Siebel Field Service Guide > Warranties >

Setting Up Warranties

Follow these procedures to set up warranties.

To create a new warranty

1. Navigate to the Administration - Service screen > Warranties view.
2. Create a new record or select an existing warranty.
3. To make the warranty a concurrent warranty, complete the following fields:
   • Start Date Type
   • Duration (Days)
   • Measurement Type
   • Unit of Measure
   • Usage Amount

To specify the products covered by a warranty

1. Navigate to the Administration - Service screen > Warranties view.
2. Select a warranty record.
3. Click the Products view tab.
4. In the Products list, create a record and associate a product with the selected warranty.
5. Enter values for the required fields.
6. Repeat Step 4 and Step 5 for each additional product covered by the selected warranty.

To associate a warranty with warranty service providers

1. Navigate to the Administration - Service screen > Warranties view.
2. Select a warranty record.
3. Click the Service Providers view tab.
4. In the Service Providers list, create a new record to associate a service provider with the current warranty.

To associate warranties with an asset manually

1. Navigate to the Assets screen.
2. Select an asset record.
3. In the All Assets list, drill down on the Asset # field hyperlink.
4. Click the Warranty view tab.
5. In the Warranty list, create a record to associate a warranty with the selected asset.
6. Enter values in the Start Date, End Date, and Name fields.

   NOTE:  Before a warranty can appear in the Pick Warranty dialog box, a product must be associated with that warranty in the Service Administration screen, Warranties view, Products subview.

To associate warranties with an asset automatically

1. Navigate to the Assets screen.
2. Select an asset record.
3. In the All Assets list, drill down on the Asset # field hyperlink.
4. Click the Warranty view tab.
5. In the Warranty list, click Get Warranty.

   All warranties that are associated with the asset's product and that are applicable to the asset will be automatically instantiated in the Warranty list.

6. Modify the values in the Start Date, End Date, and Name fields of the Warranty records as required.

   CAUTION:  If the date field specified by Start Date Type in the warranty record is not populated in the asset record, then the Get Warranty command will fail. For more information, see Warranties View.

To associate warranties with an order line item

1. Navigate to the Service Order screen > List view.
2. Drill down on a selected order record.
3. Click the Line Items view tab.
4. Select an order line item record.
5. On the link bar, click Warranty.
6. In the Warranty list, create a record to associate a warranty with the selected line item.
7. Enter values for the required fields.

   NOTE:  Before a warranty can appear in the Pick Warranty dialog box, a product must be associated with that warranty in the Service Administration screen, Warranties view, Products subview.