Skip to main content

Prevent Finishing Invoices When Serials are not Allocated to Warranty Lines

By default, sales staff can finish invoices for extended warranty products without adding a serial and model to the warranty line. To enforce the requirement for serials on invoices, follow these instructions:

Enabling the "Prevent Finishing If Serials Are Not Allocated" Option​

  1. Navigate to Tools > System Maintenance.

  2. Click the Variables tab.

  3. Select Invoicing, and then click Open.

  4. On the General tab, enable Prevent Finishing If Serials are not Allocated on Warranty Lines.

    Prevent Finishing Setting

  5. Restart EPASS for the change to take effect.

Example

  1. A customer wants to purchase an extended warranty a few weeks after their appliance purchase. The salesperson does not add the model and serial to the Warranty tab.

    Example Invoice Without Serial

  2. An admin clerk attempts to finish the invoice. A message box appears, alerting them that "Models have not been allocated!"

    Prevent Finishing Warning

  3. The admin clerk cannot finish the invoice until the model and serial are added to the warranty line.

See Also​