Siebel Field Service Guide > Warranties > Process of Managing Warranties >

Associating Warranties with Assets (End User)


Follow the procedures in this topic to associate warranties with assets. You can manually associate a warranty with an asset.

This task is a step in Process of Managing Warranties.

To manually associate a warranty with an asset

  1. Navigate to the Assets screen, then the List view.
  2. Drill down on the Asset number (#) field for a selected asset, and click the Warranty view tab.
  3. In the Warranty list, create a new warranty record, and complete the fields as appropriate.

    Some fields are described in the following table.

    Field
    Comments

    Name

    Select the name of the warranty.

    NOTE:  Before a warranty can appear in the Pick Warranty dialog box, administrators must associate a product with that warranty in the Products view in the Warranties view of the Administration - Service screen.

    Start Date

    Select the starting date of the warranty.

    End Date

    Select the ending date of the warranty.

You can also automatically associate warranties with an asset.

To automatically associate warranties with an asset

  1. Navigate to the Assets screen, then the List view.
  2. Drill down on the Asset number (#) field for a selected asset, and click the Warranty view tab.
  3. Click Get Warranty.

    The warranties that are associated with the selected asset and with the product for the selected asset appear in the Warranties list. Each warranty record shows the start date, the end date, and the number of days left for the warranty.

    NOTE:  If the date field that the Start Date Type (in the Warranties view of the Administration - Service screen) specifies is not populated in the asset record, then the Get Warranty command fails. If you do not define an appropriate measurement for the asset, then Get Warranty does not correctly add the usage-based concurrent warranty.

  4. If necessary, modify the values in the Start Date, End Date, and Name fields of the warranty records.
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