Change Items Covered

When you click Lines in the Service Agreement Tracking Maintenance (WTM) program, these fields display:

Field Name	Displays
Service agreement	The agreement number you entered or selected
Item seq	The sequence number assigned to this item
Cust no	The number of the customer that placed the order
Invoice no	The invoice number for this item
Activation	The date the warranty became effective
Exp	*: This warranty has expired Blank: This warranty is in effect
Item number	The item currently covered by this warranty
Control number	The serial or lot control number for this item

Select the item you want to change, click Select, and click Modify.

Click Add to add a new item.

Enter the data in these fields:

Field Name	Type / Max Length	Action / Description
Activation date	Required 10 date	Accept the date this warranty goes into effect, select a different date for this item, or enter a date shortcut.
Expiration date	Required 10 date	Accept the date the warranty for this item ceases to be in effect, select a different date, or enter a date shortcut.
Control number	Required 16 alphanumeric	Accept the displayed serial or lot control number for this item or enter a different number.
Item number	Required 24 alphanumeric	Accept the displayed item number, enter a different item number, or click the Lookup icon and use the standard lookup options to select the item from a list.
Orig control no	Required 16 alphanumeric	Accept the displayed serial or lot control number for the original item.
Orig item no	Required 24 alphanumeric	Accept the displayed original item number. When a item is returned for an upgrade, you may use the same serial number but assign a new item number. For example, if you add more memory to a computer, it is now a different item.
ECL	Optional 4 alphanumeric	Accept the displayed Engineering Change Level for the item covered by this warranty or enter a different ECL.
Routing rev lvl	Optional 4 alphanumeric	Accept the displayed routing revision level for the item covered by this warranty or enter a different RRL.
Price code	Optional 1 numeric	Accept the displayed price code or select a price code. This code is copied into an RMA created from a service agreement, but can be changed in the RMA Maintenance (RMA) program. If you leave this field blank and you selected a price code in the System Options Maintenance (XM) program (Return Material Options), the default code will be inserted into any RMA created from a service agreement.
Qty sold	Conditional 11 numeric	Accept the displayed quantity or enter a different quantity.

Choose the appropriate options:

Do This

Change a field

Click Modify.

Delete this item

Click Delete. See Delete.

Note
If you are adding an item, you cannot delete item until the record has been saved; use Cancel.

Exit without changing or adding this item

Click Cancel.

For a new item, the program displays the next record. Enter another item or clear the first field to exit.

Enter notes for this warranty item

Click Notes. See Enter Notes.

Change the Item seq no field

Click Change no.

This button displays only for a new item.

Display the address for this agreement

Click Address. The program prompts View customer or ship-to address?

Click	To
Customer	Display the bill-to address
Ship-to	Display the ship-to address
Exit	Exit without displaying either

See Background for information on address tracking.

Enter control information for this item

Click Detail. See Enter Control Information.

This button displays only if you selected the Track shipment detail? option in the System Options Maintenance (XM) program (Warranty Tracking Options).

Enter notes or user fields for a significant occurrence in the warranty process

Click Events. See Enter Notes for an Event.

Enter an operation for this item

Click Operation. See Enter Operation Information.

This button displays only if you selected the Operation tracking active? option in the System Options Maintenance (XM) program (Warranty Tracking Options).

Enter components for the bill of material for this parent item

Click Component. See Enter Components.

This button displays only if you selected the Component tracking active? option in the System Options Maintenance (XM) program (Warranty Tracking Options).

Create or view a return material authorization

Click RMA. See Create an RMA for a Control Number or Enter an Authorization to Return Material.

This button displays only if you selected the Track shipment detail? option in the System Options Maintenance (XM) program (Warranty Tracking Options) and is valid only for serialized items.

Accept the data

Click OK.

For a new item, the program displays the next item sequence. Enter another item or clear the first field to exit.

Exit and return to the menu

Click Quit.

Choose the appropriate options when you click OK or Cancel:

To	Do This
Add another item	Click Add.
Delete the selected item	Click Delete. See Delete.
Copy the selected item	Click Copy. See Copy.
Display the selected item	Click Select.
Display items from a specific item	Click Restart. The program prompts for specific data based on your sort options. Enter the data for the first record you want to display or leave blank to begin the display with the first record in the file.
Print the item listing	Click Print. See Print.
Display the previous set of records in the file	Click Page up.
Display the next set of records in the file	Click Page down.
Sort the item listing by customer, invoice, date, item number, or serial number	Click Sort options. Select a sort order or click Cancel to end this action.
Exit items	Click Exit.
Exit and return to the menu	Click Quit.

Choose the appropriate options when you click Exit:

Do This

Change a field

Click Modify.

Delete this warranty

Click Delete. See Delete.

Exit without entering or changing this warranty

Click Cancel.

Enter notes for this warranty header

Click Notes. See Enter Notes.

Change the address for this warranty

Click Address.

Click	To
Customer	Change the bill-to address.
Ship-to	Change the ship-to address
Back	Exit without changing either

See Enter or Change an Address.

The displayed address depends on your selection for the Address tracking active? option in the System Options Maintenance (XM) program. If you selected B, the bill-to address displays for both. If you selected S, the ship-to address displays for both. If you selected N, no address displays for either.

Enter items covered by this warranty

Click Lines.

Display the order, shipment, or invoice associated with this warranty

Click Order and then select what you want to display:

Click	To	See
Order	Display the sales order	Display a Summarized Sales Order
Shipments	Display shipments for the order	Display Shipment Lines
Invoice	Display the invoice	Display AR Invoices
Back	End this action

Click Exit or OK to return to this program.

Accept the data and exit this warranty

Click OK.

Choose the appropriate options when you click OK or Cancel:

To	Do This
Display the selected record	Click OK.
Display the previous record in the file	Click Prev.
Display the next record in the file	Click Next.
Enter a new warranty	Click New.
Exit the program	Click Exit.