Warranty
From PERPWiki
Contents |
Overview
pERP Warranty is a general application for tracking a warranty claim from filed to finished, using eGroupware's Tracker for processing.
Although it was designed for a manufacturing concern, Warranty should be flexible enough to suit other business types.
The application will handle both
- client-side claims (RMA for defective or other returned parts, credit or replacement for parts, labor credits, etc) and
- supplier-side claims (tracking supplier RMAs, credit or replacement parts from vendor, etc.).
Some basic reports are also included.
The Warranty Application icon is shown on the navigation bar as a life vest. If you do not see this icon and/or the Warranty label and you need this for your job, contact your site administrator.
Once properly set up and open, the application offers five sections, which are outlined below.
Warranty Setup
There is a considerable amount of setup required before the warranty application can be used.
This setup is best done by the Warranty Manager or by an Administrator under the guidance of the Warranty Manager.
As with most endeavors, a little forethought will save problems down the road.
Warranty Issues
Warranty issues must be set up before the application can be used for claims and claim processing. For each issue, various aspects must be pre-set, including
- The name of the issue
- A detailed description to guide claim entry
- Type and limit of coverage
- Time and flat rate defaults
- Exceptions
- Standard Replacement Parts
If the issues or warranty terms vary with the product, this must be set in the section Setting Warranty Standards by Stock Category before product-based claims are entered and processed.
Warranty Registration
Some companies require that a warranty be registered before claims can be made.
If registration is turned off in Warranty > Admin, this section can be ignored.
If registration is turned on, here is some information about how to register a product.
Warranty/Claims
This section deals with filing, verifying, processing, and closing warranty claims for both the client and vendor sides of the claim, with links to generating both RMA for customer parts and credit or replacement of parts.
pERP is flexible and an open claim can be approached from
- The Client record
- The Claims List in Warranty
- A specific issue
Returning Defective Goods Under Warranty (RMAs)
If the customer needs to return a defective product or component, pERP will handle issuing and tracking a Return Materials Authorization (RMA) as well as issuing a credit to the customer.
If parts must be returned to a vendor and a credit or replacement parts received, pERP will handle that side too.
Warranty Reports
Some warranty reports are provided.
To request additional reports, follow the Feature Request procedure outlined in An Introduction to pERP.
