Page Comparison

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Vendor

The 'Vendor' tab is specific to Equipment Catalogs. When a Vendor is added to the Equipment Catalog, Equipment can be ordered using Purchase Orders .

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To remove a Vendor association from a piece of Equipment, select the Vendor to remove and click the 'Delete Selected' button. Image Modified This only removes the Vendor association and not any Vendors from the (2024.1) Vendors Grid.

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Default Charges

The 'Default Charges' appears on the Equipment and Services Catalogs. This tab allows the User to add any relevant Default Charges to the given Catalog item.

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This will allow the User to select different Charges, with Non-recurring / Recurring types or even different charge amounts.

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Location Permissions

The 'Location Permissions' tab is specific to the Services and Equipment Catalogs. This tab allows an Admin to limit the Locations that can be assigned to a given Service/Equipment.

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1. Click the 'Add' button. 
2. This opens the 'Add New Location Permissions' form.
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4. Select the Location(s) that are desired to associate with the given Service/Equipment.
5. Click the 'Save and Close' button. Image Modified

The Location(s) is (are) associated with the given Service/Equipment and are the only Location(s) that can be assigned to the given Service/Equipment elsewhere in PCR-360.

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1. Click the 'Inherited Permissions' button. 
2. This opens the 'View Inherited Permissions' dialog.
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4. Click the 'OK button Image Modified when finished viewing.

Permit None

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1. Select the line in the Grid that says: "No Contacts entries may be used with this Locations entry." 
2. Click the 'Delete Selected' button. 
3. The Permit None restriction is removed and it is possible to associate Location(s) with the given Service/Location again.

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Billing Group Permissions

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1. Select the line in the Grid that says: "No Contacts entries may be used with this Locations entry". 
2. Click the 'Delete Selected' button. Image Modified
3. The Permit None restriction is removed, and it is possible to associate Billing Group Permissions with the Service/Equipment again.

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Related Equipment Permissions

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1. Select the line in the Grid that says: "No Contacts entries may be used with this Locations entry". 
2. Click the 'Delete Selected' button. Image Modified
3. The Permit None restriction is removed and it is possible to associate new Related Equipment Permissions with the given piece of Equipment again.

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Incident Codes

The 'Incident Codes' tab appears on both the Services and Equipment Catalogs. From here, an Admin can associate Incident Codes that are made available to Users when reporting Incidents related to the Service or Equipment.

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To create a new Incident Code and place it in the Grid, use the following steps.

1. Click The 'Add' Image Modified button. 
2. This opens the 'Add New Incident Code' form.
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4. Select the 'Type' of the Incident Code - either 'Trouble' or 'Resolution'.
5. Enter a 'Code'.
6. If desired, enter the 'Impact' which defaulted to Medium.
7. Click the 'Save New' button 

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All Incident Codes that the User(s) have created are displayed on this form. These Incident Codes are meant to be more specific to the Service or Equipment that they are associated with and overrides the Generic Incident Code when reporting an Incident.

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Inventory Specs

The 'Inventory Specs' tab is specific to the Equipment Catalog. Sometimes a User wants to make sure Inventory still appears on the Inventory Overview or Warehouse's Inventory tab even if the quantity of the Inventory is zero. To make sure the Inventory still appears, set either a Priority or Threshold. Having either of those two items set here ensures the Inventory still appears even when there is none.

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The Priority function is a specialized function that assigns a priority to Inventory in a Warehouse on Purchase Orders. Inventory Warehouses priority is used to default the receiving Warehouse on a Purchase Order. The HIGHER (1 being the highest) priority number Receives the Equipment before the other locations. This is specific to the sub-warehouses within a main/parent Warehouse. If Priority is used, Priority must be a unique integer value from other Priorities or left blank.

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PO History

The 'PO History' tab is specific to the Equipment Catalog. All Purchase Order(PO) History for a given Equipment Catalog can now be viewed on the 'PO History' tab. All the relevant information related to the PO is displayed on this tab. Users can also select a record from this tab and open the Purchase Order form by clicking the Edit Selected button. 

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Attachments

The 'Attachments' tab is specific to the Equipment and Services Catalog. The Attachments tab allows Users to attach file(s) (.pdf, .jpg, .doc...) of interest or relevance to the Service by uploading the file(s) into PCR-360.

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Allows the name of the file to be modified within PCR-360. To Edit the file name, select the file to be edited and click the 'Edit Selected' button. Image Modified This opens the 'Manage Attachment' form.

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The 'Delete Selected' button  removes the file from PCR-360.

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User Defined Fields

The User Defined Fields tab provides access to any extra fields that are defined for the Service/Equipment. They can be defined to appear for all Services/Equipment or for specific Service/Equipment Catalogs. See Adding User Defined Fields for more information.

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