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Applying Warranty Policies to Physical Goods

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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

ActionRestrictionsAdditional InformationSystem Processing
Apply Warranty Policy on selling new physical goods
(Automatic Process) 
  1. In order for a Warranty Policy to be applied on an added physical good then the following conditions must be met
  2. The Warranty Policy:
    1. Is available on the Job type of the job you are creating
      If no warranty is added on the Job type then none is applicable
    2. Has Life Cycle State set to Effective
    3. Is Valid at the time of creating the job
    4. Has in the Allowed Physical Goods the good, the brand, the type of the family of the physical good that is being added
  3. The user adding the physical good on the Job belongs to one of the Organisational units added in the Allowed Organisational Units (AOU) of the warranty policy, or a collaboration exists between his unit and the AOU of the warranty policy or is a superuser
  • If more than one Warranty Policies are applicable for a physical good, then the system will apply the warranty policy that has the most recent Valid From Date.
    Note: If a Warranty Policy is always valid, it has a lower priority than one with a valid from date.
  • On applying a Warranty Policy the system will:
    • Set the warranty policy on the installed item
    • Set the warehouse issue date equal to the current date
    • Set the warranty coverage period, based on the warehouse issue date and the related warranty's duration.
Apply Warranty Policy on swapping physical goods 
  • On swapping a Physical Good (via Jobs) the system is responsible for 2 decisions

    • Whether the existing Physical Good is Under Coverage and it will be replaced for free 
    • Whether the Warranty Policy:
      • On the existing physical good will be transferred to the new physical good 
      • No warranty policy will be applied to the new physical good
      • new warranty policy will be applied to the new physical good
  • On swapping the physical good the system will take different actions according to the Replacement under Coverage Policy of the Warranty policy of the existing physical good

 

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.

  1. Follow the steps provided at Creating Jobs for Swapping Installed Items of a Subscription
    AFFECTED PRODUCTS
    1. Specify the affected physical good:
      If the Physical Goods's warranty can still cover the physical good then the following related information is made available

      1. Warranty Policy: Displays the goods' related warranty name. 
        Click on the link to view the warranty applied
      2. Warranty expiration date :Displays when the good's warranty expires. 
    2. Coverage Reason: Select the Coverage Reason from the drop down list
      COVERAGE REASON SELECTION
      1. Covered: Once the reason is specified the Covered value is set. The value can either be Yes or No

        1. No  = The new Physical Good will be charged

        2. Yes  = The new Physical Good it will not be charged
          COVERAGE REASON

  2. 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
  • 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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