Automatic Unit/Warranty Creation

Various processes have been automated to streamline data entry for companies that leverage units, configurations, and warranties.

Unit Configuration Upon Receipt

In addition to configuring the system to automatically create unit configuration upon shipment, the option to create unit configuration upon receipt from a vendor is now supported. This option is controlled from the Service Parameters form.

The vendor and purchase order information from which the unit was received are retained on the Units form and leveraged for quality analysis.

Flexible Warranty Initialization

Each warranty code can be assigned a means to initiate the warranty period. On the Warranty Codes form, the field, Warranty Start Code Basis, can be set to one of these options:

Ship Date
Unit Install Date
Component Install Date
Receive Date
Date Created
Manual

The date the warranty starts can be set automatically in these situations:

Upon shipment to the customer
When received in from a vendor
Upon unit creation

Additionally, when the install date is manually assigned on a unit or a component, this can trigger install-based warranties to activate.

Note: Setting of the unit dates triggers the warranty start date to be assigned. If a unit is not automatically received or shipped, but the receive date or ship date is assigned on the unit, any item with a Receive Date or Ship Date basis warranty code is activated. This means that changing any of the dates may reset warranty start dates of the unit and its components.

Quick Unit Creation

A Create Sub Unit button exists on the Unit Configurations form. When a serial number is assigned to a component item, the Create Sub Unit button is enabled. Click the button to create a new unit using the serial number and item combination. Normal business rules are obeyed when the unit is created, as if the unit were manually entered.

Additional Information

The Units form includes these new fields:

Received
Date
Vendor
Purchase Order/Line

These values are assigned when the unit is created from a purchase order receipt. The purchase order and line information is not maintainable by the user, however, the vendor number and receive date can be manually maintained to support other business needs.