Define warranty documents to set up supplier and/or manufacturer information for the warranty and enter general warranty information. Specify the duration of the warranty and the percentages indicating how much the warranty covers for different material and labor expenses. Define more specific warranty terms for equipment on the Warranty page of the Equipment form (OMOBJC).
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Complete the steps in Setting Up Documents, Defining Originators, and Setting Up Document Sizes. |
Follow these steps to define warranty documents.
Open the Documents form (BMDOCU).
Click the Record view tab. Datastream 7i displays the Record view page.
Document—Enter a unique code identifying the warranty, and then enter a description of the warranty in the adjacent field.
Type—Click to select the type of file. Choose one of the following options:
File system document (F)—Document cannot be updated by users and will be stored on the file system
Static document (S)—Document cannot be updated by users and will be stored in the Datastream 7i database
Template document (T)—Document can be updated and will be stored in the Datastream 7i database
Organization—Click to select the organization to which the warranty belongs if you use multi-organization security.
Revision number—Enter the revision number of the document, e.g., if you have updated the document since the document was entered in Datastream 7i, enter 1.
Revision date—Enter the date of the latest document revision.
Parent document—Click to select the parent document as necessary.
Original code—Enter the code defined by the originator as necessary.
Document origin—Click to select the originator of the document.
File location—Enter the location where the document is stored.
Size—Click to select the size of the document.
Pages—Enter the number of pages in the document.
File—Enter the file name of the document.
File size—Enter the size of the document file.
File type—Enter the type of the file, i.e., word document, spreadsheet, etc.
Supplier—Click to select the supplier if the document is a supplier’s warranty for equipment or parts.
Manufacturer—Click to select the manufacturer if the document is a manufacturer’s warranty for equipment or parts.
Start date—Enter the start date if the document is a warranty.
Warranty—Select to indicate that the document is a warranty.
Expiration date—Enter the expiration date if the document is a warranty.
Duration—Enter the duration in days if the document is a warranty.
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Create warranty documents with a certain duration by defining a warranty document on the Documents form (BMDOCU) and relating that warranty to a piece of equipment on the Equipment (OMOBJC) form. Be sure to specify a start date and duration for the actual equipment warranty coverage on the Equipment form (OMOBJC). Return to the Documents form (BMDOCU) and specify that the warranty has changed by changing the entry in the duration field. The following three fields will only appear if you change the Duration from one value to another: Rolldown duration, Rolldown all, and Rolldown date. Select Rolldown duration to roll down the changes in duration to warranty coverages. Select Rolldown all to roll down changes in duration to all warranty coverages. If Rolldown all is unselected, Datastream 7i only rolls down changes in duration to warranty coverages with a matching duration. The date specified as the Rolldown date will exclude all equipment under the duration of the old warranty. |
Renewal threshold—Enter the renewal threshold if the document is a warranty.
Labor %—Enter the percentage of labor costs that are covered by this warranty.
Stock items %—Enter the percentage of stock material costs that are covered by this warranty.
Hired labor %—Enter the percentage of hired labor costs that are covered by this warranty.
Direct outs %—Enter the percentage of direct purchase material costs that are covered by this warranty.
Services %—Enter the percentage of service costs that are covered by this warranty.
Tools %—Enter the percentage of tool costs that are covered by this warranty.
Click Add document to upload the document to the database. Datastream 7i locates the document path based on the URL specified in the DOCURL installation parameter. Click Browse to locate the specific document, and then click Upload. Datastream 7i uploads the document to the database.
Choose File | Save from the menu bar. Datastream 7i saves the information to the database.