Warranty Types
This chapter describes the setup of warranty types. 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 New in the menu bar.
- Complete the information according to the following table:
| Column | Description |
|---|---|
| Warranty Types | 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 be selected on the Service Item Warranties page, which is accessible via the Home > Service Item Warranty in the menu bar of the corresponding service item card.
Creating Warranty Claim Types
This section describes how to create a warranty claim type.
To create a warranty claim type, please proceed as follows:
- Use the quick search (ALT+Q) to find the Warranty Claim Types page.
- Click 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. |
You have successfully created a warranty claim type which can be selected in the General FastTab in the Claim Type field of warranty claims.