Enter a Service Agreement

Use the Service Agreement Tracking Maintenance (WTM) program to enter, change, and delete a service agreement. See Background and Road Map for more information.

Click New or enter # if you want the program to assign the next available service agreement number. Use the Numbering System Setup (XOC) program to set up a warranty numbering scheme.

Enter a unique identifier (12 alphanumeric characters maximum) for the service agreement you want to create. You can do this only if the Allow override? option is selected for Warranty Number in Numbering System Setup.

Enter data in these fields:

Field Name	Type / Max Length	Action / Description
Customer number	Required 10 alphanumeric	Enter the customer's number or click the Lookup icon and use the standard lookup options to select the customer from a list.
Invoice number	Required 12 alphanumeric	Accept the displayed invoice number for this agreement, enter a different number, or click the Lookup icon and use the standard lookup options to select a different number from a list. Invoice selection populates the Ship-to address from the invoice and sets the Activation date to the date of the invoice.
Invoice date	Required 10 date	Accept the login date, select a different date this invoice was created, or enter a date shortcut.
Activation date	Required 10 date	Select the date on which this service agreement becomes effective, enter a date shortcut, or leave blank to use the Invoice date. The activation date may be different from the date the item was purchased.
SA duration period	Optional 5 numeric	Enter the number of days for the maximum service agreement period. The message, Warranty expires [number] months from original shipment date prints for the line item on a picking list and invoice.
RMA type	Required	Select the type of return material authorization that the service agreement honors.
Expiration date	Required 10 date	Select the date on which this service agreement ceases to be in effect, enter a date shortcut, or leave blank to have the system calculate the date. The calculation is based on the Default warranty duration option in the System Options Maintenance (XM) program (Warranty Tracking Options): Activation date + Warranty duration.
Ship-to	Conditional 10 alphanumeric	If you shipped the sales order to a ship-to address, enter the ship-to number or click the Lookup icon and use the standard lookup options to select the ship-to number from a list.
Alt ship-to	Optional 10 alphanumeric	Enter the number of another customer or click the Lookup icon and use the standard lookup options to select this customer's number from a list.
Dest customer	Optional 10 alphanumeric	If this customer is a dealer and you shipped to the dealer's customer, enter the number of the end user. You can click the Lookup icon and use the standard lookup options to select this customer's number from a list. Otherwise, leave blank to default to the customer's number.

Click Lines. The program displays the message Service Agreement [number] has been created.
Click OK to acknowledge the number.
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	Optional 16 alphanumeric	Enter the serial number for this item. When a serial number is tied to more than one item number and only the serial number is entered, the program returns messages related to whichever item it finds first.
Item number	Required 24 alphanumeric	Enter the item number or click the Lookup icon and use the standard lookup options to select the item from a list. If the item number entered is not the first serialized item attached to a serial number, the system returns the correct number.
Orig control no	Optional 16 alphanumeric	Enter the same serial or lot control number if you want to track the original number.
Orig item no	Optional 24 alphanumeric	Enter the same item number if you want to track original item numbers. 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	Enter the Engineering Change Level for the item.
Routing rev lvl	Optional 4 alphanumeric	Enter the routing revision level for the item.
Price code	Optional 1 numeric	Select the price code for this item.
Qty sold	Required 11 numeric	Accept the displayed quantity or enter a different quantity.

Choose the appropriate options:

Do This

Change a field

Click Modify.

Exit without changing or adding this item

Click Cancel. Click Add to enter another item.

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 warranty

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
Back	Exit without displaying either

See Background for information on address tracking.

Enter item details

Click Lines. See Step 5.

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

Enter control information for this item

Click Detail. See Enter Control Information.

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

Click Notes. 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).

Accept the data

Click OK. 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.

Note
You cannot delete a record until it has been saved; use Cancel.