Set Warranty Tracking Options

Select Warranty Tracking Options in System Options Maintenance (XM) to set service agreement options for your enterprise.

Set these enterprise-wide options:

Field Name

Type / Max Length

Action / Description

Service agreements active?

Optional

Select to activate service agreement tracking or leave blank if you do not plan to use service agreement programs.

Component tracking active?

Optional

Select to activate tracking by component or leave blank if your warranties apply only to parent items.

If you select this option, you will be able to display, change, or enter component information from the bill of material in the Service Agreement Tracking Maintenance (WTM) program.

If you leave blank, the Component button will not be available in the Service Agreement Tracking Maintenance (WTM) and Service Agreement Tracking Inquiry (WTQ) programs.

Select this option if you want order entry to be able to replace components of an item under warranty. You must also select the Allow selection in order entry? option.

Track component detail?

Optional

If you selected Component tracking active?, select if you want to track control information for components or leave blank if you do not.

If you select, you will be able to change or enter a serial number, lot number, or warehouse and bin location for a component in the Service Agreement Tracking Maintenance (WTM) program.

If you leave blank, the Lines button will not be available for components in the Service Agreement Tracking Maintenance (WTM) and Service Agreement Tracking Inquiry (WTQ) programs.

Operation tracking active?

Optional

Select to activate tracking by operation or leave blank if your warranties do not apply to operation sequences.

If you select, you will be able to change or enter operation sequences in the Service Agreement Tracking Maintenance (WTM) program.

If you leave blank, the Operation button will not be available in the Service Agreement Tracking Maintenance (WTM) and Service Agreement Tracking Inquiry (WTQ) programs.

Track operation detail?

Optional

If you selected Operation tracking active?, select if you want to track operation detail or leave blank if you do not.

If you select, you will be able to change or enter accumulated good, scrap, and cost per piece per operation in the Service Agreement Tracking Maintenance (WTM) program.

If you leave blank, the Detail button will not be available for operations in the Service Agreement Tracking Maintenance (WTM) and Service Agreement Tracking Inquiry (WTQ) programs.

Track customer address

Optional
1 alphanumeric

Select how you want to track customer address:

Select	To track the
B	Bill-to address
N or leave blank	No address
S	Ship-to address

Your selection affects the Address button in the Service Agreement Tracking Maintenance (WTM) and Warranty Tracking Inquiry (WTQ) programs. When you click Address and then Customer or click Address and then Ship-to this address displays:

If you select	This address displays
B	Bill-to for both
N or leave blank	No address for either
S	Ship-to for both

Warranty assignment method

Optional
1 alphanumeric

Select how you want to assign warranty numbers:

Select	To
S	Use the serial number of the parent item and assign each serialized item its own warranty. If an order also has non-serialized items under warranty, the system creates a separate warranty for them, using the format set up in the Numbering System Setup (XOC) program.
I	Use the invoice number plus a sequence number; for example, if the invoice number is 0000001029, then the warranty number is 0000001029-1. If multiple items are covered by warranty, each is assigned an Item sequence number.
G	Generate a warranty number, using the format defined in the Numbering System Setup (XOC) program. If multiple items are covered by warranty, each is assigned an Item sequence number.
O	Use the order plus the line number of the first item under warranty. If the order number is 0000002399 and the first shipment contains all lines or lines 1 and 2, the warranty number will be 0000002399-1. If a second shipment contains line 3, 4, and 5, its warranty number will be 0000002399-3. If the first item on the order is not a warranty item, but the second is, its warranty number will be 0000002399-2. If multiple items are covered by warranty, each is assigned an Item sequence number.

Track shipment detail?

Optional
1 alphanumeric

Select if you want to retain control information for items or leave blank if you do not.

If you select, you will be able to change or enter a serial or lot number or a warehouse and bin location for an item in the Service Agreement Tracking Maintenance (WTM) program.

If you leave blank, the Detail button will not be available for items in the Service Agreement Tracking Maintenance (WTM) and Service Agreement Tracking Inquiry (WTQ) programs.

Default event code

Optional
6 alphanumeric

Accept CREATE as the default event code. This code will be assigned to newly created service agreements.

Use the Service Agreement Tracking Codes (WTCM) program to set up codes to which you can link notes or user fields for significant occurrences in the warranty process.

Warranty duration (default)

Optional
6 numeric

Enter the warranty duration in days that you want to use if the Warranty duration field in the Enterprise Item Maintenance (IM) program is zero.

Allow selection in order entry?

Optional

Select if you want to display a Warranty button in the Sales Order Maintenance (OE), One-Step Invoice Entry (RE), and RMA Maintenance (RMA) programs or leave blank if you do not.

You must also select the Component tracking active? option. When you click the Warranty button, you can select components of an item under warranty that the customer wants to replace.

Default RMA warranty type

Optional

Select the default warranty type:

Select	To
Blank	no default selection for RMA type
REPAIR	repair the item, then send the repaired item to the customer
REPLAC	send the customer another item now and repair the returned item

Your selection affects the RMA Maintenance (RMA) program:

If you select	Quick memo button displays	At the line level
REPAIR	Issue credit	defaults the Next CM qty to be the same as the Credit qty
REPLAC	Replacement	defaults the Next DM qty to be the same as the Replace qty

Maximum warranty duration

Optional
6 numeric

Enter the warranty duration maximum in days that you want to use if the Max warranty duration field in the Enterprise Item Maintenance (IM) program is zero.

Create service agreement at invoicing?

Optional

Select if you want to create a service agreement when the invoice is created or leave blank if you do not.

Extension for warranty repair in days

Optional
6 numeric

Enter the warranty repair extension in days that you want to add to the maximum contract warranty duration days when an item is still under warranty and you process a debit memo associated with an RMA.

If the warranty expiration date is less than today's date + maximum days, then the new warranty expiration date is the difference between (today's date + maximum days) – (warranty expiration date + expiration date).

Choose the appropriate options:

To	Do This
Change an option	Click on the field and make required changes.
Exit without changing these options	Click Cancel.
Print these options	Click Print. See Print an Inquiry.
Accept these options and exit	Click OK.

Choose the appropriate options when you click OK or Cancel:

To	Do This
Display a category of options	Highlight the line and click Select or double-click the line.
Exit the program	Click Exit.