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Prevent Finishing Invoices When Serials are Not Allocated to Warranty Lines

By default, sales staff are able to finish invoices for extended warranty products without needing to add a serial and model to the warranty line. To prevent this and make sure that serials are always added to the invoice, follow these instructions.

To Enable the Prevent Finishing… Option:​

  1. Go to Tools > System Maintenance.

  2. Click the Variables tab.

  3. Select Invoicing, and then click Open.

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

  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.

    ReviewInvoice_PreventFinishing

  2. An admin clerk tries to finish the invoice. A message box opens alerting them that the “Models have not been allocated!”

    PreventFinishing_Warning

  3. The admin clerk is unable to finish the invoice until they add the model and serial to the warranty line.

See Also:​