1. SCM (Supply Chain Management)
  2. Inventory Management
  3. Warranty and Repairs Management SuiteApp
  4. Warranty Registration
  5. Generating a Warranty Registration

Generating a Warranty Registration

You can generate a warranty registration during invoice creation or by updating an existing invoice. Each item on the invoice can be registered for a warranty when the following conditions have been met:

You can create a warranty registration when you create or update an invoice. Each item on the invoice can be registered for a warranty if these conditions are met:

See the following topics for information about managing invoices and autogenerated registration records:

To generate a warranty registration:

  1. To access a new or existing invoice record, do one of the following:

    • For a new invoice, go to Transactions > Sales > Create Invoices.

      To learn how to enter general invoice details, see Creating an Invoice.

      Important:

      If Class, Department, or Location features are enabled, make sure their fields are set up correctly. You can't edit these fields on the autogenerated registration record.

    • To update an existing invoice, go to Transactions > Sales > Create Invoices > List, then click Edit next to the invoice.

  2. On the Invoice page, under the Items subtab, select the warranty item from the Item column list.

  3. For each warranty item, select values for the following columns:

    1. Quantity - Enter the total number of items on this invoice.

    2. Units - Select the sales unit for the quantity if Multiple Units of Measure feature is enabled.

      For serial and lot numbered items, the registration record uses the base item unit.

      To register items with different serial or lot numbers, select the base unit. Then, set the quantity for each number in the Inventory Detail, or add a separate line item for each serial or lot number.

      To learn more, see Best Practices for Updating Invoices With Warranty Records.

    3. Inventory Detail - Click the Inventory Details icon to register serial or lot numbered items.

      In the Inventory Details window, select the serial or lot numbers, then set the quantity for each. For more information, see Basic Inventory Management.

    4. Ship To - Review and edit the shipping address.

      This column shows up only if the Multiple Shipping Routes feature is enabled and the Enable Item Line Shipping box is checked on the transaction.

    5. Register Warranty - Check this box.

      If you turned on the Automatically Register Warranty on Invoice preference, the box is checked even for invoices generated from other transactions. You can update the Register Warranty setting before creating the registration.

      The Automatically Register Warranty on Invoice preference doesn't support invoices created from an opportunity. If this happens, open the invoice and manually check the Register Warranty box. For more information about the preference, see Setting Warranty Preferences.

      Note:

      When you create an invoice, you can show or hide the Warranty Registration List subtab using this column. If you leave this box clear for all line items, the Warranty Registration List subtab won't appear after saving.

      If at least one item has the Register Warranty column checked, the subtab will show up on the invoice when you save it.

    6. Warranty Terms - (Optional) To replace the default term, select a term from the column.

      If you're an Administrator and want to create a new term, select New from the list.

      Note:

      If you change a Fixed or Calculated term, the Original Warranty Expiration date is removed. You can reset the date by switching back to the default term on the item record.

    7. Original Warranty Expiration - (Optional) To change the default warranty expiration for fixed terms, enter the new date or use the Calendar icon.

  4. Click Add to save the new or updated line items.

  5. On the Shipping subtab, you can review or edit the shipping address based on your account setup:

    • If you the Enable Item Line Shipping is checked, you can only review the address for each line item in this subtab. For more information about this feature, see Multiple Shipping Routes.

    • On the autogenerated registration, the Ship To Address value comes from the Ship To field here or from the line item in the Items subtab.

  6. Click Save.

When you save the invoice, warranty records are generated automatically. A scheduled script handles this, so may not see the records right away.

On the invoice, click the Warranty Registration List subtab to see all generated registration records. Only active registration records show up in the list. To open a record, click the View Registration link. If you need to enter registration numbers manually, edit the record to add your own registration number.

Related Topics

General Notices