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Home > Success Center > Web Help Desk (WHD) > WHD - Knowledgebase Articles > Set up lease or warranty expiration notifcations for assets in Web Help Desk

Set up lease or warranty expiration notifcations for assets in Web Help Desk

Updated February 19, 2018

Overview

Web Help Desk assets can be configured to notify a technician whenever an asset lease or warranty is about to expire.

Environment

  • Web Help Desk 12 and later

Steps

Enable expiration notifications

If you want Web Help Desk to notify a technician when an asset warranty or lease is nearing expiration, you must enable notification:

  1. Click Setup > Assets > Options.
  2. Select Enable Expiration Alerts.
  3. Specify who should be notified and how far in advance you want to send the notification.

Set up warranty expiration notification for an asset

The warranty expiration date is determined based on the purchase date and the warranty type of each asset. To set up warranty expiration notification for an asset:

  1. Verify that the appropriate warranty type is available:
    1. Click Setup > Assets > Types.
    2. Click the Warranty Types tab.
    3. If the correct warranty type is not listed, click New and add the type.
  2. Specify the purchase date and warranty type for the asset:
    1. Click Assets and search for the asset. 
    2. From the result list, click the asset number to select it.
    3. Click the pencil icon to enter edit mode.
    4. On the Asset Details tab, set the purchase date.
    5. Select the warranty type.

Set up lease expiration notification for an asset

To send lease expiration notifications for an asset, a purchase order must be specified for the asset. The lease length is defined by the Lease Type selected for the purchase order. To set up lease expiration notification for an asset:

  1. Verify that the appropriate Lease Type is available:
    1. Click Setup > Assets > Types.
    2. Click the Lease Types tab.
    3. If the correct lease type is not listed, click New and add the type.
  2. Create a purchase order.
    1. Click Assets.
    2. Click the Purchase Orders tab.
    3. Click New Purchase Order and enter the required information. 
      In the Order Type field, click the default value to change it to Lease, and then select the type from the Lease Length field.
  3. Specify the purchase order for the asset:
    1. Click Assets and search for the asset. 
    2. From the result list, click the asset number to select it.
    3. Click the pencil icon to enter edit mode.
    4. On the Asset Details tab, enter the Purchase Order number.

 

 

 

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