Create Included Warranty Subscription

When a customer asset is created, it creates a pending customer asset creation transaction in Subscription Management. For the included warranty to be created, you must process such transactions. We will discuss asset transactions in more detail in Asset Transaction section.

1. Go to Subscription Management > Subscription Configuration > Asset Lifecycle Management > Reprocess Installed Base Updates.
2. Search asset transactions by selecting Customer asset creation for Asset Transaction Type and Pending for Status.
3. Click Submit to process the pending asset transactions.
4. If any asset transactions fail to proceed due to an error, you can select the transactions using the check box and then Submit them again.
5. Run the Process Installed Base Updates process, which processes the asset transactions to create included warranty subscriptions. You can also schedule this process to run regularly and create included warranties automatically.

The included warranty is created by default for the business unit associated with the asset. If the asset business unit isn't available, then the application uses the default business unit from the subscription rule Asset Lifecycle Management specifications.

You can change the business unit associated with the asset, if needed:

1. Go to Subscription Configuration.
2. Click Manage Subscription Rules.
3. Click Asset Lifecycle Management.
4. In the Included Warranty Section, select the business unit you want to be the default business unit for the asset.

The Process Installed Base Updates process creates included warranty subscriptions for new customer assets. This process uses specific consolidation rules to determine whether the new customer asset should be added as a covered level for an existing included warranty line or if a new included warranty should be created:

1. Included warranty selection rules:
   1. Find an active included warranty whose source order and business unit match the order reference and business unit associated with the customer asset.
   2. If (a) doesn't return a match, find an active included warranty whose customer matches the sold-to party associated with the customer asset.
   3. If the application doesn't find the included warranty in (b), then create a new included warranty.
2. If an included warranty is found in (1), these rules determine the line-level consolidation:
   1. Find an active included warranty line that has a bill-to account and ship-to party (or party site) similar to the one associated with the customer asset and the included warranty product related to the product associated with the customer asset.
   2. If no active line is found in (a), create a new line, and add the asset as a covered level.

Note: Typically, invoices aren't generated for included warranty items.