Product Center - IFS · Product Center Version: Rev.A Page 10 Astea Proprietary and Confidential...

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Product Center

Transcript of Product Center - IFS · Product Center Version: Rev.A Page 10 Astea Proprietary and Confidential...

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Product Center

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Table of Contents

Introduction to Product Center ............................................................................................. 4

Product Center Search Page ................................................................................................................... 8

New Product Wizard ................................................................................................................................. 9

Service/Repair – Description .................................................................................................................. 16

Service/Repair – Pricing ......................................................................................................................... 22 Price Line detail page ..................................................................................................................... 24

Service/Repair – Costing ........................................................................................................................ 29 Search Criteria ............................................................................................................................... 29

Service/Repair – Cost Manual Adjustment ............................................................................................ 31

Service/Repair – Service & Repair ......................................................................................................... 33

Service/Repair – Service Agents ............................................................................................................ 37

Service/Repair – Skills ........................................................................................................................... 39

Service/Repair – Question Trees ........................................................................................................... 40

Service/Repair – PM Schedule .............................................................................................................. 41

Logistics – Storage ................................................................................................................................. 46

Logistics – Current ................................................................................................................................. 52 Search Criteria ............................................................................................................................... 52 Current – Net Available .................................................................................................................. 55 Current – Available ......................................................................................................................... 57 Current – Remaining PR ................................................................................................................ 59 Current – Inbound .......................................................................................................................... 61 Current – Needed ........................................................................................................................... 63 Current – At Customer ................................................................................................................... 65 Current – At Repair Vendor ............................................................................................................ 67 Current – Usage ............................................................................................................................. 69

Logistics – Trans. Log ............................................................................................................................ 73 Search Criteria ............................................................................................................................... 73

Logistics – Invent. Items ......................................................................................................................... 76 Search Criteria ............................................................................................................................... 76

Logistics – Source Lists .......................................................................................................................... 79 Search Criteria ............................................................................................................................... 79

Replacements – AddOn ......................................................................................................................... 81

Replacements – Versions ...................................................................................................................... 83

Replacements – Alternates .................................................................................................................... 84

Replacements – Supersession ............................................................................................................... 86

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Partners – Vendors ................................................................................................................................ 89 Vendor-Product detail page ........................................................................................................... 91

Partners – Purchase Req. ...................................................................................................................... 97 Search Criteria ............................................................................................................................... 97 Search Results ............................................................................................................................... 99

Partners – Customer Naming ............................................................................................................... 100

Partners – Installed Items ..................................................................................................................... 101 Search Criteria ............................................................................................................................. 101

BOM – BOM ......................................................................................................................................... 104 BOM Component Product Details Page ...................................................................................... 106

BOM – Where Used ............................................................................................................................. 109

Contracts – Templates ......................................................................................................................... 110 Search Criteria ............................................................................................................................. 110

Contracts – Meter Info. ......................................................................................................................... 113

Advanced – Removed Items ................................................................................................................ 117

Advanced – UDF .................................................................................................................................. 119

Advanced – Configurations .................................................................................................................. 120

Advanced – Tool Details ...................................................................................................................... 121

Advanced – Tool Activities ................................................................................................................... 123

Advanced – Product Sector .................................................................................................................. 125

Product Center Status Bar ................................................................................................................... 126

Standard Product Button ...................................................................................................................... 127

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Introduction to Product Center

Every product included in the inventory for the Service Provider’s organization must be entered in the Products Center record. The product is given a unique

identifier, classified according to organizational guidelines. The product record can represent:

Finished good - this type is usually a complete machine or piece of equipment

often sold by the Service Provider but most often serviced by the Service Provider. This type of product is almost always tracked by a serial number.

Service spare part - this is usually a component of the finished good. In many cases this component can be a part of the Bill of Materials (BOM) of the finished

good. This part may or may not be tracked by serial number depending upon whether they need to be tracked for warranty claims purposes or their value is

significant enough to require tracking by serial number.

Service Product - this type of product record represents services provided on

orders either by an employee or a vendor. These products are charged to

customers as a “service performed” on an order. This provides an easy way to charge for a service without having to post actual labor time to charge.

TIP: For Example: IT type services could performing backups, setting up email accounts, providing disaster recovery, install malware

software etc. In field service could upgrade services, PM or

certification services.

Consumable – consumable parts are either truly consumable in that when their life is used up they are disposed of or are parts that are not considered worth

maintaining in inventory after they are used.

Software – this part as the name belies is not a hardware product and often not

warehoused from the physical standpoint, but still may be sold by sales and serviced by consultants.

Non-inventory – this part is often maintained in the product record for

informational purposes. This could be because the part is manufactured by a competitor and is for identification purposes or it used by service agents outside

of tracking within the warehouse inventory. Sometimes items like “screws” and other inexpensive materials can be treated as non-inventory so that the cost of

maintaining them in inventory is eliminated but still can be charged for in orders.

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Non-product – this is a product record defining a non-existent product. Typically this type is used to track a serial or non-serial identification situation. For

example, a service company who services point-of-sale systems (POS) may

create a “lane” product so that for contract purposes a customer’s “checkout lane” in a grocery store can be treated like product, possibly serialized, so the

lane itself can be covered by a contract and therefore any machine in the lane would be covered. The caller can just report the lane that is failing and later

when the service agent reports his repair details the exact machine can be identified. The basic nature of this type of product would be a “non-inventory”

product.

Unknown product – the very nature of this definition is that it is not maintained

in the product record (that is why it is unknown). However, even though it is not a product record it can still be defined individually in both sales and Service

Orders.

The product record is an integral part of the Service Provider’s database. Not only is it the foundation of the inventory tracking but it is also the base upon which

“item” records are also maintained. There are three types of item records. Inventory Item records which are products tracked in inventory by serial number,

Installed Item records which are products owned by customers which are tracked by serial or tag number and Removed Inventory Item records which are products

once tracked in inventory by serial number but have now be removed from inventory. (Please see the respective Item chapters for more information.)

A Product can be defined by as a Bill of Materials (BOM). A BOM is a piece of

equipment that is defined by its subcomponent parts. The BOM is a listing of these subcomponents. A BOM can be used just of identification purposes so that

service agents know the products within the equipment but this list can also be used to assemble equipment from the subcomponents or teardown the

equipment into its subcomponents (cannibalize).

Stock Levels can also be defined in the Product record. Stock levels values of

Minimum (MIN), Maximum (MAX), Reorder Point (ROP) and Reorder Quantity (ROQ) is defined either for the product in general or by Node or Warehouse Type

more specifically. Defining stock levels are the warehouse level is the most

specific of these stock level settings. Stock Level is used to determine when the product needs to be replenished. The Replenishment Order module uses these

stock level setting to not only determine when to order but also how much to order. (Please see the Replenishment Order Chapter for more information.)

Financially the product record also maintains the Unit Cost of the product and the List Price. Other types of pricing can also be defined for the product within the

Price Book. Vendor cross-references to the product provide the capability of recording the cost of the product from various vendors. Vendor cross-references

also allow maintaining the vendor’s product ID that corresponds to the Service

Provider’s Product ID so that Purchase Requisitions can include the vendor’s product number for easy ordering from the vendor. Lead times and service times

can be specified uniquely for each vendor and well as also specifying the manufacturer of the product. Units of Measure (UOM) are also tracked within the

product record for providing different units of measure for stocking purposes and purchasing purposes.

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For reporting purposes there are table maintained codes used to define the product. These tables include: Product Type, Product Line, Product Class, Product

Category, Model of product and ABC code. Other tables that define product’s

functionality include: Customer, Vendor and Repair Warranties, PM Schedules, meters, AddOns, Supersession, Alternates and User Defined Fields (UDF).

Warranties are used to define coverage for the customer (customer warranty and repair warranty) or the Service Provider (vendor warranty) when failure of a

product occurs. PM Schedules are used to determine how often a piece of equipments have to be maintained on a regular basis. It also often includes

adding to a Service Order what materials are required and labor activities need to be performed on this product for this maintenance. Meters are used to track how

much a piece of equipment is used either for contract billing based upon the meter usage or for calculating PM schedule by the meter reading usage of the

equipment rather than basing PM calls on a time frequency.

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Product Record Definition

Product

Record

Product

Type

Product

Line

Product

Class

Product

Category

Model

ABC

Code

Warranties

PM

Schedules

Inventory

Item Record

Installed

Item Record

Stock Level

BOM

AddOns

Versions

Serialization

Supercession

Alternates

Meters

These are values, that are

maintained in tables outside

the product record, that are

selected in the product

record to define the product. These are values that are

defined and maintained

within the product's record.

Question

Trees

Skills

Vendor

References

UDF

Fields

Tool Usage

Removed

Item Record

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Product Center Search Page

Enter the search values as desired to retrieve the Product desired. Click the

More button to display additional search fields. Click the Less button to hide

additional search fields. When ready, click the button. To view the

desired record, click the blue colored Product ID.

Clicking the button will open the New Product Wizard.

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New Product Wizard

Product ID

Enter a unique code for the Product ID. This Product ID identifies a particular

product used throughout the application. The Product identifier assigned here is used throughout the application in such modules as Service Order, Sales Order,

Repair Order, Customer Support Order, Price Book, Purchase Requisition and Replenishment. Whenever the Product ID field is shown, the lookup for that field

will include all identifiers assigned in this module.

Description

Enter the description or name of this product.

Search Key

Enter a common term or name used to search for product in Search windows. A

partial word or phrase can be entered for search purposes.

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Serialization

Click on the Drop-Down List Box to select either: Always or Never to specific whether the product will be tracked a serial number.

Model

Click on the Lookup icon to select a Model code for the Product.

Unit Cost (of Stock UOM)

Enter the standard cost of a single quantity of this product. This value cannot be

greater than the unit price.

Unit Price

Enter the Unit Price (List Price) of a single unit. This value is automatically added

to the Main Price Book as List Price.

Financial Code

Click on the Lookup icon to select a Financial code for the Product. This value

is used by the system when passing financial data to the financial system. This code is maintained in the Financial Code table.

Tax Category

Click on the Lookup icon to select a Tax Category code for the Product. The

product’s Tax Category, along with Tax Jurisdiction of the Customer determines the taxation rate used.

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Inventory

Select this checkbox to indicate that the product can be received into inventory.

Consumable

Select this checkbox to indicate that the product is consumable and therefore not

returnable during material usage in Service or Repair Orders.

Returnable

Select this checkbox to indicate that the product is returnable. Products

designated as returnable enables the user return broken products to a warehouse during the material usage in Service or Repair Orders.

Sales Related

Select this checkbox to indicate that the product is a finished good sold by sales people and therefore can be downloaded to the databases on remote devises

used by sales representatives.

Service Product

Select this checkbox to indicate that the product is to be a “Service Product” that

will be used to identify non-inventory products to be associated with provided

services.

Metered

Select this checkbox to indicate that the product has a meter for tracking usage.

When this checkbox is checked then a meter definition can be defined for the product. This field is only displayed if the Product is a serialized product.

Taxable

Select this checkbox to indicate that the product is taxable.

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Supported

Select this checkbox to indicate that the product is supported by the service organization.

Returnable to Vendor

Select this checkbox to indicate that the vendor has agreed to accept return of the product in the event that a problem occurs, which makes the return

necessary. This checkbox must be selected in order to create a Vendor Return

for the product from a Purchase Requisition or Warranty Claim.

Billable

Select this checkbox to indicate that the product will be included in invoice billing

for Sales and Service Order demands in which it appears.

Tool

Select this checkbox to indicate that the product is a tool. A tool’s usage can be

tracked in orders. Often a Tool is used during a repair process (i.e. a calibration tool) to test or calibrate a machine. It can be tracked for both usage information

and for billing for the tool usage. When this checkbox is checked then tool information can be entered in the product record. This field is only displayed if

the Product is a serialized product.

UOM Type

Click on the Lookup icon to select the Unit of Measure Type used to define

Purchase and Stock UOMs. The choices are: area, capacity, length, unit, or weight. The default is unit.

Purchase UOM

Click on the Lookup icon to select the unit of measure used in purchasing the

product, for example, cartons of 100. This value must be of the type of the Unit of Measure selected in the Dimensions field.

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Stock UOM

Click on the Lookup icon to select the unit of measure used for stocking the

product in inventory, for example, packs of 10. This value must be of the type of the Unit of Measure selected in the Dimensions field. This is also the product

usage UOM as well.

Color

Click on the Lookup icon to select the color that best fits this product if

desired.

The following fields are all user-definable. These values are used to define and

categorize and create a hierarchy of products.

Product Class

Click on the Lookup icon to select the Product Class that best defines this

product.

Product Type

Click on the Lookup icon to select Product Type that best defines this product.

Product Line

Click on the Lookup icon to select Product Line that best defines this product.

Product Category

Click on the Lookup icon to select Product Category that best defines this

product. The selection made here may load the default Warranty Types defined in the Product Category table.

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Warranties are created and maintained in the Warranty module.

Customer Warranty

Click on the Lookup icon to select the Customer Warranty to be specified for

this Product. A customer warranty is one that is offered to the customer by the

Service Provider at the time the product is sold to the customer. The Customer Warranty defined in the Product Category is entered as the load default;

however, you can select a different Customer Warranty from the drop-down list as required.

Vendor Warranty

Click on the Lookup icon to select the Vendor Warranty to be specified for this

Product. A vendor warranty is one that is given to the Service Provider by the vendor when a product is purchased. This is normally activated at receiving the

product from a Purchase Requisition.

Repair Warranty

Click on the Lookup icon to select the Repair Warranty Type associated with

the product. The Repair Warranty can be added to an installed item when a T&M

Service or Repair order has been completed and the Repair Code used suggests that a warranty can be applied. The warranty is offered only after the expiration

of the customer warranty and in the absence of a contract (other than a standard Time and Materials contract), upon completion of repairs to an installed item.

Refund Percent

Enter the percentage of the product’s original Sales Order price that would be refunded upon receiving the product back within a Customer Return order.

After all the mandatory and user-required fields have been populated click the desired Save button.

Click the Save and Continue button to the save the Product record and go

the Main Info page.

Click the Save and New button to save the Product record and open the New Product Center wizard page.

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Click the Save and Exit button to save the Product record and go the Product Center Search page.

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Service/Repair – Description

This is the main page of the product record. Many of the attributes of the product are defined on this page.

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Product ID

A unique code assigned within the application that identifies a particular product. In this case, the Product identifier assigned here is used throughout the

application in such modules as Service Order, Sales Order, Customer Support Order, Price Book, Purchase Requisition and Replenishment. Whenever the

Product ID field is shown, the lookup for that field will include all identifiers

assigned in this module.

Description

This is a free text field used to name or more completely describe a particular

product.

Search Key

This text field is used to store a common term or name used to search for the

product in Lookups and Search windows. When using this field for searching, a partial word or phrase entered followed by a percent sign (known as a Wildcard)

can be used.

Serialization

Click on the Drop-Down List Box to select the desired choice. Options are

Always or Never serialized. This specifies whether the product is tracked by a serial number. When Always is selected, logistic transactions involving this

product will require specifying the serial number involved.

Software Version

This field is for maintaining the current Software Version of the product. This

field can be updated as needed.

Hardware Version

This field is for maintaining the current Hardware Version of the product. This

field can be updated as needed.

URL Address

This field is used to store a URL address for the product. Clicking the Globe icon will open this URL address in an Internet browser window.

Click the Sales Orders Over Time BI icon to display the following chart.

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Model

This user-defined code identifies the specific Model of the product. The Model of

the product can be used in specifying Service Guide definitions. Click on the Lookup icon to select the desired Model code.

ABC

This is an alternative value for searching for products, which is often based upon

a cost range. Click on the Drop-Down List Box to select the desired ABC code.

Product Class

This user-defined field is used as a means of classifying products for

organizational purposes. Click on the Lookup icon to select the desired

Product Class.

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Product Type

This user-defined field is used as a means of classifying products for

organizational purposes. Click on the Lookup icon to select the desired

Product Type.

Product Category

This user-defined field is used as a means of classifying products for organizational purposes. The selection made may load the default Warranty

Types defined in the Product Category table. Click on the Lookup icon to

select the desired Product Category.

Product Line

This user-defined field is used as a means of classifying products for

organizational purposes. Click on the Lookup icon to select the desired Product Line.

Note

This field is used to enter any notes or description of the product that is useful for

users to know about this product. Click the Comments Viewer icon to enter

or view the description in a Comments Viewer Web Dialog page.

Unit Cost

This is the unit cost of a single quantity of this product. This value cannot be greater than the unit price. The system default currency ID is displayed to the

right of this field.

Unit Price

This is the Price of a single unit. This value is automatically added to the Main

Price Book as List Price. The system default currency ID is displayed to the right of this field.

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Financial Code

This value is used by the system when passing financial data to the financial system. This user-defined code is maintained in the Financial Code table. Click on

the Drop-Down List Box to select the desired Financial Code.

Tax Category

The product’s tax category that is used along with the tax jurisdiction to define

the taxation rate for the product. Click on the Drop-Down List Box to select the desired Tax Category.

Billable

When this checkbox is selected, it indicates that the product will be included in

invoice billing for Orders in which it appears.

Obsolete

When selected, indicates the product is obsolete.

Software

When selected, indicates the product is s software product.

Internet Sale

When selected, indicates a customer can purchase the product via the Internet.

Selecting this checkbox means that the product will appear in New Basket product lookup. Products, which are service spare parts, may not be available for

direct purchase by a customer via the Internet. This may also be true of large systems that might require a sale by direct contact of a Sales Representative.

Taxable

When selected, indicates the product is taxable.

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Sales Related

When this checkbox is selected it indicates that the product is a finished good sold by sales people and therefore can be downloaded to the databases on

remote devises used by sales representatives.

Supported

When selected, indicates the product is supported by the service organization.

Meter Product

When selected, indicates that this product is a meter product. Selecting this

checkbox also activates the Contracts - Meter Info page of the product’s record.

Service Product

When selected, indicates that this product is a service product that identifies that it is a non-inventory product associated with a provided service.

Picture

This displays a picture attachment of the product if it has been created. Click the

Attachments button to add an “image” File Type attachment.

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Service/Repair – Pricing

This page is used to view and add pricing in various price books.

Price Book

This column displays the Price Book ID of the price line. Click on the blue colored

ID to view the price book record for the selected price book.

Description

This column displays the name or description of the Price Book of the Price Book.

Price Type

This column displays the Price Type of this price line. The types displayed are:

List, Installation, Exchange, Vendor Exchange, Contract, Service Flat Rate, Repair Flat Rate and Customer Support Flat Rate.

Pri…

This column displays a Checkmark icon if the price is in the system default primary currency.

Price

This column displays the price of the product before any discount or markup is applied.

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Actual Price

This column displays the actual price of the product. The value appearing in this field is calculated automatically by the application from the Base Price with any

discount or markup applied. When a price is required, the Actual Price is used.

Effective From

This column displays a start date if one has been selected.

The following window appears when the button is clicked to add a new

Price Line, or an existing Price Line is highlighted and the button is

clicked. The button deletes the highlighted Price Line.

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Price Line detail page

This page is used to view and add line price to a price books.

Price Book

Click on the Lookup icon to select the desired Price Book.

Description

This display-only field shows the name or description of the Price Book of the Price Book selected.

Price Type

Click on the Drop-Down List Box to select the desired choice. The choices are:

List – This is the price charged to the customer for sale or service swap of the product. The list price is used

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by the application in logistic transactions such as sales orders and in Service Orders.

Installation –

This is the price charged to the customer for installation of the product when a standard

installation fee is charged whenever a particular

type of product is installed. This is used in the Sales Order module when setting up a Sales to Service

Integration.

Exchange – This is the price of the product when it is being

exchanged for another product currently held by the customer. The exchange price is used in the Repair

Order Center.

Vendor

Exchange –

This is the price of the product when it is being

exchanged for another product with the Vendor.

Contract – This is the standard price charged to the customer for a one-year contract on a particular product.

NOTE: When the contract spans a period of less than one year, the

contract price is pro-rated.

Repair

Flat Rate –

This is the standard price charged for a flat rate

Repair Order. If flat rate is charged a contract will not be used on the Repair Order.

Service

Flat Rate –

This is the standard price charged for a flat rate

Service Order. If flat rate is charged a contract will not be used on the Service Order.

Cust

Support

Flat Rate

This is the standard price charged for a flat rate

Customer Support Order. If flat rate is charged a contract will not be used on the Customer Support

Order.

Sub Type

This field is only available for selection if the Price Type selected is List, Exchange or Contract. Sub Type selection is used to track different prices by sub type. Click

on the Lookup icon to select the desired choice.

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Price Type

Selected

Lookup displayed

List or

Exchange –

The lookup displayed is the Inventory Type table

lookup. This provides pricing by inventory types

like New, Used, Refurb for example.

Contract – The lookup displayed is the Contract Type table

lookup. This provides pricing by contract type like Std, Gold, and “Weekend Coverage” for

example.

Effective From

If a start date is required for effective date of the using the price, click on the

Calendar icon to select a date.

Effective To

If an end date is required for expiration date of the using the price, click on the

Calendar icon to select a date.

Primary Currency

This display-only checkbox is selected when the price book selected is in the

same currency as the system default currency.

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Quantity

The quantity of the product that is typically sold; generally, this field will display a quantity of one. In some cases, products may be sold in quantities greater

than one, such as a product that is routinely sold in pairs. The default quantity is “1” (one).

