Creating Warranty Term Templates
To create a warranty term:
1. From the Warranty Term object tab drop-down, click + New Warranty Term. Alternatively, launch the warranty term list page and then click the New. button. The New WarrantyTerm pop-up is displayed.
2. Provide the details for the fields as explained in the following table.
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Field Name
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Field Description
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Fields marked with * are mandatory
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Information
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Warranty Term Name*
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Enter a name for the warranty term.
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Warranty Duration*
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Enter a duration for which the warranty is applicable for the asset.
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Warranty Unit of Time*
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Select a unit of time from the drop-down list for which the warranty duration is applicable. The available options are:
• Days
• Weeks
• Months
• Years
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Effective Start Date*
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Select an effective start date from the drop-down list from which the warranty is in force. The available options are:
• Install Date: to enforce the warranty from the install date of the asset
• Manufacture Date: to enforce the warranty from the asset manufacture date
• Purchase Date: to enforce the warranty from the asset purchase date
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Asset Expression
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Select an expression for the asset to qualify the warranty term.
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Price Book
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Select a price book from the available list.
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Active checkbox
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Select this checkbox to make the warranty term active once it is created.
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Description
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Description
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Enter the details about the warranty term.
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Warranty Type*
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Select a warranty type from the drop-down list. The available options are:
• Repair: to create a warranty term for the repaired asset
• Standard: to create a standard warranty term
• Supplier: to create a supplier warranty term
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Exchange Type
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Select an exchange type from the drop-down list. The available options are:
• Advance Exchange: to create a warranty term for the advanced exchange asset
• Loaner: to create a warranty term for the loaner asset
• Return Exchange: to create a warranty term for the return exchange asset
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Exclusions
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This is a Long Text field where Warranty Admin can capture any parts and services excluded from Warranty Coverage terms.
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Transferable checkbox
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Select this checkbox to indicate that Asset Warranty can be transferred to a different asset.
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Coverage
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Labor Covered
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Provide labor coverage details.
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Parts Covered
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Provide parts coverage details.
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Expenses Covered
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Provide expenses coverage details.
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Travel Covered
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Provide travel coverage details.
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3. Click Save. The new warranty term is created, and a confirmation message is displayed.