purpose of this exercise is to show you how to purchase serialized components with a warranty and to see how the warranty is activated and stored in the part serial catalog. After the purchased serial part has been transformed into a serial object, the warranty information in the catalog is automatically passed on to the serial object.

Windows:
Purchase Order
Register Purchase Order Arrivals

Create Purchase Order

  1. Open the Purchase Order window, and create a new purchase order (F5).
  2. Select supplier 8800/Epson Inc (the supplier for your part in the previous exercise).
  3. Enter a receipt date in the header portion of the window.
  4. Save your changes.
  5. Create a new purchase order line by double-clicking the first empty row.
  6. Enter the part number for your purchase part (8810XX), and define a purchasing quantity of 2.
  7. Save the purchase order.
  8. Right-click and then click Release in the purchase order header.
  9. Note the purchase order number that was generated.

Receive Serialized Part into Inventory

  1. Open the Register Purchase Order Arrivals window.
  2. Query for the purchase order that you just created.
  3. Select the purchase order line, right-click and then click Receive Order with Serials.
  4. If you set up the part with the Automatic serial rule, serial numbers are generated automatically for the parts that you are receiving.
  5. Make sure that the serial part is received directly into inventory. In the Receive Case list, click Receive Into Inventory.
  6. Select a location from the list. Make sure that you use a location of Location Type Picking for both lines.
  7. Click OK.
  8. The parts should now reside in inventory.

View Warranty Information in Part Serial Catalog

  1. Open the Part Serial window.
  2. Query for part ID 8810XX%. You will find one record for each serialized part that was received.
  3. Right-click, point to Supplier Warranty and then click View. You should now see the supplier warranty information along with a valid-from and valid-until date. 
  4. You can add new warranty IDs and templates to the Part Serial Catalog record. However, you cannot manually add a valid-from and valid-until date. This can only be generated by purchasing the part.

Purchase Serialized Part with Supplier and Customer Warranty (Service Management)

Purpose: The purpose of this exercise is to show you how to purchase serialized components with warranties and see how the warranty information is stored in the Part Serial window. After the purchased serial part has been transformed into a serial object, the warranty information in the Part Serial window will automatically be passed on to the serial object.

Windows:
Purchase Order
Register Purchase Order Arrivals

Create Purchase Order

  1. Open the Purchase Order window, and create a new purchase order (F5).
  2. Select supplier 8800/Epson Inc.
  3. Enter a receipt date in the header portion of the window.
  4. Save your changes.
  5. Create a new purchase order line by double-clicking the first empty line.
  6. Enter the part number for part 8810XX, and define a purchasing quantity of 2.
  7. Save the purchase order.
  8. Right-click and then click Release in the purchase order header.
  9. Note the purchase order number that was generated.

Receive Serialized Part into Inventory

  1. Open the Register Purchase Order Arrivals window.
  2. Query for the purchase order that you just created.
  3. Select the purchase order line, right-click and then click Receive Order with Serials.
  4. If you set up the part with the Automatic serial rule, serial numbers are generated automatically for the parts that you are receiving. 
  5. Make sure that the serial part is received directly into inventory. In the Receive Case list, click Receive Into Inventory.
  6. Select a location from the List and make sure you use a location of Location Type Picking for both lines.
  7. Click OK. The parts should now reside in inventory.

View Warranty Information in Part Serial Catalog

  1. Open the Part Serial window.
  2. Query for Part ID 8810XX%. You will find one record for each serialized part that was received.
  3. Right-click, point to Supplier Warranty and then click View.
  4. You should now see the supplier warranty information.
  5. Right-click, point to Customer Warranty and then click View.

Note: You should also be able to see a customer warranty since the supplier warranty template was set up with Convert to Customer Warranty.

Note: The supplier or customer warranty does not have a valid-from and valid-until date. This is because the warranty for the part is set up to be activated when the part has been delivered on a customer order (i.e., the Customer Order Connection check box is checked on the warranty template). 

