Learn how you can capture information about warranty rules and entitlements, service standards, and how they are related to products and assets.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions |
Set Up Products and Assets
| Requirement | Action | Example |
|---|---|---|
| A manufacturer wants to represent each vehicle model and also the specification for each part installed in a vehicle. Multiple vehicles can be related to a single vehicle model and multiple parts can be related to a single parts specification. | Create Product records to represent vehicles and parts. Create Serialized Product records and link them to the Product record. | Neo Motors creates two products for Neo Sports Y priced at $52,000, and Neo Engine S95 priced at $8,000. |
| A manufacturer wants to model multiple products under a product family. A product family is collection of related products. | Create picklist values for the Product Family field in the Product object. | Neo Motors creates the Neo Sports product family to group the vehicle products, and the Neo Sports Parts product family to group the vehicle parts. |
| A manufacturer wants to model physical items of commercial value that’s manufactured, delivered, sold to a customer, or installed as a part of another asset. An asset is an instance of a product. | Create an Asset record for each vehicle and part. Create Vehicle records to capture additional information about the vehicle asset. | Neo Motors delivers a Neo Sports Y vehicle and a Neo Engine S95 to a dealer. |
| A manufacturer wants to define a relationship between two related products, such as a product and its part. | Create a Product Related Material record. | Neo Motors creates a product related material to define a relationship between Neo Sports Y and its component, Neo Engine S95. |
Set Up Code Sets
| Requirement | Action | Example |
|---|---|---|
| A manufacturer wants to define unique codes to standardize the definitions of labor activities, product faults, and expenses. | Create a Code Set record. |
Neo Motors creates the following code sets:
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| A manufacturer wants to associate a code set on a product fault with a product or a product family. | Create a Product Fault Code record. |
Neo Motors creates product fault codes to associate the following with each other:
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| A manufacturer wants to associate a code set on a labor service with a product or a product family and specify estimated effort. | Create a Product Labor Code record. |
Neo Motors creates product labor codes to associate the following with each other:
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| A manufacturer wants to create a relationship between two code sets, such as a product labor code and a product fault code. | Create a Codeset Relationship record. |
Neo Motors creates code set relationships to associate the following code sets with each other:
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Design Warranty Terms
| Requirement | Action | Example |
|---|---|---|
| A manufacturer wants to define the eligibility requirements and entitlements for warranties for products, product families, and assets. | Create a Warranty Term record. | Neo Motors creates a standard warranty term called Neo Engine Warranty with a warranty duration of 24 months, 60% labor covered, and 85% expenses covered. |
| A manufacturer wants to associate a warranty term to a product or product family. | Create a Product Warranty Term record. | Neo Motors associates the Neo Engine Warranty with the Neo Engine S95 product. |
| A manufacturer wants to associate a warranty term to an asset and define extended or restricted eligibility requirements or entitlements. | Create an Asset Warranty record. | Neo Motors creates an asset warranty to extend coverage of the warranty of the Neo Engine S95 asset. They extend the labor covered to 75% and expenses covered to 90%. |
| A manufacturer wants to extend or restrict the coverage of warranty term based on product fault, labor effort required, or product part. | Create a Warranty Term Coverage record. | Neo Motors extends the coverage of the Neo Engine Warranty to cover the Coolant Refill product labor code. |