Siebel Field Service Guide > Warranties >

Obtaining Information Warranties

Follow these procedures to obtain information warranties.

To verify warranties and related information for an asset

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 More Info view tab.

   The form shows the Status, Installed date, and the Registered date for the selected asset.

5. Click the Warranty view tab.
6. In the Warranty list, click Get Warranty.

   The Warranties list displays the warranties associated with the selected asset. Each warranty record shows the start date, the end date, and the number of days left on the warranty.

   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. If the asset does not have an appropriate measurement defined, then Get Warranty will not add the usage-based concurrent warranty correctly.

To verify the warranties for a product

1. Navigate to the Products screen.
2. Select a product record.
3. In the All Products list, drill down on the product field hyperlink.
4. Click the Warranties view tab.

   The Warranties list shows the warranties associated with this product.

To check 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.

   The Products list shows the products covered by this warranty.

To verify warranties for a service request

1. Navigate to the Service screen > Service Request List view.
2. Select an open service request that has an associated product or asset.
3. Drill down on the SR # field hyperlink.
4. Click the Service Details view tab.
5. In the Warranty As of field, enter a date on which you want to assess the warranty status of the selected service request.

   The default date is the date the service request was created.

6. Click Check Warranty.

   If any warranties are in effect as of the specified date, the Check Warranty command indicates what types of warranties apply. It does so by selecting the appropriate check boxes (Product Warranty, Manufacturer Warranty, or Component Warranty).

To verify warranties for an order

1. Navigate to the Orders screen > Service Orders List view.
2. Select an order record.
3. In the My Service Orders list, drill down on the Order # field hyperlink.
4. In the Line Items subview, select an order line item record.
5. Click the Warranty subview tab.

   The Warranty list displays the warranties for the selected line item.

To identify the service providers for a warranty

1. Navigate to the Administration - Service screen > Warranties view.
2. Select a warranty record.
3. In the Warranties list, drill down on the Name field hyperlink.
4. Click the Service Providers view tab.

   The Service Provider list shows the service providers for this warranty.

To track warranty recovery

1. Navigate to the Orders screen > Service Orders List view.
2. Select an order with the type RMA Return, RMA Repair Return, or RMA Advance Exchange.
3. Drill down on the Order # field hyperlink.
4. In the Line Items subview, select an order line item record.
5. Click the Warranty subview tab.
6. In the Warranty list, select or add a record for the appropriate warranty.
7. Record the warranty claim information in the Status, Planned Recovery, and Actual Recovery fields.

To verify the warranty status for defective parts

1. Navigate to the Repairs screen.
2. Select a repair record.
3. In the My Repairs list, drill down on the Repair # field hyperlink.
4. Click the More Info view tab.
5. In the Warranty As of field, enter a date on which you want to assess the warranty status of the selected repair.
6. Click Check Warranty.

   If any warranties are in effect as of the specified date, the Check Warranty command indicates what types of warranties apply. It does so by selecting the appropriate check boxes (Product Warranty, Manufacturer Warranty, or Component Warranty).