General
General · 24 fields · 20 with a value · 4 empty
- Attendeescustrecord_ns_ps_attendees
- ;;Iris Velasquez
- Baserecordtypebaserecordtype
- customrecord_ns_ps_meeting_notes
- Customformcustomform
- Standard NetSuite PS Meeting Notes Form
- Emailcustrecord_ns_ps_meeting_note_email
- Yes
- Isinactiveisinactive
- No
- Lastmodifiedlastmodified
- 10/9/2018 4:02 pm
- Linenumberlinenumber
- 16
- Ns ps meeting datecustrecord_ns_ps_meeting_date_dt
- Oct 9, 2018
- Ownerowner
- Brooke Winterhalder
- Owneridownerid
- 8
- Rectyperectype
- NetSuite PS Meeting Notes
- Rectype 229 1633 maxnkeyrectype_229_1633_maxnkey
- 152
- Scriptidscriptid
- val_25030_3701406_623
- Submitnext tsubmitnext_t
- customrecordentry
- Submitnext ysubmitnext_y
- 234
- Summarycustrecord_ns_ps_meeting_summary
- <p style="margin:0in;font-family:"Calibri Light";font-size:20.0pt">Warranty Management 10/9</p> <p style="margin:0in;font-family:Calibri;font-size:10.0pt;color:#767676">Tuesday, October 9, 2018</p> <p style="margin:0in;font-family:Calibri;font-size:10.0pt;color:#767676">9:29 AM</p> <ul style="margin-left:.2736in;direction:ltr;unicode-bidi:embed;margin-top: 0in;margin-bottom:0in"> <p style="margin:0in;font-family:Calibri;font-size:14.0pt">Attendees: Brooke, Jordan, Kristoff, Daniel, SW team</p> <p style="margin:0in;font-family:Calibri;font-size:11.0pt"> </p> <p style="margin:0in;font-family:Cambria;font-size:12.0pt">** Lists > Warranty and Repairs > …</p> <p style="margin:0in;font-family:Cambria;font-size:12.0pt"> </p> <ul type="disc" style="margin-left:0in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Lists > Warranty and Repairs >Warranty Setup</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Warranty Setup</span></li> <ul type="circle" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Reviewed Setup options</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Set up Warranty Start Date to be calculated from Sales Order Date</span></li> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Define Warranty Terms</span></li> <ul type="circle" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Set up Name, and then decide type</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Fixed</span></li> <ul type="square" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Allows you to set an Expiration date directly on the Item record with a calendar icon</span></li> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Calculated</span></li> <ul type="square" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Ability to set up Days, Months, or Years</span></li> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Lifetime</span></li> </ul> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Setup Failure Reason</span></li> <ul type="circle" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Something that is mandatory (can be removed if not wanted) on the Warranty Claim form</span></li> </ul> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Set Warranty Terms on Item record</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Warranty Information tab</span></li> <ul type="circle" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Check off "Track Warranty"</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Then able to add which term name you'll use</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Lifetime and Calculated terms do not use Warranty Expiration</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">If Fixed terms, you fill in the Warranty Expiration date</span></li> </ul> </ul> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Make a Sales Order to Invoice, or a Standalone Invoice for the item </span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Sales Order stage</span></li> <ul type="circle" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">This is not where the Warranty information is decided on/stored (Invoice stage), BUT this SO date is how the first day the warranty you choose on the Invoice becomes effective</span></li> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Invoice</span></li> <ul type="circle" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">On the item level for each item added, you need to fill in these 3 fields</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Register Warranty (check on or off)</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Warranty terms (use existing or create new)</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Original Warranty Expiration</span></li> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">On each line level item, if a Warranty applies, the information will be brought over when info is stored on the Item record</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">All of these details that carry over on the item stored can be altered with other terms if you uncheck and recheck the Register Warranty field to get the greyed out terms field to be changed</span></li> </ul> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">On the saved Invoice – There is a tab “Warranty Registration List” </span></li> <ul type="circle" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Refresh the saved invoice first, and that tab has information for the Warranty Registration</span></li> </ul> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Lists > Warranty and Repairs >Warranty Registration List</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Can