Article

Article Body

Overview

When serialized items are shipped via a Sales Order referencing the Sales Contract, a Shipped Item Warranty record is created referencing the Contract it was shipped against, and a Covered Device record is created. Once created, a Covered Serialized Device Detail record needs to be made active on the Contract by using Edit Covered Serialized Devices. This record also allows the Covered Device to be placed on Billing Hold with Hold Start and Hold End dates, Coverage Start, and Coverage End dates and shows the Last RMA Number.

Application

Controls the following functions against a Covered Device that has been associated with the Sales Contract:

Activate/Deactivate
Place Device on Billing Hold with start and end dates
Define Coverage dates for the Device
Details the last RMA number
Records changes to the Covered Device record via the Device Change History button.

Prerequisites

Covered Device (Shipped Item Warranty) record created via shipping a serialized item via an SO associated with the Sales Contract.
Covered Device (Shipped Item Warranty) record associated with the Contract via adding the Shipped Item Warranty to the Sales Contract.

Navigation

Sales Contracts Maintenance (not in Edit Mode) > Edit Covered Serialised Devices button or via editing the Covered Device record.

Processing

Click on the Edit Covered Serialized Devices button or edit the Covered Device record.
Populate fields as required and click Save.

Fields

Contract Master:  The Contract against which this device was shipped.

Asset ID:  The Associated Asset ID set on the Shipped Item Warranty record for the given device.

Covered Serial Device:  The specific serialized device shipped against the given Contract.

Device is Active:  When checked, it indicates the device is active, and any appropriate recurring billing will occur.

Device on Billing Hold:  When checked, no applicable recurring charges will be accrued against the device specified.

Device Billing Status:  The current Billing Status for this Device. Options are:

Pending
Active
On Hold
Terminated

IMPORTANT image.png IMPORTANT If the user needs to use custom picklist values (not being packaged from an ERP org) for the field 'Device Billing Status', an Application Setting has to be created as follows:

The name of the setting should start with 'allowpicklist_', then 'Field API Name' (excluding '__c').
The values should be the API Names of the non-packaged picklist values (comma-separated).

  EXAMPLE If the user needs to add new picklist values 'Deleted' and 'Archived' for the field 'Device Billing Status', add a new Application Setting with the Name 'allowpicklist_socondev_billstatus' and Value as "Deleted, Archived".

Current Coverage Start Date: Required when setting a device as Active. It identifies the date on which applicable recurring charges for the given device begin.

Current Coverage End Date: Required when setting a device as Active. It identifies the date on which applicable recurring charges for the given device end.

Interim Hold Start Date: When 'Device is on Billing Hold' is checked, this field must be set, to represent the date on which applicable recurring charges for the given device will discontinue.

Interim Hold End Date: When the Device is on Billing Hold is checked, this field must be set to represent the date on which applicable recurring charges for the given device will discontinue.

Device on Billing Hold:   When checked, no applicable recurring charges will be accrued against the device specified. When checked, the Interim Hold Start Date and Interim Hold End Date must be set.

Device Terminated:   When checked, it indicates that the device has been terminated.

Device Transferred:  When checked, it indicates that the device has been transferred to another Contract.

Transfer Date:  The date the device was transferred from the given Contract.

Transferred To Contract:  The Contact this device was transferred to.

NOTE image.png

NOTE The Sales Contract of an active Covered Serialized Device can be changed to a different Sales Contract using the Sales Contract Device Transfer page.

Device Management Reason: Reason for Hold. Options are:

None
Set Interim Hold Date
Clear Interim Hold Date

Activate By Date: The date by which this Device is to be activated, after which charges may start accruing.

Last RMA No: Whan an RMA is released for this device, this field is automatically set to the most recent RMA number.

Last Change Comments: When changes are made to this Contract Covered Device record, a history record is created. This optional field can be used to notate any appropriate comments regarding the last change made.

Device Change History Button: When changes are made to the Covered Device record, a record of the change is automatically created.

Title	Covered Devices (Covered Serialized Devices)

URL Name	Covered-Devices-Covered-Serialized-Devices

Covered Devices (Covered Serialized Devices)