Unit Configuration Setup

The hierarchical structure, build through the unit family, can be exploded and configured as individual units. This configuration set up is done for a particular customer – location. On generation, individual unit codes are created and preventive maintenance schedules are generated if applicable.

Select the “Unit Configuration Setup” activity under the “Unit Induction” business component.

The “Unit Configuration Setup” page appears.

Note: Clicking this icon available near certain fields takes you to the help page of the respective field.

Enter the following details in the header:

Status	The status of the configuration. (Display Only.) It can be either "Fresh" or "Generated".
Configuration No.	A unique number identifying the configuration unit.
Date	The date on which the configuration was created.

Select the following from the header:

Numbering Type

Use the drop-down list box to select the numbering type for the unit configuration setup. The combo is loaded with the values defined in the Numbering Class for the Transaction Type – Unit Configuration.

Enter the following details in the header:

Unit Family No.

A unique number identifying the unit family.

Note: The exploded structure of the unit family is retrieved based on the number of child units.

Enter the following details in the header:

Unit Family Description	The detailed description of the unit. (Display Only)
Version No.	A unique number identifying the unit family version.(Display Only)
Parent Unit Type	Indicates the parent unit type. (Display Only)
Customer Code	A unique code identifying the customer.
Customer Name	The name of the customer. (Display Only)
Location	The location at which the unit is to be configured.

The system displays the following details in the multiline.

S. No	A unique number identifying the family serial number.
Unit Type	Indicates the unit type.
Level	Indicates the parent child hierarchy level.
Unit No.	A unique number identifying the unit.
Parent Unit	Indicates the parent unit type.

Enter the following details in the multiline:

Work Group	Indicates the service work group to which the unit belongs.
Vendor	The vendor or supplier of the unit.
Manufacturer	The manufacturer details of the unit.
Warranty End Date	The date on which the unit warranty ends.
Warranty Provided By	The name of the person who provided the warranty details.
Equipment No.	A unique number identifying the equipment. (Display Only)

Select the following from the multiline:

Equipment Type	Use the drop-down list box to select the equipment type to which the unit belongs to. The combo is loaded with “Normal” and “Rotable”. The system displays “Normal” by default on launch of the page.
Criticality	Use the drop-down list box to select the criticality of the unit. The combo is loaded with “Medium”, ‘High” and “Low”. The system displays “Medium” by default on launch of the page.
Equipment Condition	Use the drop-down list box to specify the equipment condition. The combo is loaded with “Running” and “Maintenance”. The system displays “Running” by default on launch of the page.

Enter the following details in the multiline:

Item Code	A unique code identifying the item.
Variant Code	A unique code identifying the item variant.
Description	The detailed description of the item. (Display Only)
Serial No.	A unique serial number identifying the unit.
Make	Indicates the unit's make details.
Installation Date	The date on which the item is installed. This date should be equal to or earlier than the system date.

The system displays the following.

PM Template	Indicates the preventive maintenance template of the unit.
PM Schedule	Indicates the preventive maintenance schedule of the unit.
Next PM Visit	Indicates the next schedule details of preventive maintenance visit.
SLA End Date	The date on which the service level agreement ends.

Click the “Maintain” pushbutton.

The system creates the configuration number in Fresh status for the unit family number and version combination.

Click the “Generate” pushbutton.

The system generates the Unit number based on the numbering series for unit generation in Set function parameter. Corresponding equipment number is also created and is attached to the unit.

Through the equipment, parent child hierarchy is also build. This is done through equipment movement transaction.

If any PM templates are attached to the unit, PM schedules are generated.

Click the “Unmap” pushbutton.

The parent child relationship is broken.

Additional Units can be added to the structure before or after the generation of Unit Numbers

Select the following from the “Add” group box:

Parent Unit	Use the drop-down list box to select the parent unit.
Child Unit Type	Use the drop-down list box to select the child unit type to add to the respective configuration number.

Enter the following details in the “Add” group box:

Unit No.	A unique number identifying the unit.
PM Template	Indicates the preventive maintenance template.

Note: If unit is added before generation of unit

The system adds the unit with/without equipment code.

The system auto generates the equipment code and creates the movement transaction, if the unit does not have equipment code,

If unit is added after generation of units

You can add a unit, which has a corresponding equipment code attached to it.

To proceed, carry out the following

Select the “Specify Parameters” link at the bottom of the page to specify the parameter details.
Select the “Specify Place Holders” link at the bottom of the page to specify the place holder details.
Select the “Attach Notes” link at the bottom of the page to specify the note details.
Select the “View PM Schedules” link at the bottom of the page to view the preventive maintenance schedule details.
Select the “Unit Dashboard” link at the bottom of the page to specify the unit dashboard details.
Select the “Warranty Details” link at the bottom of the page to specify the warranty details.

The system displays the following details in the “Data History” group box:

Created By	The login ID of the user who created the unit configuration details.
Created Date	The date on which the unit configuration details were created.
Modified By	The login ID of the user who last modified the unit configuration details.
Modified Date	The date on which the unit configuration details were last modified.