see all of the current Customer and Item warranties in effect</span></li> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">From the Warranty Registration record, click the button "Create Claim" to create the a Refund or Replacement for the Item</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">***MUST CHANGE THE CUSTOM FORM TO WARRANTY CLAIM FORM</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Since coming from the Warranty Registration, most info populates but what you'll fill in…</span></li> <ul type="circle" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Custom Form*: Warranty Claim Form</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Complaint*</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Assigned to -- Can be filled in, or once saved without one, Round Robin assigns it</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Warranty </span></li> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Warranty Information comes in, but you will need to say the </span></li> <ul type="circle" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Failure Reason</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">If not mandatory, can make it so, or completely delete the field</span></li> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Action</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Refund</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Replacement</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Repair</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Void</span></li> </ul> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">SAVE!!</span></li> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">From the saved Warranty Claim of Action REFUND</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Click the button "Create RMA" to record the return of item</span></li> <ul type="circle" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Once created and saved, this is stored on the Related Records tab under "Claim Transactions"</span></li> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">On the RMA (Return Authorization), Receive</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Return back to the Return Authorization, and then click Refund button</span></li> <ul type="circle" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Creates Credit Memo</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Click Refund button</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Fill out Customer Refund</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Refund Method field must be chosen on that tab</span></li> </ul> </ul> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">From the saved Warranty Claim of Action REPLACEMENT</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Click the button "Create RMA" to record the return of item</span></li> <ul type="circle" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Once created and saved, this is stored on the Related Records tab under "Claim Transactions"</span></li> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">On the RMA (return Authorization), Approve the Return</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Receive</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Return back to the RA, and then click the "Create SO" button</span></li> <ul type="circle" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">As you fill out the SO, you can see that the status is "Pending Refund" since the replacement is being covered</span></li> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Save the SO, and the RMA is Closed</span></li> <ul type="circle" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">The return authorization now has the new SO created stored under "Replacement SO No."</span></li> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Click onto SO to go to the record, and then generate the Fulfillment and then the Invoice</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">The saved Invoice shows that it is now "Paid in Full" since the customer was getting a return for free within the limits of the Warranty</span></li> </ul> </ul> <p style="margin:0in;font-family:Cambria;font-size:12.0pt"> </p> <p style="margin:0in;margin-left:.75in;font-family:Cambria;font-size:12.0pt"> </p> <p style="margin:0in;margin-left:1.125in;font-family:Cambria;font-size:12.0pt"> </p> <p style="margin:0in;font-family:Cambria;font-size:12.0pt"> </p> </ul>
- Templatestoredtemplatestored
- No
- Topiccustrecord_ns_ps_meeting_topic
- Warranty Management Review
- Topicscustrecord_ns_ps_next_meeting_topics
- <List the topics to be covered in the next configuration session>
- Typetype
- custrecordentry
No value 4
- Cc emailcustrecord_ns_ps_meeting_note_cc_email
- —
- NetSuite job record emailcustrecord_ns_job_record_email
- —
- Ns ps next meeting datecustrecord_ns_ps_next_meeting_date_dt
- —
- Versionversion
- —
System & IDs
System & IDs · 10 fields · 6 with a value · 4 empty
- Customform refidcustomform_refid
- -1234
- Entryformquerystringentryformquerystring
- rectype=234&e=T&id=16
- Idid
- 16
- InternalIdInternalId
- 16
- Owner refidowner_refid
- 8
- Rectype refidrectype_refid
- 234
No value 4
- Customwhencecustomwhence
- —
- Externalidexternalid
- —
- Nsbrowserenvnsbrowserenv
- —
- Selectedtabselectedtab
- —
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