Managing Customer Warranties—Exercises

IMPORTANT
If you are a student, it is extremely important that you set up and work within your own site to maintain your data integrity. If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own site.

Basic Data Setup

Supplier

Purpose: The purpose of this exercise is to set up a supplier that you can purchase goods from.

Windows:
Supplier

  1. Enter a supplier, XX-1000.
  2. Save your changes.

General exercise for Supplier

Buyer

Purpose: The purpose of this exercise is to connect a buyer to your user.

Windows:
Procurement Basic Data
Sites per User

  1. Create a buyer.
  2. Connect the buyer to your user.

General exercise for Buyer

Coordinator

Purpose: The purpose of this exercise is to connect a coordinator to your user.

Windows:
Coordinators
Sites per User

  1. Create a coordinator.
  2. Connect the coordinator to your user.

General exercise for Coordinator

Enter Customer

Windows:
Customer

  1. Enter C.S.C. New York as customer with XX-1000 as Customer No.

General exercise for Customer

Basic Data for (Customer) Warranties

Purpose: The purpose of this exercise is to create a warranty condition and a warranty type.

Windows:
Warranty Conditions
Customer Warranty Type Template

  1. Create a warranty condition for the light bulbs in the Warranty Conditions window. Enter a condition description, set the min value to 0 and the max value to 2, and choose time unit, month. Save. Note that the Condition ID will be given.
  2. Create a customer warranty type template in the Customer Warranty Type Template window. Name the template ID XX-LB. Enter a description and save.
  3. Add the created Condition ID received in step 1, and save.
  4. IFS Racing wants to print a document text on the invoice that a light bulb warranty is valid for the part. Enter a language description in the Language Description tab. Choose Document Texts, by right-clicking, and enter the message.

Purpose: The purpose of this exercise is to create a warranty condition and a warranty type.

Windows:
Warranty Conditions
Supplier Warranty Type Template

  1. Create a warranty condition in the Warranty Conditions window. Enter a condition description, set the min value to 0 and the max value to 1, and choose time unit year. Save and note that the Condition ID will be given.
  2. Create a supplier warranty type template in the Supplier Warranty Type Template window. Name the template ID XX-R. Enter a description.
  3. Select the Convert to Customer Warranty checkbox, and save.
  4. Add the created Condition ID, received in step 1, and save.

Connect Customer Warranty Type Template to Part in Part Catalog

Purpose: The purpose of this exercise is to connect the warranty type to a part.

Windows:
Part

  1. Create a new part named XX-18-450 Porsche car, in the Part window.
  2. Set up conditions for serial tracking in the General tab by enabling the following checkboxes: Inventory Serial Tracking and After Delivery Serial Tracking. Choose Manual in the Serial Rule field. Unit of measure should be pieces (pcs).
  3. Connect a customer warranty by right-clicking and choosing Customer Warranty and Create/Edit. Choose template ID XX-LB and save. Note that the checkbox for Customer Warranty is now marked in the General tab of the Part window.

General exercise for Enter Part in Part Catalog

Connect Supplier Warranty Type Template to Part in Part Catalog
(This step is only necessary for the last Main Exercise below)

Windows:
Part

  1. Create a new part named XX-18-450 Porsche car, in the Part window.
  2. Set up conditions for serial tracking in the General tab by enabling the following checkboxes: Inventory Serial Tracking and After Delivery Serial Tracking. Choose Manual in the Serial Rule field. Unit of measure should be pieces (pcs).
  3. Connect a supplier warranty by right-clicking, choosing Supplier Warranty and Create/Edit. Choose template ID XX-R and save. Note that the checkbox for Supplier Warranty is now marked in the General tab in the Part window.

General exercise for Enter Part in Part Catalog

Enter Inventory Part and Sales Part

Purpose: The purpose of this exercise is to create corresponding parts to the purchase part.

Windows:
Purchase Part
Inventory Part
Supplier for Purchase Part
Sales Part
Part Serial

  1. Enter XX-18-450 Porsche Car as a stored purchased part.
  2. Create a corresponding inventory part and enter a picking location as default. Is any of the checkboxes for warranty marked in the Misc Part Info tab? From where is the information inherited?
  3. XX-18-450 Porsche car is bought from supplier, XX-1000. Create a corresponding supplier for purchase part and use receive case: Receive into Inventory.
  4. Create a corresponding sales part for XX-18-450 Porsche car. Is the checkbox for customer warranty marked in the Misc Part Info tab? From where is the information inherited?

