1. SCM (Supply Chain Management)
  2. Inventory Management
  3. Warranty and Repairs Management SuiteApp
  4. Setting Warranty Preferences and Items
  5. Setting Warranty Preferences

Setting Warranty Preferences

Before registering and processing warranties, set your warranty preferences to define default values and processing.

To set warranty preferences:

  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 box for any of the following preferences that you want to turn on:

    • Auto Generate Registration No. – Check this box to automatically generate a registration number for new warranty registrations.

      If you turn this on, you can’t edit the autogenerated number when registering through the Warranty Registration form.

    • Automatically Register Warranty on Invoice – Check this box to automatically check the Register Warranty box on the invoice, for items where warranty tracking is enabled. Regardless of how the invoice is created or generated, the preference is automatically enabled for the warranty item. It applies to invoices generated from a sales order and estimate.

      Check this box to automatically select Register Warranty on invoices for items with warranty tracking. This preference applies no matter how the invoice is created. It also applies to invoices generated from sales orders or estimates.

      For more information about the Register Warranty option, see Generating a Warranty Registration.

      Important:

      You’ll need this preference to automatically register warranties on invoices made through bulk processing or billing schedules.

    • Close RMA Upon SO Creation – Check this box to automatically close a return authorization when you make a sales order (not for refund claims).

    • Ship Replacement in Advance – Check this box to create a sales order from a return authorization before the item receipt is created.

      This preference is for replacement claims only, so you can ship items before receiving the return.

      Note:

      Don’t turn on both Close RMA Upon SO Creation and Ship Replacement in Advance preferences at the same time.

      If the Return Materials Authorization (RMA) closes after creating the sales order, you can’t make an item receipt for items replaced in advance.

  5. In the Calculate Warranty Start Date From field, select the default date to use as the warranty start date.

    • Sales Order Date – Uses the sales order's date. This is the default option.

    • Invoice Date – Uses the invoice date.

    This date is used for warranty registrations created from an invoice. For manual or imported registrations, enter the start date on the registration record or file.

    On the warranty registration, you’ll see the calculated date in the Original Warranty Start Date field. If there’s no sales order yet, the invoice date is used for the start date, even if you pick sales order date as your preference.

  6. Click Save.

    Click Reset to return the fields to their default settings.

Related Topics

General Notices