Warranty (Fleet Equipment) |
Note: Linear assets do not display on this screen. Use the Data -> Equipment Units -> Linear Assets -> Primary Information screen.
The Warranty tab enables you to display and define bumper-to-bumper warranty information for equipment units. Warranties may also be tracked for components and stock parts. This is essential for organizations that need to show a return on investment (ROI). If you pre-arrange extended warranties on equipment, you can also use this tab to specify multiple concurrent warranty periods.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can search on equipment ID, serial number, asset category ID, SLA equipment category, assigned repair location ID, and department ID, among other values. The list of searchable fields on the filter is extensive; use the scroll bar to view them all.
Note: Filtering data based on fuel/fluid type uses the information in the Supported fuel/fluid types screen group on the Codes tab.
The Fleet Equipment screen supports location level and department-level access control, so you must belong to a user group with the applicable authorizations to make changes or updates.
The field in the top section of this tab defines the data that displays.
Equipment ID
Identifier of the equipment unit currently selected in the grid or that you are defining. This field has a list box. The equipment unit year, manufacturer, and model display to the right of the ID.
When you insert an equipment unit with an asset category that supports automatic numbering and this field is blank, The system generates an equipment ID that follows the format specified in the Custom ID structure field on the Data -> Equipment Units -> Setup -> Asset Categories screen. If you specify an ID and the equipment’s asset category supports automatic numbering, the ID is not overwritten.
Whether an asset category supports automatic numbering is specified on the Data -> Equipment Units -> Setup -> Asset Categories screen.
The Warranty information screen group in the bottom section of the tab defines the warranty information. Unless otherwise indicated, these fields are optional.
If at least one row in the group indicates that a warranty is in effect, the equipment is considered to be under warranty and the warranty status on new work orders is set appropriately. When a warranty claim is generated automatically, the system uses the vendor ID on the warranty that is still in effect but closest to expiration. If a valid warranty is not found, the unit is considered to not be covered by warranty.
Note: The data conversion to Release 5.7 transferred all existing equipment warranty settings to the first row in the group.
Control labels are printed for parts issued on work orders that include warranty work. For more information, go to control labels.
Delete
To delete the entries in the fields to the right, place a check in this field and click Save.
Vendor ID
Identifier of the vendor that provides warranty services for the equipment unit. This field has a list box of vendors that offer equipment and component warranties. Required.
Tip: If the warranty has expired, the vendor ID need not be active.
Vendor IDs are defined on the Basic Info tab of the Data -> Setup -> Organization Structure -> Vendors -> Primary Information screen.
Expiration date
Date that the warranty on the equipment expires. Required.
Note: When you enter a vendor ID and the equipment unit has an in-service date, this field defaults to the in-service date plus the warranty duration specified on the More Info tab of the Data -> Equipment Units -> Setup -> Equipment Types -> Primary Information screen.
Meter 1 expiration
If the equipment is under warranty and the warranty expiration is based on meter (in whole or in part), the meter 1 reading at which the warranty expires. The value in this field may not be greater than the value in the Maximum meter value field on the Meter Info tab. Required.
Note: When you enter a vendor ID and the equipment unit has an in-service date, this field defaults to the life meter value plus the warranty meter specified on the More Info tab of the Data -> Equipment Units -> Setup -> Equipment Types -> Primary Information screen.
Meter 2 expiration
If the unit is in an equipment class with two meters, this is the meter reading at which the warranty expires on the second meter.
Note: The value in this field may not be greater than the value in the Maximum meter value field on the Meter Info tab.
Deductible
Amount of the warranty’s deductible (if any).
Warranty type
The type of warranty. The maximum field length is 60 characters.
Comments
Text field for comments regarding the warranty. The maximum field length is 60 characters.