Use this as the detail process for the managing of warranties.

Step 1 - Update Organisation structure

1.      Click Organisation definition from the Setup menu, under Objects.

2.      The following is an example for Organisation structure form view.

 

3.      Select the Organisation where warranty management will be used.

4.      Click on Object structure, click on the Tree control indicator to set to true. The organisation structure will expand into view to see all the organisations.

5.      Click on the Workshop organisation (Maintenance) for example, then click on the "edit" button in maintain action group.

6.      Expand the Indicators fast tab that is used for organisation setup and warranties.

7.      Set the Check warranty indicator to "TRUE" if the organisation will use warranty management. (If the indicator is set to "true", the organisation will be able to create warranty definitions and do the management of warranties for all the serialised objects/specifics.

8.      Set the Create warranty indicator to "TRUE" if the organisation will use warranty management, and warranty claims should be automatically created if valid warranties exist for the objects and specifics within the organisation when work orders are created for the them.

9.      Save the record by pressing CTRL+S and close the organisation structure and definition forms.

Step 2 - Create a warranty event template

1.      Click Event definition from the Setup menu, under Event.

2.      The following is an example for Warranty event form view. This example is for a warranty event of an engine, for the object - Toyota Hilux Engine. In this example the warranty is against the engine of the structure and not on the vehicle, and therefore the warranty check will be for the engine.

 

3.      Click on the NEW to create a warranty event template.

4.      Add Event code and Event description, for example "Engine warranty".

5.      Select the Type (Maintenance) to define the event template use.

6.      The Class to determine how the system will handle this event template. (For this example the class = Adhoc)

7.      The Execution type for this event template will be "Warranty" because the event will be used as a warranty event and with a warranty definition.

8.      Set the indicator to "TRUE" if any of them is valid for this event. Add the default durations for completion of this event.

9.      Save the record by pressing CTRL+S and click on Event object menu button to add an object against this event.

10.  This example is for a warranty event object of an engine, for the object - Toyota Hilux Engine. In this example the warranty is against the engine of the structure and not on the vehicle, and therefore the warranty check will be for the engine.

11.  Click on the Event object NEW to create an event object for the warranty event template.

12.  Select the object code for the object that will be used against the warranty. More than one object can be added against this event template, if the warranty applies to all the objects. (For example the engine warranty event template can be used for all Toyota object engines.)

13.  Add any other data that will be applicable to this event template.

14.  Save the record by pressing CTRL+S and close the event object and event definition when completed.

Step 3 - Create a warranty template

1.      Click Warranty definition from the Setup menu, under Warranty.

2.      The following is an example for Warranty definition template view. This example is for a warranty template of an engine, for the object - Toyota Hilux Engine. In this example the warranty is against the engine of the structure and not on the vehicle, and therefore the warranty check will be for the engine.

 

3.      Click on the NEW to create a warranty event template.

4.      Add Warranty code and description, to create a warranty definition template for the specific object that are serialised managed, for example "Engine warranty".

5.      Select the Warranty Type to define the warranty template and define if the warranty is a supplier, customer or internal warranty. (Internal warranties will be used within an organisation where one department do work for another department or create something, and then there is a warranty for the work or the product within the departments.)

6.      Save the record by pressing CTRL+S and click on warranty object menu button to add an object against this warranty.

7.      This example is for a warranty object of an engine, for the object - Toyota Hilux Engine. In this example the warranty is against the engine of the structure and not on the vehicle, and therefore the warranty check will be for the engine.

8.      Click on the warranty object NEW to create a warranty object for the warranty template.

9.      Select the object code for the object that will be used against the warranty. More than one object can be added against this template, if the warranty applies to all the objects. (For example the engine warranty event template can be used for all Toyota object engines.)

10.  Select the warranty object type to define if the warranty is against an event or for a specific.

11.  Select the currency code to define the value currency for the warranty. The company currency will be defaulted in but the currency can be changed if the value currency is in a different currency.

12.  Enter the warranty value to define the warranty.

13.  Select an event code for this object that will triggered this warranty when the event is used for the create of a maintenance work order. Only events where the object and structure code is used, will be in the drop down list of events.

14.  Click Warranty meter = ADD to define meter values that will be used to validate the warranty criteria when the warranty is against a serialised specific.

15.  Select the UOM to define how the warranty validation will be measured. (Calendar or Meters)

16.  Select the UOM code to define how the warranty validation will be measured. (For example: if UOM = calendar, UOM code = options of year, month, days, hours etc and the value to define the UOM code period. If the UOM = meters, UOM code = kilometers, and the value that will define the distance for the code).

17.  Add the value to define how the warranty validation will be measured. (Calendar or Meters) (For example: if UOM = calendar, UOM code = year, Value = 3 and/or the UOM = meters, UOM code = kilometers, and the value = 60 000).

