Setting Up Warranty and Repairs Management

This section covers the requirements and how to install Warranty and Repairs Management. After you install the SuiteApp, set up roles and permissions so users can access its features.

Prerequisites

Before installing the Warranty and Repairs Management SuiteApp, make sure Advanced Inventory and Assemblies and Work Order are provisioned in your NetSuite account.

You must also enable the following features in your NetSuite account. To enable features, go to Setup > Company > Enable Features. For more information, see Enabling Features.

Enable Features Subtab	Feature	Description
Company	Multiple Units of Measure	(Optional) Enable this feature if you want to use and show the unit of measure for warranty registration.
Transactions	Sales Orders	Enable this feature to handle claims for refunds, repairs, and replacements.
	Return Authorizations	You can still register warranties and create claims with this feature off, but you can’t create or process return authorizations for those claims.
Items & Inventory	Drop Shipments & Special Orders	—
	Serialized Inventory	—
	Lot Tracking	—
	Inventory	—
	Assembly Items	—
	Work Orders	—
	Advanced Bin/Numbered Inventory Management	If this feature is disabled, you can process claims only for regular inventory and assembly items.
CRM	Customer Support and Service	Enable this feature to avoid installation or update errors.

The following preferences affect how you import registration details:

• Make sure you enable the following CSV Import Preferences: Run Server Side SuiteScript and Trigger Workflows. For more details, see the documentation.

  • Run Server Side SuiteScript

  • Trigger Workflows

  For more information, see Setting CSV Import Preferences.

  Note:

  If you don’t enable these preferences, imported registration details won’t be validated and you could end up with corrupted data during claim processing.

• To update existing registrations, include the Internal ID of each record in your import file.

  You can show the Internal Id column on the Warranty Registration: Results page by enabling the Show Internal IDs preference. For more information, see General Personal Preferences.

To enable automatic warranty registration on invoices created or saved with bulk processing or billing schedules, you must enable the Automatically Register Warranty on Invoice preference.

1. Go to Lists > Warranty and Repairs > Warranty Setup.

2. On the Warranty Setup page, click the Set Warranty Preferences link.

3. On the Warranty Preferences page, click Edit.

4. Check the Automatically Register Warranty on Invoice box.

5. Click Save.

Important:

Warranty and Repairs Management doesn’t support the Advanced Bill of Materials (BOM) feature. Some SuiteApp functions may not work as expected if you enable this feature.

Installing Warranty and Repairs Management

Warranty and Repairs Management is a managed SuiteApp that updates automatically when new features or enhancements are added. You get fixes and enhancements after the SuiteApp updates in your account.

To install the Warranty and Repairs Management SuiteApp, go to Customization > SuiteBundler > Search & Install Bundles. Install the SuiteApp with the following details:

• Bundle Name: Warranty and Repairs Management

• Bundle ID: 51007

For more information about installing SuiteApps, see Installing a Bundle.

Note:

Warranty and Repairs Management supports the Multi-Language feature. If this feature is enabled, you can choose from the supported languages for your NetSuite interface. For more information, refer to Configuring Multiple Languages and Choosing a Language for Your NetSuite User Interface.

Roles and Permissions in Warranty and Repairs Management

If you're an administrator, you can create new roles or customize roles to use the Warranty and Repairs Management SuiteApp. For more information, see Assigning Roles to an Employee and Customizing or Creating NetSuite Roles.

Note:

The following NetSuite centers don’t have access to Warranty and Repairs Management:

• Customer Center

• Vendor Center

Use the following table to find the permissions and access levels you need for tasks in the SuiteApp. Find your task, then check the needed permissions and minimum access level.

Task	Subtab	Permissions	Minimum Access Level
Link warranty information to an item record	Setup	Custom Lists	View
	Custom Record	Warranty Terms	View
Import registration details	Setup	Import CSV File	Full
Register a warranty from an invoice	Setup	Custom Lists	View
	Custom Record	Warranty Terms	View
		Warranty Registration	Full
		WRM Preference	View
		WRM Registration Queue	Full
Manually register a warranty	Custom Record	WRM Preference	Full
		Warranty Terms	View
Process a warranty claim	Transactions	Invoice	View
	Lists	Cases	Full
		Items	View
	Setup	Custom Lists	View
	Custom Record	Failure Reason	View
		Warranty Registration	View
		WRM Warranty Claim	Full
Process refunds, replacements, and repairs	Transactions	Credit Memo	Full
		Sales Order	Full
		Work Order	Full
		Return Authorization	Full
	Setup	Custom Lists	View
	Custom Record	Warranty Registration	View
		WRM Warranty Claim	View
Delete a warranty registration	Custom Record	Warranty Registration	Full

NetSuite Center views vary based on your role. You can view specific pages using the following path:

NetSuite Center	How to Access
Classic Center	Go to Lists > Warranty and Repairs.
Executive or Accounting Center	Go to Financials > Warranty and Repairs.
Sales Center	Go to Customers > Warranty and Repairs.
Support Center	Go to Cases > Warranty and Repairs.
Shipping Center	Go to Inventory > Warranty and Repairs.

Adding Warranty and Repairs Management Fields to Custom 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:

1. Find the fields you need for each form in the previous table and go to the navigation path.

2. 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.

3. On the field page, click Apply to Forms.

4. On the Apply Custom Field to Forms page, check the box in the Show column for the forms you want to enable the field.

5. Click Save.

Check your custom forms to make sure the warranty fields show up and are enabled.

Related Topics

• Warranty and Repairs Management SuiteApp
• Setting Warranty Preferences and Items
• Warranty Registration
• Warranty Claims
• Return Authorization for Warranty Claims
• Processing Refund, Repair, and Replacement Claims

General Notices