Overview
The Shipped Item Warranty (SIW) record is the primary record that is used to track the Warranty and Installation details of a serialized item within Rootstock.
Application
Any serialized item shipped on a Sales Order will automatically create the Shipped Item Warranty record. Alternatively, the Shipped Item Warranty record can be created outside of the Sales Order process within the Shipped Item Warranty module.
Warranty information is assigned to the Shipped Item Warranty by creating Warranty Types and then assigning the Warranty Type to either the Sales Order Control record (as a default for all Serial Items shipped), Product Group, or within the Product Master itself. Alternatively, the Warranty Type can be assigned manually to the Shipped Item Warranty record created. See the Warranty Tracking article for more information on Warranty tracking features in Rootstock.
The Shipped Item Warranty record can also capture the following:
Prerequisites
A Shipped Item Warranty record is created when one of the following occurs:
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A Product whose Inventory Item Master is flagged as serial controlled is shipped on a Sales Order.
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A Product whose Inventory Item Master record has it flagged to Assign Serial Number at SO Shipment.
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A serial-controlled Inventory Item Master contained in a Kit Product shipped on a Sales Order.
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A serial-controlled component of a serial-controlled Configured Product that has been linked to the Product on the Work Order, which was used to produce the Product shipped on a Sales Order. Note: This only applies when Create Warranty Dtl for Configured Comps is checked (TRUE) on the Sales Order Control record for the Sales Division on the Sales Order that has been shipped.
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Created manually via the User Interface or Data Load.
Navigation
Sales Order Processes > Shipped Item Warranty
Processing
Detailed below are the fields within the Shipped Item Warranty record and a brief explanation of the functionality:
Fields
Shipped Item Warranty Header
Division: Division is set to the Current Division set on your Manufacturing User record and cannot be changed directly in this process. To create or access a record in another Division (including one in another Company), use the Quick Menu option to Change the Company/Division or update the Current Division on your Manufacturing User record in System Setup. Note that only data within this Company/Division will be displayed.
Item Number: Inventory Item Master record associated with the Shipped Item Warranty. It cannot be edited once assigned to the SIW.
Serial Number: Serial number assigned via the SO Fulfillment process or assigned manually when first created. It cannot be edited once assigned to the SIW.
Warranty Type: Choose a relevant Warranty Type.
Warranty Duration: Defaults to the duration defined against the Warranty Type but can be overridden.
Warranty Duration UOM: Defaults to the duration UOM defined against the Warranty Type but can be overridden.
Warranty Expiration Date: Calculates the expiration date based on the Date Originally Sold (Shipped) and the Warranty Duration.
Reference Number: Used to capture an alternate Serial Number or other reference for the SIW.
Sold To Customer: Defaults to the Customer defined on the Sales Order transaction. It cannot be edited once assigned to the SIW.
End User Customer: Defaults to the Customer defined on the Sales Order transaction. It can be overridden to define a different Customer Master record.
NOTE When the Shipped Item Warranty is associated with an active Contract Covered Serialized Device record, the 'End User Customer' can be changed to a Customer who is one of the valid related Customers of the Customer on the Contract associated with the Contract Covered Serialized Device record. And in that Customer Relationship, the new Customer should be the 'Secondary Customer' and the Contract Customer should be the 'Primary Customer'.
Installation Address: Filtered to show the End User Customer Master address details designated as Installation Addresses.
Comments: Free text field to record information about the SIW.
Sales Division: The Sales Division associated with the Sales Order transaction.
Product Number: Associated Product Master record used on the Sales Order transaction. It cannot be edited once assigned to the SIW.
Originating Sales Order Line: The Sales Order Line against which this serial item was shipped.
Originating Shipper: The Shipper on which this serialized item was shipped on.
Date Originally Sold: Defaults to the SO Shipment Date. It can be overridden if required.
Contract: The Sales Contract associated with this SIW.
Project: The Project associated with the Sales Order transaction. It can be overridden if required.
Service Contact: The Customer Contact that represents the Service Contact for the End User Customer.
Servicing Site: The Site that will perform service for this SIW.
Last Received on RMA: This is the last RMA this serial was received against.
Billing Tab
Associated Asset ID: User-defined alpha-numeric value up to 50 characters, used to identify this serialized device as an Asset. Changes to this value are tracked in the Device Association History audit object.
Asset Group: User-defined alpha-numeric value that identifies the Asset Group this Asset is associated with (allows user to associate the serialized item into Asset Groups for external reporting purposes.
Associated Asset Effective Date: The date that the current Asset ID was set.
Billing Group: User-defined alpha-numeric value up to 50 characters in length, used to define a Billing Group (for external reporting purposes).
Date of First Recorded Usage: The date that this serialized device first became "active" on the associated Sales Contract.
Residual Amount: Reference-only field that represents the residual value this serialized item has at the end of the Contract Term.
Shipped Item Transaction Detail Tab (Not editable - records Shipment Date and Shipper Serial Detail Object)
Shipment Date: The date the shipment was made for this serial item.
Shipper Serial Detail: The Shipper the serial item was shipped on.
Cases Tab (Not editable - records Cases created against the SIW record)
Sales Order Lines Tab (Not editable - records Sales Order Line records after the original Sales Order line record)
Device Association History (Not editable - records changes in the Associated Asset ID record)
SEE ALSO
Warranty Tracking
Sales Contract Creation and Management
Inventory Item Master
Rootstock Product Master
