Serialized Sales Meter Usage

The serialized sales part monitoring process provides the ability to determine the Life-meter units of service that can be expected from each serialized sales part, by tracking meter usage through use of the specific serialized part on a Work Order for a Non-Bulk Metered Rental product.

This processing applies only to serialized sales parts that are flagged as "tracked items" in Sales Inventory, and that are then added to a Non-Bulk Metered Rental product using Work Orders.
The usage for the serialized part number tracking begins with the meter units of the associated Non-Bulk Metered Rental product when the W.O. is closed and ends with the meter units when the part is next removed or replaced on a later Work Order.
It is when the serialized sales part is removed or replaced through a W.O. closing that period of use on the metered item, that the units used are reflected in this inquiry/report.

The same serialized sales part is sometimes re-used on a different Work Order on a different Non-Bulk Rental product, where usage tracking is continued.

The tracking flag and ongoing meter tracking details can be viewed in Inventory Inquiry.

This Serialized Sales Meter Usage inquiry or report can be used to report the closed usage tracking details and to evaluate the life expectancy of a serialized sales part.

The prompts are:

FROM PRODUCT#

Leave this field blank to include all serialized sales parts that are flagged for usage tracking, or enter a starting part number for a reporting range, or select a starting part number from the Inventory Search window.

TO PRODUCT#

Leave this field blank to include all serialized sales parts that are flagged for usage tracking, or enter an ending part number for the reporting range, or select an ending part number from the window.

ALL REPAIRED PRODUCTS

Check this box to include closed tracking records used on any Metered Non-bulk Rental Product.

Uncheck this box to only include the closed tracking records for serialized parts used on a specific Metered Non-bulk Rental Product.

REPAIRED PRODUCT

Enter the specific Metered Non-bulk Rental Product, or select one from the Inventory Search window.

ALL TRANSACTIONS

Uncheck this box to select only Work Orders with serialized meter-tracked parts that are used within the selected date range.
Check this box to include all serialized meter-tracked parts regardless of the date range.

FROM DATE

The date fields are disabled if All Transactions is checked.

Accept the current month start, or enter the starting date for the reporting date range.
This is not the invoice date. The From & To Date range refers to the date that the part was used on the Work Order.

TO DATE

Accept today today's date, or enter the ending date for the reporting date range.

REPORT OPTIONS

Select one of the following output options:

• Select Print to generate the output according to the reporting selection currently defined for this session in the Printer Selection window, accessible from the Printer -> Set Printer option located on the menu bar at the top of the screen.
  The report is produced by serialized sales part and lists the Average Lifetime Units used based on meter readings of the closed W.O. records.
  It lists the Work Orders, the date that the part was put on that W.O., and the serial numbers with the units used on each W.O. and the total units used.

• Select Display to view the output on an inquiry screen.
  The resulting inquiry lists any serialized sales items used on a W.O. in the range, that are tracking meter usage.
  Windows on the Active and on the Expired fields provide the ability to view the Work Order numbers, dates, serial numbers, and meter usage readings.
  A window on the W.O.# provides access to the Work Order to drill down to the W.O. details including Labor, Parts, Services, Header, other related Work Orders for the same metered non-bulk rental product and open contracts, as outlined in View Document Information.

Finished?

Click the ACCEPT button to begin printing the report, or CANCEL to abort.