Item Type - Main
To define item types, open > >
Note:
When a new item type is added. After adding a new item type, you must define the SP types at which items of this type can be installed.
Fastpath:
Refer to
Service Points (SPs) for information about the difference between badged and non-badged items. Refer to
Items Are Used For Other Devices Associated With A Customer's Service for more information about items in general.
Description of Page
Enter an easily recognizable Item Type and Description for the item type.
Choose the
Service Type associated with all items of this type. Refer to
Setting Up Service Types for more information.
Turn on Use Estimates if estimated consumption is recorded for this type of item (e.g., lamps have estimated consumption that is used to calculate billable charges for these types of items). When this switch is turned on, also define the Unit Of Measure in which the estimated consumption is expressed.
Fastpath:
For more information about estimated consumption, refer to
Setting Up Estimated Consumption For Items .
Turn on Summarize For Billing if billing is supposed to summarize all items of this type on a customer's bill. If billing is supposed to show a separate bill line for every individual item of this type, turn this switch off.
Warning:
The Summarize For Billing switch is only pertinent if badged items are linked to the service points being billed. If unbadged items are linked to the service points, the bill will contain a summary of items by item type regardless of the value of this switch. Refer to
Metered versus Item-Based versus Non-Badged Service Points for more information.
Turn on Multiple Equipment Assignment if equipment of this type can be linked with more than one service point / meter / item at any instant in time.
Turn on
Billable if billing should amalgamate items of this type when it calculates a bill segment. This switch would typically only be turned-off for items used to describe
equipment and other non-billable items linked to a service point.
Warning:
If this switch is turned on, rates linked to service agreements used to bill for items of this type must include an
Item Type Calculation Rule that references this item type. Why? Because we assume that a bill line should be produced for "billable" items (and bill lines are produced for items using "item type" calculation rules). If you neglect to have such a calculation rule, a bill segment error will be produced.
If your organization bills for items of this type using
Estimated Consumption rather than on a "per item" basis, you'll still need an "item type" calculation rule in these rates (otherwise billing will generate an error). In order to prevent the system from calculating a charge for such an "item type", make sure to indicate the calculation rule is "for calculation purposes only" (FCPO). Refer to
Common Parameters for Calculation Rules for more information about FCPO's. Also note that you might also want to indicate that the calculation rule is not printable if you want to suppress the item type's description on the printed bill. Refer to
How to Use Description on Bill for more information about printable calculation rules.
Indicate in
Track Location whether you Track or Do Not Track the location of items of this type. Refer to
The Big Picture of Asset Inventory for more information.
Use the Characteristic Values collection to define Characteristic Types and their respective Characteristic Values to describe characteristics common to all items of this type. This grid supports all standard characteristic types (such as, Adhoc, Predefined, File Location, and Foreign Key) from the Item Type Characteristics table.
Note:
You can only choose characteristic types defined as permissible on the item type record.
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