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Find out how Warranty Policies are applied on physical goods

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titleAvailable from CRM.COM R9.0.0
StatuscolourRedtitleAvailable from CRM.COM R9.0.0

Physical Goods

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Table of Contents

Table of Contents
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Working with Warranty Policies on Sold Goods

CRM.COM allows you enables its users to provide Warranty Policies Warranties to traceable physical goods sold to your customers. Physical Goods sold to their customers based on configured Warranty Policies The process is automatic (without the interaction of the user)  and it takes place on no user interaction is required) and takes place when adding the Physical Good as sold to a Job/wiki/spaces/WIP/pages/10008551 of any type as soldType

If in the future the customer needs to must replace the physical goodPhysical Good, a Job of type Type 'Swap Subscription Installed Item must ' must be used . (i.e. only physical goods only Physical Goods that are provided on subscriptions Subscriptions can be swapped). The system will retrieve any applied warranty policies System considers the Warranty Policies that apply on the existing physical good and take the following decisionsPhysical Good and determines whether or not to:

  • Provide the replaced physical good replacement Physical Good free of charge or charge for it
  • Apply a new Warranty Policy for the replaced physical goodApply no Physical Good
  • Apply no Warranty Policy for the replaced physical goodPhysical Good
  • Transfer the Warranty Policy applied on the existing Physical Good to the new one.

Validations & Restrictions

ActionRestrictionsAdditional InformationSystem Processing
Anchor
#new_sale
#new_sale
Apply Warranty Policy on selling new physical goodsPhysical Goods
(Automatic Process) 
  1. In order for a Warranty Policy to be applied on an added physical good then Physical Good, the following conditions must be met
  2. The Warranty Policy:
    1. Has has a Life Cycle State set to 'Effective'
    2. Is is Valid at the time of creating the jobJob
    3. Has in the Allowed Physical Goods the good, the brand, the type includes the Good, the Brand and the Type of the family of the physical good Physical Good that is being added, in the Allowed Physical Goods
  3. The user User adding the physical good Physical Good on the Job belongs to one of the Organisational units added in the Allowed Organisational Units (AOU) of the warranty policyWarranty Policy, or a collaboration exists between his unit and the AOU of the warranty policy Warranty Policy or is a superuserSuper User.
  • If more than one Warranty Policies are Policy is applicable for a physical goodPhysical Good, then the system System will apply the warranty policy Warranty Policy that has the most recent Valid From Date.


    Note: If a A Warranty Policy that is always valid , it has a lower priority than one with a valid from dateValid From Date.
  • On applying a Warranty Policy the system System will:
    • Set the warranty policy Warranty Policy on the installed itemInstalled Item
    • Set the warehouse Warehouse issue date equal to the current date
    • Set the warranty Warranty coverage period, based on the warehouse Warehouse issue date and the related warrantyWarranty's duration.
Apply Warranty Policy on swapping physical goodsPhysical Goods 
  • On swapping a Physical Good (via Jobs) the system is responsible for 2 decisions

    Whether

    System determines whether:

    • the existing Physical Good is Under Coverage and , in which case it will be replaced for free Whether the Warranty Policy:On the existing physical good free of charge 
    • the Warranty Policy on the existing Physical Good will be transferred to the new physical good Physical Good
    • No warranty policy will Warranty Policy will be applied to the new physical goodPhysical Good
    • a new warranty policyWarranty Policy will be applied to the new physical goodPhysical Good.
  • On swapping the physical good the system will take different actions Physical Good the System act according to the Replacement under Coverage Policy defined on the coverage reason selected Coverage Reason.

 

Checking Coverage of Existing Traceable Physical Good when Swapping

The following steps explain describe how you can to check whether a physical good Physical Good to be swapped is under warrantyWarranty, and if it isso, how to select the reason of replacement which will, in turn, determine if the new physical good Physical Good will be charged or not.

  1. Follow the steps provided described at Creating Jobs for Swapping Installed Items of a SubscriptionManaging Jobs.
    AFFECTED PRODUCTS
    1. Specify the affected physical goodAffected Physical Good:
      If the Physical Goods's warranty can still cover the physical good Warranty still covers the Physical Good then the following related information is made available.

      1. Warranty Policy: Displays the goods' related warranty namename of the Warranty of the Good
        Click on the link to view the warranty applied Warranty.
      2. Warranty expiration date Expiration Date:Displays when the good's warranty  Displays the date on which the Warranty of the Good expires. 
    2. Coverage Reason: Select the Coverage Reason from the drop down list.
      COVERAGE REASON SELECTION
      1. Covered: Once the reason Reason is specified the Covered value is set. The value can either be Yes or Nobe 'Yes' or 'No'.

        1. No  = The new Physical Good will be charged

        2. Yes  = The new Physical Good it will not be charged
          COVERAGE REASON

  2. Proceed with providing the rest of the information required to save the job Job as explained at Creating Jobs for Swapping Installed Items of a Subscriptionunder Managing Jobs.

Deciding the Warranty Policy, to be applied on the new Physical Good when Swapping

When Swapping a Physical Good the system will have to decide the warranty policy that will be applied on the new physical good. which  is dependent on the System must determine the Warranty Policy of the new Good.  The Warranty Policy depends on the Replacement under Coverage Policy applicable  applicable for the specified Coverage reason Reason of the existing physical good (if it is under warranty)Physical Good under Warranty.

Replacement under Coverage Policy is a field available per covergae reason under warranty policies, and according to its setting for each Coverage Reason, whose setting affects the Warranty Policy on the new physical good will be affected. There are 3 possible valuesPhysical Good.  

Replacement under Coverage Policy has three possible values:

  • Carry Over Remaining Duration
    • The Warranty Policy is carried over to the new physical goodPhysical Good.
    • The remaining warranty Warranty period is calculated and applied on to the new physical goodPhysical Good.
  • Apply New Warranty
    • A new Warranty Policy will be is applied as if selling in the case of a new Traceable Physical Good sold.
  • No Warranty
    • No Warranty Policy will be is applied to the new physical good
In the figure below you can see how the warranty policy
    • Physical Good.

The diagram below displays how the Warranty Policy on the existing installed item Installed Item (II) will affect affects the warranty Warranty on the new item, during a Swap Installed Item Job Type.

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Identifying from which

warehouse

Warehouse the item will be removed

Each time a Physical good Good is swapped the system will need to decide from and to which warehouses, goods will be moved from and to the System must determine the Warehouses that Goods will be moved to and from, based on Configuring Inventory Management Definitions. The decision is also affected based on  and the Warranty coverage.

The following diagrams shows the warehouses from and to where installed items display the Warehouses that Installed Items will be moved according to and from, depending on whether or not they are Covered or not by a Warranty.

Warehouse Transaction Movements when the swapped

physical good

Physical Good is provided free of charge

  • Covered By Warranty:  Coverage Reason Includes CoverageCoverage 

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Warehouse Transaction Movements when the swapped

physical good

Physical Good is not covered by Warranty

Not Covered By Warranty: 

  • Coverage Reason does no includes not include Coverage
  • Warranty on existing item has expired
  • No Warranty exists

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