Adding Warranty and Repairs Management Custom Fields to Forms
You can use your own custom forms to register warranties and process claims. You'll need to add or enable the following custom warranty fields on your custom forms.
|
Form |
Field Label |
How to Access |
|---|---|---|
|
Invoice |
Register Warranty |
Go to Customization > Lists, Records, and Fields > Transaction Line Fields. |
|
View Registration |
||
|
Warranty Terms |
||
|
Original Warranty Expiration |
||
|
Case (Warranty Claim) |
Warranty Type |
Go to Customization > Lists, Records, and Fields > CRM Fields. |
|
Warranty Registration No. |
||
|
Inventory Item or Assembly Item |
Track Warranty |
Go to Customization > Lists, Records, and Fields > Item Fields. |
|
Warranty Terms |
||
|
Warranty Expiration |
||
|
Repaired Item
Note:
This field is only for Assembly items. |
||
|
Return Authorization |
Claim Number |
Go to Customization > Lists, Records, and Fields > Transaction Body Fields. |
|
Replacement SO No. |
||
|
Claim Item |
Go to Customization > Lists, Records, and Fields > Transaction Line Fields. |
|
|
Item Receipt or Credit Memo |
Claim Number |
Go to Customization > Lists, Records, and Fields > Transaction Body Fields. |
|
Claim Item |
Go to Customization > Lists, Records, and Fields > Transaction Line Fields. |
|
|
Sales Order |
Claim Number |
Go to Customization > Lists, Records, and Fields > Transaction Body Fields. |
|
Return Authorization |
||
|
Claim Item |
Go to Customization > Lists, Records, and Fields > Transaction Line Fields. |
|
|
Item Fulfillment or Work Order |
Claim Number |
Go to Customization > Lists, Records, and Fields > Transaction Body Fields. |
|
Warranty Registration |
Reference Invoice |
Go to Customization > Lists, Records, and Fields > Record Types. |
|
Warranty Registration |
Reference Serial/Lot No. |
Go to Customization > Lists, Records, and Fields > Record Types. |
To add fields to custom forms:
-
Find the fields you need for each form in the previous table and go to the navigation path.
-
On the list page, click the link for the field label.
Important:On your custom form, you can add the standard Quantity and Units fields that are used in the Warranty Registration form.
If you've enabled the Multiple Units of Measure feature, the Units field isn't optional on custom forms. The SuiteApp uses the Units column to get the quantity for Warranty Registration, so you need to add this field.
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On the field page, click Apply to Forms.
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On the Apply Custom Field to Forms page, check the box in the Show column for the forms you want to enable the field.
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Click Save.
Check your custom forms to make sure the warranty fields show up and are enabled.