Price

Enter the price of the product. When information is entered in this field, markups

and discounts are not applied and the price is displayed a second time in the field, Actual Price. If a price is entered, entry cannot be made in the Amount of

Change, or Percent of Change, fields.

Amount Change

Enter in this field any markup or discount to be applied to the base price,

expressed in actual monetary value. A discount is indicated by a minus sign (-) before the value. A markup has no symbol preceding the value. If a value is

entered, entry cannot be made in the Price or Percent of Change fields.

Percent Change

Enter in this field any markup or discount to be applied to the base price,

expressed in a percentage (decimal figures permitted). A discount is indicated

by a minus sign before the value. A markup has no symbol preceding the value. If a percentage is entered, entry cannot be made in the Price or Amount of

Change fields.

NOTE: Amount Change or Percent Change discounts or markups cannot

be entered into the Main Price Book or any primary price book for

a particular currency.

Maint. Component

This field value is used for financial accounting and passed through the Alliance

Link for Financials. This field displays the portion of the contract price that will go to a maintenance financial account.

TIP: For Example: When a Sub Type is used in contract pricing, for example on leased equipment, some of the contract price might be

charged to a lease account in financials and another part of the

price might go for maintenance of the equipment.

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Base Price

This display-only field shows the price of the product before any discounts or markups are applied. The Base Price is taken from the parent price book.

Actual Price

This display-only field shows the actual price of the product. The value appearing in this field is calculated automatically by the application from the Base Price with

any discount or markup applied. When a price is required, the Actual Price is

used.

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Service/Repair – Costing

Costing displays Unit Cost information for a particular product. The costing method employed by the application is determined in the Application Setup

module.

Search Criteria

Currency

Click on the Lookup icon to search for costing by the Currency ID.

Cost Domain

Click on the Lookup icon to search for costing by the Cost Domain.

Inventory Type

Click on the Lookup icon to search for costing by the Inventory Type code.

When ready, click the button to display the desired list.

Click the button to add a product cost in a currency. Click the

button to delete a product cost.

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Search Results

Currency

This is the currency in which the cost information is provided. On this screen,

cost information can be added for any currency already defined in the application

in the Currencies table. Click on the Lookup icon to select the desired

currency.

Cost Domain

This is the Cost Domain associated to the cost. Click on the Lookup icon to

select the desired cost domain.

Standard Cost

This is the unit cost of the product in this currency. The application uses the value supplied in the field Unit Cost. Standard Cost is maintained in all

currencies listed on this page. The standard cost can be changed on this page.

Last Cost

This is the last recorded cost of the product, as supplied on the Lines page of the

Receive module and the Main page of the Miscellaneous Receive module. The Last Cost value will be maintained in all currencies listed on this screen.

Average Cost

This is the total cost of all units of the product that have been received divided by

the total number of units received. The Average Cost value will be maintained in all currencies listed on this screen.

Change Date

This is the date on which the change was made. This information is supplied automatically by the application when the user clicks the Add button. The field is

read-only and cannot be changed.

NOTE: Since Last Cost and Average Cost are calculated values, these

values cannot be changed on this page.

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Service/Repair – Cost Manual Adjustment

The cost of a product is generally determined based on its Cost Type. There are

three costing methods currently employed by the application: Standard, Last and Average. Changes in the cost of a particular product are made in the Cost Manual

Adjustment module are reflected in the Product module on this page.

NOTE: In the Product module, Unit Cost always refers to the standard

cost, regardless of the selected Cost Type for the product. When a

change is made to the Unit Cost in the Product record, an entry

record is displayed in this table.

Cost Type

This column displays the Cost Type. There are three Cost Types currently used

by the application: Standard Cost, Last Cost and Average Cost.

Cost Domain

This column displays the cost domain associated to the cost manual adjustment for the product adjusted.

Unit Cost

This column displays the cost of the product according to the selected Cost Type.

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Changed by

This column displays the User ID of the person who was logged on to the system at the time that the change was made.

Changed at

This column displays the date and time that the change was made, according to the Time Zone of the user who was logged on to the system.

Currency

This is the currency in which the cost information is provided.

Comments

This column displays any notes or additional, pertinent information relating to the need for the change.

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Service/Repair – Service & Repair

This page is used to define other attributes about the product.

Service Agent

This is the Service agent assigned to deal with the product. This is very useful if

only one technician is capable of repairing this product. Click on the Lookup

icon to select the desired Service Agent.

Action Group

This is the Action Group assigned to deal with this product. This is very useful if

only one action group repairs this product. Click on the Lookup icon to select

the desired Action Group.

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Problem

This is the most common problem affecting this product if this information is of

value. Click on the Lookup icon to select the desired Problem Code.

Std. Install Time

This is the expected time (in hours) required for installation of the product.

Std. PM Time

This is the expected time (in hours) required to perform preventive maintenance on this product.

Priority

The priority level (0 = lowest, 99 = highest) assigned to the product. Click on the

Lookup icon to select the desired Priority Code.

Refund Percent

This is the percentage of the product’s original Sales Order price that would be

refunded upon a receiving the product back within a Customer Return order.

Repair Node

This is the location the product is sent to for repairs. Click on the Lookup icon to select the desired Node. This is informational only and not used by the system.

Std. Repair Time

This is the expected time (in hours) it takes to repair the product.

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MTBF

The Mean Time Between Failures is the average time (in hours) between two failures. The time is in operational hours, not elapsed time. This field is for user

input.

Click the MTFB Days BI icon to display the MTFB data for this product.

MTTR

The Mean Time to Repair is the average time (in hours) it takes to repair a product. This field is for user input.

Repairable

When selected, indicates that the product is repairable. During material usage in a Service or Repair Order if the product that is being replaced is marked as

Repairable a Repair Order can be opened to fix the broken replaced product.

Field Repairable

When selected, indicates that the product is field repairable. This is informational

only and not currently used by the system.

Customer Warranty

The Customer Warranty is a warranty provided by the dealer or distributor for the customer. The Customer Warranty defined in the Product Category is

entered as the load default; however, you can select a different Customer

Warranty from the drop-down list as required. Click on the Lookup icon to select the desired Warranty Code.

Vendor Warranty

The Vendor Warranty is a warranty provided to the service provider by the vendor. The Vendor Warranty defined in the Product Category is entered as the

load default; however, you can select a different Vendor Warranty from the drop-

down list as required. Click on the Lookup icon to select the desired Warranty Code.

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Repair Warranty

The Repair Warranty Type can be added to an installed item when a T&M Service or Repair order has been completed and the Repair Code used suggests that a

warranty can be applied. Click on the Lookup icon to select the desired

Warranty Code.

Obsolete Date

If the product has been defined as an Obsolete product, then the date the

product became obsolete can be defined in this field. Click on the Calendar icon to select a date.

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Service/Repair – Service Agents

This page is used to list Service Agents that have knowledge or experience

repairing this product. This can be used instead of skills cross-referencing if needed.

Click the button to add a Service Agent to this page. Click the

button to delete a Service Agent.

Person ID

This is the code identifying the service agent. Click on the Lookup icon to select the desired Service Agent.

Search Name

This display-only field shows the full name of the Service Agent that will be used during database searches. The search name is derived from the person’s first

name and last name, as defined in the Application Setup and is defaulted based upon the Person ID selected.

Effective Date

This is the Date on which the product experience (or training) takes effect. Click

on the Calendar icon to select a date.

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Selection Priority

A number between 0 (lowest) and 99 (highest) used to indicate the selection priority of a Service Agent for assignment to an order.

Grading

This is a user-defined grading code used to determine the level of proficiency of

Service Agent with this product experience. Click on the Lookup icon to select

the desired Grading code.

Next Training Date

This is the Next Date that the Service Agent needs to attend training to maintain the product experience necessary to continue being skilled on repair of this

product. Click on the Calendar icon to select a date.

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Service/Repair – Skills

This table is a list of skills, used as a cross-reference, to match the requirements

for servicing a particular product, with the skills possessed by the service agent.

Click the button to add a Skill code to this product. Click the

button to delete a Skill code.

Skill

This is the unique code identifying the particular skill required. Click on the

Lookup icon to select the desired Skill code.

Description

This is the description that explains what the skill represents in greater detail.

Grading

This is the Grading of skill level that is required to have in order to repair this

product. Click on the Lookup icon to select the desired Grading code.

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Service/Repair – Question Trees

This page displays the question trees scripts that are associated to this product. Question Trees are used to determine the problem or resolution of a problem

based upon a series of Questions asked of the customer and Answers given. The final result is a recommendation to either the customer or the call taker. This

cross reference is setup within the Question Tree Maintenance module and cannot be added or modified here.

Entity Name

This is the name of the Question Tree associated to this product. This association

is established within the Question Trees module as a link to this product.

Comment Text

This is the comment text entered for this Question Tree within the Question Trees

module.

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Service/Repair – PM Schedule

This page is used to select the PM schedule that should be used when servicing

this product during a preventative maintenance Service Order. PM Schedules are created in the PM Schedule Maintenance module. (See the Checklist & PM

Schedule Maintenance chapter of the User’s Manual.)

Schedule ID

This field is used to identify the PM Schedule that should be associated to this

product. Click on the Lookup icon to select the desired choice. If the schedule is a schedule from the PM Maintenance table then “General Purpose” will be

displayed after the PM Schedule field. If the PM Schedule has been cloned and specified for this product then “Product Specific” will be displayed after the PM

Schedule field.

Description

This field displays the description of the PM Schedule selected.

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Floating PM

Selecting this checkbox means that the PM schedule will float over time based upon the last PM performed not just a fixed schedule.

Cycle

This field is auto-populated by the system with a number assigned to the PM

routine, which determines the routine’s place within a PM Cycle. When Service

Orders are created, the order of the numbers is considered, starting at the lowest number and moving upward. The first Cycle Number uses one of four dates as

the starting point:

Installation Date of the

Installed Item

This can be found on the Main page of the Installed Items module (on the Maintenance

menu, point to Items and select Installed Items) see the field, Installed Date.

Contract Start

Date

For a full service contract, the application uses the

Contract Start Date, which can be found on the Contract page (on the Contracts menu, select

Customer Contracts) see the field, Start Date. When the Contract includes Objects of Service,

the start date is taken from the Objects of Service page.

Last Scheduled PM

Date

The last time that the PM schedule was run; the last date that a preventive maintenance routine

was scheduled for the line. This value can be

seen in PM Schedule Details.

Last Actual

PM Date

The last date that a PM Service Order was

created. As part of the completion process for a Service Order, if the Problem Code is related to a

PM and that Problem Code appears on the PM Schedule, the date is stored internally by the

application. There may be several such dates—

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one for each PM Schedule that was run. The latest of these dates is displayed on the Service

Information page of the Installed Items module.

This is the only location where the date is visible in the Astea Alliance application.

