Warranty Types
This chapter describes the setup of warranty types:
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, proceed as follows:
- Use the quick search (ALT+Q) to open the Warranty Types table, and click New in the menu bar.
- Complete the following information:
| 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 | Specify the warranty class in the entry field of this column. Possible values: • The Basic value is the default warranty period used for companies or farmers and is set up in the Default Warranty Duration field in the Defaults FastTab of the Service Management Setup page. It cannot be changed here. • The Dealer value is intended to be used for service items sold to subdealers as there might be a deviating warranty period. • The Private value 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 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. • The date range can be manually changed per service item. • Information about entering periods can be found here. |
You successfully created a warranty type which can be selected in the Service Item Warranties table which is accessible via the Home > Service Item Warranty button in the menu bar of the corresponding Service Item Card page.
Creating Warranty Claim Types
This section describes how to create a warranty claim type.
To create a warranty claim type, proceed as follows:
- Use the quick search (ALT+Q) to open the Warranty Claim Types table, and click New in the menu bar.
- Complete the following information:
| 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 | Optional When selecting the checkbox, the warranty claim type supports split payment. |
| Product Recall | Optional When selecting the checkbox, the warranty claim type supports product recall cases. |
| Manufacturer | Optional Enter a manufacturer if this warranty claim type should be exclusively used if the warranty claim is created for a service item from this manufacturer. If no value is entered, the warranty claim type is available in warranty claims for service items of all manufacturers. |
| Customer No. | Optional Enter the self-billing customer who is by default filled in the General FastTab of the warranty claim when applying the warranty claim type. |
| Self-Billing | Optional When selecting the checkbox, the warranty claim type supports self-billing. |
| Use Resources in Documents | Optional When selecting the checkbox, the warranty claim type adds resources in warranty claims to documents created from warranty claims. For this, the resources from the basic warranty setup are used. |
You successfully created a warranty claim type which can be selected in the General > Claim Type field of warranty claims.