How to handle Warranty Parts?

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Posted on by JLL-EFD

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Hi there,

We have shipped out some equipment. Some parts need to ship to our customer which are under warranty. How do I handle these warranty parts that can associate with the original project? Thanks.

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Saurabh Shah 4,560 on at

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Hi,

For maintaining warranty dates with item. it requires to setup item tracking code with warranty so by this setup you can maintain the warranty date with the specific lot or serial number. If you want to assign serial number at the time of dispatch then also it is possible.

Please go through the below link address for more details about tracking code with warranty.

msdn.microsoft.com/.../hh168021(v=nav.71).aspx

Regards,

Saurabh Shah

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JLL-EFD 180 on at

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Hi Saurabh,

Thanks for your information.

Our situation is we track the entire equipment with serial number, but not each component. Normally, some of the component failed during the warranty period. Then we will supply this replacement to our customer. My question is how to handle this components, such as inventory quantity, relation with the original project, because we won't charge our customer for these parts. Do I need to create a "sales order" without price? If yes, it will affect the unit price for this part. Also, how to connect this sales order to the original project?

Thanks

Jonathan

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Corina Soare 585 on at

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Hi Jonathan,

Do you get the broken components back from the customer?

Or are you shipping the new parts and the broken ones stay with the customer as well?

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JLL-EFD 180 on at

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Hi Corina,

Sometimes we get the broken components back from the customer. However, most of time, we don't.

Thanks,

Jonathan

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Corina Soare 585 on at

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Hi Jonathan,

Thanks for responding :)

If you receive back the broken component, since you need to create a Return Order for the broken item, you can add on the Return Order another line for the same Item No. , same Unit Price, but reversed Qty (e.g. “-1”). On Posting, it will generate the correct Item Ledger Entries and a Credit Memo with a Total Amount = 0.

If you do not receive back the broken component:

you can create a Sales Order, with the same External Document No. so they will share the same reference no. (project)

if you don’t delete the Sales Order, you can reopen the initial Sales Order and add another line for the replacement

To make it unchangeable, you can assign 100% discount on the line or you can add another line with a GL Account with the reversed amount.

Does this answer your question?

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Community Member on at

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Hi JLL-EFD,

Why don't you use SERVICE ITEM GROUP for managing WARRANTY in Microsoft Dynamics NAV ?

If you setup service item group for Item/Component Item. NAV will automatically creates Service Item when you dispatch it from NAV. i.e.: SO ---- > Post ---- > Posting (Ship/Ship & Invoice).

Warranty will manage through SERVICE MANAGEMENT. You can define warranty % on Service Item also.

Through Service Order/Invoice You can definitely target your customer requirement.

Regards,

Jaymesh Shah

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