Enrich EMMS Online Help

Warranty business parameters  

1. At the EMMS main menu, select Administration | Business Parameters.
   • The Business Parameters display screen appears.
2. Right-click on Warranty and select Change.
   • The Business Parms-Warranty change screen appears.
3. Fill in the fieldsfields as required.

   Accounting On flags whether or not warranty accounting should be performed. If the parameter is not set up, it will default to No.

   Adjustment Code is required to create adjustments directly from a claim collection. Adjustments may be part of the claim collection when payment is received in the form of parts. You can click on the Prompt button to select the adjustment code from a list.

   Allow Claim For Entire WO identifies whether or not a warranty claim can be created for an entire work order rather than just a work order line.

   Allow Claim-No WO Or GL allows a warranty claim to be created without having to reference a work order. No warranty work order or GL is created.

   Allow Claim Post If WO Closed identifies whether or not work order warranty claims can be posted if the work order or work order line is closed. If set to No, the work order must be approved before any claims can be posted. If set to Yes, Enrich will allow claims to be posted as long as the associated work order or work order line is closed.

   Allow Claim To Be Rejected identifies whether or not a warranty claim can be rejected.

   Allow Match On Parts VMRS determines whether the part has to be an exact match on the unit component list when checking requisitioned parts, or if a match by VMRS is sufficient.

   Auto Close "Quick" Wty WO identifies whether warranty work orders created from quick collection will be automatically closed or if they will be left open. If the parameter is not set up, it will default to No.

   Auto Create 1 Claim Only - when the parameter Allow Claim for Entire WO is Yes and the parameter Auto Create Warranty Claim is Yes and this parameter is also Yes, only 1 claim will be created for the work order, even when multiple warranty codes are in use on the work order.

   Auto Create Warranty Claim identifies whether or not a warranty claim can be created automatically by the system, without user intervention.

   Claim Required flags whether or not a claim must be processed for warranty work. If set to Yes, the user will not be able to close a work order without creating a claim. You can create the claim as "rejected" if this parameter is set to Yes and you really don't believe the work is warrantable. A claim must exist for each work order line that indicates warranty.

   Claim View identifies the view that should initially be presented when viewing outstanding claims. If no selection is made, the default will be 1 - View by Enrich Claim Number. The claims panel has a toggle to allow all 7 views regardless of the one chosen here as default. You can click on the Prompt button to select the view from a list.

   Claims With Approved WO Only identifies whether or not the work order has to be approved in order for the claim to be included as outstanding.

   Default To Labor/Material identifies whether the collection amount should be defaulted to Labor or Material on the warranty work order created from a claim. If left blank, no default will be performed.

   Extra Step To Process Claim identifies whether the user must intervene to set the claim to Processed (required before collection can begin), or if the status will automatically be set when the corresponding work order is approved.

   Flag On Billable Lines identifies whether or not billable work order lines should flag warranty. If the parameter is not set up, it will default to Yes.

   Flag On Parts Issued identifies whether the VMRS codes attached to parts issued on the work order should be used to flag warranty. If the parameter is not set up, it will default to Yes.

   Note that this was developed for versions of Enrich prior to v5.4, and it is recommended that it no longer be used; set it to No (do NOT leave it blank, as that implies Yes). If used, be aware that only parts that have been issued, not requisitioned, will be checked. Also note that the parts do not have to exist as components on the unit's component list in order for warranty to be triggered.

   Flag On Work Done identifies whether the VMRS codes entered on a work order should be used to flag warranty. If the parameter is not set up, it will default to Yes.

   Print Cost Detail On Claim flags whether or not to print detailed cost information on warranty claims. If left blank, the cost detail will print.

   Print Cost Detail On Separate Page identifies whether the warranty claim printout lists the cost detail on a separate page or as a continuation of the first page. The default is Yes, claims print on 2 pages.

   Print Last Part WO On Claim identifies whether or not the printout of a warranty claim will show the last work order that installed the part causing failure.

   Print Part Detail On Claim flags whether or not to print detailed part information on warranty claims. In v5.4, this is not being used. In future, it may be used to control the printing of parts on the warranty claim form. It is available for custom claim forms designed for Enrich clients.

   Quick Collection-Auto Adjust - when set to Yes, the adjustment amount on the screen will be defaulted to output only, but users will have a toggle option to make the field input-enabled again, in which case, the recalculation of the adjustment amount won't take place.

   Reason Code For WO's is a default reason to use when processing warranty work on a work order. This reason code will be used when creating work orders from warranty claim collections. Enrich uses this reason code to identify this type of work order. You can click on the Prompt button to select the reason from a list.

   Show Wty WO With All WOs flags whether or not warranty work orders with the warranty reason code should show on the regular work order screens. If left blank, it will default to Yes. Note that even if the warranty work orders appear, they cannot be maintained from the regular work order panels.

   Use 3C Comments On WO Line identifies whether the work order line comments should default to the 3C (complaint, cause, and correction) comment structure.

   Use Full/Simple Claim Entry identifies whether automatically generated claims should contain detail information, or if this information will be completed at a later time. If an extra step is being used to set a claim to Processed, then either full or simple claim entry may be selected. If there is no extra step, then the full claim entry must be used. For sites that have a separate warranty department, it may be beneficial to have the extra step and minimize the entry required at work order time. You can click on the Prompt button to select the value from a list.

   Use Locations In Warranty allows you to turn on component locations in warranty. This is needed if you have data in the pre-existing files but don't want that data to automatically affect processing.

   Use Policy On Warranty identifies whether the policy period should be considered when flagging a warranty on a work order.

   Wty Instruction Comment Type is the comment type for warranty instructions. You can click on the Prompt button to select the comment type from a list.

   Wty Instructions - All/Open works in conjunction with the parameter Wty Instruction Comment Type. The allowed values are All and Open. If left blank, All will be assumed.

   • When editing a work order, Enrich checks for warranty at both the header and line levels. If warranty is found and there is a warranty instruction comment type defined, Enrich will display the warranty instructions to the user. At most, 2 sets of instructions will be shown, one for the header and one for the first set found at the line level.
   • This parameter will determine whether the instructions should be displayed for closed work order lines. If set to Open, instructions will not be displayed if they happen to relate to a work order line that is closed.
4. Click Enter to save the warranty parameters.
5. Click Exit twice to return to the menu.

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