Warranty List

This screen allows you to view all Warranties that have been created in Ostendo with drill-down to show more details

 

List Tab

 

Display fields

 

The displayed fields are taken from the Warranty record.   The selection of which fields to display is at the user’s discretion.  To select the fields to display simply ‘right mouse’ in the main panel and select ‘Customize List Fields’.  

On the displayed panel you can:

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Click on the ‘Show field’ checkbox to display the field

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Amend the column heading by changing the content of ‘Display Label’

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Define the sort sequence of the records by going to the lower panel and dragging the field from ‘Available Fields’ to ‘Sort By’.

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Click the ‘Save’ Button when done.

 

Data Display Options

 

Field Position - On the List screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.

 

Filtering and Sorting - If you ‘check’ the checkbox then the displayed data is available for filtering and sorting:

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To sort the data in a selected column simply click on the column heading.  Clicking against will sort in descending order.

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Click on the black ‘down arrow’ to the right of your selected column heading and you can either select a specific entry to display all records containing that entry, or you can select (Custom…) to enter detailed selection criteria.

 

Searching - If you enter some text into the ‘Search’ field and click on the ‘binoculars’ Icon then all records will be interrogated and those records that contain the entered text will be displayed.  To revert back to displaying all records click on the ‘Eraser’ Icon

 

Buttons

 

Close: This will close the Warranty List screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Save: Not applicable to the List panel

 

Cancel: Not applicable to the List panel

 

Delete: This removes the current Warranty record from this table

 

 

Detail Tab

 

This panel shows more details of the selected Warranty Record with facility to amend the Warranty Code and add notes to reference the change.

 

Display and Entry Fields

 

Warranty No: A system generated number that uniquely identifies the Warranty record. 

 

Status: The current status of the Warranty.  The display options are ‘Valid’ or ‘Invalid’.

 

Customer or Supplier: From the drop-down list select whether this Warranty applies to a Customer or Supplier.

 

Company: From the drop-down list select the Customer or Supplier to which this Warranty applies.

 

Order Type: The Type of Order that supplied this Warranty.  The display options are ‘Sales’ or ‘Job’.

 

Order No: The Order Number to which this Warranty relates

 

Invoice Date: Date when the Invoice was raised against the Order.

 

Invoice No: The Invoice Number covering this Warranty.

 

Code Type: The Code Type covered by this Warranty.  The display options are ‘Item Code’ or ‘Descriptor Code’.

 

Code: The Reference Number of the Item or Descriptor

 

Qty: The Quantity of the Code covered under this Warranty.

 

Description: A brief description of the Item or Descriptor. 

 

Serial Number: The Serial Number of the Item or Descriptor covered under this Warranty

 

 

Warranty Details

 

Warranty Description: A short description of the type of Warranty

 

Start Date: The Date when this Warranty cover commenced.

 

Expiry Date: The Date when this Warranty cover will cease.

 

Warranty Covers: A short description of what the Warranty will cover

 

Warranty Code: The current Warranty Code.  This can be amended by selecting another Warranty Code from the drop-down list.

 

Detailed Cover: These are extended details of what is covered under the Warranty

 

Any Warranty Exclusions: These are extended details of what is excluded from the Warranty

 

Notes: You can enter unlimited amount of Notes that are related to this Warranty record.  Whenever you click on this field an icon will appear in the top-right.  By clicking on this Icon you can bring up the Frequently Used Text table.   Select the text to be copied and either press the OK Button in that screen or double-click the selected record.

 

Buttons

 

Close: This will close the Warranty List screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Save: This will save the current data without exiting the screen

 

Cancel: Any changes made since the screen was opened or the last time the ‘Save’ Button was pressed will be lost.