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Siebel eService Administration Guide > Administering Siebel eService > Setting Up Asset Management >
Setting Up Warranties
To include Product Warranties, you must first create warranties, and then associate those warranties with products. You may or may not choose to associate default warranties with products. To work with warranties you must be in the Siebel Call Center client.
Creating Specific Warranties
To create specific warranties, you:
- Set up the warranty.
- Associate the specific warranty with a user asset.
For information about setting up warranties, see Siebel Field Service Guide.
To associate specific warranties with user assets
- From the application-level menu, choose View > Site Map > Assets > All Assets Across Organizations.
- In the Assets list, select the user asset you would like to link to a warranty.
NOTE: You may need to query on the asset name or serial number.
- Click the Warranty view tab and Click New.
- In the Name field, click the select button.
The Pick Warranties dialog box appears.
- In the Pick Warranties dialog box, select a warranty and click OK.
- Enter or edit the Start Date and End Date field values if needed.
NOTE: When you select a warranty, the Start Date and End Date fields will automatically populate if the warranty has a Start Date Type field value and the asset has a Purchase, Ship, Registered, or Install Date value.
Creating Default Warranties
To create a default warranty, you:
- Set up the default warranty
- Associate products with the default warranty
To set up a default warranty
- From the application-level menu, choose View > Site Map > Service Administration > Warranties.
The Warranties screen appears.
- In the Warranties list, click New.
- Complete the necessary fields. Some fields are described in the following table.
Once the following steps are completed, Siebel eService users will be able to view the default warranties associated with their newly registered products in their registered product detail view.
To associate products with a default warranty
- From the application-level menu, choose View > Site Map > Service Administration > Warranties.
- In the Warranties list, select your new default warranty.
- Click the Products view tab and click New.
The Add Internal Products dialog box appears.
- Select the product to be associated with the selected warranty and click OK.
The products are associated with the default warranty.
NOTE: To add more than one product, press CTRL while selecting the products in the Add Internal Products dialog box.
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Siebel eService Administration Guide Published: 22 May 2003 |