Warranties and Maintenance Contracts - Adding a Warranty

Warranties and Maintenance Contracts - Adding a Warranty

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This article is part of the Warranties & Maintenance Contracts section.
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The Warranties/Maintenance module allows you to store warranty documentation and information relating to contractors who deal specifically with maintenance contracts for your individual developments. You can add any additional relevant dates and launch jobs related to these dates. 

Adding a Warranty

To create a new Warranty or Maintenance Contract:
  1. Navigate to the Development tab and open the Development.

  2. Click the Warranties/Maintenance tab on the Development to open the Warranties/Maintenance screen.



  3. Click the Add button in the left action bar.



  4. This will open the New Warranty Maintenance Contract window for that Development.



  5. Enter a Description.

  6. In the PL Account Number field select the contractor who the warranty or maintenance contract is with.
    1. Select from the drop-down or click the three dots to search.
    2. You can't add a new contractor here so you would need to do this in the Purchase Ledger tab first.

  7. Job Type will be automatically set when you select a contractor, but you can edit this.

  8. Select a Telephone Number. If there isn't one in the dropdown, make sure it is set up on the PL account.

  9. Set the Effective Date as the date of the start of the maintenance contract or warranty.

  10. Set the Expiry Date as the date the maintenance contract or warranty is due to expire.

  11. The Expiry Days field will update as you add an Expiry Date. You could leave the Expiry Date blank and set a number of days instead.

  12. Set the Retender Date as the date you will start arranging for a new contract. Give yourself enough time to set up a new one before the current one expires.

  13. See the Other Dates section below for more information on this button.

  14. Enter any Notes you need to keep as a reminder.

  15. Click Save and Close.

  16. A pop-up will confirm that the maintenance contract or warranty has been created.

Adding Other Contract Dates

  1. When you click OK to dismiss the pop-up, a second pop-up will ask if you want to add Other Contract Dates.



  2. Click Yes to open the Other Dates window.
    1. If you click No, you can go back and add dates at a later stage by clicking the Other Dates icon.



  3. Here you can enter any other important dates related to the maintenance contract or warranty. For example, you may need the contractor to carry out additional Risk Assessments or inspections.

  4. Double click in the Date and Description fields to add text.

  5. Once you have entered your dates, click Save and Close.

  6. You can come back to add additional dates at any point.

Once you have created a new Warranty or Maintenance Contract this will be displayed in the Warranties/Maintenance tab on the Development.



Anything you have entered against Other Dates will be displayed in the bottom grid.