Add warranty information

You can add warranty information for a specific machine to indicate in the system what expenses are billable on service orders.

When you create an active warranty:

• The system displays the default warranty type in the Type of Warranty box. You can change this information on the Warranty tab of the Machine page. You can also add a warranty type.

• Click Calculate button to open Payment Calculation window to calculate a payment amount and link that result to this warranty. The periodic amount is based on the contract amount, the frequency and interest rate to obtain a periodic payment.

*Note:*A machine can have only one active warranty.

To add warranty information for a machine

1. Open the Machine(MACHSER) page.

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

   Or

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

   Machine(MACHSER) page appears.

2. On the Toolbar, click More Actions.

3. Select More Actions > Actions > Machine Warranty.

   The Machine / Component Warranty (FSWAR) page appears.

   • On the Toolbar,click Copy .

4. In the Customer PO box, enter the purchase order number for this warranty.

   This number is required if you create a recurring invoice.

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

   1. Click the Type Of Warranty Lookup Reference to change a default warranty.

      The Lookup For Type Of Warranty window appears.

   2. Select the required row that contains the required warranty, and click Select.

      Or, double-click the row that contains the required warranty.

      Click Cancel to exit from the Lookup For Type Of Warranty window.

   3. In the Warranty Status dropdown, select the warranty’s status.

      Or, click Edit Warranty Status.

6. Enter the date the warranty takes effect and the date it expires.

7. Specify the warranty’s financial information:

   1. In the Payment Frequency list,enter the frequency at which to bill for the warranty.

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

      Or, click the icon at the end of the Contract Total Amount field to display the Calculator. Enter the required value.

   3. In the Service Contract Coverage box, enter notes about this warranty.

8. On the Toolbar, click Save.

9. To calculate the periodic payment for this warranty:

   1. Click Calculate.

      The Payment Calculation window opens.

   2. Enter Interest Rate in Payment Calculation.

      To enter 10 percent, type in 10.

   3. Click Save.The periodic payment to Payment Amount field is saved.

10. Click Recurring Invoice.

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

The next step is to add a technician.

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