Setting Warranty Preferences
To set warranty preferences:
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Go to Lists > Warranty and Repairs > Warranty Setup.
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On the Warranty Setup page, click the Set Warranty Preferences link.
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On the Warranty Preferences page, click Edit.
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In the Calculate Warranty Start Date From field, select the default date to be used as the basis for calculating the warranty start date.
The calculation of the warranty start date applies to warranty registrations that are generated from an invoice. For manual or imported registration details, you can enter the start date on the registration record or file.
Sales Order Date – transaction or posting date of the sales order. This option is the default selection in the field.
Invoice Date – transaction or posting date of the invoice.
On the warranty registration record, the calculated date is displayed in the Original Warranty Start Date field. In case there is no sales order yet when the registration is generated, the invoice date is used to calculate the start date, even if the sales order date is selected as the preference.
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Check the box for the following preferences that you want to enable:
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Auto Generate Registration No. – Preference to automatically generate a registration number for new warranty registration records.
Note:During manual registration using the Warranty Registration form, you cannot edit and update the autogenerated number, if this preference is enabled.
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Automatically Register Warranty on Invoice – Preference 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. For more information about the Register Warranty option, see Generating a Warranty Registration.
Important:This preference is required if you want to automatically register warranty on invoices created or saved through bulk processing or billing schedules.
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Close RMA Upon SO Creation – preference to automatically close a return authorization after creating a sales order. This preference is not applicable to refund claims.
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Ship Replacement in Advance – preference to enable creation of a sales order from a return authorization prior to creation of an item receipt. This preference applies only to replacement claims, to let you ship warranty items in advance, before receiving them.
Note:The Close RMA Upon SO Creation and Ship Replacement in Advance preferences must not be enabled at the same time. When an RMA is closed after creating the sales order, you cannot create an item receipt for the items that have been replaced in advance.
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Click Save.
Click Reset if you want to return the fields to their default settings.