Editing a Warranty Registration
To access a warranty registration, go to Lists > Warranty and Repairs > Warranty Registration List. From the warranty registration list, click the Edit link for the record you want to update. On the Warranty Registration page, you can change or update the editable fields.
You can also use Global Search to search for a registration record. Use the registration number, serial or lot number as search criteria. If you have the preference to display the list of suggested matches, you can click the Edit link beside the registration number to open the record in edit mode. For more information about global searches, see Global Search.
The registration fields that you can update depend on the mode of registration and whether the registration has an existing claim. For autogenerated registrations, changing the warranty expiration date on the registration record does not automatically change the expiration date in the invoice line item. For more information about the warranty registration fields, see Creating a Manual Warranty Registration.
The following table shows the list of registration fields that are required for creating or importing a manual registration. It also indicates if the field can be edited for a manual and autogenerated registration. For each registration mode, editable fields are further limited when a registration already has an existing 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 |
In edit mode, you can also do the following:
-
Void a Warranty Registration
You can void a registration record by checking the Inactive box. You can edit an inactive record, but you cannot use it to file a warranty claim. If the registration is generated from an invoice, the record is removed from the Warranty Registration List subtab of the invoice. in the corresponding line item of the invoice, the warranty settings are not changed.
-
Delete a Warranty Registration
You can delete a registration record if it has no associated warranty claims. This condition is the same for serial items with multiple registrations but associated with one line item on an invoice. You can delete only the registration records with no claim.
To delete a record, when in edit mode, go to Actions > Delete. To view the role requirements for deleting a registration record, see Roles and Permissions in Warranty and Repairs Management.
Note:Clicking the Remove link on the Related Records subtab only removes a record from the list of claims displayed on the registration. The claim remains associated with the registration, so the registration cannot be deleted. However, when you remove a claim, it cannot be displayed on the registration again.
If a registration is generated from an invoice, you cannot delete the record when the invoice is being edited by another user. After you are able to delete the record, the Register Warranty box is automatically cleared in the corresponding line item of the invoice. However, the box is not yet cleared if there are other existing registration records linked to the line item.
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Copy a Warranty Registration
You can copy warranty details into a new registration record. In view mode, on the Warranty Registration page, go to Actions > Make Copy. A manual registration form is displayed, regardless of the mode of registration.
-
For autogenerated registrations, the invoice is copied into the Reference Invoice field. If applicable, the serial or lot number is copied into the Reference Serial/Lot No. field.
-
If you enabled the Auto Generate Registration No. preference, the Registration No. field is disabled and cannot be edited when you are creating the record. For more information about this preference, see Setting Warranty Preferences.
-
The Manual Registration box is automatically checked on the copy of the registration record.
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