Setting Up Service and Warranty Constants

Access the SWM System Constants Revisions form. Select the General tab.

Customer Number for Base Warranties

Enter a user-defined name or number that identifies an address book record. You can use this number to locate and enter information about the address book record. If you enter a value other than the address book number (AN8), such as the long address or tax ID, you must precede it with the special character that is defined in the Address Book constants. When the system locates the record, it returns the address book number to the field.

If you leave this field blank, the system creates base warranties by using the Sold To address book number on the sales order or the Owner address book number on the equipment record as the customer number

If you enter an address book number in this field, the system uses this number as the customer number when you create base warranties from the Equipment Master Update program (R17024) and the Equipment Master Revisions program (P1702).

For example, if address book number 4100 (Total Solutions) has a long address TOTAL and an asterisk (*) distinguishes it from other entries (as defined in the Address Book constants), you could type *TOTAL into the field, and the system would return 4100.

Parent/Child Structure Type

Enter a value from UDC 01/TS (Parent/Child Structure Type) that identifies a type of organizational structure that has its own hierarchy in the Address Book system (for example, email).

When you create a parent/child relationship for the Accounts Receivable system, the structure type must be blank.

Day Type Code for Holidays

Enter a code to indicate the type of day. The system uses this information during the entitlement checking process. Values are:

W: Work Day

E: Weekend

H: Holiday

S/WM Installed (service and warranty management system installed)

Select to indicate the existence of an interface to the Service and Warranty Management system.

Validate Product Family/Model Combination

Select to allow users to enter only the combinations that have been set up in the Product Family/Model Master table (F1790).

If you select this option, the system validates product family and model combinations.

Check for Previous Cases and Work Orders on Customers

Select to specify whether the system locates any previous cases and work orders for the current customer number when you enter cases or work orders.

Check for Previous Cases and Work Orders on Piece of Equipment

Select to specify whether the system locates any previous cases and work orders for the current product (inventory number) when you enter cases or work orders.

Use Failure Analysis Tree for Selecting Failure Analysis Codes

Select to specify whether to use the Failure Analysis Tree to select failure analysis codes.

If you do not select this option, the system allows you to select failures, analyses, and resolutions from the Failure Analysis Codes Search & Select program (P17761S).

Use Workflow for Approving Failure Analysis for Re-Use

Select to specify whether to use workflow to approve failure analysis for reuse.

Customer and Site

Select an option that specifies which address book number to use to perform entitlement checking when you enter work orders and cases. The values are hard-coded in UDC 17/YN and cannot be changed. Values are:

0: Entitle by customer number

1: Entitle by site number