The latest of these four dates is used as the starting point for the scheduling process. From the starting point, the PM Batch Scheduler determines the next

date on the schedule and creates the Service Order. All other routines in the cycle are scheduled according to placement in the cycle as well as the specified

Interval. Once the initial cycle has been completed, the first Cycle Number uses the Last Scheduled Date of the last routine in the cycle as the starting point.

Only those PM routines with a Schedule code of either “In Cycle” or “Once” require a Cycle number to be entered.

Problem Code

Click on the Lookup icon to select the desired Problem code to be associated

to this line of the schedule. Every PM routine is defined in the Problem Codes module by using the Standard Service Guide functionality. Only those records

from the Problem Codes module, which have selected the check box indicating specific use for PM, are displayed in this field.

Interval

Enter a whole number used to indicate the interval between occurrences of PM

routines. This number is used in conjunction with the Unit of Measurement (UOM) field.

UOM

The Unit of Measure (UOM) provides a frame of reference in which the number shown in the Interval field can be understood. UOM is the type of measurement

used to describe that value, such as days or weeks. Click on the Drop-Down List Box to select the desired choice. Valid choices are days, weeks, months,

years, units, and dates. While days, weeks, months, and years are self-explanatory, two entries require some explanation.

Units

Select units when the PM routine is being performed for a

metered product. PMs are set up to repeat every so many units of usage on the meter.

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Date –

This option is available only through the Installed Items module. When Date is selected, the Schedule Type is set to

"Once" and the field, Interval, is rendered inactive. User

specifies an exact date for a one-time occurrence of the PM routine.

Schedule

This display-only field shows the schedule code. The options are:

Alone Those routines that are cyclical in nature but are at the same time stand-alone. When selected, the

routine repeats automatically, at the interval specified, using the Installation Date (found in the

Installed Item record) as the starting point for the first cycle. Thereafter, the Last Scheduled Date of the

last PM in the cycle is used as the starting point for

the next one. Any other lines in the PM schedule are not related.

In Cycle Those routines that occur as part of a cycle and in relationship to other routines in the same cycle.

Thus, for example, there can be four preventive maintenance routines in a cycle, each of which follows

the other at a predetermined interval, such as every three months.

Once Those routines that occur only once in the lifetime of

the product at the number of days (interval) defined after the start of the contract line. Any other lines in

the schedule are not related.

Once in

Cycle

Those routines that occur only once in the lifetime of

the product but in relationship to other routines in the same cycle. For example: if the first line is set to In

Cycle after 30 days and the second line is Once in Cycle is set to 10 days, the Once in Cycle PM will

occur 10 days after the In Cycle PM. Or if the first line

is Once in Cycle set to 10 days, the second In Cycle line (30 days) starts 30 days after the Once in Cycle

PM.

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Once Renewable

Those are routines that occur once per contract year (renewal period). Any other lines in the schedule are

not related.

Once Renewable

in Cycle

The same as Once in Cycle but occurs once per contract year (renewal period).

Description

Enter in this text field any additional details as needed for reference. The

application makes no use of data entered here; the field is provided strictly for informational purposes.

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Logistics – Storage

This page is used to define other logistics attributes about the product.

Weight

This field defines the Product weight in the selected unit of measure used to

define the weight of the product. Click on the Lookup icon to select the

desired UOM code.

Length

This field defines the Product length in the selected unit of measure used to

define the dimensions of the product. Click on the Lookup icon to select the

desired UOM code.

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Width

This field defines the Product width in the selected unit of measure above.

Height

This field defines the Product height in the selected unit of measure above.

Product Life

This field defines the typically life span of the product in months from the install date. This value can be used in reports or escalation rules to determine when the

product should be replaced.

TIP: For Example: if the product was a UPS battery this value represents the total usage time in months (24 months for

example) of the battery before it should be replaced.

Replace Warning

This field defines the time period (in months) before end of product life of a

product that a user should be notified of a expiration warning. This value should be the number of months from install.

TIP: For Example: if the part with a product life is a consumable and managers want to know when to sell more to replace the product

that is close to the end of its product life, an escalation rule can be written to scan usage history and to see if usage days is within the

replacement window. This calculation is (last usage date – today)

= usage days, and if usage days is greater than the number of

days in (product life – replace warning) then generate message.

UOM Type

The Unit of Measure Type is used to define Purchase and Stock UOMs. The

choices are: area, capacity, length, unit, or weight. The default is unit. Click

on the Lookup icon to select the desired UOM Type code.

Purchase UOM

This unit of measure used in purchasing the product, for example, cartons of

100. This value must be of the type of the Unit of Measure selected in the UOM

field. Click on the Lookup icon to select the desired UOM code.

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Stock UOM

This unit of measure used in stocking the product in inventory and product usage, for example, each. This value must be of the type of the Unit of Measure

selected in the UOM field. Click on the Lookup icon to select the desired UOM

code.

Color

This field is used to describe the Color of the product if this is required. Click on

the Lookup icon to select the desired Color code.

Inventory

When checked this means that the product is an inventory product and therefore

can be received, moved and shipped from an inventory warehouse.

Consumable

When checked, indicates that the product is consumable and therefore not

returnable during material usage in a Service or Repair Order.

Returnable

When checked, indicates that the product is returnable. Products designated as returnable provide the user the ability to enter return warehouse information in

Material Demands of Service and Repair Orders.

Returnable to Vendor

When checked, indicates that the vendor has agreed to accept return of the

product in the event that a problem occurs which makes the return necessary. This field must be selected in order to create a Vendor Return for the product.

When selected, the Returnable checkbox is also selected, as this is the other half of the process. The Returnable checkbox indicates that the customer can return

the product to the service provider.

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Tool

When checked, indicates that the product is tracked as a Tool. The Tool Details and Tool Activities pages will become activated when this checkbox is checked.

Auto-Sourcing Exempt

Selecting this checkbox defines that the product should not be auto-sourced (exempt) if the Auto-Sourcing process is being used by the service provider.

Exclude From Replenishment

Selecting this checkbox defines that the product should not be auto replenished

by the Replenishment Order module.

Safety Stock Units

Enter a value for the number of safety stock units to maintain for this product. This value is used in the ROP/ROQ replenishment formula for Gordon Graham

Common Algorithm.

Safety Stock Percentage

Enter a value for the percentage of safety stock units to maintain for this

product. This value is used in the ROP/ROQ replenishment formula for Gordon Graham Common Algorithm.

The following values are not currently defined for the application but are provided

for customers that wish to use their own algorithms.

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Season Factor

Seasonal Month

Seasonal Percentage

Trend

NOTE: The values entered in these fields are not currently used by the system. They were added to provide the Service Provider with

fields that can be used for customizing a user-defined

replenishment calculation formula.

Reorder Frequency

This value is automatically calculated by the system when the ROP/ROQ calculation utility is run, but can be changed by the user if required. This value is

used in the ROP/ROQ replenishment formula for Gordon Graham Common Algorithm.

The values entered in this section define Stock Level values that are used by the

Replenishment Order to determine if stock needs to purchased or transferred to maintain inventory levels. The following four fields define the Stock Levels at the

Product level that is used if there is no further definition specified in the Stock Levels table below.

NOTE: This section is not displayed if the Exclude from Replenishment

checkbox is checked.

NOTE: If the Dynamic Reorder Quantity process is used, then the values

will be calculated for each warehouse and manually entering values in these fields will not be necessary. However, if the Service

Provider does not wish to use the Dynamic Reorder Quantity

function, then it will be necessary to manually enter replenishment values in the appropriate fields in order to run the Replenishment

process.

Click the button to add Stock Level definition to this table. Click the

button to delete a Stock Level definition.

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Exc…

Select this checkbox to exclude this part from replenishment.

Min. Qty.

Standard minimum quantity of the product required to be kept in stock. This

value is used by the Replenishment Order to determine when Replenishment is required.

Max. Qty.

The Maximum Quantity value is used in the Replenishment Order to determine

the amount that will be ordered when the stock level reaches the Minimum Quantity. The on-hand available quantity is subtracted from the Maximum

Quantity to determine the amount to order.

Reorder Qty.

The Reorder Quantity is a fixed amount of product that the Replenishment Order

will select when the on-hand available quantity reaches the Reorder Point.

Reorder Point

Quantity of the product at or below which the Replenishment Order will reorder

the Reorder Quantity of this product for stock

Node

When entered, indicates that the stock level information applies to all

warehouses within the Node. Click on the Lookup icon to select the desired

Node ID.

Warehouse Type

When entered, indicates that the stock level information applies to all

warehouses of this type. Click on the Lookup icon to select the desired

Warehouse Type code.

NOTE: If both the Node and the Warehouse Type are both specified then

the stock level information would apply to all warehouses of this type in the specified node. If both fields are blank then the Stock

Level is defined for the product and will be automatically used by

default if not defined at another level.

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Logistics – Current

This window displays the current inventory stock quantity for this product in the selected warehouse(s).

Search Criteria

Warehouse

Click on the Lookup icon to search by Warehouse ID.

Warehouse Type

Click on the Lookup icon to search by a system or user-defined Warehouse Type code.

Inventory Type

Click on the Lookup icon to search by a system or user-defined Inventory

Type code.

Number of Days

Enter the number of days in the future to be used to calculate the inventory

details.

Forward Date

This display-only field shows the date calculated by adding the number of days

selected in the previous field plus the current date.

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When ready, click the button to display the desired list.

Search Results

Warehouse

This is the Warehouse ID of the warehouse record.

Description

This is the name of the Warehouse of the warehouse record.

Qty.

This is the quantity that is currently on-hand in the warehouse.

Net Avail…

The Net Available quantity is the amount that is available for use or allocation on orders.

In Bound…

This represents quantity of the product that is from inbound Internal Material

Orders to be received into inventory at the warehouse specified.

Alloc. Qty.

This column displays the Allocated quantity of the product on material demands

of orders.

Qty. at Cu…

This column displays the quantity of the product that has been shipped from the

specified warehouse to a customer site for material demands of orders.

Qty. at R…

This column displays the quantity of the product that has been shipped from the

specified warehouse to a repair vendor for repair.

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Inv. Type

This column displays the inventory type associated to the product specified for this Inventory Detail.

The following window appears when an Inventory Detail line is highlighted and

the button is clicked.

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Current – Net Available

This page displays the Net Available Quantity (NAQ) calculation and the values

used in the calculation.

Product

This field displays the Product ID of the product based upon the Inventory Details

line selected and selection criteria entered.

Warehouse

This field displays the name of the warehouse based upon the Inventory Details

line selected and selection criteria entered.

Inventory Type

This field displays the inventory type associated to the product specified for this

Inventory Detail line.

Forward Date

This field displays the date calculated selected during the selection search. It is

used to determine the values for needed and inbound quantities.

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Available Qty

This field displays the calculated quantity of on-hand minus unusable quantity minus allocated quantities.

