Define warranty terms to specify the eligibility requirements and the entitlements you provide to rectify issues with products. Specify the labor, parts, expenses, and exchange options covered under the warranty term.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create warranty terms: | Warranty Lifecycle Management permission set |
- From the App Launcher, find and select Warranty Terms.
- Click New.
- Enter a name.
- Select Active.
- For Effective Start Date, select Install Date, Manufacture Date, or Purchase Date.
- For Warranty Unit Of Time, select Days, Months, Weeks, or Years.
- Enter the warranty duration.
- Select a price book.
- Select a unit of measure for usage covered.
- Enter a value for usage covered.
- For Labor Covered Unit Of Time, select Days, Months, Weeks, or Years.
- For Expenses Covered Unit Of Time, select Days, Months, Weeks, or Years.
- For Parts Covered Unit Of Time, select Days, Months, Weeks, or Years.
- Enter a value for labor covered.
- Enter a value for expenses covered.
- Enter a value for parts covered.
- Enter the description of exclusions associated with this warranty.
- To indicate whether the warranty term can be transferred to a new owner, select Transferable.
- Click Save.
Example
The warranty manager at Neo Motors, a manufacturer, defines a warranty term to cover their Neo Engine S95 product. She specifies the following details:
- Warranty Term Name: Neo Engine S95 Standard Warranty
- Active: True
- Warranty Duration: 12
- Effective Start Date: Install Date
- Warranty Unit of Time: Months
- Price Book: USA Dealers Price Book
- Usage Covered: 2000
- Usage Covered Unit of Measure: Hours
- Warranty Type: Standard
- Exchange Type: Return Exchange
- Transferable: True
- Labor Covered: 70%
- Labor Covered Duration: 24
- Labor Covered Unit of Time: Months
- Expenses Covered: 50%