Editing a Warranty Registration
The registration fields you can update depend on the mode of registration and if there's already a claim. If you change the warranty expiration date on an autogenerated registration, it won't automatically update the expiration date in the invoice line item. To learn more about warranty registration fields, see Creating a Manual Warranty Registration.
To access a warranty registration, go to Lists > Warranty and Repairs > Warranty Registration List. From the warranty registration list, click Edit next to the record you want to update. On the Warranty Registration page, you can update the fields that are editable.
You can also use Global Search to find a registration record. Enter the registration number, serial number, or lot number to search. If you the Global Search Auto Suggest preference is turned on, you can click Edit next to the registration number to open the record in edit mode. For more information, see How to Use Global Search.
The following table lists the registration fields required to create or import a manual registration. It also shows if you can edit the field for manual and autogenerated registrations. For each registration mode, editable fields are even more limited if there's already a claim.
|
Field Name |
Required for Manual Registration |
Editable for Manual Registration |
Editable for Autogenerated Registration |
|
|---|---|---|---|---|
|
Without Claim |
With Claim |
With or Without Claim |
||
|
Registration No. |
Yes |
Yes |
Yes |
Yes |
|
Customer |
Yes |
Yes |
No |
No |
|
Subsidiary |
Yes |
Yes |
No |
No |
|
Location |
No |
Yes |
Yes |
No |
|
Reference Invoice No. |
No |
Yes |
No |
Not used |
|
Item |
Yes |
Yes |
No |
No |
|
Quantity |
Yes |
Yes |
Yes, except for serialized items |
Yes, except for serialized items |
|
Units |
No |
Yes |
Yes, except for serialized items |
Yes, except for serialized items |
|
Reference Serial/Lot No. |
Yes, for serialized items |
Yes, for serial or lot numbered items |
No |
Not used |
|
Serial/Lot No. |
No/Disabled |
No/Disabled |
No/Disabled |
No |
|
Invoice No. |
Not used |
Not used |
Not used |
No |
|
Invoice Date |
No |
Yes |
No |
No |
|
Original Warranty Terms |
Yes |
Yes |
No |
No |
|
Original Warranty Start Date |
Yes |
Yes |
No |
No |
|
Warranty Expiration |
Yes, except for Lifetime terms |
Yes, except for Lifetime terms |
Yes, except for Lifetime terms |
Yes, except for Lifetime terms |
|
Remarks |
No |
Yes |
Yes |
Yes |
|
Class |
No |
Yes |
Yes |
No |
|
Department |
No |
Yes |
Yes |
No |
|
Ship To Address |
No |
No/Disabled |
No/Disabled |
No/Disabled |
|
New Address |
No/Disabled |
Yes |
Yes |
Yes |
Managing Warranty Registrations in Edit Mode
In edit mode, you can also do the following actions:
-
Void – You can void a registration by checking the Inactive box. You can edit an inactive record, but you can't use it to file a warranty claim.
If the registration comes from an invoice, it's removed from the Warranty Registration List subtab on the invoice. In the related invoice line, the warranty settings don't change.
-
Delete – You can delete a registration if it doesn't have any associated warranty claims. The same rule applies to serial items with multiple registrations linked to one invoice line. You can delete only the registration records without a claim.
In edit mode, go to Actions > Delete to remove a record. For role requirements on deleting a registration, see Roles and Permissions in Warranty and Repairs Management.
Note:Clicking Remove on the Related Records subtab only takes the claim off the list shown on the registration. The claim still stays linked to the registration, so you can't delete the registration. However, when you remove a claim, it can't be shown on the registration again.
If a registration comes from an invoice, you can't delete it while someone else is editing the invoice. When you delete the record, the Register Warranty box is automatically cleared in the related invoice line. However, the box isn't cleared if there are other registration records linked to that line item.
-
Copy – You can copy warranty details into a new registration. In view mode, on the Warranty Registration page, go to Actions > Make Copy. You'll see a manual registration form, no matter which registration mode you used.
When you copy a registration, keep these points in mind:
-
For autogenerated registrations, the invoice gets copied into the Reference Invoice field. If needed, the serial or lot number gets copied into the Reference Serial/Lot No. field.
-
If you've turned on the Auto Generate Registration No. preference, the Registration No. field is disabled and can't be edited when you're creating the record. For more information about this preference, see Setting Warranty Preferences.
-
The Manual Registration box gets automatically checked on the copied registration.
-