Skip to main content

Notifications

Microsoft Dynamics NAV (Archived)

How to handle Warranty Parts?

Posted on by 180

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.

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to handle Warranty Parts?

    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

  • Suggested answer
    Corina Soare Profile Picture
    Corina Soare 585 on at
    RE: How to handle Warranty Parts?

    Hi Jonathan,

    Thanks for responding :)

    1. 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.
    2. If you do not receive back the broken component:
    1. you can create a Sales Order, with the same External Document No. so they will share the same reference no. (project)
    2. 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?

  • JLL-EFD Profile Picture
    JLL-EFD 180 on at
    RE: How to handle Warranty Parts?

    Hi Corina,

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

    Thanks,

    Jonathan

  • Corina Soare Profile Picture
    Corina Soare 585 on at
    RE: How to handle Warranty Parts?

    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?

  • JLL-EFD Profile Picture
    JLL-EFD 180 on at
    RE: How to handle Warranty Parts?

    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

  • Suggested answer
    Saurabh Shah Profile Picture
    Saurabh Shah 4,560 on at
    RE: How to handle Warranty Parts?

    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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,240 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,104 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans