Units

• About Items, Units and Servicing
• Setting Up the System for Units
• Adding or Updating Information About a Unit Manually
• Creating and Maintaining Consumers
• Maintaining Warranty Codes for Items
• Running the Warranty Expiration Report
• Configuring Units
• Resolving Conflicts in Customers Associated with Units
• Finding the Loaner History of a Unit
• Copying Information from an Existing Unit
• Adding Service Information for Existing Items
• Setting Up Unit and Item Maintenance Schedules
• Creating a Maintenance Schedule for an Item
• Registering a Unit
• Transferring a Unit
• Approving and Rejecting Registrations from the Portals
• Approving Registrations from the Portals
• Rejecting Registrations from the Portals
• Searching for a Customer or Consumer for Portal Unit Registration
• Status History Tracking
• Serial Cost Method
• Meter History Tracking