Creating Warranty on Installed Product Automatically
When an Installed Product record is saved, a warranty is created automatically based on all warranty terms that:
• Cover the specific product number specified in the Installed Product, or
• Cover the product family of the product specified in the Installed Product, or
• Cover the product line of the product specified in the Installed Product.
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Your ServiceMax admin can configure the event upon which warranty is created. Warranty can be created when new installed products are created, or when existing installed product records are updated or both.
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Warranty start date is calculated based on the Warranty Starts From setting in the warranty terms. For more information, see Configuring Coverage Start Date. Warranty can be configured to start from any date on Installed product. For example, if this setting is Ship Date, the warranty start date will be set to Date Shipped on Installed Product record. If the setting is Install Date, the warranty start date will be set to Date Installed on Installed Product record, and so on.
If the date field configured as warranty start date is not filled (blank) in the Installed Product record, your admin can configure ServiceMax either not to create warranty or to create warranty using today’s date as the warranty start date.
Warranty components such as parts, labor and expenses can have different end dates based on the duration of their respective coverage. The overall warranty end date is set to the highest of the end dates of parts, labor and expenses coverage end dates.
For child Installed Products (that are linked to a parent Installed Product), warranty is created if all of the following conditions are met:
• The parent has a valid warranty.
• The Inherit Parent Warranty check box is checked in the child’s product record.
• Your admin has enabled warranty inheritance for your organization.
When inheriting parent warranty, if the child product is also linked to one or more warranty terms, ServiceMax can be configured to create additional warranties using warranty terms. If enabled by your admin, warranty for child products will be created by inheriting from parent and by using the applicable warranty terms.
When inheriting a parent record’s warranty, the start date of the child’s warranty is always set to current date. Expired warranties are not inherited.