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Configuring Warranty Coverage Reasons

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AVAILABLE FROM CRM.COM R9.0.0

Table of Contents

What are Coverage Reasons ?

Warranty Coverage Reasons are used to denote whether a physical good under 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.

Allowed Coverage reasons are used when setting up Warranty Policies and later on used when a physical good under warranty needs to be replaced.

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

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 Reasons
     

  3. MAIN INFORMATION

    1.  Name: Provide a name

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

  4. LOG INFORMATION

    Log information section keeps all the logging information related to the specific record

    • Basic set of information available in all entities
      • Created By User: The user that created the entity
      • Created By Unit: The unit of the user that created the entity
      • Updated By User: The user that last updated the entity
      • Updated by Unit: The unit of the user that last updated the entity
      • Date Created: The date the account was entity
      • Date Updated: The date the account was last entity
        LOG DETAILS
  5. From the Actions Menu click on SAVE

Deleting Coverage Reasons

  1. Search for the entity that you would like to delete
    Visit  Using Summary Pages   to find out how you can search using CRM.COM Summary Screens
  2. Click on the link of the record you would like to delete, to be transferred to the Data Entry page
  3. From the actions menu click on "DELETE"
     The entity will be deleted given that the validations are satisfied

 

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