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- A warranty quote that can be transferred to an order warranty transaction or transferred directly to an invoice warranty transaction.
- A warranty order that can be transferred to a warranty invoice. If you have transferred the warranty quote to a warranty order, you can then transfer the warranty order to a warranty invoice.
- A warranty invoice (without needing to create a warranty quote or warranty order).
For information on how to set up warranty transaction invoicing, see Setting up warranty transactions through SOP.
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About warranty accounts
You may choose to use separate accounts for tracking replacement parts and reimbursements. When you have an invoice type defined for warranty transactions, creating a SOP document with that invoice ID automatically modifies the transaction window; if you choose, this can include replacing the default posting accounts with designated "warranty" accounts.
Before completing warranty parts setup, think about what accounts you want to overwrite the default sales, receivables, COGS accounts for each line item. You can choose between account masking, where the main segment of a posting account is overwritten; or account substitution, where an entire account is substituted for the default account.
Account masking
The main segment of each posting account is overwritten, and the resulting accounts are used on the transaction.
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| If the account that would result from the mask does not already exist, the default account will be used on the transaction. Before you set up account masks, make sure the resulting accounts are set up. |
Example: Sales Account:
000-2110-00
Sales Mask: 300-????-??
Resulting Account: 300-2110-00
When you set up account masks, define only the designated segment; this is the segment of the posting accounts that will be overwritten.
Account substitution
You can also substitute an entire account instead of a segment only. Use the Accounts button on the Warranty Parts Setup window to choose the default account and then choose an existing account to use as a substitute.
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The substitution accounts set up in the Accounts window are used for all warranty invoices. If you need to set up substitute accounts for different warranty invoices, you may want to consider using account masking. |