SA Administrator Options - Documents - Service Warranty - Entry Settings field descriptions

Select the default OE Bill Type used during SW SRO Transaction Entry. Master bill types create one Order Entry order for the entire Service Repair Order (SRO) and all parts and charges are included. Detail bill types create an Order Entry order for each product set up or repaired part. All parts and charges are attached to the correct part and subsequent order.

You can enter build-on-demand kits in SW SRO Transaction Entry. This option sets up the default for that window. If you select Yes , y defaults to all lines, regardless of the Required Component field in KP Kit Setup. Each line would then become a line on the SW SRO Transaction Entry. If you select No, n defaults to all lines and no lines appear on the SW SRO Transaction Entry. If you select Required Component , either y or n appears based on the Required Component field in KP Kit Setup. If the component is required,  y appears in this field. If the component is not required, n is displayed.

The claim type determines the General Ledger accounts affected by the warranty claim. The default you specify in this field must be valid in SW Warranty Claim Type Setup. This default is placed on the warranty claim when it is created manually in SW Claim Entry.

When an SRO is created in Order Entry, a job type is needed as a default. Specify the default job type in this field. It becomes the job type on the SRO header and the lines, unless the product requiring setup already has a job type defined. Job types are extremely important. They determine whether the customer is billed, and the General Ledger account affected if you are updating General Ledger by product category.

The category you specify in this field are used as the default category when a warranty claim is created manually through SW Claim Entry. The category is validated in SA Table Code Value Setup.

This is the maximum amount you want to allow for automatic claim write-offs. Specify the amount determined. The default for this field is 25.00. During reconciliation, if the difference between the claim and the vendor’s credit is within this amount, it is automatically displayed in the Write-Off Account field.

If the difference between the claim and the vendor credit is less than the amount specified in the previous field, this account is used to reconcile the claim. The account must exist in GL Account Setup. The account title is displayed below the field.

When a customer purchases a serial item through Sales Order Entry, the serial number record reflects their customer number. For billable or warranty repairs, the serial number record may be checked and the customer numbers compared. If the customer number specified in SW SRO Transaction Entry is not the same as the original purchaser, a warning is displayed. Because this is only a warning, it may be ignored. Select Yes if you want this comparison to occur. Select No if you do not want the comparison. The comparison only occurs with serialized items.

When you create an order in SW SRO Transaction Entry, you can add days to the system’s current date to calculate the promised date on the order. The promised date is the date you promised the customer to complete the repairs.

When you create an order in SW SRO Transaction Entry, you can add days to the system’s current date to calculate the requested ship date on the order. The requested ship date is an informational date that may affect your service levels.

The release date represents the version of Service Warranty you are currently using. This date cannot be changed.