Warranty Records

This section describes how to configure the basic data for warranty records for quotations.

EQM takes care of both standard and extended warranties. Warranty records are initially defined in 'Warranty Type. Open' (MOS710), where they are marked as standard or extended warranties.

Standard warranties are pre-configured in 'Warranty Type. Connect to Objects' (MOS700), where you define which standard warranties should be applied to an equipment or groups of equipment. When a product is linked to a quotation, it is checked if standard warranty is applicable. If so, a standard warranty will be automatically added to the quotation.

Standard warranties don't have a sales or a cost price as these are given by the OEM. Basic data for Warranties used in EQM is defined in 'Quotation. Add Warranty' (QUS113).

Configuring the basic data for warranty records in EQM

  1. Enter the product number, or select the warranty to apply to.
  2. Enter, or select the warranty type to use.
  3. Click New to create the record.

    • Set the status of the record to 20 to allow the sales executives to use this record when creating the quotation.

    • Leave the status at 10 if the record is still being prepared.

    • If status is set to 90, the record has expired or is no longer required.

  4. To control when the extended warranty should start, you can use the following options:

    • the standard warranty start date

    • the standard warranty end date

    • the requested delivery from the quotation header

  5. Additional fields are displayed from the warranty basic data in MOS710, but cannot be edited from here.
  6. Select the field 'Default record' if the warranty should be automatically added to the quotation upon creation.
  7. Click Next to save the record.

When a quotation is released, the standard warranty will be inserted into the granted warranty fields on the sales order line for the equipment in 'Customer Order. Open Line' (OIS101). In case of extended warranty, one or several warranty records can be linked to a product in a quotation. The extended warranty will create sales order line or lines in OIS101. If several extended warranties exist, only the first order line in OIS101 will be linked to the product’s order line. The other order lines will be treated as a separate sale of extended warranty.