Setting Up the System for Units

To set up the system so that you can add and configure units for servicing:

On the Service Parameters form, set up the parameters on the Units and Other tabs as described in Setting up Service Parameters.
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.
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 unitson 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.