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To introduce functionality in the Field Service Product Table that enables tracking warranty information when assets are created as part of a work order process. The goal is to ensure that a warranty record is automatically created for assets installed on customer sites, with start and end dates derived from the work order date and the defined warranty period.
Detailed Requirements:
- Add Fields to the Product Table:
- Warranty Period Field (Duration Field):
- A new field, Warranty Period, will be added to the Product table. This field will represent the duration of the warranty (in months or years) and will be displayed when certain conditions are met (detailed below).
- Create Warranty Flag (Checkbox):
- A Create Warranty flag (checkbox) will also be added to the Product table. This will allow users to specify whether a warranty should be created when an asset is created.
- Conditional Display of Fields:
- The Create Warranty flag will only be visible if the Create Asset field (existing field) is set to Yes.
- If the Create Warranty flag is checked (i.e., the user selects that a warranty should be created), the Warranty Period field will become visible. This allows users to input the warranty duration at the product level.
- Work Order Integration:
- When a product is used on a Work Order and the Create Asset field is set to Yes, the system will automatically generate a new Asset record for that product.
- If the Create Warranty flag is checked for the product:
- A Warranty record will be created for the associated asset.
- The Customer associated with the work order will be linked to the warranty record.
- The Warranty Start Date will be set to the Work Order Date.
- The Warranty End Date will be calculated based on the Warranty Period (from the Product table) and the Work Order Date (i.e., Warranty Start Date + Warranty Duration).
Workflow Overview:
- Product Table Setup:
- A product is configured in the system with the following fields:
- Create Asset: Yes/No
- Create Warranty: Checkbox (Visible only if Create Asset is Yes)
- Warranty Period: Duration (Visible only if Create Warranty is checked)
- Work Order Processing:
- A technician uses a product on a work order where Create Asset is set to Yes.
- Upon completing the work order, an asset record is automatically created for the product.
- If the Create Warranty flag was checked, a warranty record is generated for the created asset, with the following details:
- Customer: Linked to the customer on the work order.
- Warranty Start Date: Set to the work order date.
- Warranty End Date: Calculated by adding the Warranty Period to the warranty start date.
Example Scenario:
- A company installs a new HVAC unit (product) for a customer as part of a work order.
- The product is configured to create an asset, and the Create Warranty flag is checked, with a Warranty Period of 2 years.
- After the work order is completed:
- An asset record is created for the HVAC unit.
- A warranty record is generated, with the warranty start date being the work order completion date (e.g., January 1, 2024) and the end date set to 2 years later (e.g., January 1, 2026).
STATUS DETAILS
New