How do I create a workshop warranty job?
Contents
Summary
This article shows how to create a Workshop Job for warranty.
More Information
Go to " Workshop Workshop Diary".
On the Job Properties Screen
Create the workshop job as normal.
- Enter the Keeper's Account code, or search for it using <Ctrl+F1>.
- Enter the Unit stock code, or again search using <Ctrl+F1>.
- Click on the "Invoice Acc" and enter the account code for the relevant warranty company or search using <Ctrl+F1>.
This should be either the manufacturer of the unit, or a third party warranty company, or potentially an internal account if you provide your own warranty. There is no difference in how the job is created for any of these options. |
Add as much information to the workshop job as you can. See 'See also' section for articles on how to post job information. |
- On the "Notes" enter any relevant notes for the warranty.
- Enter the warranty claim number into the "Reference" field.
Job Details
Once the previous step has been completed, you will need to add parts and labour to the warranty workshop job. Do this in the same fashion as you would when creating a normal workshop job, but check that the pricing of the items is correct.
Invoicing the Warranty Workshop Job
The invoice is done in the usual way.
Payments
If prompted to take payment, the warranty account should have a default payment method of 'Warranty Control' so the payment should appear alongside this method on your payment screen.
- In the "Comment" enter the Warranty Claim reference as this will aid your accounts team when matching up claims and credits received.
- Click [Post] and save the transaction.
See also
- Creating workshop jobs
- How do I add more description to a workshop job?
- How do I add parts to a workshop job?
- How do I add labour to a workshop job?
- Handling workshop warranty claims
- How do I deal with workshop warranty payments?
- How do I create a warranty account?