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ID561 - New Call Opened for Equipment Still Under Warranty - Overview & Sample

To alert when a new call is created for equipment where the warranty date is greater than today. 

Overview | Samples | Variables | Alert Functionality | Best Practices & Tips |  Related Alerts

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Overview

Overview

Many manufacturers include a warranty on their devices, it is up to the servicing dealer to ensure they are claiming the warranty dollars due for each of these devices. This alert will trigger on service calls where the warranty date on the equipment record is greater than today. The alert will fire when the call is opened, and will trigger again (upon dispatch) if the call is reassigned to another tech, so the technicians are aware that they are going to work on a warrantied machine and follow the proper procedures to receive warranty reimbursements.

 

Run Schedule: Every 10 minutes

Type of Output: Email

 

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Sample

Sample

ID561.jpg

 

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Variables

Variables

This alert does not have any variables.

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Alert Functionality

Alert Functionality

-Alert will fire when call opened and again when dispatched IF tech assigned to call has changed.

-Alert only fires on Call Types set as Corrective or Preventative Maintenance Category Code:

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-This alert requires the Warranty Expiration date be populated on Equipment Record / Billing/Contact tab:

ID561EquipWarr.PNG

 

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Best Practices & Tips

Best Practices & Tips

 

The warranty date on the equipment record is one that needs to be manually updated, you'll want to ensure that it is part of either your sales process or inventory process to update this field so that the alert will trigger.

 

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Related Alerts

Related Alerts

Please also see ID443 which fires when the call is closed.

ID290 will alert on equipment with a warranty bill code where the warranty date has passed. 

 

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