More than one warranty meter can exist for the warranty template. (For example the warranty meter on the engine can be a calendar warranty = 1 year and meter warranty = 60 000 km, and then the validation for the warranty will be against both and both options should still be valid for the warranty to be valid for claims. If any one of the options is not true, the warranty will no longer be valid for claims.)

18.  Save the record by pressing CTRL+S and close when completed.

19.  Click on the Specific menu button to create a warranty specific for this warranty template. For the warranty to work as intended, the warranty should be linked to specifics structures of the warranty object structure.

 

20.  Click on the warranty specific NEW to create a warranty specific for the warranty object.

21.  Select from Specific ID and structure code lookup the specific asset to add the warranties against the specific.

22.  Select from Supplier lookup the supplier who will be used for this warranties against the specific.

23.  Add reference number for identification of the warranty.

24.  Add warranty specific meter detail that will be used to check if the warranty is valid for a claim when a work order is created for the specific. The meter information about the specific will defaulted in from the current meter reading of the specific, and the calendar will defaulted in the commissioning date of the specific.

25.  Save the record by pressing CTRL+S and close when completed.

Step 4 - Create a maintenance order for specific with warranty

1.      Click Area Page node: Strategic asset management -> Common -> Maintenance management -> Maintenance register - specific.

Click Maintenance New button.

2.      The following is an example for the Maintenance Register - specific work order for a maintenance task on the engine.

 

3.      Follow the normal process of quote (if necessary) and approval of the work order and if any resource items are required to receive from the warehouse.

4.      When the work order status change to "In Progress" the system will check if there is any valid warranties for this specific. When a valid warranty is found, a warranty claim will automatically be created in the warranty register, because on the organisation structure the auto create warranty claim indicator is selected to a TRUE value.

5.      Select the Warranty Type to define the warranty template and define if the warranty is a supplier, customer or internal warranty. (Internal warranties will be used within an organisation where one department do work for another department or create something, and then there is a warranty for the work or the product within the departments.)

6.      Save the record by pressing CTRL+S and click on warranty object menu button to add an object against this warranty.

7.      This example is for a warranty object of an engine, for the object - Toyota Hilux Engine. In this example the warranty is against the engine of the structure and not on the vehicle, and therefore the warranty check will be for the engine.

8.      Click on the warranty object NEW to create a warranty object for the warranty template.

9.      Select the object code for the object that will be used against the warranty. More than one object can be added against this template, if the warranty applies to all the objects. (For example the engine warranty event template can be used for all Toyota object engines.)

10.  Select the warranty object type to define if the warranty is against an event or for a specific.

11.  Select the currency code to define the value currency for the warranty. The company currency will be defaulted in but the currency can be changed if the value currency is in a different currency.

12.  Enter the warranty value to define the warranty.

13.  Select an event code for this object that will triggered this warranty when the event is used for the create of a maintenance work order. Only events where the object and structure code is used, will be in the drop down list of events.

14.  Click Warranty meter = ADD to define meter values that will be used to validate the warranty criteria when the warranty is against a serialised specific.

15.  Select the UOM to define how the warranty validation will be measured. (Calendar or Meters)

16.  Select the UOM code to define how the warranty validation will be measured. (For example: if UOM = calendar, UOM code = options of year, month, days, hours etc and the value to define the UOM code period. If the UOM = meters, UOM code = kilometers, and the value that will define the distance for the code).

17.  Add the value to define how the warranty validation will be measured. (Calendar or Meters) (For example: if UOM = calendar, UOM code = year, Value = 3 and/or the UOM = meters, UOM code = kilometers, and the value = 60 000).

More than one warranty meter can exist for the warranty template. (For example the warranty meter on the engine can be a calendar warranty = 1 year and meter warranty = 60 000 km, and then the validation for the warranty will be against both and both options should still be valid for the warranty to be valid for claims. If any one of the options is not true, the warranty will no longer be valid for claims.)

18.  Save the record by pressing CTRL+S and close when completed.

19.  Click on the Specific menu button to create a warranty specific for this warranty template. For the warranty to work as intended, the warranty should be linked to specifics structures of the warranty object structure.

 

20.  Click on the warranty specific NEW to create a warranty specific for the warranty object.

21.  Select from Specific ID and structure code lookup the specific asset to add the warranties against the specific.

22.  Select from Supplier lookup the supplier who will be used for this warranties against the specific.

23.  Add reference number for identification of the warranty.

24.  Add warranty specific meter detail that will be used to check if the warranty is valid for a claim when a work order is created for the specific. The meter information about the specific will defaulted in from the current meter reading of the specific, and the calendar will defaulted in the commissioning date of the specific.

25.  Save the record by pressing CTRL+S and close when completed.