Remaining P/R Qty

This field displays the total inbound quantity of product on replenishment Purchase Requisitions due within the forward date period. This does not include

Purchase Requisitions created for demands on orders.

Inbound Qty

This field displays the total inbound quantity of product on replenishment Internal Material Orders due within the forward date period. This does not include Internal

Material Orders created for demands on orders.

Qty. at Customer

This field displays the total quantity of product that has been shipped to a

customer site to be used on material demands of orders. The products are still considered inventory of the Service Provider until they are used on orders.

Qty at Repair Vendor

This field displays the total quantity of product that has been shipped to a vendor for repair. The products are still considered inventory of the Service Provider

while they are at the repair vendor location.

Needed Qty

This field displays the total quantity of product that is currently on material

demands of orders that have not been allocated.

Net Available Qty

This is the calculated value of quantity that will be used during replenishment to determine if the product needs to be reordered. This value is base upon the

following calculation.

Avail. Qty + Outstanding P/R + Inbound + Qty at Customer + Qty at Rep.

Vendor – Needed

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Current – Available

This page displays inventory stock information for the product selected. It will also display an Inventory Count number and whether the count is frozen or not if

there is a current inventory count in process for this product.

Bin / Area

This column displays the Bin name associated to the product based upon the

Inventory Details line selected and selection criteria entered.

Product

This column displays the Product ID of the product based upon the Inventory

Details line selected and selection criteria entered.

Qty

This column displays the quantity that is currently on-hand in the warehouse.

Alloc. Qty

This column displays the Allocated quantity of the product on material demands

of orders. Allocation means that the part is reserved to an order so it is not available for any other order.

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Inventory Type

This column displays the inventory type associated to the product specified for this Inventory Detail line.

Count No.

This column will display an Inventory Counting number if a count has been generated for this bin within this warehouse for this product.

Frozen

This column will display a Checkmark icon if this bin has been frozen to the Inventory Count number specified.

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Current – Remaining PR

This page displays any Purchase Requisitions currently in process for this

product. It displays the amount ordered, received and amount still outstanding.

Requisition No.

This column displays the Purchase Requisition number associated to the product

selected.

Vendor

This column displays the Vendor ID selected on the Purchase Requisition

specified in the previous field.

Qty

This column displays the quantity of the product ordered on the Purchase Requisition.

Received

This column displays the quantity of the product on the Purchase Requisition that has been received into inventory.

UOM

This column displays the Unit of Measure (UOM) of the product as defined in the product record. In most each this will be “each” UOM.

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Remaining PR

This column displays the quantity of the product of the original order amount on the Purchase Requisition that has not been received yet into inventory.

Status

This column displays the current status of the Purchase Requisition.

Due Date

This column displays the due date of the material line of the Purchase

Requisition.

Orig. Doc.

This column displays the original document number used to create the Purchase Requisition if one was used. This is normally either blank or may be a

Replenishment Order number.

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Current – Inbound

This page displays any Internal Material Orders that are currently inbound to the warehouse for the product selected.

From Warehouse

This column displays the name of the source warehouse specified on the Internal Material Demand. If it is not specified on the Internal Material Demand this field

may be blank or a warehouse may have been identified at a later time.

Inv. Type

This column displays the inventory type associated to the product specified on the Internal Material Demand. In most cases this will be “good” inventory type.

From Node

This column displays the Node ID associated to the warehouse specified on the Internal Material Demand.

Qty

This column displays the quantity of the product specified on the Internal Material Demand. The quantity will be “1” if the product is a serialized product.

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Status

This column displays the current status of the Internal Material Demand.

Due Date

This column displays the date the product is due based upon the Due Date

entered on the Internal Material Demand order.

Orig. Doc. ID

This column displays the original order number for which the Internal Material

Demand was created for this product.

Ref. Doc. ID

This column displays the Internal Material Order number or Shipping document number or other current for the Internal Material Order for the product.

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Current – Needed

This page displays any orders where this product has been entered on a material

demand and is in process.

Orig. Doc. ID

This column displays the original order number for which this product has been

entered as a needed material demand.

From Warehouse

This column displays the Warehouse ID of the material demand for which the

product is needed.

From Vendor

This column displays the Vendor ID of the material demand for which the product

is needed.

Inv. Type

This column displays the inventory type associated to the product shipped to the

Customer site. In most cases this will be “good” inventory type.

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From Node

This column displays the Node ID of the material demand for which the product is needed.

Qty

This column displays the quantity of the product specified on the material demand for which the product is needed.

Reference Doc. ID

This column may display the Internal Material Order created from back ordering

the part from another warehouse.

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Current – At Customer

This page displays any quantity of product that has been shipped to a Customer

site for a material demand associated to an order.

Orig. Doc. ID

This column displays the original order number for which this product is shipped

to the Customer site. In most cases this will be a Service Order number.

Inv. Type

This column displays the inventory type associated to the product shipped to the

Customer site. In most cases this will be “good” inventory type.

Qty

This column displays the quantity of the product that was shipped to the customer site. The quantity will be “1” if the product is a serialized product.

Due Date

This column displays the date the product is due at the Customer site based upon the Due Date entered on the material demand of the order.

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Ref. Doc. ID

This column displays the Shipping document number for the shipment of the product to the Customer site.

Serial No.

This column displays the Serial Number of the product shipped to the customer if the product is a serialized product.

Customer ID

This column displays the ID code of the Customer site that this product has been

shipped to for material usage on an order.

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Current – At Repair Vendor

This page displays any quantity of product that has been shipped to a Vendor for repair from either a Service or Repair order Vendor Exchange request.

Doc. ID

This column displays the Vendor Return document number associated to the vendor return of the product for vendor repair.

Vendor RMA

This column displays the Return Merchandise Authorization number (RMA) entered on the vendor exchange document if provided by the vendor.

Qty

This column displays the quantity of the product that was shipped to the repair vendor. The quantity will be “1” if the product is a serialized product.

Due Date

This column displays the date the product is due back from the vendor based upon the date entered on the vendor exchange record.

Orig. Doc. ID

This column displays the original Service or Repair order number that the vendor

return was created for.

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Serial No

This column displays the Serial Number of the product shipped to the repair vendor if the product is a serialized product.

Vendor ID

This column displays the ID code of the Vendor that this product has been shipped to for repair.

Vendor Name

This column displays the name of the Vendor specified in the previous field.

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Current – Usage

This page displays Usage values for various Logistics Fiscal Year Periods for the

product record based upon the warehouse selected on the Current page tab.

Product

This display-only field shows the Product ID selected for this Inventory Detail Usage data.

Description

This display-only field shows the Product Description of the Product ID selected for this Inventory Detail Usage data.

Warehouse

This display-only field shows the Warehouse ID for the Product ID selected for this Inventory Detail Usage data.

Period

This column displays Logistics Fiscal Year Period that the usage details are

defined for.

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Usage

This column displays the Usage Quantity for this Logistics Fiscal Year Period. This value may be the actual usage or a Management Override usage value.

Qual.

This column displays a Checkmark icon if this Usage value has been “qualified” for use in the Dynamic Reorder Quantity Calculation process.

Qualification is defined in the Management Override module for the Usage for this

Logistics Fiscal Year Period.

Orig. Usage

This column displays the calculated original usage for this Logistics Fiscal Year

Period. If there was no Management Override performed then the Usage column should be the same as the Original Usage column.

Last Updated At

This column displays the last date that a Management Override has been performed on the Usage quantity for the product for this Logistics Fiscal Year

Period.

Last Updated By

This column displays the User ID of the person that last performed a

Management Override of the Usage for the product for this Logistics Fiscal Year Period.

Reason for Override Usage

This column displays the reason for the override entered by the user who

performed the Management Override of the Usage value for the product for this Logistics Fiscal Year Period.

(Viewer Column)

This column displays a Viewer icon. Clicking the Viewer icon displays a

transaction log of the product usage.

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Transaction

This column displays the Transaction code for the logistic transaction of the

product usage.

Destination Company

This column displays the Company ID of the customer or vendor that the product

usage was associated to.

Destination Wh.

This column displays the Warehouse ID of the warehouse that the product usage

was associated to.

Qty

This column displays the quantity of product associated to the transaction.

Date

This column displays the date that the transaction occurred.

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Orig Doc ID

This column displays the original document number that the logistic transaction was associated to.

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Logistics – Trans. Log

The Logistic Transactions Log makes use of Search Criteria to define the type of

logistic transaction that are desired for review. All of the information displayed on this screen actually comes from other records in the system. Because of the

potentially large number of transactions retrieved this page uses a Selection

Criteria to limit the list displayed.

Search Criteria

Warehouse

Click on the Lookup icon to search by Warehouse ID.

Bin/Area

Click on the Lookup icon to search by Bin/Area code.

Transaction Type

Click on the Drop-Down List Box to search by Transaction Type code.

Automatic Receive Picking (From)

Assembly Component

(From)

Receive From PO (To)

Assembly Component

Product (To)

Picking (To)

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Customer Pickup Receive for Repair (To)

Customer Return (To) Receive Repair from

Vendor (To)

Shipping to Customer (From)

Scrap Out (From)

Receive to Warehouse (To)

Swap from Service

Shipping to Warehouse (From)

Tear down - Component (To)

Direct Transfer (From) Tear down - Component Product

Direct Transfer (To) Trade-in Receive (To)

Manual Adjustment (To) Undo Part Posting

Miscellaneous Issue

(From)

Part Posting (From)

Miscellaneous Receive

(To)

Return to Vendor

(From)

Inv. Type

Click on the Lookup icon to search by Inventory Type code.

Serial No.

Click on the Lookup icon to search by Serial number.

Orig. Doc

Enter the original inventory transaction document to search for transaction log

entries.

Entered By

Enter the Person ID of the person who entered the logistic transaction to search

for transaction log entries.

From Date

Click on the Calendar icon to select a date to search for logistic transactions

by the Date of the transaction.

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To Date

Click on the Calendar icon to select a date to search for logistic transactions by a range of transaction From and To Dates.

When ready, click the button to display the desired list.

Search Results

Transaction

This is the name of the Logistic Transaction.

Warehouse

This is the Warehouse associated to the logistic transaction. Clicking on the blue colored ID will open the Warehouse module for the selected warehouse.

Serial No.

This is the serial number of the product involved with this logistic transaction.

Clicking on the blue colored ID will open the Inventory Item record for the selected serial number.

Qty.

This is the quantity of product used in this logistic transaction.

Bin/Area

This is the Bin/Area of the warehouse that was involved with this logistic

transaction.

Date

This is the date of this logistic transaction.

Original Doc.

This is the logistic transaction order number involved with this logistic transaction.

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Logistics – Invent. Items

Inventory Items are individual units of a particular product tracked by serial number. Each of these items held in inventory must have, included in the

individual record, a unique identifier. This identifier is usually the serial number assigned by the original manufacturer or it can be a serial number assigned by

the Service Provider. The application will verify whether the serial number entered is unique for this product.

