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From Ntcc

Contents 1 Welcome to the NTCC SOP 2 First Steps 3 Optional Secondary Steps 4 Test Area 5 Warranty Only Orders

Welcome to the NTCC SOP

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First Steps

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Test Area

1. enter SOP

Warranty Only Orders

The instructions for entering a warranty alone order using DOE are below. Please read and follow them carefully. Thanks.

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.
6. Click OK.

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

1. SPA#
2. Original sales order #
3. Serial # (if available)
4. 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.)