Add Coverage to Sales Orders

Add a coverage item for a covered item in the same sales order, or in a different sales order.

You can add coverage to a new sales order, or to a sales order you already submitted to order fulfillment.

In this example, you add covered item PTO54222 Standard Personal Desktop Computer to a sales order, then add coverage item Variable Extended Warranty for Standard Desktop in the same sales order.

This topic uses example values. You might need different values, depending on your business requirements.

Try it.

1. Go to the Order Management work area, then click Tasks > Create Order.

2. On the Create Order page, complete the order header.

3. In the Order Lines area, search for the item, then click Add.

   Item	Description
   PTO54222	PTO54222 Standard Personal Desktop Computer

   The PTO54222 Standard Personal Desktop Computer is the covered item. You must add the covered item before you add the coverage item.

4. In the Order Lines area, click Search (the magnifying glass).

5. In the Search and Select dialog, enter the value, then click Search.

   Attribute	Value
   Description	Warranty

6. Select the warranty you require, Variable Extended Warranty for Standard Desktop, then click OK.

7. Click Select Covered Item.

   The Order Lines area displays Select Covered Item only if your search returns a coverage item. If the search doesn't return the coverage item you require, then contact your order administrator.

8. In the Select Covered Item dialog, select Current Order, set the values, then click Add.

   Attribute	Description
   Order Line	Select PTO54222 Standard Personal Desktop Computer.
   Contract Start Date	Specify when to start coverage. For this example, accept the current date, which is the default value.

   You order lines should look like these lines.

   

9. Click Submit, then, in the Confirmation dialog, click OK.

10. Click Actions > Switch to Fulfillment View.

11. On the Order page, click Fulfillment Lines.

    Note

    • The Fulfillment Lines tab displays one fulfillment line for the covered item and one fulfillment line for the coverage item, and includes attributes that are specific to the coverage item, such as Duration, Period, Contract Start Date, Contract End Date, and Sales Product Type.

    • The Associated Order Line link navigates you to the item that the coverage item covers.

12. In the fulfillment line for the coverage item, in the Orchestration Process Number column, click the link.

13. On the Orchestration Process page, on the Orchestration Plan tab, notice that the Status for each shipping task, such as Schedule, Reserve, or Ship, is Not Applicable.

    

    A warranty isn't a shippable item, so the orchestration process doesn't attempt to ship it.

How Order Management Calculates Amounts for Coverage Items

Order Management automatically sets the quantity of the coverage line to the quantity of the covered line. It then multiples the quantity by the price on the covered line. In this example, the calculation is Quantity of 2 multiplied by price of 100 equals an Amount of 200.

Set the Duration and Period

Some coverage items might allow you to modify the Duration and Period, depending on how your order administrator sets them up. Assume your customer requests to purchase only one month of Variable Extended Warranty instead of the default 5 years. Here's how you do it on the order line.

Note

• If the service duration is variable for the coverage item, and if you set Contract Start Date and Contract End Date, then Order Management automatically calculates Duration.

• If you set Contract Start Date and Contract End Date to the same date, including the time stamp, then Order Management sets Duration to one day. One day is the lowest value that Duration can contain, so a coverage must exist for at least one full day. You can't specify a duration that lasts for less than 24 hours.

• If you copy a sales order, and if the sales order that you copy has a coverage, then Order Management sets Contract Start Date on the new coverage line to the current date. Order Management uses the current date, and the duration and period on the original coverage line to calculate the Contract End Date on the new line.