Adding Service Information for Existing Items

Use the Service Items form to set up additional service information for items.

  1. Specify this information in the header section:
    Item
    Specify the item for which to add information.
    Description
    A description is displayed for the item.
  2. On the General tab, specify the Calibration, Inspection, and Preventive Maintenance requirements for the item. Specify this information in the Other section:
    Meter Label
    Specify a new field label to use on the Warranty Codes form. This is used if the warranty set up is based on something other than a date duration.
    Default Contract Unit Of
    Select the unit of rate to use as the default when the item is added to a service contract.
    Priority Code
    Select the priority code to default on an Incident created for this Contract, Unit, Item, or Customer.
    Include In Configuration
    Select this check box to add the item to the unit configuration using the unit configuration build programs.
    Exclude from ATP/CTP Calculation
    Select this check box to exclude the item when the system runs the CTP calculation to set a projected date.
    DRP Item
    Select this check box to include the item in distribution requirements planning (DRP).
  3. On the Warranty tab, you can view and maintain all the warranties attached to the current item. During the creation of the unit configuration for a unit, all warranties for each of the component items is copied from this grid to the configuration.
  4. On the Certification tab, you can view and maintain any certifications required to service an item. These are matched with the certifications entered on the Partners form to determine if a partner has the necessary qualifications to work on a SRO or incident associated to the item.
  5. On the Skills tab, you can view and maintain any skills required by an item. These are matched with the skills entered on the Partners form to determine if a partner has the necessary qualifications to work on a SRO or incident associated to the item.
  6. On the Contract Rate tab, you can view and maintain each of the annual service contracts available for the item. The values assigned are used for contract lines entered for the item.
  7. Specify this information on the Maintenance tab:
    SRO Type
    Select the SRO type.
    Frequency
    Select the frequency for the production of maintenance service orders:
    • Every: Uses the duration fields to create an SRO at every interval.
    • Once: Creates an SRO one time.
    • Annually: Uses the month and day fields to create a service order on a specific date each year.
    Month/Day
    For the annual frequency, specify the month and day of the service order creation.
    Date Duration
    Specify the length of time the maintenance requires.
    Duration Type
    Select the value to use with the date duration amount.
    Down Time
    Specify the number of days needed to perform maintenance work.
    Lead Time
    Specify the length of time needed to prepare for the work to be performed on a maintenance SRO.
    Lead Time Type
    • Days
    • Months
    • Years
    • Meter
    Start Date
    Select a calendar date for the beginning of maintenance.
    Meter Amount
    Select the amount of miles, impressions, clicks, and so on that have been recorded for a specific unit.
    SRO
    Select the SRO for the maintenance.
    SRO Line
    Select the SRO line for the maintenance.
    Last SRO
    The last service order that was generated for the maintenance line is displayed.
    Schedule Basis
    Select a date to use as the schedule basis for the service orders.
    Schedule Future
    Select this check box to create maintenance service orders based on the selected frequency, regardless of any open SROs.
  8. On the Contract Surcharges tab, you can view and maintain any contract surcharges for the service item. You can specify miscellaneous charges to be added to the contract. When invoiced, the contract pricing routine uses the percentage or fixed amount specified to calculate any surcharges. These surcharges are displayed as a line item on the contract invoice.
  9. Specify this information on the Item Whse tab:
    Source
    Select the source, which determines how replenishment is handled for the item:
    • Purchased: Purchase orders are used by DRP to handle replenishment.
    • Transferred: Transfer orders are used by DRP to handle replenishment.
    Supply Whse
    Select the supply warehouse to use when orders are created for replenishment.
    Primary Vendor
    Select the vendor to use when orders are created for replenishment.
    Days Supply
    Specify the number of days to look ahead to consolidate requirements to determine the amount of a replenishment order.
    Consumable Item
    If this check box is selected, inventory is not affected when an order for the item is received into the warehouse. The material is expensed.
    Order Minimum
    Specify the order minimum. This value is used as the order quantity when the replenishment demand is less than the order minimum.
    Order Multiple
    Specify the order multiple. If the replenishment demand is not an even multiple of this value, the order quantity is increased to the next highest multiple.
    Order Maximum
    Specify the order maximum. This value is used as the order quantity if the replenishment demand is more than the order maximum.
    Whse
    The warehouse code is displayed.
    Qty For Rental
    The total number of items in the warehouse that are marked as rentals is displayed.
  10. Save the record.
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