Setting Up the System for Units
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On the Service Parameters form,
set up the parameters on the Units and
Other tabs.
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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.
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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.
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Save the record.