Creating warranties

Define warranty documents to set up supplier and/or manufacturer information for the warranty and specify general warranty information. Specify the duration of the warranty and the percentages indicating how much the warranty covers for different material and labor expenses.

You may view documents previously associated with the warranty. Click View Document to open and view the document.

To set up warranties:

  1. Select Equipment > Warranty > Warranties.
  2. Click New Record.
  3. Specify this information:
    Organization
    Specify the organization to which the warranty belongs if you use multi-organization security.
    Warranty
    Specify a unique code identifying the warranty, and then specify a description of the warranty in the adjacent field.
    Warranty Type
    Select Part or Equipment to indicate the type of warranty you are setting up.
    Control Number
    Specify the control number to track the warranty through the manufacturer or supplier.
    Manufacturer
    Specify the manufacturer if the document is a manufacturer’s warranty for equipment or parts.
    Supplier
    Specify the supplier if the document is a supplier’s warranty for equipment or parts. The system automatically populates Supplier Org.
    Class
    Specify the class of the warranty. The system automatically populates Class Org.
    Agreement Type
    Select Standard, Extended, or Service Contract to indicate the agreement type for the warranty.
    Agreement Start Date
    Specify the start date of the warranty.
    Agreement End Date
    Specify the expiration date of the warranty.
    On-site Repair
    Select to indicate the warranty covers an on-site repair.
    Loaner Provided
    Select to indicate the warranty provides loaner equipment.
    Renewal Alert Email
    Specify an email address to which to send an email message alert when the warranty approaches the expiration or agreement end date.
    Start Date Basis
    Select Commission Date, Original Receipt Date, Latest Receipt Date, Original Install Date, Latest Install Date, or Agreement Start Date to indicate at which date the warranty coverage should begin.
    Default Duration
    Specify the duration in days of the warranty.
    Default Renewal Threshold
    Specify the renewal threshold for the warranty.
    File
    Specify the file name of the document.
    File Type
    Specify the type of the file, e.g., word document, spreadsheet, etc.
    Revision Number
    Specify the revision number of the document. For example, if you have updated the document since the document was specified in Infor EAM, specify 1.
    Revision Date
    Specify the date of the latest document revision.
    Original Code
    Specify the code defined by the originator.
    File Location
    Specify the location where the document is stored.
    Pages
    Specify the number of pages in the document.
    Labor %
    Specify the percentage of labor costs covered by this warranty.
    Hired Labor %
    Specify the percentage of hired labor costs covered by this warranty.
    Services %
    Specify the percentage of service costs covered by this warranty.
    Stock Items %
    Specify the percentage of stock material costs covered by this warranty.
    Direct Purchases %
    Specify the percentage of direct purchase material costs covered by this warranty.
    Tools %
    Specify the percentage of tool costs covered by this warranty.
    Fixed Labor Rate
    Specify the fixed labor rate costs covered by this warranty.
    Fixed Labor Amount
    Specify the fixed labor amount covered by this warranty.
    Fixed Stock Amount
    Specify the fixed stock amount covered by this warranty.
    Max. Labor Amount/Claim
    Specify the maximum labor amount per claim covered by this warranty.
    Max. Stock Amount/Claim
    Specify the maximum stock amount per claim covered by this warranty.
    Exclude PM Work Order
    Select to exclude preventive maintenance work orders from being covered by this warranty.
    Part List Required for Warranty Claim
    Select to indicate that a part list is required before it will be covered by this warranty.
    RMA Required
    Select to require a return merchandise authorization coverage for this warranty.
  4. Click Save Record.