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.Inventory Tabs v2.1.4.7

Owned by Jeremiah Sokolowski
Last updated: Jan 08, 2024 by Bianca Rosa (Unlicensed)Version comment
13 min read


This is a listing of all the tabs a User might encounter in the 'Inventory' section of PCR-360. To access the Inventory section navigate to Main > Inventory.

Activity

The Activity tab provides a list of activities that have been created for this Inventory item. Activity will appear immediately when it is created. If there is Activity to review, such as a piece of Equipment being used in a Service Desk Order or an Incident, then the User can view that Order.

Viewing/Editing Activity

  1. Select the Service Desk record to review in the Activity grid.
  2. Click the 'Service Desk'  button.
  3. The associated Service Desk entry will open in a new form. The User can view and edit the Service Desk item and Save it all from this form.

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Activity/Remarks

The 'Activity/Remarks' tab can be found on 'Return Orders'. From this tab, the User can see a record of all the relevant Activity or Remarks on a Return Order.

Add Remark

To add a Remark, follow these steps:

  1. Click the 'Add'  button.
  2. This will open the 'Add New Return Order Activity' form.
  3. Enter the Remarks desired into the field.
  4. Click the 'Save New'  button.

The Remark will be added to the list along with a User ID and time stamp for tracking.

View Selected

'View Selected' allows the User to see previous Remarks and comments in a read-only format. This is useful when the content of the Remark is larger then the grid.

  1. Click the 'View Selected'  button.
  2. The form will open so the User can read all the content of a given Remark.
  3. Close the form when finished.

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Attachments

The Attachments tab allows users to attach file(s) (including .pdf, .jpg, .doc, and more) of interest or relevance to the Inventory item by uploading the file(s) into PCR-360.

Uploading a File

To attach one or more files, navigate to the 'Attachments' tab and click the Upload File(s)'  button located on the Grid Toolbar above the 'Attachments' grid. The User will be prompted to select the file(s) from their hard drive to upload. Upon selection of a file(s), the upload will begin automatically.

Download File

Allows a User to download a file to their local machine. To download the file, select the file to download, and click the 'Download File'  button. Use the download form that opens to specify a location on the local machine to download the file to and click OK. This can be used to make modifications to a file, which can then be re-uploaded.

Open File

This will open the file, if possible, for viewing by the User. To open the file, select the file to view and click the 'Open File'  button. The file will open in a new tab for viewing. No modifications of the original file can be made when opened in this manner.

Edit Selected

Allows the name of the file to be modified within PCR-360. To edit the name select the file to be edited and click the 'Edit Selected' button.  This will open the 'Manage Attachment' form.

If a User modifies the name of the file, that is the new name that will be used when downloading the file. To edit simply modify the filename in the 'Filename:' field and click the 'Save' button. 

Delete Selected

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

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Billing

The 'Billing' tab provides a listing of every Bill on which this Inventory item has appeared and the MRC, NRC, and Usage Totals that were billed. To view a previous Bill, select the Bill from the grid and click the 'View Bill'  button.

The Bill will open in a new tab and can be viewed, printed, or saved as a .pdf document.

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Charges

The 'Charges' tab provides the User access to manually control how each Inventory item is billed. A Charge that is added to an Inventory item will be automatically added to any Bill that the item is associated with. There are four functions that can be used to control these charges: Add, Edit, Delete, and Stop. These functions are ONLY made available on Equipment with a status of 'Assigned'.


For the buttons to be be made available on the 'Charges' tab the Equipment must first be both 'Assigned' AND ' Billable'.

Add

After clicking the 'Add' button  , the 'Add New Equipment Charges' form will open. From here the User can select the Charge Catalog, Quantity, and set a description. The Charge amount will auto fill in based on the Charge for the given Catalog. Sometimes there is an option for a Charge Override Amount based on the Charge Catalog. A description is highly recommended for tracking. The User can select to prorate the Charges or not based on Billing needs.

Editing

The 'Edit Selected' button  can only be used after a Charge has been Added. This form allows the User to select from the Charge Catalog and specify overrides when available to the Amount, Quantity, Description, and Expense GLA. Once saved the Charge will generate the records required for billing.

