Back to Warranty Policies Main Page
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Learn how you can to configure Warranty Coverage Reasons - status |
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colour | Red |
| title | Available from CRM.COM R9.0.0 |
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| Status |
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| colour | Red |
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| title | Available from CRM.COM R9.0.0 |
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What does this section cover?
What are Coverage Navigating to Warranty Coverage Reasons
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FOUNDATION > WARRANTY POLICIES > SET UP WARRANTY COVERAGE REASONS |
What are Warranty Coverage Reasons?
Warranty Coverage Reasons 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.
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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
| Action | Restrictions | Additional Information |
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| Create | Mandatory Fields must be specified | |
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| Edit | N/A | |
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| 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). |
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Coverage Reasons attributes
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Name * | The Warranty Coverage Reason nameare used to determine whether or not a Physical Good under Warranty will be replaced without charge.
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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Validations| Action | Validations |
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| Create | - Mandatory Fields must be defined.
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| Edit | - Mandatory Fields must be defined.
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| Delete | - Cannot be deleted if it is used in the configuration of the Warranty Policy.
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An * indicates a field is mandatory.
MAIN INFORMATION
Name: Provide a name
Alternative Code: Provide an Alternative CodeDescription: Provide a description | |
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| Name * | The name of the Warranty Coverage Reason. |
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| 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. |
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| Description | The description of the Warranty Coverage Reason description. |
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| Log Information | Includes the standard log information |
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Defining your own Coverage Reasons tailored to your company's needs
Navigate to FOUNDATION > WARRANTY POLICIES > SET UP WARRANTY COVERAGE REASONS
Either search for an existing one or from the Top Menu click on NEW
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| Include Page |
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- GlobalLog Information - Global | From the Actions Menu click on SAVEDeleting Coverage Reasons
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Deleting a record - Global | Deleting a record - Global |