Issue Part on Work Order and Place in Object Structure

Purpose: The purpose of this exercise is to show you how warranty information stored in the Part Serial can be transferred when the part is transformed into a serial object.

Windows:
Prepare Work Order
Serial Object

Create Work Order and Issue Serialized Part

  1. Open the Prepare Work Order window, and create a new work order (F5).
  2. Select any object ID that belongs to the same site as your serialized warranty part.
  3. Enter a directive.
  4. Select a maintenance organization.
  5. Save your changes.
  6. Release the work order: right-click, point to Work Order Status and click Release.
  7. Click the Materials tab.
  8. Create a new material requisition header (F5). Save your changes.
  9. Create a material line by double-clicking the first empty line.
  10. Enter the part number for 8810XX.
  11. Enter a quantity of 1.
  12. Enter today's date in the Date Required field.
  13. Refresh the work order (Shift+F5).
  14. Select the material line, and right-click and click Issue Manually.
  15. Enter 1 in the Issue Quantity field on one of the lines. 
  16. Click OK.
  17. You have now issued a serialized part on the work order. The issued part should next be transformed into a serial object. 

Place Serial in Equipment Structure

  1. In the Prepare Work Order window, right-click and then click Report in. The Report In Work Order window appears.
  2. Right-click and then click Place Serial in Equipment Structure.
  3. Enter the part number and serial number. These should be the same values that you entered on the work order.
  4. Click OK.

Note: If you would like to place the new serial object in an existing structure, you can select a superior object ID. If you leave the Object to Pace Serial in field empty, the new serial object will not belong to any existing structure.

View Warranty Information on Serial Object

  1. Open the Serial Object window.
  2. Query for the object ID that should now have been created. The object ID will be 8810XX-Y (Y being the serial number).
  3. Click the Warranty tab.
  4. A supplier warranty line should appear. Select it and right-click, point to Supplier Warranty and then click View.
  5. Here you should be able to see the active warranty information, including a valid from and valid until date, which is coming from the Part Serial Catalog.

Note: You can add more warranty information to the object such as supplier ID, symptom, warranty action, etc.

Deliver Sales Part on Customer Order and Create SM Object with Warranty Information (Service Management)

Purpose: The following exercise we will see how the customer warranty is added and activated when a serialized part is delivered on a customer order and a serial object is created. If the serialized part was purchased, the supplier warranty will also be passed on to the serial object.

Windows:
Customer Order
Serial Object

Enter and Deliver a Customer Order

Note: If you have a supplier warranty on the part that you deliver on the customer order, this supplier warranty information will also be added to the serial object.

  1. Open the Customer Order window. Create a new record (F5). 
  2. Select the customer 3000/Pulp and Paper Mill.
  3. Select Order Type SEO.
  4. Specify a delivery date. The date in the header becomes the default date for all order lines.
  5. Select a coordinator.
  6. Save your changes (F12).
  7. Create a new record (F5). 
  8. Select the sales part ID 8810XX.
  9. Define a sales quantity of 1.
  10. Save your changes (F12).
  11. Make sure that the Create SM Object check box is checked.
  12. Select the order line, and check to see if there are any customer warranties. Right-click, point to Customer Warranty and then click View.

Note: You can add or change the warranty information on the customer order line. However, this is not necessary at this point because the warranty has been defined in Part Catalog and for the sales part.

  1. Reserve a serial part. Right-click and then click Manual Reservations (remember the serial number that you reserved).
  2. Right-click and then click Release from the customer order's header. The customer will be processed through to delivery and invoicing. 
  3. Refresh the customer order (Shift+F5).
  4. When the status of the customer order is Delivered or higher, the object ID will have been created.
  5. Go to the Serial Object window.
  6. Query for the object ID, 8810XX-Y.
  7. Click the Warranty tab.
  8. A customer warranty line and a supplier warranty line should appear. Select one line at a time and look at the warranty information behind it. 

Note: The valid-from and valid-until dates should now have been populated automatically based on the delivery date for the part.