Warranty Only Order

From Ntcc

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(Created page with 'The instructions for entering a warranty alone order using DOE are below. A quote from the warranties group must be obtained first. Quote request are submitted using the 'EW Requ…')
 
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The instructions for entering a warranty alone order using DOE are below. A quote from the warranties group must be obtained first. Quote request are submitted using the 'EW Request Link'.
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<p>The instructions for entering a [[warranty]] alone order using DOE are below. A quote from the warranties group must be obtained first. Quote request are submitted using the 'EW Request Link'.</P>
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1. If you are entering the order under an existing job.
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<nowiki>1. </nowiki>If you are entering the order under an existing job.
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Go to Entered Jobs window in FOE.
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:#Go to Entered Jobs window in FOE.
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Highlight related Credit Job (do NOT put your Design SPA in the credit job SPA field)
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:#Highlight related Credit Job (do NOT put your Design [[SPA]] in the credit job [[SPA]] field)
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Go to step 3.
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:#Go to step 3.
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2. If you are creating a new job for the warranty order.
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<nowiki>2. </nowiki>If you are creating a new job for the [[warranty]] order.
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Go to Job Center and create your Credit Job (Independent offices) or Go to CRM and create the opportunity (do not configure anything, only create the job and do NOT put your Design SPA in the credit job SPA field).
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:#Go to Job Center and create your Credit Job (Independent offices) or Go to CRM and create the opportunity (do not configure anything, only create the job and do NOT put your Design [[SPA]] in the credit job [[SPA]] field).
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Go to step 3.
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:#Go to step 3.
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3. In FOE, go to Activities menu, select Direct Order Entry, New Sales Order
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<nowiki>3.</nowiki> In FOE, go to Activities menu, select Direct Order Entry, New Sales Order
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Enter a new sales order number
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:#Enter a new sales order number
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Select product family (WARRANTY - Extended Warranties). Click on "Search"
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:#Select product family (WARRANTY - Extended Warranties). Click on "Search"
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If ordering number is listed EXACTLY as shown on your SPA, select the ordering number from the field and click Add Item(s)
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:#If ordering number is listed EXACTLY as shown on your [[SPA]], select the ordering number from the field and click Add Item(s)
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If ordering number is not listed EXACTLY as shown on your SPA, you need to select Manual Entry "Add Row" radio button (Note warning message that: all Manually keyed items will be reviewed and approved by the Manufacturing Location).
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:#If ordering number is not listed EXACTLY as shown on your [[SPA]], you need to select Manual Entry "Add Row" radio button (Note warning message that: all Manually keyed items will be reviewed and approved by the Manufacturing Location).
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In Add Row, enter quantity, ship cycle, ordering number, description, 0.00 in List Price (required field), enter dollars in Net Price, and finally the product code (4 digits). The Product Code and Net Price are provided in the SPA. Do this for each Warranty item listed, refrigeration, compressor, labor etc. Click OK.
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:#In Add Row, enter quantity, ship cycle, ordering number, description, 0.00 in List Price (required field), enter dollars in Net :#Price, and finally the product code (4 digits). The Product Code and Net Price are provided in the [[SPA]]. Do this for each [[Warranty]] item listed, refrigeration, compressor, labor etc. Click OK.
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4. From Sales Order Detail window, go to Activities menu, select Sales Order Notes & enter:
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<nowiki>4.</nowiki> From Sales Order Detail window, go to Activities menu, select Sales Order Notes & enter:
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SPA#
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::*[[SPA]]#
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Original sales order #
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::*Original sales order #
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Serial # (if available)
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::*Serial # (if available)
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Model # and any other necessary info into note
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::*Model # and any other necessary info into note
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5. Release, then Transmit the order (please note that Warranty orders held at "COMMITTED" are not price-protected, they must be "Released" however in cases like this, we do not 'ship' or invoice the warranty order until just after the unit has shipped.)
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<nowiki>5.</nowiki> Release, then Transmit the order (please note that [[Warranty]] orders held at "COMMITTED" are not price-protected, they must be "Released" however in cases like this, we do not 'ship' or invoice the [[warranty]] order until just after the unit has shipped.)

Current revision as of 23:38, 17 August 2012

The instructions for entering a warranty alone order using DOE are below. A quote from the warranties group must be obtained first. Quote request are submitted using the 'EW Request Link'.

1. If you are entering the order under an existing job.

  1. Go to Entered Jobs window in FOE.
  2. Highlight related Credit Job (do NOT put your Design SPA in the credit job SPA field)
  3. Go to step 3.

2. If you are creating a new job for the warranty order.

  1. Go to Job Center and create your Credit Job (Independent offices) or Go to CRM and create the opportunity (do not configure anything, only create the job and do NOT put your Design SPA in the credit job SPA field).
  2. Go to step 3.

3. In FOE, go to Activities menu, select Direct Order Entry, New Sales Order

  1. Enter a new sales order number
  2. Select product family (WARRANTY - Extended Warranties). Click on "Search"
  3. If ordering number is listed EXACTLY as shown on your SPA, select the ordering number from the field and click Add Item(s)
  4. If ordering number is not listed EXACTLY as shown on your SPA, you need to select Manual Entry "Add Row" radio button (Note warning message that: all Manually keyed items will be reviewed and approved by the Manufacturing Location).
  5. In Add Row, enter quantity, ship cycle, ordering number, description, 0.00 in List Price (required field), enter dollars in Net :#Price, and finally the product code (4 digits). The Product Code and Net Price are provided in the SPA. Do this for each Warranty item listed, refrigeration, compressor, labor etc. Click OK.

4. From Sales Order Detail window, go to Activities menu, select Sales Order Notes & enter:

  • SPA#
  • Original sales order #
  • Serial # (if available)
  • Model # and any other necessary info into note

5. Release, then Transmit the order (please note that Warranty orders held at "COMMITTED" are not price-protected, they must be "Released" however in cases like this, we do not 'ship' or invoice the warranty order until just after the unit has shipped.)

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