Setting Up the System for Units

  1. On the Service Parameters form, set up the parameters on the Units and Other tabs.
  2. On the Unit Status Codes form, specify this information:
    Unit Status Code
    Specify a code that describes the status of the unit for different stages of servicing, for example, In Shop, Under Repair, Rented, etc.
    Description
    Specify a description of the status code.
    Down/Unavailable
    Select this field if the unit should not or cannot be used when in this status. This field is informational only and does not trigger any subsequent process.
  3. On the Warranty Codes form, specify this information:
    Warranty Code and Description
    Specify a unique code and description that identify the warranty. For example, 50K = 50,000 mile, or Parts-1 = One year parts.
    Warranty Type
    Specify who owns the warranty: User, Vendor, or Manufacturer.
    Date Duration
    Specify the term of the warranty. Use a number in the first field and then select an increment: Day(s), Month(s), Year(s), or Lifetime.
    Meter Amt
    Specify the maximum amount of miles, impressions, clicks, etc. that are allowed under this warranty. For example, for a 50,000 mile warranty, specify 50,000. The meter amount value is updated for specific units on the Incidents, Service Order Lines, or Units forms. The value here can be compared to the current value for a unit to determine if the unit is currently under warranty.
    Warranty Start Date Basis
    Specify the basis by which the warranty is initiated when assigned to an item configuration component:
    • Ship Date: The warranty begins on the date the unit is shipped.
    • Unit Install Date: The warranty begins on the installation date of the top level unit.
    • Component Install Date: the date the warranty begins will be set to the same value as the installation date of the specific component
    • Receive Date: The warranty begins on the date the top level unit was received.
    • Date Created: The warranty begins on the date the top level unit was created.
    • Manual: The warranty start date is not automatically populated and must be assigned by the user.
  4. Save the record.