There are different scenarios on how to deal with the Warranty of Parts and/or Merchandise but all warranty claims must be done through Customer Order > Service Job.
Scenario A:
Customer purchased a part and it is faulty so the dealership is going to do a clean swap of the part (Dealership has one in stock) with no paperwork to the Customer.
In this instance the Dealership will not do a Customer Return as they do not need to keep track of serial numbers etc, all they need to do is a create a Service Job for a Third Party Pay to the Provider / Warranty Company
- Then add the relevant part as a line item:
- Then finalise the CO through the normal warranty process ie Claim Submitted / Claim Resolved etc
Scenario B:
Customer purchased a part and it is faulty or the Customer changed their mind.
To keep the paperwork in order the Dealership would need to do two actions
- Action 1 - Create a Customer Return with first line item as a negative to get the item back in stock and then a second line item for the replacement part. We would suggest this is done totally separate from the Service Job to the Warranty Company
- Action 2 - Create a Customer Order > Service Job for a Third Party to the Provider / Warranty Company.