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Every quote and order carries one warranty, chosen in the Warranty combo
on the Order Header. The read-only start-date/basis pair described in
When the warranty clock starts is tracked alongside it, but its
labels are hidden on this screen — only the Warranty combo itself is shown. It is
editable on a quote as well as a confirmed order — a quote is exactly where a rep records what
warranty the customer is being offered, before anything is placed.
Only warranties already in force can be picked
The combo only offers warranties whose Effective Date (see
Setting up warranties) had already arrived on the date the order or
quote was entered — so a back-dated order only offers what was actually on sale then, and a
warranty with no effective date at all is always available. A warranty already chosen on the
order stays in the list even if it would no longer qualify, so opening older data never blanks
the selection.
A job type can set a default
A job type can nominate a default warranty. Until the order is confirmed, changing
the job type applies that default and replaces whatever warranty was already chosen —
the job type drives the warranty while the order is still being put together. Once the order
is Confirmed, the same change never overwrites an existing warranty: switching job type
on an order the customer has already been quoted a warranty for leaves that warranty exactly
as it is — change it by hand on the combo if it genuinely needs to change. A job type with no
default warranty configured, and simply opening an existing order (as opposed to changing its
job type), also leave the current warranty untouched. If the job type’s default warranty
is not (or no longer) in force on the order’s date, nothing is selected; the rule above
still applies.
Before confirmation the order is still being assembled, so the job type is the best signal of
what warranty applies and is allowed to steer it. Once confirmed, the warranty is what the
customer was actually sold; silently swapping it just because someone changed the job type
afterwards would change what they were sold without anyone deciding to.
A Service Order shows no warranty selector at all
Open the header of a Service Order and the whole warranty row is
gone — there is nothing to pick and no default to apply. The cover that applies to a service call
is whatever warranty is on the original order it was raised against; a Service Order does
not carry, and cannot carry, a warranty of its own.