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Find out where you can find information related to applied Warranty Policies

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titleAvailable from CRM.COM R9.0.0

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Applied Warranty Policies

Warranty Policies can only be applied via Jobs, however once applied they can be viewed on the installed item that has the warranty. Warranty Policies are available from 3 different screens

  • Jobs
    • Available as an Advanced filter in Summary Page
    • Available in the Requested Physical Goods section in Data Entry Pages (Only if applicable)
  • Service Requests 
    • Available as an Advanced  filter in Summary Page
    • Available in the Affected Physical Goods section in Data Entry Pages (Only if applicable)
  • Installed Items
    • Available as an Advanced  filter in Summary Page
    • Available in the Warranty Policy section in Data Entry Pages (Only if applicable)

Viewing Warranty Policies via Jobs

Warranty Policy Related Fields in Jobs

The information is available under: Physical Goods > Requested Subscription Physical Goods tab and only for Swap Subscription Installed Item Jobs 

SWAP INSTALLED ITEM JOB - WARRANTY POLICY

Field name
Description
Warranty PolicyDisplays the item's related warranty name (Link to the Warranty Policy)
Warranty expiration dateDisplays when the item's warranty expires
Coverage reason*Displays the coverage reason
CoveredDisplays whether the item is covered (Yes /No)

 

Viewing Warranties Policies via Service Requests

Warranty Policy Related Fields in Service Requests

The information is available under: Physical Goods > Affected Physical Goods tab 

SERVICE REQUEST - WARRANTY POLICY

Field name
Description
Warranty PolicyDisplays the item's related warranty name (Link to the Warranty Policy)
Warranty expiration dateDisplays when the item's warranty expires
Coverage reason*Displays the coverage reason
CoveredDisplays whether the item is covered (Yes /No)

 

Viewing Warranties via Installed Items

Warranty Policy Related Fields in Installed Items

WARRANTY APPLIED TO INSTALLED ITEMS

The information is available under: Warranty Policy tab and only when the installed item has a warranty policy; even if this policy has expired

Field name
Description
Warranty PolicyDisplays the item's related warranty name. (Link)
Warranty expiration dateDisplays when the item's warranty expires.
Warehouse issue dateIndicates the stock out warehouse transaction date which was used to apply the installed item's warranty

Additional information is available for items that have been swapped (replaced) by a new installed item via the Swap Subscription Installed Item job. These applies either for items that are moved back to a warehouse after replacement or remain on the customer. 
For more information check Warehouse movements in Applying Warranty Policies to Physical Goods 

The information is available under: Change History tab

Field name
Description
Coverage reasonThe coverage reason that was defined when the installed item was replaced through a job
Warranty PolicyDisplays the item's related warranty name - the warranty that was used during replacement

Viewing Applied Warranty Policies via Dashboards & Reports

Information related to applied warranties is also available via dashboards and reports.

Follow the links below for more detailed information

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labelswarranty-policies-basics-r7,warranty-policies-advanced-r7,warranty-policies-admin-r7