Warranty Area Setup

In order to enable Warranty Integration for an area within a division, the company and division-level settings to Enable Warranty Integration must first be assigned.

 

Additionally, verify that all the required fields are populated on the Setup > Area > General tab. Required fields are every field but Address 2 orFax. If there is an empty field, the area (and subsequently all the jobs in the area), will not transfer to BMT Warranty.

 

To enable Warranty Integration for an area:

  1. From the Setup menu, selectAreas.

  2. Double click the appropriate area to edit.

  3. In the Area Information dialog, click the Warranty tab.

  4. Check the Warranty Enabled checkbox, which will enable the remaining Connection Settings fields:

IMPORTANT NOTE

Warranty settings for the area will override those at the division and company level. Warranty settings for the division are shown on the right side for reference. If no division settings are assigned, the company's settings will display here instead (but will still be labeled as division settings).

 

 

  1. Click the OK button in the Area Information dialog.

  2. Click Save in the Areas toolbar.

 

Related Topics:

Introduction to Warranty Module

Warranty Company Setup

Warranty Division Setup

Warranty Supplier Setup

Warranty Supplier Branch Office

Send to Warranty

Map Specialties to Purchasing Activities

Purchasing Activities Screen