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The Equipment Catalog lists any type of Equipment that a User could order for any purpose – be it the fulfillment of an item from the Service Desk or the fulfillment of a User's personal Equipment needs. Remember, these Equipment types represent available Equipment, not actual Equipment in a Warehouse ready to fill an Order. Catalog Equipment can also be designated as available to customers through the PCR-360 CustomerCenter.
For the assistance with setting up Equipment Catalogs, check out the Equipment Catalog video series.
Adding New Equipment
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To add a new piece of Equipment, click the "Add" button in the top toolbar of the main Equipment grid. In the appearing form, you notice that there are two required Required fields for creating an Equipment record: 'Part Number' and 'Description'. All other fields are optional.
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Field Name | Required | Field Description |
|---|---|---|
Part Number | Yes | The part number of the piece of Equipment. |
Description | Yes | A brief description of the Equipment. A more detailed description can be provided under the "Catalog" tab. |
Width | No | The dimensional width of the Equipment. |
Height | No | The dimensional height of the Equipment. |
Slots | No | The number of available slots in the Equipment (if applicable). |
Unit | No | The sub-unit type of the Equipment (Example: Cable is measured in units of feet so "feet" could be the unit). |
Part Num Barcode | No | The text bar code of the Equipment. |
Manufacturer | No | The manufacturer of the Equipment. |
Manufacturer Part Num | No | The part number designated by the manufacturer of the Equipment. |
No | The highest quantity allowed in inventory of the Equipment. | |
Warranty | No | The warranty duration of the Equipment. |
GLA (Revenue) | No | The GLA that this Equipment uses for Billing purposes. |
Object Code (Revenue) | No | The Revenue Object Code that this Equipment uses. |
Object Code (Expense) | No | The Expense Object Code that this Equipment uses. |
Install Time (hours) | No | The default amount of time that this Equipment requires for installation. |
Remove Time (hours) | No | The default amount of time that this Equipment requires to be removed from service. |
No | If checked, this Equipment will be marked as a Category..Equipment Catalogs v2019.3#Assignable | |
No | If checked, this Equipment will become assignable within the Service Desk module. | |
No | If checked, this Equipment becomes Orderable through the PCR-360 CustomerCenter. | |
No | If checked, this Equipment must be assigned to a Location..Equipment Catalogs v2019.3#Asset | |
No | If checked, this Equipment is considered an Asset..Equipment Catalogs v2019.3#Consumable | |
No | If checked, this Equipment is considered Consumable..Equipment Catalogs v2019.3#Billable | |
No | If checked, this Equipment is Billable. If deselecting the Billable flag, Default Charges assigned to the Catalog are preserved. | |
No | Enabling 'Prorate' means that charges applied or removed during a billing cycle will be prorated within that cycle. Equipment with non-prorated charges will apply the charge to the entire billing cycle. | |
No | Indicates the Catalog has individual pieces within each stock item (e.g. A box of screws, a spool of cable, etc.) that are not used as a single item. | |
No | If checked, when issuing this Equipment, Contiguous units will be used. | |
No | If checked, this Equipment is considered to be for Cabling..Equipment Catalogs v2019.3#Provisioned | |
No | If checked, this allows this Equipment to be part of a Service Host and pertains to the communication module. |
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- Must be greater than '0' if the User wishes to assign a specific numerical limit to the Equipment Catalog.
- If '1' is set, the 'QTY' field will be read-only on Bulk Add.
- When the Max Quantity is set to '0' this indicates that it cannot be added in Warehouse Equipment Bulk Add.
- If the User does not want a limit placed on the Maximum Quantity, then a blank (" ") should be entered.
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'Has Units' will show the Unit of Measure (UOM) next to the label dynamically. The 'Units' field will be Required when 'Has Units' is selected. For assistance with when Has Units should be used, see the Best Practices: Quantity Vs Units page of the wiki.
Example of Units in feet:
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- If a piece of Equipment is 'Assignable', it can NOT be a Category.
- If a piece of Equipment is 'Assignable', the Owner field will be Required. If it is not 'Assignable', then the Owner will not be a required Required field.
Consumable
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Consumable Equipment is intended for a single-use and then disposed of afterward. Since it is disposable, Consumable Equipment cannot have Recurring 'Default Charges'. If the Consumable flag is checked, the Recurring 'Default Charges' will be deleted when the form is saved. Any Non-Recurring Charges will remain on the Equipment
- If a piece of Equipment is 'Consumable', then it CANNOT be an Asset.
- If a piece of Equipment is 'Consumable', then it CANNOT be 'Location Required'.
- If a piece of Equipment is 'Consumable', then it CANNOT be 'Provisioned'.
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- If a piece of Equipment is 'Order-able', it will show in the CustomerCenter. The information on the Catalog tab is what will reflect on the CustomerCenter.
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- When the 'Billable' flag is set on a Catalog, the Equipment will have its 'Billable flag' set by default when added to a Service Order.
- The 'Billable' flag is a prerequisite to the Prorate flag being set.
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The Location flag will make the Location Required on the Equipment. If a User changes the Catalog to Require a Location on Equipment, then a message will display that says the Location will be required Required the next time the User edits the Equipment.
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- The 'Prorate' flag will allow the Equipment Charge to be prorated when it is added to the Bill.
- The Billable flag MUST be set for the Prorate flag to be set. (Prorated Equipment MUST be Billable.)
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- Provisioned Equipment CANNOT be Consumable.
Tabs
Name | Description |
|---|---|
Provide a Catalog description and images. | |
Add any applicable Vendors for a given Equipment item. Visibility controlled by ".Equipment Catalogs v2019.3#Categorythe "Category" setting. | |
Add any Default Charges that correspond to this Equipment. | |
Provide any Location specific permission that applies to this Equipment. Also can inherit permissions from its parent if applicable. | |
Provide which billing groups apply to this Equipment. | |
Provide related Equipment permissions. Also can inherit permissions from its parent if applicable. | |
Provide specific Incident Codes that pertain to this Equipment. | |
Provide Warehouse and re-order thresholds. | |
Lists all the relevant Purchase Orders related to this Equipment Catalog. | |
Provide any file attachments that should accompany this equipment. | |
Provide any custom form fields that are needed for this Equipment. |
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To arrange the hierarchy (Parent-Child relationships), please see the main Catalog page.
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