Define warranty documents to set up supplier and/or manufacturer information for the warranty and specify general warranty information. Specify the duration of the warranty and the percentages indicating how much the warranty covers for different material and labor expenses.
You may view documents previously associated with the warranty. Click View Document to open and view the document.
To set up warranties:
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Select Equipment > Warranty > Warranties.
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Click New Record.
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Specify the Organization, Warranty and description, and Warranty Type.
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Specify this information:
Control Number - Specify the control number to track the warranty through the manufacturer or supplier.
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Specify the Manufacturer, Supplier, Class, Agreement Type, Agreement Start Date, and Agreement End Date.
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Select the On-site Repair check box to indicate the warranty covers an on-site repair.
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Select the Loaner Provided check box to indicate the warranty provides loaner equipment.
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Specify this information:
Renewal Alert Email - Specify an email address to which to send an email message alert when the warranty approaches the expiration or agreement end date.
Start Date Basis - Select Commission Date, Original Receipt Date, Latest Receipt Date, Original Install Date, Latest Install Date, or Agreement Start Date to indicate at which date the warranty coverage should begin.
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Specify the Default Duration and Default Renewal Threshold.
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Specify this information:
Labor % - Specify the percentage of labor costs covered by this warranty.
Hired Labor % - Specify the percentage of hired labor costs covered by this warranty.
Services % - Specify the percentage of service costs covered by this warranty.
Stock Items % - Specify the percentage of stock material costs covered by this warranty.
Direct Purchases % - Specify the percentage of direct purchase material costs covered by this warranty.
Tools % - Specify the percentage of tool costs covered by this warranty.
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Specify the Fixed Labor Rate, Fixed Labor Amount, Fixed Stock Amount, Max. Labor Amount/Claim, and Max. Stock Amount/Claim.
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For the document details, specify the File name, File Type, Revision Number, Revision Date, File Location, and number of Pages.
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Select the Exclude PM Work Order check box to exclude preventive maintenance work orders from being covered by this warranty.
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Select the Part List Required for Warranty Claim check box to indicate that a part list is required before it will be covered by this warranty.
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Select the RMA Required check box to require a return merchandise authorization coverage for this warranty.
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Click Save Record.