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.