Back to Warranty Policies Main Page
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| Find out how you can configure Coverage Reasons that must be added to Warranty Policies - |||
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| title | Available from CRM.COM R9.0.0 |
Learn to configure Warranty Coverage Reasons |
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Table of Contents
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Navigating
toto Warranty Coverage Reasons
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FOUNDATION > WARRANTY POLICIES > SET UP WARRANTY COVERAGE REASONS |
What
are Coverageare Warranty Coverage Reasons?
Warranty Coverage Reasons are used to denote determine whether or not a physical good Physical Good under warranty Warranty will be replaced with or without charge.
i.e. they provide reasoning on a physical good's replacements which justifies the physical good coverage by its related Warranty.
Multiple Coverage Reasons can be set up and be related to multiple Warranty Policies.
On selecting a coverage reason (either via Swap Subscription Installed Item Jobs or Service Requests), the system will automatically decide if the good is covered by the warranty or not, based on the selected coverage reason.
Creating, Editing & Deleting Validations & Restrictions
Once the Coverage Reasons are configured, they must be added to Warranty Policies, where it can be determined whether goods replaced using the Coverage Reason will be replaced free of charge or not,
i.e the same Coverage Reason may cover the replacement of a Physical Good (for free) when selected for one Warranty Policy, and not cover the replacement when selected for a different Warranty Policy
- Navigate to Warranty Coverage Reasons and explore existing records via the Summary page.
- Click on the link (Name or Number) of the record of your interest to enter the Data Entry page and see more detail.
- Use the Actions Menu to create a NEW Warranty Coverage Reason, modify (EDIT) or DELETE an existing one.
- Use the BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Warranty Coverage Reasons.
- Click on the Audit Trail button to view a log of changes performed on the displayed Warranty Coverage Reasons.
Check the Validations Table below for a list of available Actions when working with Warranty Coverage Reasons, including each Action's related validations. View the Attributes Table for a comprehensive description of the Warranty Coverage Reasons fields.
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| Action | Validations | |
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| Create |
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| Edit | N/A |
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| Delete | Can
| as long as:Deleted Warranty Coverage Reasons are still on the various related entities (i.e. Jobs, Service Requests and Installed Items Change History). |
Coverage Reasons attributes
Name | Description |
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| Name * | The Warranty Coverage Reason name
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An * indicates a field is mandatory.
Name | Description |
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| Main Information | |
| Name * | The name of the Warranty Coverage Reason. |
| Alternative Code * | The Warranty Coverage Reason alternative code. Unless otherwise specified, the Alternative Codes for new entries default to the Name initials in capital letters. |
| Description | The description of the Warranty Coverage Reason description. |
| Log Information | |
Log Information | Includes the standard log informationThe standard set of Log Details information available in all entities. |
| Note |
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View Understanding Warranty Policies for business examples related to Coverage Reasons. |
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