Siebel Field Service Guide > Warranties >

Setting Up Warranties

Follow these procedures to set up warranties.

To create a new warranty

  1. Navigate to Site Map > Service Administration > Warranties.
  2. Create a new warranty record.
  3. Enter values for the required fields.

To specify the products covered by a warranty

  1. Navigate to Site Map > Service Administration > Warranties.
  2. Select a warranty.
  3. Click the Products view tab.
  4. 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 Site Map > Service Administration > Warranties.
  2. Select a warranty.
  3. Click the Service Providers view tab.
  4. 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.
  3. Click the Warranty view tab.
  4. Create a record to associate a warranty with the selected asset.
  5. Enter values in the Start Date, End Date, and Name fields.

    6. 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.
  3. Click the Warranty view tab.
  4. Click Get Warranty.

    5. 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.

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

    6. CAUTION:  The Start Date Type field in a warranty record specifies which field value in the current asset record to use as the start date of the warranty's coverage of that asset. For example, if the Start Date Type of the warranty is Installed Date, then the Installed Date of the asset is used as the start date of the warranty associated with that asset. If the date field specified by Start Date Type is not populated in the asset record, then the Get Warranty command will fail.

To associate warranties with an order line item

  1. Navigate to the Orders screen.
  2. In the Show drop-down list, make sure one of the Service Orders options is selected.
  3. Select an order.
  4. Click the Line Items view tab.
  5. Select a line item.
  6. Click the Warranty subview tab.
  7. Create a record to associate a warranty with the selected line item.
  8. Enter values for the required fields.

    9. 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.


 Siebel Field Service Guide 
 Published: 21 April 2003