Warranty handling on service order/activity/maintenance sales order

The cost lines linked to a service order activity or maintenance part lines can be covered by warranty. The warranty can be a serialized item control warranty or generic warranty. The warranty that is applied to the service order activity can be of type Serialized Item Warranty or Warranty.

Generic warranty

The generic warranty can be defined for anonymous and serialized items or on service type, service order activities, maintenance part lines, customer claims, calls, call invoices, and maintenance sales quotation lines.

If, for the Service Order Activities (tssoc2110m000) or Maintenance Sales Order - Part Lines (tsmsc1110m000), the serialized item is not defined, the Warranty is defaulted from the Service Types (tsmdm0130m000) session. The Warranty Type field is set to Generic Warranty in the Service Order Activities (tssoc2110m000)/ Maintenance Sales Order - Part Lines (tsmsc1110m000) session.

Note
  • If the Force Generic Warranty check box is selected in the Service Types (tsmdm0130m000) session, you must define Generic Warranty in the Service Types (tsmdm0130m000) session. The Warranty Type field is set to Generic Warranty in the Service Order Activities (tssoc2110m000)/ Maintenance Sales Order - Part Lines (tsmsc1110m000) session and the generic warranty of the service type is defaulted.
  • If the Coverage Time defined in the Service Order Activities (tssoc2110m000)/ Maintenance Sales Order - Part Lines (tsmsc1110m000) session is not within the Effective Date and the Expiry Date of the Generic Warranty defined in Generic Warranties (tsctm5100m000) session, the Warranty Type field is set to Generic Warranty, but the defaulted Warranty from the Service Types (tsmdm0130m000) session is cleared.
Serialized warranty

For the Service Order Activities (tssoc2110m000)/ Maintenance Sales Order - Part Lines (tsmsc1110m000) sessions, the serialized warranty defined for the serialized item in the Serialized Items (tscfg2100m000) session is used by LN. The following are the possible scenarios:

  • LN sets the Warranty Type field to Serialized Item Warranty, if the Serialized Item Warranty Terms check box is selected and the Template field is specified in the Serialized Items (tscfg2100m000) session. The Warranty Type is set to No Warranty when the warranty terms are expired and no Generic Warranty is applicable.
  • LN sets the Warranty Type field to Generic Warranty, if the Serialized Item Warranty Terms check box is not selected and the Generic Warranty field is specified in the Serialized Items (tscfg2100m000) session. The Warranty Type is set to No Warranty when the warranty terms are expired.
Note
  • If the Force Generic Warranty check box is selected in the Service Types (tsmdm0130m000) session, you must define Generic Warranty in the Service Types (tsmdm0130m000) session. The Warranty Type field is set to Generic Warranty in the Service Order Activities (tssoc2110m000)/ Maintenance Sales Order - Part Lines (tsmsc1110m000) session and the generic warranty of the service type is defaulted.
  • If the Coverage Time defined in the Service Order Activities (tssoc2110m000)/ Maintenance Sales Order - Part Lines (tsmsc1110m000) session is not within the Effective Date and the Expiry Date of the Generic Warranty defined in Generic Warranties (tsctm5100m000) session, the Warranty Type field is set to Generic Warranty, but the defaulted Warranty from the Service Types (tsmdm0130m000) session is cleared.
Warranty set to No Warranty

The Warranty Type field is set to No Warranty in the Service Order Activities (tssoc2110m000)/ Maintenance Sales Order - Part Lines (tsmsc1110m000) session, if Warranty is not defined in the Service Types (tsmdm0130m000) session or on the serialized item.

Setting default warranty type manually

If you manually change the default warranty type, the applicable warranty is also re-defaulted:

  • From No Warranty to Serialized Item Warranty: If the warranty terms on serialized item expire, the coverage time on the order activity is set to expiry date of the serial warranty terms. The serialized warranty is defaulted on the service order activity.
  • From No Warranty to Generic Warranty: If generic warranty and serialized warranty is not applied, you can change the Warranty Type from No Warranty to Generic Warranty. The Warranty field is enabled and you can define generic warranty.
  • From Serialized Item Warranty to Generic Warranty: If the serialized item warranty is applicable to the service order and the related cost must be allocated on a generic warranty, the Warranty field gets enabled and the Generic Warranty of service type is defaulted.
Estimating service order costs

For the estimated service order/part lines cost lines, the Warranty check box on the estimated cost lines is checked if the Warranty field is defined in the Service Order Activities (tssoc2110m000)/ Maintenance Sales Order - Part Lines (tsmsc1110m000) session.

Registering actual service order costs

When registering actual costs on the service order/part lines cost lines, warranty coverage is calculated for the cost lines that are linked to a service order/part lines.

When the Warranty Type field is set to Serialized Item Warranty in the Service Order Activities (tssoc2110m000)/ Maintenance Sales Order - Part Lines (tsmsc1110m000) session, the coverage calculation is based on the warranty coverage terms of the serialized item warranty.

When the Warranty Type field is set to Generic Warranty in the Service Order Activities (tssoc2110m000)/ Maintenance Sales Order - Part Lines (tsmsc1110m000) session, the coverage calculation is based on the Warranty defined in the Service Order Activities (tssoc2110m000)/ Maintenance Sales Order - Part Lines (tsmsc1110m000) session.

Costing service order cost lines

When the Status of the service order/part lines cost line is set to Costed, financial integration transaction are generated. The allocated amounts are transferred to Spent Discount amount in the Warranty Coverage Terms (tsctm1120m500) session. A new record is inserted in the Warranty Transactions (tsctm5101m000) session.

Posting service order to history

The closed and canceled service orders/maintenance sales orders are posted to service order/maintenance sales order history and the warranty type and warranty code are also copied to history.

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