Search Criteria

Warehouse

Click on the Lookup icon to search by Warehouse ID.

Tag No.

Enter the Tag number to search for the desired inventory item.

Inv. Type

Click on the Lookup icon to search by Inventory Type code.

Serial No.

Click on the Lookup icon to search by Serial number.

Model

Click on the Lookup icon to search by Model code of the product.

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Prod. Type

Click on the Lookup icon to search by Product Type code.

Prod. Line

Click on the Lookup icon to search by Product Line code.

When ready, click the button to display the desired list.

Search Results

Serial No.

This is the serial number of the inventory item. Clicking on the blue colored serial number will open the Inventory Item record for the selected serial number.

Description

This is the description of the inventory item from the inventory item record. This description is normally defaulted from the product record description.

Tag No.

This is the Tag number assigned to the serial numbered inventory item record by the Service Provider.

Inv. Type

This is the Inventory Type of this inventory item. Inventory Type is a method for

categorizing products in warehouse bins or areas according to their condition. There are two Astea-defined types, Good and Bad, which cannot be deleted.

Others can be user-defined as needed.

Warehouse

This is the Warehouse in which the inventory item is currently located. Clicking

on the blue colored ID will open the Warehouse record for the selected warehouse.

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Bin ID

This is the Bin code in the warehouse in which the inventory item is currently located.

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Logistics – Source Lists

This page defines Source List(s) to be used for material demands on orders

associated to the product. This is used during the Auto-Sourcing process if this is turned on in the Logistics page of the Application Setup – Shared Functions –

Global Application Setup.

Search Criteria

Node

Click on the Lookup icon to search for Source List by the Node associated to the Source List.

Customer

Click on the Lookup icon to search Source List by the Customer associated to

the Source List.

Source List

Click on the Lookup icon to search by Source List by the Source List ID.

When ready, click the button to display the desired list.

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Search Results

Node

This is the Node to associate with the Source List. Click on the Lookup icon to

select the desired Node ID.

Customer/Site Name

This is the Customer or Site name associated with the Source List. Click on the

Lookup icon to select the desired Customer/Site name.

Source List

This is the name of the Source List associated with the Source List. Click on the

Lookup icon to select the desired Source List.

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Replacements – AddOn

When a sales representative is working with a potential customer to close a sale, the opportunity exists to increase the amount of the sale by offering other

products that have some relationship and value to the product. The relationship between the product and other products that can be added on to the sale is

defined on this page. Whenever the product is selected for a sales quotation or

sales order, the Add-on icon will appear on the right side of the Lines page. Double click the icon to display the list of add-on products created in this module.

TIP: For Example: if the customer is considering purchase of a computer system, the sales representative could offer mouse

pads, software packages, additional memory, etc.

Click the button to add additional products to the add-on list. Click the

button to delete an Add-on product.

Add-on Product

This is the unique Product identifier, for any product that can be considered as an

add-on to the product identified on this Product record. Click on the Lookup

icon to search for the Product ID.

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Description

This is the description of the product that is entered automatically by the application from information found in the product record when a product

identifier is entered in the field, Add-on Product.

Quantity

This is for the recommended number of units of the product that should be sold

at one time as an add-on.

Comments

This is a free text field used to enter any additional information about the add-on products that would be important for the sales representative to know.

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Replacements – Versions

The information on this page relates to different versions of the product that are

in existence.

NOTE: These records are for information only, the application does not

use or act upon version information in any way.

Click the button to add a version to this list. Click the button to

delete a version.

Version

This is the identifier for the version of the product. Because this information is not utilized by the application, there is no need for the version identifier to be

unique.

Release Date

This is the date upon which the identified version became available for use. Click

on the Calendar icon to select a date.

Expiration Date

If applicable, the date upon which the identified version expired and was no

longer available for use. Click on the Calendar icon to select a date.

Comments

This is a free text field provided for any additional comments you might have

regarding the identified version.

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Replacements – Alternates

On this page can be recorded information regarding suitable alternative products

than can be offered to potential customers when the originally specified product is out of stock or otherwise unavailable for some reason. Alternative products

are generally offered during sales quotation preparation.

Once the information has been entered, you can access these Alternative

Products from the Sales Quotation and Sales modules. When a product is entered on a line for which alternative products exist, the Alternate Products icon

is displayed. You can double click on the icon to retrieve a read-only list.

Click the button to add an Alternate to this list. Click the

button to delete an Alternate from this list.

Alternate Product

This is the unique Product identifier, for any product that can be considered as an

Alternative to the product identified on this Product record. Click on the

Lookup icon to search for the Product ID.

Description

This display-only field shows the description of the product that is entered automatically by the application from information found in the product record

when a product identifier is entered in the field, Alternate Product.

From Version

If applicable, the version identifier for the product that serves as the starting

point for its use as an alternative to the associated product record. Versions

earlier than this one should not be used as an alternative.

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NOTE: This field is provided for information only. The application does not

act on the data provided here in any way.

To Version

If applicable, the version identifier for the product that serves as the ending point for its use as an alternative to the associated product record. Versions later than

this one should not be used as an alternative.

NOTE: This field is provided for information only. The application does not

act on the data provided here in any way.

Comments

This field is a free text field containing comments relating to the alternative

product.

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Replacements – Supersession

Supersession refers to the relationship between products where different versions

of a product exist and each version has its own, unique product identifier. During

allocation, the application can check other products identified in the chain to determine whether sufficient quantities of an older or newer version of the same

product are available. The sales representative or call taker has the option of offering this information when the customer is unwilling or unable to wait for the

originally requested part to be ordered and shipped.

Supersession chains can be used in both service and sales. In a service, the

supersession chain rule is as follows: Go backward first, one link in the chain at a time. When it is not possible to go backward, either because there are no

more links, or the next product in the chain has been identified as not in use,

then go forward from the originally requested product, one link at a time. In sales, the opposite is true. The Sales rule is: Go forward, one link in the chain

at a time. When it is not possible to go forward, because there are no more links in the chain, go backward from the originally requested product, one link at a

time.

Click the button to add a Supersession product to this list. Click the

button to delete a Supersession product.

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(First Column)

This column displays an icon that defines how the supersession is defined. The type of icon displayed is determined by the value selected in the Relationship

field.

Newer Version

Older Version

Older Version Not for Sale

Product

This is the unique Product identifier, for any product that can be considered as a

Supersession to the product identified on this Product record.

Description

This is the description of the product that is entered automatically by the application from information found in the product record when a product

identifier is entered in the field, Product.

Relationship

This is the relationship that exists between this version and the associated

product. There are three choices: Newer version, Older version, and Older Version not for Sale.

Newer

Version –

The Forward Compatibility Supersession icon is an

information icon defining that a part is forwardly

compatible.

Older

Version –

The Backward Compatibility Supersession icon is an

information icon defining that a part is backwardly compatible.

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Older Version Not

for Sale –

The Backward Compatibility But Not for Sale Supersession icon is an information icon defining

that a part is backwardly compatible but not for

sales purposes. This choice indicates to the application that this version of the product should

not be used in allocation when the supersession chain is being followed for Sales.

NOTE: The application will not check back any farther than a product

having this relationship.

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Partners – Vendors

The Vendor page is used to define Vendors to the Product record. This cross-

reference can be used to define a manufacturer, purchase or service vendor. The purchase cost of the product from each vendor can also be defined.

Click the button to add a Vendor cross-reference to this page. Click the

button to delete a Vendor.

Primary

This specifies that this Vendor is the preferred Vendor for this product. This

Primary Vendor will automatically be defaulted as the purchase vendor by the system when the Replenishment Order determines that this product needs to be

replenished.

Vendor

This is the Vendor ID of this Vendor record. Clicking on the blue colored ID will

open the Vendor record for the selected Vendor ID.

Product

This is the Vendor’s product number if different from the Product ID. This Vendor Product ID is entered to purchase requisitions sent to this vendor.

Description

This is the Description of vendor’s product.

Node

This is the node (in the service organization) associated with the vendor.

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Cost Type

This is the cost type code for the cost value. The options are: List, Contract, Warranty Exchange, Exchange, Warranty Restocking Fee and Restocking Fee,

Qty

This is the quantity of the product for the cost value defined.

Cost

This is the purchase cost of the product from this vendor.

Eff. From

This is the purchase cost of the product from this vendor.

Eff. To

This is the purchase cost of the product from this vendor.

Curr.

This is the currency of the cost of the product from this vendor.

The following window appears when the button is clicked to add a new

Vendor cross-reference, or an existing vendor cross-reference is highlighted and

the button is clicked.

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Vendor-Product detail page

This page is used to maintain unique information about the product available

from this vendor. A specific product ID for this vendor can be specified as well as

lead time and purchase cost from this vendor.

Vendor

This is the Vendor’s ID. Click on the Lookup icon to select the appropriate vendor.

Vendor’s Product

Enter the Vendor’s product number if different from the Service Provider’s Product ID.

Description

Enter the Description of vendor’s product.

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Purchase Lead Time

This is the time (in days) between issuing a purchase order and receiving the

product.

Service Lead Time

This is the time (in days) between requesting and receiving service on the

product. This field is only editable if the Service Vendor checkbox has been

checked.

Annual Purchases

NOTE: The value entered in this field is not used by the system. It was

added to provide the Service Provider with a field that can be used

for customizing a user-defined replenishment calculation formula.

Purchase Exchange Period

This is the number of days in which the vendor will accept return of the identified product under the terms of sale (includes the warranty). Beyond this point,

additional charges may be incurred. The system will not allow return to the vendor if this period has expired.

Target Buy

NOTE: The value entered in this field is not used by the system. It was added to provide the Service Provider with a field that can be used

for customizing a user-defined replenishment calculation formula.

Vendor’s Grading

Vendors are graded for the purpose of purchasing products. This grading may be

based on price, lead-time, location (how close it is) etc. The vendor with the best grade (1 = highest, 99 = lowest) is the best vendor. Often the best vendor

is the Primary vendor specified below.

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Link to vendor

~This field

Warranty Start Policy

This field defines the Warranty start date policy identified for this vendor for

Vendor Warranty coverage. Click on the Drop-Down List Box to select the desired choice.

Install Date –

This option means the warranty start date is the same as the install date of the installed item record.

Receive Date –

This option means the warranty start date is the same as the date the item was received from the vendor.

Specific Date –

This option means the warranty start date is a manually selected date.

Primary Vendor

Selecting this checkbox specifies that this Vendor is the preferred Vendor for this

product. This Primary Vendor will automatically be used by the system when the Replenishment Order determines that this product needs to be replenished.

Purchase Vendor

Selecting this checkbox specifies that this vendor purchases the product from a

manufacturer and that in turn the product can be purchased from this Vendor.

Service/Repair Vendor

Selecting this checkbox specifies that this Vendor provides service for the

product. Selecting this checkbox will open the Service Lead Time and Repair Price.

