Unit Dashboard

This activity allows the user to maintain information on units. The unit details are maintained in various tabs .

Select the “Unit Dashboard” activity under the “Unit Induction” business component.

The “Unit Dashboard” page appears.

Enter the following details in the “Search Criteria” group box:

Customer Code	The code identifying the customer (Alphanumeric, 18).
Customer Name	The name of the customer (Alphanumeric, 40).
Phone	The phone number of the contact person (Integer).
Contact Name	The name of the contact person (Alphanumeric, 40).
Location	The code identifying the location of the contact person (Alphanumeric, 40).
SLA No.	The code identifying the service level Agreement number (Alphanumeric, 18).
Unit	The code identifying the unit (Alphanumeric, 30).
Serial No.	The code identifying the serial number of the unit (Alphanumeric, 28).
Item Code	The code identifying the Unit’s item (Alphanumeric,32)
WO No.	The number identifying the work order (Alphanumeric, 18).
Invoice No.	The number identifying the invoice. (Alphanumeric, 20).
Complaint No.	The number identifying the complaint made (Integer).

Click the “Search” pushbutton to retrieve the search results in the multiline.

Customer

Click the “Customer” tab to view the customer details.

The system displays the customer details in the multiline:

Customer Code	The code identifying the customer.
	Data hyperlink available.
Name	The name of the customer.
No. Of Units	The total number of units associated with the end customer as defined in the “Unit Induction” business component.
No. Of Pending Work Orders	The total number of work orders pending as defined in the “Work Order” business component.

Click the “Filter” pushbutton to filter based on the customer.

The system populates the key values available in the multiline to the corresponding header fields. For example, the customer name is transferred from the multiline to the corresponding header field for refined search.

To proceed, carry out the following

Select the “Create Customer” link at the bottom of the page to create customer.

Location

Click the “Location” tab to view the location details.

The system displays the location details in the multiline:

Location	The code identifying the location.
	Data hyperlink available.
Location Description	The description of the location.
Customer Code	The code identifying the customer.
Address Id.	The address identification of the customer.
No. Of Units	The total number of units associated with the end customer as defined in the “Unit Induction” business component.
No. Of Pending Work Orders	The total number of work orders pending as defined in the “Work Order” business component.

Click the “Filter” pushbutton to filter based on the location.

The system populates the key values available in the multiline to the corresponding header fields. For example, the Location code is transferred from the multiline to the corresponding header field for refined search.

To proceed, carry out the following

Select the “Register Complaint” link at the bottom of the page to register the complaint details.

Contacts

Click the “Contacts” tab to view the contact details.

The system displays the contact details in the multiline:

Contact Name	The name of the contact person.
Contact Id.	The code identifying the id of the contact person.
	Data hyperlink available.
Phone	The phone number of the contact person.
Mobile	The mobile number of the contact person.
Department	The department name of the contact person.
E-Mail	The e-mail address of the contact person.
Fax	The fax number of the contact person.
Customer Code	The code identifying the customer.

Click the “Filter” pushbutton to filter based on the contact person details.

The system populates the key values available in the multiline to the corresponding header fields. For example, the contact name is transferred from the multiline to the corresponding header field for refined search.

To proceed, carry out the following

Select the “Add Contact” link at the bottom of the page to add contact details.

Unit

Click the “Unit” tab to view the unit details.

The system displays the unit details in the multiline:

Unit	The code identifying the unit.
	Data hyperlink available.
Item Code	The code identifying the Unit’s item.
Variant Code	The variant code of the item.
Serial No.	The unique code identifying the serial number of the unit.
Unit Category	The code identifying the unit category.
SLA No.	The code or number identifying the Service Level Agreement.
	Data hyperlink available.
Installed Date	The date on which the unit was installed. The system ensures this date is later than the last movement date and earlier than the System date
SLA End Date	The date on which the Service Level Agreement expires.

Click the “Filter” pushbutton to filter based on the unit details.

The system populates the key values available in the multiline to the corresponding header fields. For example, the unit is transferred from the multiline to the corresponding header field for refined search.

To proceed, carry out the following

Select the “Maintain Service Work Order” link at the bottom of the page to maintain service work order details.

Work Orders

Click the “Work Orders” tab to view the work order details.
Enter the following detail in the “Work Orders” tab:

WO Status

Use the drop –down list box to select the status of the work order It can be ”Fresh”, “Scheduled”, “In Progress”, “Completed”, “Closed” and “All”. The system displays “All” by default on the launch of the page.

The system displays the work order details in the multiline:

WO No.	The code identifying the work order.
	Data hyperlink available.
Description	The textual description of the work order.
Unit	The code identifying the unit.

Status	The status of the work order.
Amount To Be Invoiced	The amount invoiced for the work order.
WO Type	The type of the work order.
Schedule Completion Date	The date on which the work order is scheduled to complete.
SO No.	The number identifying the sale order.
	Data hyperlink available.
SO Line No.	The line number in the sale order.

Click the “Filter” pushbutton to filter based on work order.

The system populates the key values available in the multiline to the corresponding header fields. For example, the work order number field in the multiline is transferred to the corresponding header field for refined search.

Invoice No.

Click the “Invoice No.” tab to view the details of the invoice.

The system displays the invoice details in the multiline:

Invoice No.	The number identifying the invoice.
	Data hyperlink available
Date	The date of invoice.
Currency	The currency of payment.
Total Amount	The total amount as in the invoice.
Received Amount	The amount received.
Payterm	The mode of payterm.

Click the “Filter” pushbutton to filter based on invoice.

The system populates all the values available in the multiline to the corresponding header fields. For example, the invoice number field is transferred to the corresponding header field for refined search.

Complaints

Click the “Complaints” tab to view the details of the complaints made.

The system displays the complaint details in the multiline:

Complaint No.	The code identifying the Complaint number.
	Data hyperlink available.
Date	The date of the complaint.
Customer Code	The code identifying the customer.
Location	The code identifying the location.
Unit	The code identifying the unit.
Action Taken	The description of corrective measures taken, if any.
Process As	This is fetched from customer call activity. Indicates the call process.
Work Order No.	The work order number raised against the complaint number.
WO Status	The work order status that was raised against the complaint number.
Complaint Description	The description of the complaint number.

Click the “Filter” pushbutton to filter based on the complaint details.

The system populates l the key values available in the multiline to the corresponding header fields. For example, the complaint number is transferred from multiline to the corresponding header field for refined search.

To proceed, carry out the following

Select the “Maintain Service Work Order” link at the bottom of the page to maintain service work order details.
Select the “Register Complaint” link at the bottom of the page to register the complaint details.