Warranty - Define Rules for Warranty Check

This document explains how you define a warranty type and the order in which the assignment categories should be checked when M3 determines whether a parts warranty is valid.

Outcome

A warranty type is defined and the sequence in which the system should search for a valid warranty and payer is set.

The function is used to specify the order in which the assignment categories should be checked for a valid warranty. In practice, this means that the warranties are given different priorities since the first valid warranty that is found will be selected.

Before you start

To start this procedure, these prerequisites must be met:

Follow these steps

  1. Start 'Settings. Warranty' (SOS590/E).

  2. Specify which types of assignments include warranties and in which order the assignments are to be checked in the 'Check assignment category' field.

  3. Select whether the period of validity should be calculated from the installation date in the 'Check installation date' field.

    The valid alternatives are:

    0 = No, the period of validity for the warranty starts from the delivery date

    1 = Yes, the period of validity starts from the installation date.

  4. In the 'Check sequence. Payer' field, enter the order in which M3 is to check warranty and service agreements to find a payer.

    Select whether the warranty is to specify different brands and models of machines in the 'Brand use' field.

    Note: If this field is marked, you must always enter a brand in (SOS585).

Parameters to set

Program ID/Panel Field The field indicates…
(SOS590/E) Check assignment category

…the assignment category checked when M3 determines whether a parts warranty is valid.

The valid alternatives are:

01 = Error report

02 = Service warranty

04 = Installation

05 = Project/business

07 = Preventive maintenance.

(SOS590/E) Check installation date

…whether the warranty start date is to be calculated from the installation date of the individual item.

The valid alternatives are:

0 = No, calculate from the delivery date instead.

1 = Yes, Calculate from the installation date.

If "1" is entered in this field and the installation date is missing in the individual item file, M3 will use the delivery date instead. If both these dates are missing in the individual item file, the individual item warranty is not valid.

If the 'Check installation' field is marked the warranty is valid from the date in the 'Individual item' field in (SOS419).

(SOS590/E) Check sequence ( payer

…the check sequence to retrieve the payer for the service order line for warranty and service agreements.

The valid alternatives are:

1 = Check parts warranty

2 = Check individual item (machine) warranty

3 = Check service agreement.

Example:

If you enter "123" here, M3 will first check whether there is a valid parts warranty for the item entered in the service order line. If not, M3 will check whether there is a valid individual item (machine) warranty. If not, M3 will check whether there is a valid service agreement.

(SOS590/E) Brand use

…whether a certain brand is to be used when the individual item warranty is defined.

The valid alternatives are:

0 = No

1 = Yes, a brand must be entered

Note: If this field is activated, you must always enter a brand in (SOS585).

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