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Returnable to Vendor

Selecting this checkbox means that the vendor’s terms of sale included the agreement to accept return of the product, in the event it is unacceptable for

some reason or requires maintenance. When a claim is submitted to the vendor under the terms of the warranty, this checkbox must be selected in order for the

product to be included on the Vendor Return.

Manufacturer

Selecting this checkbox specifies that this Vendor is the manufacturer of the product. It also adds the Manufacture icon and manufacturer information to the

order.

Warranty Exchange Period

Enter the period of time specified by the vendor for return of the defective part that will be sent in replacement for the one purchased in order to only have to

pay the Advanced Exchange Cost instead of the full purchase cost for warranty covered orders.

Non-Warranty Exchange Period

Enter the period of time specified by the vendor for return of the defective part that will be sent in replacement for the one purchased in order to only have to

pay the Advanced Exchange Cost instead of the full purchase cost for non-warranty covered orders.

Cost Type

This field stores the cost type code for the cost value. Click on the Drop-Down

List Box to select the desired choice.

List – This option means that the purchase cost of

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the product for the vendor defined.

Contract – This option means that the vendor contract

cost of the product for the vendor defined.

Warranty

Exchange –

This option means that the cost is that for

the advanced exchanges of the product from

the vendor when there is a vendor warranty coverage on the order.

Exchange– This option means that the cost is that for the advanced exchanges of the product from

the vendor when there is no vendor warranty coverage on the order.

Warranty Restocking Fee –

This option means that the cost is that for the restocking fee for advanced exchanges

of the product from the vendor when there is

a vendor warranty coverage on the order.

Restocking Fee – This option means that the cost is that for

the restocking fee for advanced exchanges of the product from the vendor when there is

no vendor warranty coverage on the order.

Quantity

Enter the quantity value where the cost entered is that for a specific multiple

quantity.

Unit Cost (of stock UOM)

Enter the full purchase cost of the product from this vendor.

Effective From

This field is used to define the starting date to use this cost. If no date is entered

then it is effective at any time. Click on the Calendar icon to select a date.

Effective To

This field is used to define the ending date to use this cost. If no date is entered

then it is effective until a value is entered in this field. Click on the Calendar icon to select a date.

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Node

This is the node (in the service organization) associated with the vendor. Click on

the Lookup icon to select the appropriate Node.

Click the List button to return to the Vendor page.

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Partners – Purchase Req.

A purchase requisition (PR) is a request for a product to be purchased from an outside vendor, generally one named in the requisition. The purchase requisition

can be generated in response to a demand from a customer or because of the need to replenish existing stock levels.

Search Criteria

To Warehouse

Click on the Lookup icon to select searching for the Purchase Requisition by

To Warehouse ID.

To Customer

Click on the Lookup icon to select searching by Customer ID identified on the

PR.

Created From Date

Click on the Calendar icon to select a date to search for Purchase Requisitions

by Creation Date of the PR.

To Date

Click on the Calendar icon to select a date to search for Purchase Requisitions

by a range of Creation Dates.

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Orig. Doc.

Enter the original Sales or Service Order number to retrieve the desired purchase requisition.

Vendor ID

Click on the Lookup icon to search by Vendor ID.

Approved From Date

Click on the Calendar icon to select a date to search for Purchase Requisitions by Approval Date of the PR.

To Date

Click on the Calendar icon to select a date to search for Purchase Requisitions by a range of Approval Dates.

PR Status

Click on the Drop-Down List Box to select searching for a Purchase Requisition by the Status of the Purchase Requisition. The following is a list of Purchase

Requisition statuses.

Purchase Requisition

Open

Partially Received

Sent for Approval Accepted with Excess

Rejected Received by Customer

Partially Approved Fulfilled

Requisition Approved Partially Invoiced

Delivered Invoiced Waiting for Match

Undelivered Matched Waiting for Invoice

Accepted Partially Invoiced (Short Delivery)

Accepted as Short Delivery

Invoiced

Partially Accepted Invoiced (Short Delivery)

When ready, click the button to display the desired list.

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Search Results

Pur. Req.

This is the system generated Purchase Requisition number for this order. Clicking

on the blue colored ID will open the purchase requisition for the selected record.

Vendor ID

This is the Vendor that this PR was sent to for fulfillment. Clicking on the blue

colored ID will open the Vendor Center for the selected record.

To Warehouse

This is the destination warehouse for the purchase requisition.

To Customer

This is the destination customer site if this is a “drop ship” purchase requisition.

Orig. Doc.

If this is purchase requisition was created for a demand in sales or Service Order,

then this column will display the original document number of that order. Otherwise this column will be blank.

Qty.

This is the quantity of the product on the purchase requisition.

Received

This is the quantity of the ordered amount that has been received.

PR Status

This is the current status of the Purchase Requisition.

Due

This is the date the product specified on the purchase requisition was due to be

received into inventory.

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Partners – Customer Naming

This page is used to maintain Product cross-reference information for customers.

This is the name that the customer uses when describing this part. This external Product ID is different from the Product ID assigned by the service provider.

Defining a customer to this table identifies that this product is a consigned or

reserved product for the customer selected.

Click the button to add a customer cross-reference to this product. Click

the button to delete a customer cross-reference.

Company

This is the unique code identifying the customer. Click on the Lookup icon to select the desired Customer ID.

External Product

This is the Product ID used by the customer in place of the Product ID assigned by the Service Provider.

Replacement Value

This number represents the value of customer consigned inventory of the

product. It is used to assess the value of the inventory for insurance purposes. It is not included in inventory value calculations and is an informational value only.

Currency

This is the Currency ID associated with the customer record.

Description

This is the Customer’s description of the Product.

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Partners – Installed Items

An Installed Item is a product with its own serial number, tag number or some

other unique designation. Each installed item must be uniquely defined. If the product is linked to a customer site, and is the only one of its kind at the specific

location, it is considered unique and can be created as an Installed Item. However, when more than one unit of a particular product exists at a site, it

becomes mandatory to distinguish between the installed items. This is accomplished through the assignment of either a unique tag or serial number.

Search Criteria

Site

Click on the Lookup icon to select to search for an Installed Item by

customer’s Site associated to the Installed Item.

Tag No.

Click on the Lookup icon to select to search by the Tag number of the

Installed Item.

Installation Date From

Click on the Calendar icon to select a date to search for Installed Items by Installation Date of the order.

To Date

Click on the Calendar icon to select a date to search for Installed Items by a range of Installation From and To Dates.

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Model

Click on the Lookup icon to select to search by Model code of the Installed

Item product.

Serial No.

Click on the Lookup icon to select to search by the Serial number of the

Installed Item.

When ready, click the button to display the desired list.

Search Results

Serial No.

This is the serial number of the installed item. Clicking on the blue colored serial number will open the Installed Item record for the selected serial number.

Description

This is the description of the installed item from the inventory item record. This description is normally defaulted from the product record description.

Tag No.

This is the Tag number corresponding to the installed item record. Clicking on the

blue colored tag number will open the Installed Item record for the selected tag number.

Contract/Warranty

This is the Contract or Warranty currently covering this item for service purposes.

Site ID

This is the Customer Site where the installed item is currently located.

Installed At

This is the install date from the installed item record.

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Vendor

This is the Vendor that the product was purchased from. Clicking on the blue colored ID will open the Vendor record for the selected vendor.

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BOM – BOM

A Bill of Materials (BOM) is a listing of subcomponent parts, which make up a completed finished good or “parent” product. The Bill of Materials window lists

product components that make up this product. This module is used to update

Bill of Material revisions. It describes each component of the parent product.

(BOM Indicator)

This column displays a BOM Indicator icon if the subcomponent product has

its own Bill of Materials definition. Clicking this icon will display the produce

center record for that subcomponent product.

Component Product

This is the unique Product ID code used to identify the component.

Quantity

This is the quantity of component items.

Option

When selected, indicates that the product is not a mandatory component of the

parent product, for example, an internal fax/modem.

Comp. Type

This is the type of component that is installed in the parent product. The possible

codes displayed are: Component, Feature or Connection.

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Rev. No.

This is the Revision number of the BOM.

Start Date

This is the date from which the component can be used.

Expiration Date

This is the expiration date of the component.

The following window appears when the button is clicked to add a new

BOM component, or an existing BOM component is highlighted and the

button is clicked. The button deletes the highlighted BOM component

line.

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BOM Component Product Details Page

This page displays the detail information about the component product within the Bill of Materials

Component Product

This is the unique code used to identify the component. Click on the Lookup

icon to select the appropriate Product ID.

BOM Revision No.

This is the Bill of Material (BOM) revision for the parent product.

Description

This is the Product Description of the component.

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Component Type

Click on the Drop-Down List Box to select the desired choice of component type of one of the following:

Component

This is a product that is listed as such in its own right

(this is the default for this field) payment date.

Feature – This may be wire color, integral math coprocessor, or

some other feature, which does not have a separate definition as a product.

Connection

This a product which is used in network systems, for

example Novell network, and is listed as a product in its own right, however, connections cannot be

serialized or be involved in logistic transactions.

UOM

Click on the Lookup icon to select the desired choice of unit of measure used

to define the component.

Quantity

Enter a quantity more than the default quantity of “1” if necessary for the subcomponent.

Start Date

This is the date from which the component can be used. Click on the Calendar icon to select a date.

Action Group

This is the Action Group responsible for servicing the component. Click on the Lookup icon to select the desired Action Group.

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No Charge

Selecting this checkbox indicates that the component is not charged to the

customer as a separate item.

Option

Selecting this checkbox indicates that the product is not a mandatory component

of the parent product, for example, an internal fax/modem.

Supported

Selecting this checkbox indicates that service is supported separately for the component.

Expiration Date

This is the expiration date of the component. Click on the Calendar icon to select a date.

Service Agent

This is the Service agent responsible for servicing the component. Click on the

Lookup icon to select the desired Service Agent.

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BOM – Where Used

This page shows all parent products where this product is used as a subcomponent.

Parent Product

This is the product to which the component belongs.

Qty

This is the quantity of component items.

Rev. No.

This is the Bill of Material (BOM) revision for the parent product.

UOM

This is the unit of measure used to define the component.

Start Date

This is the Date from which the component can be used.

Expiration Date

This is the Expiration date of the component.

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Contracts – Templates

This page displays all contract templates that have this product defined on the

Objects of Service page. (See the Contract Template Chapter for more information about Contract Templates.)

Search Criteria

Contract Template

Enter a name to select searching for contract template by the contract template’s

name.

Contract Cat.

Click on the Drop-Down List Box to select searching for contract template by the contract category of the contract template. Contract Category is used to

define what type of order is covered by the contract. Select from the choices of:

Service, Repair, Customer Support or PSA.

Currency

Click on the Lookup icon to select searching for contract template by the

Currency of the contract template.

