Creating and Setting up Warranty Types

This chapter describes how to create warranty types in TRASER DMS 365 and how to set them up for service items. It is divided into the following sections:

Creating Warranty Types
Setting up Warranty for Service Items
Creating Warranty Claim 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, 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 a unique code for the warranty type.
Description	Enter a significant description for the warranty type.
Warranty Class	Select a warranty class for the warranty type from the dropdown menu. 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.
Manufacturer	Select the manufacturer for whose service items this warranty type should apply from the dropdown list. If you leave this field empty, the warranty type applies to all manufacturers.
Service Item State	Select whether the warranty should apply to new or used service items. If you leave this field empty, the warranty type applies to both new and used service items.

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. When a service item is sold, the applicable warranty types are automatically stored with the service item.

Setting up Warranty for Service Items

This section describes how to set up a warranty for 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 whose warranty you want to set up.
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	This field will be filled in automatically by the system with the relevant warranty type. You can change the warranty type manually.
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 set up a warranty type for a service item. Your entries 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	Select this checkbox if the warranty claim type should support split payment.
Product Recall	Select this checkbox if the warranty claim type should 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.	Optional 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 should support self-billing.
Use Resources in Documents	Activate this checkbox if the warranty claim type should 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	Optional Select a purchase order type that should 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	Optional Select a service order type that should 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.