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Hi,

Question 1:

If I have defined the Customer warranty at Inventory Part, why the same information cannot be found in Part Serial screen?

Customer warranty defined in the Inventory part screen.

 

Then I receive a Serial via a PO. Why this template is not automatically connecting to the Part Serial Record?

In Part serial screen its Blank? Do we have to setup this for very individual part serial record manually? Ita very time taken job specially if we have like 1000 of parts?

 

Question 2.

Lets say I have setup a Customer waranty template into one selected Serial (Manually addded)

 

Then I use this serial in a work order task. I.e. I issue this Material Tab to the customer work order.

 

 

Once I issued this to the work order, I expect the warranty details to be avilable in part serial screen.

But all Blank still.

 

 

 

Not sure I might executing this in a wrong way but the requirement is if we are giving say 1 year warranty to a part then once this part is issued to the work order then part should get the warranty data updated?

How and where I can this warranty information that was given to the Customer?

 

Kind Regards,

KM

Hi ​@KAMANUK 

 

Please read this explanation,

 

In order to track the warranty from the moment the part is sold, you can enter customer warranty information in the following pages: Part, Inventory Part and Supplier for Purchase Part. You can also enter customer warranty information directly on the customer order line.

When entering the warranty information you can specify the conditions such as how long the warranty will be valid for, or if the warranty is valid for a maximum of used hours, or kilometers etc. You can also define what types of costs are covered under the warranty such as material, personnel, external, expense, and fixed price. (To simplify the process of defining warranty for parts you can use warranty templates.)

When the sales part is delivered you will be able to view the warranty information in a Part Serial. If the sales part created an SM object (Service Management object) when the customer order was delivered, you will also be able to view the warranty information directly from the equipment object. Warranty information can also be entered directly on an equipment object.

If the sold equipment object breaks and you need to repair the part you can enter a service request or a work order. A customer warranty type needs to be activated, which can be done using Customer Warranty option in Warranty button on work order. Time, material and other expenses are reported the same way as on regular, separate work orders.

As a result of the customer warranty being activated on the work order, the posting lines that are covered under warranty (defined on the warranty type) will by default be set to Keep revenue = No. This will ensure that the customer is not invoiced for expenses that are covered under warranty. Reported expenses that are not covered under warranty will be set to Keep revenue = Yes, and will therefore by default be invoiced. All posting lines need to be authorized. Thereafter the work order can be transferred to a customer order. If all posting lines transferred to the customer order have a 0 price, no invoice will be created.

 

Hope this fix your issue.

 

Regards,

Thilina.

Hi ​@TLAKLK ,

This is I found in Clould help as well but did not help but I need to give a warranty for a serial part issued in a work order. Please let me know how to do it.

 

Many Thanks,

KM

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