Add warranty information for a machine component

You can add warranty information for a machine to indicate in the system what expenses are billable on service orders. Follow these steps to add warranty information for individual components of a machine in its entirety.

When you create an active warranty:

• The system displays the default warranty type in the Type of Warranty box. You can change this information in the Machine Warranty window. Or you can add a new warranty type.

• You can click Calculate button next to Payment Amount to open Payment Calculator window to calculate a payment amount and link that calculation to this warranty. The periodic amount is based on the contract amount and the frequency to obtain a periodic payment.

A component can have only one active warranty.

To add warranty information for a machine component

1. Open the Machine(MACHSER) page.

   • Select Customer Relationship Management > Master Data > Field Service > Machine.

   Or

   • Search for MACHSER or Machine in the Navigation box and then select Machine.

   The Machine(MACHSER) page appears.

2. Click the Machine History tab.

3. In the list of parts, highlight the part for which to add a warranty.

4. Click the ellipsis under the Action column of the selected part.

5. Select Grid Accessories > Grid Actions > Component Warranty.

   The Machine / Component Warranty (FSWAR) page opens.

6. On the Toolbar, click New.

7. In the Customer PO field, type the purchase order number for this warranty.

   This number is required if you create a recurring invoice.

8. If necessary, change the warranty’s type and status:

   1. To change the warranty type:

      1. Click the Type of Warranty lookup reference.

         The Lookup For Type of Warranty window appears.

      2. Highlight a row and click Select. Or, double-click to select a warranty.

         Only warranties with a warranty type of Include Parts appears in this menu.

   2. From the Warranty Status list, select the warranty’s status.

      Click theWarranty Status field to open selection list, click Edit in the list to open Popup Table Maintenance to view the status values.

9. For the items to include in the part’s warranty, set the date the warranty takes effect and the date it expires in Effective Date and Expiration Date fields respectively.

   To specify the items to include in the component’s warranty, select theInclude Expenses, Include Software, Include Labor, or Include Parts check boxes. Items included can only be changed in the Warranty (WARNTY) page.

10. Specify the warranty’s financial information:

    1. From the Payment Frequency list, select the frequency at the warranty is billed.

    2. In Contract Total Amount field, type the contract amount for this warranty.

    3. In the Service Contract Coverage field, type notes about this warranty.

11. On the Toolbar, click Save.

12. To calculate the periodic payment for this warranty:

    1. Click Calculate button to open Payment Calculation window.

    2. Enter Interest Rate in Payment Calculation, to enter 10% type in 10.

    3. Click Save.

       Calculated Payment will be saved in Payment Amount field.

13. Click the Recurring Invoice.

    The system creates a Recurring Invoice for the payment amount. After the system creates an invoice, you must make any subsequent payment changes on the Recurring Invoices window.

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