Creating a Warranties Record

  1. Go to your project and ensure that you are in User Mode.
  2. Expand the Project Closeout node.
  3. Click Warranties.
  4. From the BP log page, click Create.Complete the form according to the following information.

    Note: You must enter a value in all required fields (*) before you can save the form.

Warranty tab

General

In this field:

Do this:

Record Number

No action.

Title

(Required) Enter a title.

Project Number

No action.

Creator

No action.

Creation Date

No action.

Due Date

No action.

Status

Select from the list

Manufacturer

Enter information about the manufacturer in each field.

Installer

Enter information about the installer in each field.

Equipment Information

Enter information about the equipment in each field.

Warranty Information

Enter information about the warranty in each field.

Line Item tab

  1. Click Add.
  2. Click Attachment, click Add Attachment, select a source location, and select a document.
  3. Complete the fields in the Warranties Line Item window.
  4. Select a line item status and click Close.
  5. Click Finish Editing.



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Last Published Tuesday, March 2, 2021