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Plots in Warranty (Add Call) Tile

When selecting the Customer Care Desktop, the Plots in Warranty (Add Call) Tile showing both plots in Warranty and out of Warranty. The Tile should reflect the same information as the "In Warranty" Report

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Written by Denisa Badarau
Updated over 2 months ago

You need to run the Process Warranty Expiry function, which can be found

  1. Under HBCRM

  2. Then click Administration

  3. Select Sales Administration. This updates the plots where the warranty has expired.
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    Once the Process Warranty Expiry is complete, you then need to:

  1. Go back to the Customer Care Desktop

  2. Then, under the Company section

  3. Select Administration and run the following processes:

  • Initialise Customer Care Summaries (please input the company number)

  • Sales Daily Snapshots

Note: when you run those administration functions to input the KCO that is affected, otherwise it will run for all KCOs's.

In addition to the above, check the House Sales parameter YEARST and ensure this is set to the current year.


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