You are here: Assets & Equipment > Add a Warranty to an Asset

Add a Warranty to an Asset

You can attach warranties to assets so that the warranty coverage is always apparent when the asset is included in a work order.  You can either add an existing warranty template or create a warranty specifically for an asset. This second kind of warranty is known as an ad hoc warranty.

Add an Existing Warranty to an Asset

To add an existing warranty template to an asset, complete the following steps:

  1. Click the Assets tab.
  2. Select the Asset Builder option from the drop-down list that appears. 
  3. The Asset Details screen opens.
  4. In the Items column, double-click an item to drill down to the specific asset you want to add a warranty to.
  5. When you reach the asset name, click once to select it.
  6. In the right column, select Warranty from the Attributes drop-down list.  Show me
  8. Click the Add Warranty button that appears in the Attributes row.
  9. Choose the From Template option from the drop-down list that appears.
  10. The Warranty Template Search popup screen appears. Show me
  12. Click the Show All Warranty Templates link or use the search fields to narrow your search.
  13. Select the warranty template you want to add.
  14. Click OK. The Warranty Details popup screen appears.
  15. Edit the Start Date, Contact, and Contact At fields, then click Apply to save your changes.
  16. Click OK to return to the Asset Details screen where the warranty is added to the asset.
Add an Ad Hoc Warranty to an Asset

To create an ad-hoc warranty specifically for an asset, complete the following steps:

  1. Click the Assets tab.
  2. Select the Asset Builder option from the drop-down list that appears. 
  3. The Asset Details screen opens.
  4. In the Items column, double-click an item to drill down to the specific asset you want to add a warranty to.
  5. When you reach the asset name, click once to select it.
  6. In the right column, select Warranty from the Attributes drop-down list.  Show me
  8. Click the Add Warranty button that appears in the Attributes row.
  9. Choose the Ad Hoc option from the drop-down list that appears.
  10. The New Blank Warranty popup screen appears. Show me
  12. Enter a name in the Description field.  
  13. Select a warrantor from the drop-down list.
  14. Enter a contact and contact address or phone number.
  15. (Optional) Enter any additional information about the warranty.
  16. Enter a start date.
  17. Add at least one coverage type by choosing from the Coverage drop-down list. The following options are available:
    • Labor
    • Materials
    • Miscellaneous
    • Services
    • Spot Purchases
    • Other
  18. As you select each coverage type, a line item appears in the field below. For each coverage type, specify the duration of coverage in the first field and then choose a coverage term from the drop-down list. For example, for Labor enter 30 in the first field, and choose Day from the list if labor is to be covered for 30 days under this warranty. Show me
  20. When you are done defining the terms of the warranty, click Apply to make it active.
  21. Click OK to return to the Asset Details screen where the warranty is now added to the asset. Show me