Adding Incident Lines

Open the Incident Lines form standalone, or by clicking Incident Lines on the Incidents form.

If you opened the form standalone, select the incident for which you are adding lines.

The Customer, Ship To ID, Status Code, and Priority Code fields are populated automatically.

Specify this information:

Line (number): This field is automatically populated with the next sequential number for the lines in this incident.
Unit: Select the unit that you want to add as a line on the incident. The unit is the item or material that needs to be serviced.
A unit is a complete material composition, including all subcomponents, replacement parts, and add-ons. Each unit is identified with a unique alphanumeric ID. This ID can be the serial number of the unit, but it does not have to be the serial number. If it is a serial number, that number does not have to exist in the Serial Numbers form. This allows you to service units that you did not manufacture.
View Unit button: Click this button to open the Units form to view the details of the selected unit.
View Configuration button: Click this button to open the Unit Configurations form to view the details of the selected unit.
Item: The item that corresponds to the unit is displayed. Optionally, select a different item.
Item Description: The item description is displayed.
Customer Unit: Optionally, select a customer unit. This is the identifier that the customer uses for this unit, for example, Vehicle 1.
When you select a Unit, the Customer Unit might be populated by default. Similarly, if you select a Customer Unit, the Unit and Item fields might be populated by default.
Quantity: The number or amount of units/items is displayed.
U/M: The unit of measure used to quantify the number of units or items is displayed.
Meter Amount: Specify the amount of miles, impressions, clicks, and so on that have been recorded for a specific unit. This value may be used to determine if a unit is currently under warranty. A record is automatically appended to the Meter History tab of the Units form.
Meter Date: Specify the date that the meter amount was recorded.
Last Meter Amount: For existing incident lines, the last meter reading amount is displayed.
Last Meter Date: For existing incident lines, the date of the last meter recording is displayed.
Reference: Optionally, specify a cross-reference for the incident line.
Site: Optionally, select the location the user is referencing in a multi-site environment.

Save the record.