Item Service Data Frame

Enter a warranty code set up with Warranty Type Maintenance. This code supplies the default for new installed base records for this item.

You can modify the default in the Installed Base Detail pop-up in RMA Maintenance, Sales Order Maintenance, and Pending Invoice Maintenance if control program settings permit editing of the installed base record. If not, the system applies the defaults. For ISB records created during invoice post, the warranty start date defaults from the ship date. For installation calls, the warranty start date is the call closure date.

Validated against generalized codes for pt_sys_type. Three values are supplied: software (SW), System (S), or Other (O). You can set up additional codes in Generalized Codes Maintenance.

The System Level field in Service Management Control determines which system type code is considered system level. You can choose to see only system-level items on the Installed Base Report (11.3.3). If System Level on Calls is also Yes in Call Management Control, Call Management is affected. During next/previous processing in the Item field, only items with this system type display.

Note: System level normally indicates the top-level item in an installed configuration, but it can have any application suitable for your system.

Yes indicates you want this item in the installed base. The system considers this field in conjunction with the Create ISB field for an end user for new sales orders or calls, or when a repair uses the item. If both are Yes, the system assumes the item should be in the installed base.

Depending on the function, the system either creates an installed base record in the background, or supplies a default you can change.

Note: The system looks at the value of Create ISB in End User Control for a sales order ship-to address not yet defined as an end user.

The system reviews this field when it adds items to the installed base—when you post sales orders or RMAs, close calls, or record activity in Call Activity Recording. The field is effective only when Installed Base is Yes and the item is not serial-number controlled. Records for serialized items always have a quantity of 1.

No: The system creates one installed base record for multiple items on a line using the line-item quantity.

Yes: Each installed base record has a quantity of one. If a given sales order or RMA shipped more than one item or a call line contains more than one item, the system creates multiple installed base records, each with the same item number (and lot), but with a different installed base reference number.

Indicate whether the same warranty covers both the parent item and components of this item.

• If S (subassemblies covered), the same warranty covers the finished product and its lower-level subassemblies.

• If C (covered), this warranty covers only this item. You can associate different warranty information with separate installed items for each of the components.

A reference-only field indicating whether this item normally comes with a supplier warranty. Yes indicates that if a problem with this item occurs during the supplier warranty period, the original supplier will repair the item.

Indicate if this item is a field-replaceable unit. Yes means that if this unit is defective, you can replace wit. This field is for reference only and appears on reports and inquiries to help the engineer handle a service call.

Enter the model number associated with this item. Many organizations service products by model. In Call Default Maintenance (11.1.21.10), you can create separate call defaults for each model you service. This is useful if calls associated with various product models follow different paths.

Specify Yes if this item must be installed by a service engineer. This field is used with the Auto Install Calls field in Call Management Control (11.1.24). If both are Yes, the system creates an installation call during invoice post of sales orders and RMAs.

The system uses the Install Work Code in Call Management Control and the installation BOM and routing in the Service Structure Data frame for the call.

Indicate whether this item is repairable. Yes has the following effects:

• You can attach a repair BOM and routing to this item in the Service Structure Data frame without a warning.

• When a repairable item is issued in Call Activity Recording, the system assumes one will be returned and defaults a value into the quantity returned field of the Item Usage frame.

• The value of repairable affects the default return locations suggested by the system during return processing in CAR.

Specify the length of the preventive maintenance (PM) cycle for this item in calendar days. A nonzero value has the following effects:

• The system adds this value to the install date to determine the initial Next PM Date value in Installed Base Item Maintenance (11.3.1).

• You can attach a PM BOM and routing to this item in the Service Structure Data frame without a warning.

• The system uses this value when you close a PM call line to calculate the next PM date for the item. The Days Between PM is added to the last PM date, which is set to the call close date. This update occurs for each line with a PM work code, regardless of the work code on the call header.

Specify an optional code you set up in Generalized Codes Maintenance for field pt_svc_type. This field is for reference only and displays on some reports and inquiries.

Specify an optional code you set up in Generalized Codes Maintenance for field pt_svc_group to group types of service costs. You can use Service Group in setting up call defaults, default sites, price lists, and charge and revenue product lines.

Enter a service category defined with Service Category Maintenance (11.21.9) for items, exchanged items, or consumable items.

Service categories support detailed tracking of invoice costs and service coverage levels. If you do not associate a service category with an item, Call Activity Recording uses the default item service category defined in Call Management Control.

These fields record optional statistics. Possibilities include the mean time to failure and mean time to repair this item; the standard manufacturing mean time to failure and to repair this kind of item; and the standard time to repair this item. The standard time may not always be the same as the mean time to repair, since the mean is an average of actual times, and the standard is a goal.

Enter the unique classification code you want to use to classify this item in the installed base. Define classification codes in Classification Maintenance (11.3.18).

You can leave this field blank, in which case the item does not belong to any classification.

When installed base records are created through posting sales orders, as part of call or RMA processing, or by other service functions, the item is added to the installed base with this classification.

When ISB filtering is enabled in Service Management Control, users can choose a classification code before an ISB lookup displays to filter the number of records.