Creating and Assigning Warranty Types#
This chapter describes how to create warranty types in TRASER DMS 365 and how to assign them to service items. It is divided into the following sections:
Creating Warranty Types#
This section describes how to create a warranty type to be used in extended warranties for service items. To create a warranty type, please proceed as follows:
- Use the quick search (ALT+Q) to find the Warranty Types page.
- Click on New in the menu bar.
- Complete the information according to the following table:
| Column | Description |
|---|---|
| Warranty Type | Enter the code for the warranty type in the entry field of this column. |
| Description | Enter a description for the warranty type in the entry field of this column. |
| Warranty Class | Enter a description for the warranty class in the entry field of this column. The following classes are available: Basic – This is the default warranty class used for companies or farmers. Dealer – This class is intended to be used for service items sold to sub-dealers as there might be a deviating warranty period. Private – This class is intended to be used for service items sold to private persons. |
| Warranty Period | Enter the default duration for the warranty type in the entry field of this column. The date range can be manually changed per service item. |
Note
The basic warranty period is set up in the Default Warranty Duration field in the Defaults FastTab of the Service Management Setup page. It cannot be changed here.
You can find more information on entering periods here.
You have successfully created a warranty type. It can now be assigned to a service item.
Assigning Warranty Types to Service Items#
This section describes how you can assign a warranty type to a service item. To do so, please proceed as follows:
- Use the quick search (ALT+Q) to find the Service Items page.
- Open the service item to which you want to assign a warranty type.
- Click on Home > Service Item Warranty in the menu bar of the service item card.
- Complete the information according to the following table:
| Column | Description |
|---|---|
| Warranty Type | Select the desired warranty type or click on New in the menu bar to create a new warranty type. |
| Warranty Description | This field will be filled in automatically by the system with the description of the warranty type. |
| From Date | Enter the desired start date of the warranty. The value of the To Date field is automatically adjusted by the system according to the Warranty Period. |
| To Date | You can enter the desired end date of the warranty in this field. The value of the From Date field is automatically adjusted by the system according to the Warranty Period. |
| Warranty Period | This field will be filled in automatically by the system with the warranty period of the warranty type. The value of this field can be manually changed per service item. |
| Upper Operating Hours Limit | Enter the maximum operating hours of a service item in order to claim warranty coverage in this field, if needed. |
| Print on Worksheet | Select the checkbox if the warranty type should be displayed in printed worksheets. |
Tip
You can now view the assigned warranty via the Service Item Warranty FastTab in the FactBox area (ALT+F2). To do so, click on the caption of the respective FactBox FastTab, then click on Open.
You have successfully assigned a warranty type to a service item. Your changes are saved automatically.
Creating Warranty Claim Types#
This section describes how to create a warranty claim type. To do so, please proceed as follows:
- Use the quick search (ALT+Q) to find the Warranty Claim Types page.
- Click on New in the menu bar.
- Complete the information according to the following table:
| Column | Description |
|---|---|
| Warranty Type Code | Enter the code for the warranty claim type in the entry field of this column. |
| Warranty Type Description | Enter a description for the warranty claim type in the entry field of this column. |
| Split Payment | Activate this checkbox if the warranty claim type shall support split payment. |
| Product Recall | Activate this checkbox if the warranty claim type shall support product recall cases. |
| Manufacturer | Enter a manufacturer if this warranty claim type should be exclusively used in warranty claims created for a service item of this manufacturer. If no value is entered, the warranty claim type is available in warranty claims for service items of all manufacturers. |
| Customer No. | Optionally, enter the self-billing customer who is filled in by default in the General FastTab of the warranty claim when applying the warranty claim type. |
| Self-Billing | Activate this checkbox if the warranty claim type shall support self-billing. |
| Use Resources in Documents | Activate this checkbox if the warranty claim type shall add resources in warranty claims to documents created from warranty claims. For this, the resources from the Basic Warranty Setup are used. |
| Purchase Order Type | Optionally, select a purchase order type that shall be used in purchase documents created from warranty claims. You can use the same order type in multiple warranty claim types. If no purchase order type is specified, the default purchase order type of the user is selected instead. |
| Service Order Type | Optionally, select a service order type that shall be used in service documents created from warranty claims. You can use the same order type in multiple warranty claim types. If no service order type is specified, the default service order type of the user is selected instead. |
You have successfully created a warranty claim type which can be selected in the General FastTab in the Claim Type field of warranty claims.