Delivery with debt, warranties, and claims

Delivery closes the physical operation of an order. At that moment the debt policy is applied and, if coverage days were set, labor and parts warranties begin.

Availability: delivery and warranties for commercial operators; owners and administrators configure delivery policy. Level: Intermediate to advanced.

Purpose

Use these features to control whether an order can be delivered with an outstanding balance, preserve evidence of an exception, and handle a new failure without reopening or altering the original order.

Requirements

• The order must be Ready before delivery.
• If equipment is in custody, the recipient must be identified.
• A warranty is created only when the order has more than zero coverage days and is delivered.
• A claim requires a current warranty and an active report that does not already have an order.

Delivery policy

• Block: prevents delivery while any linked issued invoice has an outstanding balance.
• Warn: continues only after acknowledging the warning and recording a reason.
• Allow: permits delivery with debt without extra confirmation.

Delivery records the applied policy and ends active custodies with recipient, outgoing condition, and photos.

Warranties and claims

1. When creating the order, enter 0 to 3650 days for labor and parts.
2. At delivery, each value above zero creates separate coverage from the delivery date through its expiration.
3. For a new failure, first create an open report.
4. Under Warranties, select the current coverage and report, then enter the reason.
5. ReportArea creates a new order linked to the original, copies its equipment, and does not automatically grant another warranty.
6. Resolve the claim as accepted or rejected coverage, always with an explanation.

Rules and effects

• Only linked issued invoices count toward order debt; balances are shown by currency.
• The warning and its reason remain as delivery evidence.
• An expired or voided warranty cannot receive new claims.
• An open claim can only end Resolved or Rejected and is then immutable.
• The original order and warranty keep their data.

Required and optional information

Required: recipient for custody delivery; reason for warned delivery; report and reason to open a claim; resolution to close it. Optional: warranty days—zero disables that coverage—plus outgoing condition and photos.

Practical example

A Ready order has an outstanding invoice. Under Warn policy, an administrator authorizes delivery on account and records the reason. A 90-day labor and 180-day parts warranty are created. If the failure returns in time, a new report creates a linked claim order.

Current limits

• Coverage is expressed in days and does not interpret a jurisdiction's legal requirements.
• There is no automatic refund, replacement, or manufacturer workflow.
• A claim requires a new report and does not reopen the original order.
• Delivery never records or allocates a payment automatically.