Working with Warranty Plans

Setting Default Warranty Plans

The default warranty plan for new repair orders may be set under module options (see module option “Default Warranty Plan for New Repair Orders” under Repair Order Module Options).

Standardizing Consistency of Warranty Plans

If users have entered various warranty plans inconsistently, they can be standardized through a few simple steps. When opening the warranty plans setup area, answer Yes to extract newly entered warranty plans if this option has been enabled (see module option “Prompt to extract newly entered Warranty Plans” under Setup Module Options). Then browse through the list and correct any variances by editing each incorrect record and typing in what the warranty plan should have been, even if it is already in the list. Make sure that the Update existing Repair Order and Warranty Card records box is checked before saving. All repair order and warranty card records will automatically be updated with the correct warranty plan so that your data is consistent.

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Working with Batches of Warranty Plans