Contract Descr.

Enter a description or name to select searching for contract template by

description of the contract template.

From Date Start

Click on the Calendar icon to select a date to search for a contract

template(s) by Start Date of the contract template.

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From Date End

Click on the Calendar icon to select a date to search for a contract template(s) by an end range of Start Dates.

To Date Start

Click on the Calendar icon to select a date to search for contract template(s) by Expiration Date of the contract template.

To Date End

Click on the Calendar icon to select a date to search for contract template(s) by a end range of Expiration Dates.

When ready, click the button to display the desired list.

Search Results

Contract Tem…

This column displays the Contract Template ID number of the template. Clicking

on the blue colored Template ID will open the Contract Template record for the selected Template ID.

Contract Description

This column displays the description or name of the template selected in the first

column.

Contract Category

This column displays the contract category of the contract template.

From Date

This column displays the start date of the contract template.

To Date

This column displays the expiration date of the contract template.

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PM Price

This column displays the PM Pricing Rule code selected for the contract template.

UM Price

This column displays the UM Pricing Rule code selected for the contract template.

Curren…

This column displays the Currency ID of the contract template.

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Contracts – Meter Info.

Some products, such as photocopiers, use meters, which are installed in the product, to record usage at a customer site. Products serviced may be defined as

metered, meaning that the customer is invoiced according to usage of the

product as recorded on a counter. This information is tracked by the application and used to produce an invoice on a customer’s contract. Since some machines

may have more than one meter, multiple meters can also be defined on this page.

TIP: For Example: typically copiers are a standard example of a metered machine. However, there are many other machines that

also have a track-able meter of usage. Although many of these machine’s meters are only tracked for PMs tracking some can also

be billed by usage as well. Especially for rented or loaner units.

Rather than using the word “copies”, in the following definitions

the phrase “units of usage” will be used.

NOTE: For this page to be active the Meter checkbox must be selected on

the Service/Repair>Description tab page.

Click the Add Meter button to add a meter to the product. Click the

Delete Meter button to delete a meter from the product

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Meter Type

This is the description or meter number used to identify the meter, for example

“Color copies”. Click on the Lookup icon to select the desired Meter Type.

Meter Types are defined in the Meter Type table of the Contract Setup module.

Average Monthly Usage

Enter the expected average monthly usage for the type of units of usage covered

by the meter. This value is used to issue a warning if the actual reading entered

lies beyond its tolerance limits. It can also be used for estimating usage where no reading is entered within the meter-reading window.

Number of Wheels

Enter the number of wheels for this meter. Term wheels refers to meters in which a physical wheel (with 0-9 numbers) turns and when it reaches “zero” advances

to the next unit of 10 (like the odometer of a car). Wheels today are often a digital tracked display of units on the meter (maximum is 9), which will indicate

the maximum number of units of usage, i.e. 7 wheels will enable recording of up to 9,999,999 units of usage.

Allowance

Enter a value that is the maximum number of units of usage that are allowed

free of charge to the customer. The customer will only be billed when the number of units of usage exceeds this value.

Every

This is the frequency of the allowance. For example the allowance could be used

only once a year or every month. Click on the Drop-Down List Box to select

the desired choice of: Days, Weeks, Months or Years.

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PM Schedule

This field is used to define the PM schedule that should be used for the Meter

based PM schedule. Click the Lookup icon to select the PM schedule to be

associated to the meter installed item. Clicking the PM Schedule Zoom button

will display the PM Schedule.

Click the Add Pricing Tier button to add a Tier to the meter. Click

the Delete Pricing Tier button to delete a Tier from the meter.

The Pricing Tier is used to define the chargeable amount for meter usage based upon change of various thresholds. The same amount can be charged for all

meter usage for the amount charged can increase or decrease based upon the amount of usage.

Pricing Tier

This is the level for which the number of units of usage within the specified range is charged at the rate indicated. The pricing tiers are automatically arranged in

sequence according to the values entered in the Upper Limit of Range column,

lowest to highest number in order.

Upper Limit of Range

Enter the maximum number of units of usage that are charged at a particular

rate for each tier level. Values in different pricing tiers may not overlap. The upper limit will be defaulted based upon the highest pricing tier defaults

according to the number of wheels.

Charge Rate

Enter the price per unit of usage to the customer within the pricing tier. The

units are those of the active currency.

TIP: For Example: if the currency of the contract is U.S. dollars, a

charge rate of 0.2 cents per unit of usage would be entered as

0.002.

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If changes have been made to the meter definition and that meter definition already exists on installed items of this product, then the following message will

be displayed.

Click the Yes button to apply the changes to all installed items with this meter definition.

Click the No button to apply the changes only to newly created installed items after this change is made.

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Advanced – Removed Items

This is page displays information on items that have been removed from

inventory of this product. There are a number of reasons why an item would be in the Removed Item record.

Returned – The item has been returned to the vendor for

some reason.

Shipped Out – The item has been shipped somewhere outside of

the system (Miscellaneous Issue) and will no

longer be tracked by the application.

Adjusted – The item has been adjusted out of inventory by

either the Manual Adjustment or Inventory Count module.

Subcomponent –

The serial subcomponent was identified as being installed inside another Inventory or Installed

Item record.

Torn Down – The item has been broken down to its component

parts. As such the parent item no longer exists

and is moved to Removed Items record.

NOTE: The component parts continue to exist and are carried as Products

or Inventory Items in the Inventory.

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Serial No.

This is the serial number of the inventory item. Clicking on the blue colored serial number will open the Removed Item record for the selected serial number.

Description

This is the description of the inventory item from the inventory item record. This description is normally defaulted from the product record description.

Product Type

This is the Product Type of the removed item. Product Type is used as a means of

classifying products for organizational purposes.

Product Line

This is the Product Line of the removed item. Product Line is used as a means of

classifying products for organizational purposes.

Model

This is the Model of the removed item. Model is used as a means of classifying

products for organizational purposes.

Inventory Type

This is the Inventory Type of this removed item. Inventory Type is a method for

categorizing products in warehouse bins or areas according to their condition.

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Advanced – UDF

User-defined fields can be used to store data that is not already predefined in this record. The field labels can be changed to appropriate titles using Microsoft

Visual Studio. Studio can also be used to write custom functions and reports using the values in these fields. These fields can be placed on the customer

search QBE to search for the value placed in these fields. There are two fields of each of the following types.

UDF Date

This field stores a date including a full year, the month and the day (i.e. 2002,12,13).

UDF Float

This field stores a signed decimal number where the number of decimal places can vary (i.e. -1.1233445E+12).

UDF Key

This field stores a 50-character short string key value.

UDF String

This field stores up to 254 ASCII characters, which can contain letters, numbers or symbols. (i.e. Instructional or safety information).

UDF Time

This field stores a time value in hours, minutes and seconds (i.e. 12:34:33).

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Advanced – Configurations

Some of the products that are sold are installed at the customer site as part of a larger system. When a service call is received, the customer will quite often cite

the system itself as the problem since at that point no one may know for sure what particular item in the system is at fault. The configuration record defines

the system as it is currently installed at the customer’s site and lists its component parts. Configurations that are listed here include this product as part

of the configuration.

Associated Configurations Descriptions

This field displays the name of the configuration. Click on the blue colored name to view the configuration.

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Advanced – Tool Details

During a service repair it is often required to use a tool to fix a broken unit. In some cases the unit might require calibration that requires using a calibration

setting tool. When a product is check marked as a Tool on the Logistics>Storage page then this page becomes available and Tool information can be entered.

Usage Price

This display-only field shows the tool usage price defined on the Pricing page of

the product record. This the default usage price used on an order unless there is a specific usage price defined for a related activity code used. This charge is a

flat rate charge for each usage of the tool itself.

Tool Instructions

Enter in this comment field any tool usage instructions required for this tool. This

would typically be either user usage instructions or instructions on when the tool should be ordered for use.

Safety Instructions

Enter in this comment field any tool usage safety instructions required for this tool. Some tools maybe so delicate that special handling instruction is required or

on the other hand the tool maybe dangerous for the user if not handled or used

properly and is a safety issue for the user.

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The meter section is only available when the Meter checkbox has been selected

on the Main page of the product record. Click the Add Meter button to

edit the following fields.

Meter Type

This is the description or meter number used to identify the meter, for example

“Color copies”. Click on the Lookup icon to select the desired Meter Type.

Meter Types are defined in the Meter Type table of the Contract Setup module.

Number of Wheels

Enter the number of wheels for this meter. Term wheels refers to meters in which

a physical wheel (with 0-9 numbers) turns and when it reaches “zero” advances to the next unit of 10 (like the odometer of a car). Wheels today are often a

digital tracked display of units on the meter (maximum is 9), which will indicate the maximum number of units of usage, i.e. 7 wheels will enable recording of up

to 9,999,999 units of usage.

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Advanced – Tool Activities

This page is used to define what activity should be associated with this tool product. It is not required to predefine an activity code to the tool. This page is

cross-referenced to the Tool Product page of the Activity record. This page is only available if the product record is check marked as Tool on the Logistics>Storage

page.

Click the button to add a Tool Activity code to the tool product record.

Click the button to remove a highlighted Tool Activity line.

Activity

Click on the Lookup icon to select the tool activity code. Only activities

defined as Tool Activities will appear in the lookup window.

Description

This display-only field displays the name or description of the Activity code

selected in the previous field.

Usage Price

Enter the price to charge for the usage of the tool when used when used with this

activity. This charge is a flat rate charge for each usage of the tool itself it does not determine the charge for the labor activity selected that is defined in the

activity code record.

Currency

Click on the Lookup icon to select the currency to be associated to the usage

price.

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Comments

Enter any pertinent comments required for this tool activity line.

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Advanced – Product Sector

Product Sectors are used for service agent assignment booking. It is used to

determine what type of products that the service agent works on associated to the Territory covered by the service agent.

Click the button to add a Product Sector code to this product. Click the

button to delete a highlighted Product Sector code.

Product Sector

This is the unique code identifying the Product Sector to associate to this

product. Click on the Lookup icon to select the desired Product Sector code.

Description

This display-only field shows the description of the Product Sector Code selected.

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Product Center Status Bar

Product ID

This is the Product ID of the product record currently displayed.

Description

This is the Product Name or description of the product record currently

displayed.

Model

This code identifies the specific Model of the product. The Model of the product can be used in specifying Service Guide definitions.

Serialization

This specifies whether the product is tracked by a serial number. Options are Always or Never serialized. When Always is selected, logistic transactions

involving this product will require specifying the serial number involved

Search Key

This is text field term or name used to search for the product in Lookups and

Search windows.

Unit Cost

This is the Unit Cost (standard cost) of the product.

Unit Price

This is the Unit Price (List Price) of the product.

Currency

This is the system default currency ID for the product.

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Standard Product Button

Click the BOM button to display the BOM>BOM page of the Product record.