Change 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.

  1. Enter the number of the service agreement that you want to change or click a Lookup icon and use the standard lookup options to select the agreement number from a list. The lookup immediately to the right of the field associates agreements with invoices. The lookup on the far right associates warranties with sales orders.

  2. Click Modify and enter data in these fields:

Field Name

Type / Max Length

Action / Description

Customer number

Required
10 alphanumeric

Accept the customer's number or click the Lookup icon and use the standard lookup options to select a different 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 date

Required
10 date

Accept the displayed date this invoice was created, enter a different date, or enter a date shortcut.

Activation date

Required
10 date

Accept the displayed date that the warranty became effective, select a different date, or enter a date shortcut.

The activation date can be different from the date the item was purchased.

Expiration date

Required
10 date

Accept the displayed date on which this warranty ceases to be in effect, select a different date, or enter a date shortcut.

The displayed date is based on the Default warranty duration option in the System Options Maintenance (XM) program (Warranty Tracking Options): Activation date + Warranty duration unless you changed it previously.

Ship-to

Conditional
10 alphanumeric

Accept the displayed ship-to address, enter another 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

Accept the displayed destination customer, which is the customer's number or if the customer is a dealer, the dealer's customer.

The program displays these fields:

Field Name

Displays

Order number

The order number associated with this invoice number

Ship no

The shipment number for this order

Cust

The customer's name and address

Ship-to

The ship-to name and address

Date entered

The date on which this warranty was created or entered

Time entered

The time this warranty was created or entered

User ID

The person who entered or created this warranty

  1. Click Lines. See Change Items Covered.