This utility lists current Product Status Codes and provides the
ability to link actions that should be triggered when a rental
product is updated to a new status code.
Actions include:
An internal customer number can be defined in the 'Rental
Return Work Order Customer' field of the Division Work Order Parameters that is assigned to
the new service Work Order based on the document division.
If no default internal customer number is defined for a division
then the customer number and Site from the original Contract are
also assigned to the Work Order.
When the divisional internal customer is assigned to the new Work
Order in place of the Contract customer, the contract site is not
pushed to the W.O. either.
The source Contract# is written to the W.O. comment field for reference.
Note: In order to update the Status Code the relevant products need to be included in Auto Status Code Update By Product or in Auto Status Code Update By Group where a flag can be set to update the Status Code automatically or to prompt the operator to verify the new code.
Automatically close a Work Order when the service is completed on a Texada Web mobile device, if that W.O. was created from a Rental Return or Exchange for a non-bulk rental product with this Status Code when the W.O. was created, and if the W.O. is an Internal repair and the Status Code has been assigned a valid Repair Code.
Note: This auto-close feature applies to Internal Work Orders created for non-bulk products because they are included in Groups flagged to create a W.O. by Status Code as listed in the "Groups" window in this table, or to non-bulk products because they are in a Group that is configured to always create a W.O. on return or exchange.
Assign an Inspection Form to the Texada Web service Work Order that is created when a non-bulk product in the group is updated to this Status Code in an exchange or return.
Print a Service Check List when a bulk or non-bulk product in
the group is updated to this Status Code in an exchange or
return.
The Product Check List prints to the default printer unless a
different printer is setup in Check List
Printers.
Set a time delay on the existing status of the bulk product at time of return or exchange, to automatically set the bulk product back to that original Status Code after this time allowance has passed.
Note: Because Product Status Codes are not changed for bulk products in the Rental Return or Exchange, the Time Delay set at the Group level in the Status Code Actions By Group only applies to Bulk products if the Product Status Codes is already assigned in Sales Inventory before the Rental Return or Exchange.
Note: Set a Time Delay field in the Group window is only accessible if the generate Work Order features is not activated for the status code.
Refer to the Overview in Product Status Codes for information on how to activate the automatic update status code and generate Product Check List processing.
The prompts in this utility are:
Check this box if a service Work Order should be generated for
any non-bulk rental product that is updated to this Status
Code at the time it is returned to the shop on a Rental Return, or on Close
Pickup Ticket or exchanged in Exchange by
Contract or Exchanges By Customer.
Relevant products can then be listed in Auto
Status Code Update By Product or in Auto
Status Code Update By Group to trigger the change to the
Status Code.
Note: If the Create Work Order flag for a Group is already set to automatically or to prompt
to generate Work Orders for non-bulk products in the Group at
return or exchange, then this processing does not create an
additional W.O. and Service Check List when the Status
Code is changed.
The Time Delay processing still applies for bulk rental
products in the Group.
Always Create indicates that a W.O. will always be automatically generated when a non-bulk rental product in this Group is returned or exchanged, per the Create W.O. flag assigned to the Group, regardless of Status Code.
Prompt To Create indicates that the operator will be given the option to create a W.O. when a non-bulk rental product in this Group is returned or exchanged, per the Create W.O. flag assigned to the Group.
Note: Additional Work Orders will NOT be created, nor will a Check List be printed because of a Status Code change, for non-bulk products in Groups that are already set to prompt for or to automatically create Work Orders.
Enter the optional Inspection Form that
should be assigned to the Work Order that
is automatically created, or selected one from the Inspection Form Search window.
The Inspection Form assigned, can also be updated from the
BULK CHANGE utility.
Note: This field is disabled if the Group has already been set to prompt for or to automatically create Work Orders.
If a time is set for a non-bulk product, then the system tracks
when the product was updated to this Status Code on a return or
exchange, and will automatically set the item back to the original
Status Code after this time delay allowance has passed.
If a time is set for a bulk product, the Status Code must already
exist for the product and then the system tracks when the product
was returned or exchanged to calculate the time delay
allowance.
This is executed by the background transaction processing.
The time is recorded with hours and minutes so 2.5 hours should be entered as 0230.
Records with no expiry time delay can be viewed in Status Code Actions In Limbo as the status of
these items will not be changed back automatically.
If an item's Status Code is changed anywhere in the system, the
record in Status Code Actions In Limbo
will become irrelevant and will automatically be deleted.
Bulk rental items with a time delay set can be viewed in
Bulk Item Delay Records.
When the time delay expires, the records are removed from this
list.
Uncheck this box if Work Orders completed as Internal Repairs on the Texada Web app should not be automatically closed and instead must be closed in SRM's Work Order utility.
Check this box to automatically close an Internal Repair W.O.
when the service on a non-bulk rental product with this Status
Code, is completed on a Texada Web mobile device, if
that W.O. was created from a Rental Return or Exchange.
The Status Code must be assigned a valid Repair Maintenance Code in the "Settings"
window.
The Rental Product Class must be assigned
a valid Repair Charge Code.
Texada Web Work Orders will not automatically be closed under the following conditions:
ACTIONS:
Additional actions provided by buttons on
the Status Code Actions By Group screen include:
Using the 'Update Existing Records' option, if one of the three values are left blank in the update parameters, then the option to clear the existing value or leave the value unchanged is provided. This gives the tool the ability to assign new Inspection Forms, without changing either the Check List or the time Delay value.
Converted from CHM to HTML with chm2web Pro 2.85 (unicode) |