Repair and Warranty Processing

The app contains extensions for Sales Return Order to handle repair and warranty cases more easily.

☰ Contents

General

• App Repair and Warranty Processing
  The app extends the Sales Return Order with the following options...

Setup

• General

• • Repair and Warranty Setup
    Contains the general setup for the app...

• Repair

• • Repair - Repair Status
    Status of the repair in the Return Order process...
  • Repair - Fault Areas
    Categorization of the complaint case by area...
  • Repair - Symptoms
    Categorization of the complaint case by symptom...
  • Repair - Faults
    Depending on the falut area and symptom, problem codes can be set here...
  • Repair - Conditions
    Condition of the returned Item...

Tasks

• General

• • Service Contact in Customer
    In many companies there is a special employee who takes care of complaints to suppliers. This employee can be created as a Contact and entered in the Service Contact No. in the Customer Card. If a Customer has a Service Contact No., then instead of the Contact Code it is transferred automatically to the Sales Return Order...
  • Retrieve complaint lines
    A simple way to ensure that the customer is only returning items that they have purchased from the company is to use the function Get Posted Document Lines to Reverse in the Sales Return Order. The app expands this function with an Item No. Filter so that it can be restricted to the Item in question...
  • Replace / Return Items
    If an item is replaced or repaired, the Customer will receive a new Item or the repaired Item back. This process can be handeled in the Sales Return Order itself...
  • Transfer Items
    Returned items from Sales Return Orders do not always remain in the Location to which they were initially posted. They are often moved from the Return Location to another Location, e.g. back to the main Location, so that the item can be resold...
  • Incomplete return
    An item is not always returned by the customer completely with all accessories. In order to identify the missing parts, there is a Missing field in the Sales Return Order...
  • Return Order Label
    If items are returned by customers, they usually have to be marked. They are often still the property of the customer, may not be resold and should be returned to the same customer after repair...

• Repair Processing

• • Repair Processing
    If the company has skilled personnel who are able to repair returned items, then a Sales Return Order can also be seen and used as a repair order. The Sales Return Order and the Sales Return Order Lines contain the field Repair Status with which the progress of the repair can be recorded. In the Repair Status table, a status can be set up as a default value for the field, which is automatically used when the document is created...

• Warranty Processing

• • Warranty Processing
    A warranty claim often requires different handling than a normal Return Order. There is a Warranty field in the complaint header for differentiation...

Appendix

• Release Notes