AVAILABLE FROM CRM.COM R9.0.0
Table of Contents
Working with Warranty Policies on Sold Goods
CRM.COM allows you to provide Warranty Policies to traceable physical goods sold to your customers. The process is automatic (without the interaction of the user) and it takes place on adding the Physical Good to a Job of any type as sold.
If in the future the customer needs to replace the physical good, a Job of type Swap Subscription Installed Item must be used. (i.e. only physical goods that are provided on subscriptions can be swapped). The system will retrieve any applied warranty policies on the existing physical good and take the following decisions:
- Provide the replaced physical good free of charge or charge for it
- Apply a new Warranty Policy for the replaced physical good
- Apply no Warranty Policy for the replaced physical good
- Transfer the Warranty Policy applied on the existing Physical Good to the new one
Validations & Restrictions
Action | Restrictions | Additional Information | System Processing |
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Apply Warranty Policy on selling new physical goods (Automatic Process) |
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Apply Warranty Policy on swapping physical goods |
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Checking Coverage of Existing Traceable Physical Good when Swapping
The following steps explain how you can check whether a physical good to be swapped is under warranty, and if it is, how to select the reason of replacement which will in turn determine if the new physical good will be charged or not.
- Follow the steps provided at Creating Jobs for Swapping Installed Items of a Subscription
AFFECTED PRODUCTSSpecify the affected physical good:
If the Physical Goods's warranty can still cover the physical good then the following related information is made available- Warranty Policy: Displays the goods' related warranty name.
Click on the link to view the warranty applied - Warranty expiration date :Displays when the good's warranty expires.
- Warranty Policy: Displays the goods' related warranty name.
- Coverage Reason: Select the Coverage Reason from the drop down list
Covered: Once the reason is specified the Covered value is set. The value can either be Yes or No
No = The new Physical Good will be charged
Yes = The new Physical Good it will not be charged
Proceed with providing the rest of the information required to save the job as explained at Creating Jobs for Swapping Installed Items of a Subscription
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 Warranty Policy of the existing physical good (if it is under warranty)
Replacement under Coverage Policy is a field available in the Warranty Policy and according to its setting the Warranty Policy on the new physical good will be affected. There are 3 possible values
- Carry Over Remaining Duration
- The Warranty Policy is carried over to the new physical good
- The remaining warranty period is calculated and applied on the new physcial good
- Apply New Warranty
- A new Warranty Policy will be applied as if selling a new Traceable Physical Good
- No Warranty
- No Warranty Policy will be applied to the new physical good
In the figure below you can see how the warranty policy on the existing installed item (II) will affect the warranty on the new item, during Swap Installed Item Job Type.
Identifying from which warehouse the item will be removed
Each time a Physical good is swapped the system will need to decide from and to which warehouses, goods will be moved from and to based on Configuring Inventory Management Definitions. The decision is also affected based on the Warranty coverage.
The following diagrams shows the warehouses from and to where installed items will be moved according to whether they are Covered or not by Warranty.
Warehouse Transaction Movements when the swapped physical good is provided free of charge
- Covered By Warranty: Coverage Reason Includes Coverage
Warehouse Transaction Movements when the swapped physical good is not covered by Warranty
Not Covered By Warranty:
- Coverage Reason does no includes Coverage
- Warranty on existing item has expired
- No Warranty exists
Related Areas
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Raising Service Requests for Physical Goods under Warranty — Learn to raise Service Requests to check the Warranty coverage of a Physical Good
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Viewing Applied Warranty Policies — Find out where to find information related to applied Warranty Policies
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Configuring Warranty Coverage Reasons — Learn to configure Warranty Coverage Reasons
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Understanding Warranty Policies — Understand the usage of Warranty Policies within CRM.COM
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Warranty Policies - Configuration Requirements — Find out what configurations should be performed before the CRM.COM Warranty Policies module is used
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Applying Warranty Policies to Physical Goods — Find out how Warranty Policies are applied on Physical Goods