Creating a new Warranty (Create New)

1. Warranty Request records are created with an Open status until the user submits the request. Once the request is submitted, the user can no longer make changes.
2. From the Menu on the left, select Create New Request in the Warranty section.
3. In the Project Information Screen, fill out the form, adding information for the project for which you are creating the warranty(s).
4. Click Save & Continue.
5. The Add Distributor page will appear. Click Add Distributor to lookup and add a Distributor to the project.
6. More than 1 Distributor can be added to a project. Click Save & Continue when finished adding distributors.
7. The Project Warranty list page will display. Click the Add Warranties link to start adding warranties.
8. Click Save Warranty at the bottom of the form to add the warranty(s). Click Save & Continue when finished adding warranties.
9. The Warranty Preview page will display giving the user an option to review the selected warranties, modify the number of years and enter special requests. Confirm the email address and click Submit Warranties to submit
10. Clicking Save and Exit without submitting will save the data and close the request. The user can come back at another time to finish the request.
11. Once you submit the warranty form, SWISE does the following:
    • Verifies that all required fields are complete and prompts you to complete any that are not.
    • Assigns a warranty number.
    • Stores the information.
    • Displays a confirmation page that includes the warranty number assigned to the warranty.Note that you can use your browser print option to keep a copy of the confirmation for your reference only.
    • Warranties are combined in a single warranty document based on: Same warranty template, Same area amount and same number of maximum years