Creating CRM Opportunities for Expiring Warranties
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Open the Opportunity Creation Utility.
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Select Create Opportunities for Expiring
Warranties.
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Specify the number of days into the future that the utility should
look for expiring warranties.
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Optionally, select Evaluate Component Warranties
if warranties should be reviewed for components or only for the parent
unit.
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Optionally, select Consolidate a Customer's
Opportunities to place multiple expiring warranties for the
same customer under a single opportunity, with an opportunity line
for each expiring warranty.
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In the Name field, specify the name
to use in the Opportunity Name field
on the Opportunities form for any opportunities
that are created.
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Select the range of items, contracts, customers, and units to use
to filter which units and/or contracts are evaluated for potential
opportunity creation.
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In the Lead Source field, select
the value to use for any newly created opportunities.
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In the Opportunity Stage field,
select the value to use for any newly created opportunities.
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Optionally, select Preview and click
Process to populate the grid with any
opportunities that will be created.
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Select Commit and click Process.
If a warranty that is due to expire within the defined date range
is found, then an opportunity is created for the customer associated
with the unit. New opportunity lines are created for each unit or
component item associated with the warranty.