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Learn how you can configure Coverage Reasons -

Status
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titleAvailable from CRM.COM R9.0.0

Status
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titleAvailable from CRM.COM R9.0.0

What does this section cover?

Table of Contents
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What are Coverage Reasons ?

Warranty Coverage Reasons defines define whether a Warranty Policy can cover a traceable physical good or not, i.e. they provide reasoning on an installed item's replacements which justifies the installed item's coverage by its related Warranty.
Multiple Coverage Reasons can be set up and be related to multiple Warranty Policies.

Note

Allowed Coverage reasons are used when setting up Warranty Policies.
On selecting an installed item which is under warranty (either via Jobs or Service Requests), the system will automatically decide if the item is covered by the warranty or not, based on the selected coverage reason.
If the selected coverage reason is set as one that provides coverage then the item will be covered. 


Creating, Editing & Deleting Validations & Restrictions

ActionRestrictionsAdditional Information
CreateMandatory Fields must be specified 
EditN/A 
Delete

Can be deleted as long as:

  • they are not included in a Warranty Policy's configuration.
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

Name *The Warranty Coverage Reason name
Alternative Code *The Warranty Coverage Reason alternative code
DescriptionThe Warranty Coverage Reason description

Log Information

Includes the standard log information

 

Defining your own Coverage Reasons  tailored to your company's needs

  1. Navigate to FOUNDATION > WARRANTY POLICIES > SET UP WARRANTY COVERAGE REASONS

  2. Either search for an existing one or from the Top Menu click on NEW
    Warranty Coverage ReasonsImage Added
     

  3. MAIN INFORMATION

    1.  Name: Provide a name

    2. Alternative Code: Provide an Alternative Code
    3. Description: Provide a description

  4. LOG INFORMATION

    Include Page
    Log Information - Global
    Log Information - Global
  5. From the Actions Menu click on SAVE

Deleting Coverage Reasons

Include Page
Deleting a record - Global
Deleting a record - Global

 

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