Item Usage Frame

In the Item Usage frame, you report the inventory items that you used to repair or service the item in the Item Selection frame. Record items you used for specific operations, or simply add all the items after you complete the Labor/Expenses frame.

Enter the operation number. You can record items for each operation. If you are not using operation steps, record all items on the first operation.

Enter the item number of an item defined in Item Master Maintenance that you consumed or returned during the repair. If the call line item has an associated service BOM or its routing operations had associated BOMs, records for these items are already created.

Note: Record a non-inventory item as an expense in the Labor/Expenses frame.

If the item you specify in this field is the same as the item on the call line, a warning displays. If you choose to continue, you are prompted to indicate if this component issue is a swap. Your response affects how the installed base is updated.

Defaults from the Item Selection frame, which defaults from the call header. The system uses the work code:

Enter the number of item units you consumed. If this record came from a service BOM, Qty Used displays the value of Quantity Per on the BOM. If this line came from a Material Order, the order quantity defaults into this field. The system uses this field to calculate the extended price according to this formula:

After inventory has been issued, you can increase the quantity used for an operation but you cannot decrease it. To correct an overissue made by mistake, open a new operation and enter a negative quantity. Processing this line creates reversing GL transactions and increases inventory at the specified site and location.

See Correcting Report Errors.

Note: You cannot enter a negative quantity when you are executing a swap. This occurs when the item being issued is the same as the item on the call line and you respond Yes that this is a swap. SeeSwaps.

Enter the number of units you are returning. For repairable units, as defined in Service Item Maintenance, Qty Ret defaults to Qty Used. Quantity returned also defaults to quantity used for a swap.

• On an MO, you ordered items for the call that you did not use.

Note: Use RMAs for simple returns that do not require an engineer.

If you specify a return quantity, set Det to Yes to display the Returned Items Detail frame. If item information comes from an MO, account for all items on the MO before you close the call. To close a line or call, Qty Used and Qty Ret must equal the MO order quantity.

The charge code default is based on several factors. For a fixed price work code, the Fixed Billable charge code from Default Charge Code Maintenance (11.21.21.13) displays.

If this is not a fixed repair, the system uses the under- or over-limit charge code for the coverage limits of the contract or service type. The default depends on the item’s extended price and, for contracts only, the amount applied to the limit.

If the limits have no associated charge codes, a charge code defined in Default Charge Code Maintenance displays. The system selects a charge code depending on the source of coverage (contract, warranty, or call default service type) and whether the operation is over or under limit.

With some restrictions, you can change the displayed value, but you cannot change between a non-fixed and fixed repair charge code. The system uses the charge code to determine the charge product line and the GL accounts that this service activity affects.

See Changing Charge Codes for details on changing system defaults.

Set Det (Detail) to Yes to display the Detail frame, which shows more data for this line. To update the installed base when you return items, set Det to Yes so you can enter the serial or ISB reference of the returned item.

Output-only. If you ordered the item with an MO, an asterisk (*) initially displays and the Item Detail frame displays the MO number and line. After you issue the item for the call, the system no longer connects it to the MO.