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:
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Go to the Order Management work area, then create a new sales order.
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Complete the order header, then add this item on the order line:
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.
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Search for and add Variable Extended Warranty for Standard Desktop item.
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Click Select Covered Item.
The order line 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.
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Verify your order lines:
Quantity UOM Item Duration Period Your Price Amount 1 Each PTO54222 Sale Price 500.00 1 Each Variable Extended Warranty 1 Year Recurring Charge 100.00
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:
| Quantity | UOM | Item | Duration | Period | Your Price | Amount |
|---|---|---|---|---|---|---|
| 2 | Each | PTO54222 | Sale Price | 100.00 | ||
| 2 | Each | Variable Extended Warranty | 1 | Year | Recurring Charge | 200.00 |
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:
| Quantity | UOM | Item | Duration | Period | Your Price | Amount |
|---|---|---|---|---|---|---|
| 1 | Each | PTO54222 | Sale Price | 500.00 | ||
| 1 | Each | Variable Extended Warranty | 1 | Month | Recurring Charge | 50.00 |
Note
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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.
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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.
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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.