You can create Warranties for your Assets for a specific period of time or based on specific counter category and reading value.
An Asset Warranty may include several Assets, but an Asset can only be related to one active Asset Warranty at a time. An Asset Warranty may provide full or partial coverage, depending on the contents of the agreement.
You have completed setup of Assets and Work Orders in EAM-BC.
In EAM-BC, you can create an Asset Warranty and add one or more Assets to the Warranty.
Refer to the article Roles, Users, and Permissions for information about the permission sets required for working with assisted setup and data import in EAM-BC.
Use the Warranty Data Migration Wizard to easily migrate data regarding Asset Warranty from your previous ERP system to EAM-BC. The data wizard allows you to migrate:
Learn more in this video: Migrate Asset Warranties, or follow these steps:
To learn more about how to set up a configuration package, refer to Microsoft D365BC documentation: Prepare a Configuration Package.
To learn more about the general setup, refer to Microsoft D365BC documentation: Setting up Business Central.
Some of the setup for Asset Warranty is done in Asset Management Setup.
For more information about Asset Managment setup, refer to the article Asset Management Setup.
Use Asset Warranty Statuses to see the current status of an Asset Warranty, for example, 'In Use', 'Expired', or 'Not in use'. You can mark a status as the default one. Use statuses to define for instance which warranties are in use and see old warranties that have expired, or view warranties that are no longer in use. You can set up your own warranty statuses to fit your needs.
Refer to the test case below for step-by-step instructions on how to create an Asset Warranty Status.
On your role center, search for and select Asset Warranty Statuses.
In the Asset Warranty Statuses list, select New in the ribbon.
Enter data in the Code field.
In the Description field, enter a description of the status.
Select the Default check box on the Asset Warranty Status record you want to use as default when you create an Asset Warranty.
The user can create an Asset Warranty Status.
Claim Event Types are used on a Claim to define the different types of events/actions taken when processing the Claim. Examples of Claim Event Types are:
Refer to the test case below for step-by-step instructions on how to create a Claim Event Type.
On your role center, search for and select Claim Event Types.
Select New in the ribbon.
Enter data in the Code field.
In the Description field, enter a description of the Client Event Type.
The user can create a Client Event Type.
An Asset Warranty is valid for a specific period (or until it reaches a defined counter reading value) and may include full or partial coverage of Assets. You can add documents to an Asset Warranty, outlining the details of the Warranty Agreement.
You can add several Assets to an Asset Warranty, and you can add multiple warranties to the same Asset. When adding multiple warranties to an Asset, make sure that the parameter Multiple Warranties is enabled in Asset Mangement Setup.
On your role center, select Assets > Asset Warranties (or search for and select "Asset Warranties") to see the Asset Warranties list. The list gives you an overview of active and expired Warranties as well as information about vendors and manufacturers. See screenshot 01 for an example of an Asset Warranty card.
To create an Asset Warranty you must specify:
Your warranties might be calendar-based or counter-based only, or both calendar- and counter-based.
On the Asset Card in the 'Additional Information' tab, you can see some details with text formatting to show the status of the warranty (see screenshot 02):
If you've enabled the ability to have multiple warranties on an asset, the warranty information is added in a Warranties tab on the asset card. See screenshot 03.
The Warranty No. field is always formatted based on the values from other related fields:
Screenshot 01 below shows an example of an Asset Warranty covering Assets.
Warranty information can be found on Asset cards and Work Order cards:
In the Maintenance Log, you can view all changes made to warranties.
On an Asset Warranty Card, you can inspect Assets and view Asset details in two ways.
The contents of an Asset Warranty determines when, and to what extent, you can create a claim for an Asset included in the Asset Warranty.
What you are actually able to claim, is described in the details of the Asset Warranty, for example:
On your role center, select Assets > Claims (or search for and select "Claims") to see the Claims list. The list gives you an overview of the current status of your Claims as well as next actions planned on the Claims. The Screenshot below shows an example of the Claims list.
Working with Claims include:
Refer to the test cases below for step-by-step instructions on how to:
The screenshot below shows an example of the Claims list.
On your role center, select Assets > Claims, or search for and select Claims.
Select New in the ribbon.
Select the Description field and enter a description for the Claim.
The No. and Status fields are automatically filled out.
In the Warranty No. field, select the Asset Warranty you are creating a Claim for.
On the Company FastTab, fields are automatically filled out with data from the selected Warranty.
In the Asset No. field, select the Asset that you are creating a Claim for.
You can only select an Asset that has been added to the selected Warranty.
Optional: On the General FastTab, you can enter a description for Next Action to be taken on the Claim, and you can select Next Action Date and Expected Completion Date as you require.
Optional: If you want to add documents or pictures to the Claim, this can be done from the Process and Documents buttons in the ribbon.
The user can create a Claim for an Asset included in an Asset Warranty agreement.
On the Claim card > Events FastTab, select an event type in Type field.
Enter a description or note about the event in the Notes field.
The Creation Date and Created By fields are automatically filled out.
Select Next Event Type for the record.
Select Next Event Date for the record.
Repeat steps 1-4 if you want to add more events on the Claim.
The user can add events to a Claim.
On the Asset Card, select Process > Create Claim in the ribbon.
A new Claim is created for the Asset. On the General FastTab, the fields No. - Warranty No. - Asset No. - Status are automatically filled out.
On the Vendor FastTab, fields are automatically filled out with data from the Asset Warranty.
Refer to the test case "Creating a Claim" above for more details on how to fill out other fields on a Claim.
The user can create a Claim from the Asset Card.
On the Asset Warranty Card > Assets FastTab, select the line with the Asset you want to create a Claim for.
On the Assets FastTab, select Manage > Create Claim.
A new Claim is created for the Asset Warranty. On the General FastTab, the fields No. - Warranty No. - Asset No. - Status are automatically filled out.
On the Vendor FastTab, fields are automatically filled out with data from the Asset Warranty.
Refer to the test case "Creating a Claim" above for more details on how to fill out other fields on a Claim.
The user can create a Claim for an Asset from the Asset Warranty Card.
You can create a Work Order from a Claim if, for example, repair og replacement work is required to complete the Claim. Refer to the article above to see how to connect an Event Type with a Work Order.
Refer to the test case below for step-by-step instructions on how to create a Work Order from a Claim.
Refer to the following articles for information on how to process a Work Order:
On your role center, select Assets > Claims, or search for and select Claims.
In the Claims list, select the link in the No. column of the Claim you want to create a Work Order for.
On the Claim card, select Process > Create Work Order in the ribbon.
The Create one-off work order window opens.
Enter a Description for the Work Order.
If required, change the Work Order Date.
Select a Category Code.
Select a Priority Code.
Select Yes to create the Work Order.
The Work Order card opens. On the Work Order, the Warranty No. and Claim No. fields are automatically filled out with data from the Claim.
The user can create a Work Order from a Claim.
On the Claim, a record is automatically added as an event of type "Work Order", with a link to the Work Order.
From an Asset Warranty Card, you can get an overview of the Claims related to the Warranty and inspect active Claim records.
From the Work Orders list, you can open an Asset Warranty and the active Claim related to a Work Order.
In EAM-BC, you can set up the Maintenance Log to log changes regarding Claims.
Refer to the Maintenance log section for information on how to set up the log and use it to get an overview of changes made to Claims.
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