Forms Used to Attach Adjustment Schedules

Form Name

FormID

Navigation

Usage

Work With Addresses

W01012B

Service & Warranty Setup (G1740), Address Book Revisions

Find address book records.

Address Book Revision

W01012A

Locate an address book record on the Work With Addresses form, and click Select.

Revise address book records.

Work With Service/Warranty Management Information

W1782G

Select SWM from the Form menu on the Address Book Revision form.

Select an information type record.

Customer Information Revisions

W1782B

Select an information type record on the Work With Service/Warranty Management Information form, and click Select.

Attach an adjustment schedule to a customer's contract, work order, or case.

Service Provider Revisions

W1782C

Locate the address book record for the service provider on the Work With Addresses form, and click Select. Select SWM from the Form menu on the Address Book Revision form. Select the information type record for the service provider on the Work With Service/Warranty Management Information form, and click the Select button.

Attach an adjustment schedule to a service provider record.

Supplier Information Revisions

W1782H

Locate the address book record for the suppler on the Work with Addresses from, and click Select. Select SWM from the Form menu on the Address Book Revision form. Select the information type record for the suppler on the Work With Service/Warranty Management Information form, and click the Select button.

Attach an adjustment schedule to a supplier record.

Work With Contracts

W1720A

Daily Contract Processing (G1714), Service Contract Detail

Find a contract.

Contract Revisions

W1721A

Locate a contract on the Work With Contracts form, and click Select.

Activate an adjustment schedule for a contract.

If you have attached an adjustment schedule to the customer, the system retrieves the adjustment as the default value in the contract. You can override the default value in the contract.

Work With Work Orders

W48201F

Daily Work Order Processing (G1712), Work Order Entry

Find work orders.

Work Order Parts List Revisions

W17730A

Locate a work order on the Work With Work Orders form, and select Parts Detail from the Row menu.

Activate an adjustment schedule for a work order, in the detail area of the form.

If you have attached an adjustment schedule to the customer, the system retrieves the adjustment as the default value in the work order. You can override the default value in the work order.

Work With Case Management

W17500A

Daily Case Processing (G17132), Case Entry

Find and select cases.

Manage Case

W90CG501J

Locate a case on the Work With Case Management form, and click Select.

Activate an adjustment schedule.

Billing Information

W90CG501B

Click the Billing detail link on the Manage Case form, and then select the Pricing Info tab.

Activate an adjustment schedule for a case.

If you have attached an adjustment schedule to the customer, the system retrieves the adjustment as the default value in the case. You can override the default value in the case.

Work With Warranty Claims

W1777A

Daily Warranty Claim Processing (G1717), Warranty Claim Entry

Find warranty claims.

Warranty Claims Parts Detail

W17710A

Locate a warranty claim on the Work With Warranty Claims form, and select Parts Detail from the Row menu.

Activate an adjustment schedule for a warranty claim in the detail area of the form.

If you have attached an adjustment schedule to the service provider, the system retrieves the adjustment as the default value in the warranty claim. You can override the default value in the warranty claim.

Labor Detail Revisions

W17712A

Locate a warranty claim on the Work With Warranty Claims form, and select Labor Detail from the Row menu.

Activate an adjustment schedule for a warranty claim in the detail area of the form.

Work With Supplier Recovery

W1779A

Supplier Recovery Daily Processing (G1718), Supplier Recovery Claim Entry

Find supplier recovery claims.

Supplier Recovery Parts Detail

W17710A

Locate a supplier recovery claim on the Work With Supplier Recovery Claims form, and select Parts Detail from the Row menu.

Activate an adjustment schedule for a supplier recovery claim in the detail area of the form.

If you have attached an adjustment schedule to the suppler, the system retrieves the adjustment as the default value in the supplier recovery. You can override the default value in the supplier recovery.

Labor Detail Revisions

W17712A

Locate a supplier recovery claim on the Work With Supplier Recovery Claims form, and select Labor Detail from the Row menu.

Activate an adjustment schedule for a supplier recovery claim in the detail area of the form.