Note: The following steps are only necessary for the last Main Exercise below

  1. Search for the part in the Part Serial window. Are any of the checkboxes for warranty selected in the General tab?
  2. Choose Supplier Warranty and view by right-clicking. Has the valid warranty period been calculated? View also the Customer Warranty by right-clicking. Has the valid warranty period been calculated there? Note the valid period.

General exercise for Purchase Part

General exercise for Minimal Inventory Part

General exercise for Inventory Locations

General exercise for Supplier for Purchase Part

General exercise for Sales Part

Required Data

Enter Purchase Order

Purpose: The purpose of this exercise is to show you the required data that is used in the exercises below.

Windows:
Purchase Order
Register Purchase Order Arrivals

  1. Create a purchase order for 5 pcs XX-18-450 Porsche car from XX-1000 and release it.
  2. Receive the order by right-clicking and choosing Receive Orders with Serials, in the Register Purchase Order Arrivals window. Choose sequence, add a prefix XX and number from 1 to 5. Save the information.

General exercise for Entering Purchase Order

General exercise for Handling Purchase Order

Enter Customer Order

  1. C.S.C. New York wants to buy 2 pcs of XX-18-450 Porsche car. Create a customer order and release it. Is the checkbox for customer warranty on the order line marked? Note the possibility by right-clicking the order line to view or create/edit the customer warranty.
  2. Reserve the order in the Manual Reservations of Customer Order Line window. Choose any of the serial numbers and note them.

General exercise for Entering Customer Order

General exercise for Reservations

General exercise for Distributing Customer Order

Main Exercise

Connect a customer warranty to a customer order

Purpose: To create and connect a customer warranty to a part using serial numbers, and to run a customer order through the order flow.

Windows:
Part Serial
Customer Order
Report Picking of Customer Orders
Deliver Customer Orders
Create Delivery Note for Customer Orders
Manual Reservations for Customer Order Line
Create Pick List for Customer Orders
Print Pick List for Customer Orders
Create Customer Invoices
Print Customer Invoices

IFS Racing sells XX-18-450 Porsche Car with a two month warranty covering the light bulbs.

  1. Search for one of the delivered parts in the Part Serial window. Choose Customer Warranty and view by right-clicking in the General tab. Has the valid warranty period been calculated?
  2. Process the order through the customer order flow until the delivery note is printed. Are the serial numbers printed on the delivery note?
  3. Create and print the invoice for the order. What is stated on the invoice?

Connect a customer warranty, inherited from a supplier warranty, to a customer order

Purpose: To create a customer warranty through a supplier warranty, run a customer order through the order flow and change existing conditions.

Windows:
Customer Order
Manual Reservations for Customer Order Line
Create Pick List for Customer Orders
Print Pick List for Customer Orders
Report Picking of Customer Orders
Deliver Customer Orders
Create Delivery Note for Customer Orders
Part Serial

When IFS Racing buys Porsche cars, they obtain a year warranty covering rust protection from the supplier. IFS Racing also want to offer their customers the same warranty. Therefore, the supplier warranty type template is set up with the condition, convert to customer warranty. This means that when the purchase part is received, a customer warranty is created with the same information as for the supplier warranty for the part.

  1. IFS Racing decides to extend the existing condition for rust protection by an additional year. In the Customer Order/Order Lines tab, choose Customer Warranty and Create/Edit by right-clicking the order line. Add the previously created template ID XX-R. Change the max value from 1 to 2 in the Warranty Condition tab and save.
  2. Reserve the order in the Manual Reservations of Customer Order Line window. Choose any of the serial numbers and note it.
  3. Process the order through the customer order flow until the delivery note is printed. Is the serial number printed on the delivery note?
  4. Search for one of the delivered parts in the Part Serial window. Choose Customer Warranty and view by right-clicking in the General tab. What has happened to the valid warranty period?