SP / Item Installation
The system automatically updates the information on this page when field activities that affect an item's installation status (i.e., installs, removes, on/offs) are completed via
Field Activity Upload Staging. You should only have to change the information on this page when you need to fine-tune what the system sets up by default.
Open > > > to update an item’s installation information.
Description of Page
The following information is displayed at the top of the page:
SP/Item History This is a concatenation of service point AND item information. This information only appears after the SP/item history record exists on the database.
SP/Item History ID This is a system-assigned random number that stays with a SP/item history record for life. This value only appears after the SP/item history record exists on the database.
Enter the ID of the Service Point at which the item is installed. Summary information about the service point is displayed adjacent to the service point ID.
Note:
SP Type Restrictions. The service point's SP Type controls whether or not an item can be installed at the service point, and if so, what type of item can be installed. Refer to
Setting Up Service Point Types for more information.
Item ID identifies the item that is installed at the service point. Summary information about the item is displayed adjacent to the item ID.
Use the Installation information to define when the item is installed. To do this you must:
• Enter the Installation Date/Time showing when the item is installed at the service point.
• Use Item On/Off Status to define if the item is turned on or off when it's INITIALLY installed. Valid values are On and Off. This status does not affect billing in any way - it is purely informational.
Use the Removal information to define when the item is removed from the service point. To do this you must:
• Enter the Removal Date/Time showing when the item is removed from the service point.
• Stock Location only appears if the item's item type tracks location. Enter the stock location where the item is stored upon removal. Refer to
The Big Picture Of Asset Inventory for more information.
The
Item On/Off History grid contains the history of when the item has been turned on and off while it's installed at the service point. When an item's on/off status changes, insert a new entry into the grid by clicking the
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button. Then,
• Use Event Date / Time to define when the status changed.
• Use Item On/Off Status to define if the item is turned on or off. Valid values are On and Off.
Warning:
The on/off status does not affect billing in any way. So, for example, if you turn an item off and never expire the service agreement / service point link, the item will still be amalgamated by billing. This is intentional as items can be turned off as part of the credit and collections process when a customer is delinquent (but the service point is still linked to the service agreement in case the customer pays up).
Note:
Only lamps use on/off status. This grid is only applicable to items that can be switched on and off (e.g., a lamp with a photovoltaic eye can be switched on and off by installing or removing the eye). If the type of item does not possess such a property, set the status to on.
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