Using the Unit Configurations Form

Use the Unit Configurations form to review and analyze the components of a unit. The configuration is the complete material make up of a unit, including all subcomponents, replacement parts, and add-ons. The unit configuration is date and time stamped to track the history of a unit. A complete history of each unit is displayed on the form.

  1. Open the Unit Configurations form.
  2. Select the serial number for the unit to review.
  3. Select an item.
  4. Optionally, click View Unit to open the Units form, filtered for the current unit.
  5. Optionally, click Create Configuration to open the Unit Copy modal form and create a new unit configuration.
  6. Click Filter-in-Place to populate the remaining fields on the form.
  7. The current date is used as the default As Of date. Optionally, specify an alternate date.
  8. Select Show Removed to include the components that have been removed from the configuration in the tree.
  9. Select Show Future Additions to show the components that have been added to the configuration in the tree.
  10. Select Highlight Expired to show expired components in green in the tree. The component must have an As Of date after its Expiration Date.
  11. These fields are read-only and show information related to the component:
    ID
    The configuration number used to identify the component is displayed.
    Item
    The item number is displayed.
    Description
    A description of the item is displayed.
    S/N
    The serial number is displayed.
    Qty
    The amount of this component that exists in the unit is displayed.
    U/M
    The unit of measure for the component is displayed.
    Install Date
    The date the component was installed is displayed.
    Remove Date
    The date the component was removed from the configuration is displayed.
    Reason
    The user-defined code identifying the reason for removing the component from a unit is displayed. These codes are maintained on the Unit Configuration Removal Reasons form.
    Remove SRO
    The SRO reference number of the service order that removed the component from the unit is displayed.
  12. Optionally, specify values for these fields:
    • Customer Item
    • Revision Number
    • Lot
    • Expiration Date (for non-inventory items)

      The expiration date is populated from the component, lot number, or serial number, depending on how the item is tracked.

  13. Click View Sub Unit to open the Units form, filtered for the sub unit.
  14. Select Include Subs to include the subcomponents of the selected component when you click Create SRO.
  15. Optionally, click Create SRO to open the Quick SRO Create utility. A SRO is created for the selected component.
  16. The grid on the Warranty tab shows the warranty information associated to the component.
  17. The grid on the Inspections tab lists all inspections that are linked to the component.
  18. On the Picture tab, you can associate pictures with a component item. To upload a new picture, right-click in the Primary Picture field and select Select Picture. See Storing Pictures for Key Data for more information.
  19. Click Refresh to update the form based on the currently selected options. All components of a unit are listed in the tree view.
Related topics