Note: A default Expense GLA must be supplied on the Expense GLAs tab before Charges can be added.

Deleting/Stopping

It is sometimes necessary to manually delete or stop a Charge. There are certain restrictions in place to prevent deleting charges that have been billed. After clicking the 'Delete' button  , a prompt will be displayed advising the User about these restrictions.

A User can stop a recurring Charge from continuing to be charged with the 'Stop' button.  After clicking 'Stop' a prompt will be displayed requesting a Stop date and advising the User about further restrictions placed on stopping charges.

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Contacts

The Contacts tab provides the User the ability to manually associate Contacts with each Inventory item. These associated Contacts represent people who may be associated with the Inventory in some way. These Contacts are separate entries in the Workers/Contacts section of the application that is associated with this Inventory for tracking purposes. The User can manually manage these associations by using the 'Add', 'Add Existing', 'Edit Selected', and 'Delete Selected' functionality available on the Inventory: Contacts tab.

Adding New Contacts

After clicking on the 'Add' button  , the User is presented with a data-entry form used to build a basic Contact: First and Last Name, Email and Phone Number. Adding a new Contact here will create a new record in the Workers/Contacts section of the application.

Adding Existing Contacts

After clicking the 'Add Existing' button, a list of existing Contacts is presented. Contacts can be associated with multiple Inventory items, as such this list will display all Active Contacts in the system. Searching through this list and selecting multiple entries will allow the User add all the required Contacts. Check each of the Contacts that need to be associated with the Inventory and click the 'Save' button. 

Edit Selected

Sometimes it can be necessary to alter the existing information on an Inventory item. In order to do this PCR-360 has the 'Edit Selected' button.  Clicking this will open the record in a 'Manage Contact' form that the User can modify and save.

Delete Selected

Selecting the 'Delete Selected' button  from this grid does not delete the Contact entry it merely removes the association.

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Equipment

The 'Equipment' tab will allow the User to manage all Equipment on a given Return Order.

There are three status' of a Return Order; Pending, Open, and Closed.

Add to Order

To use the 'Add to Order' button the Return Order must be at a 'Pending' Status.

  1. Click the 'Add to Order'  button.
  2. This will open the 'Add New Existing Equipment' form.
  3. Select the Equipment from the grid to be Returned.
  4. Click the 'Save and Close'  button.

The Equipment will now be added to the grid on the Equipment tab. The Return Order can be advanced when all Equipment has been added.

Remove from Order

To use the 'Return from Order' button the Return Order must be at a 'Pending' Status and there must already be some Equipment in the grid.

  1. Select the Equipment from the grid to 'Remove from Order'.
  2. Click the 'Remove from Order'  button.
    Note: This will only remove the association of the Equipment from the Return Order and will not delete the Equipment or the Return Order.

Receive Item(s)

To use the 'Receive Item' button the Return Order must be at a 'Open' Status.

  1. Select the Equipment to be received.
  2. Click the 'Receive Item(s)'  button.
  3. This will open the 'Manage Return Order Equipment Received' form.

From this form, the User can adjust some key options before receiving an item for tracking reasons. The User can select the Warehouse to assign the Equipment to with the 'Warehouse' picker. If an item was received on a different date then the current date, the User can edit the 'Received Date' here was well.

Edit Selected

The User can modify the 'Action', 'Asset Tag', 'Serial Number', 'Equipment ID', and 'Condition' by following these steps:

  1. Click the 'Edit Selected'  button.
  2. This will open the 'Manage Return Order Equipment Received' sub-form.
  3. Select the Action using the drop-down, either Repair or Replace. The difference is explained on the Return Order wiki.
  4. If desired change the Asset Tag, Serial Number, and Equipment ID.
  5. Select the 'Condition' with the drop-down, either 'New', 'Used', or 'Refurbished'.
  6. Click the 'Save and Close'  button.

When finished click the 'Receive'  button. Confirm this is the action desired at the prompt. Once the Equipment is 'Received' the status will be set to 'Unassigned'. When all the Equipment has been Received, the Status of the Return Order can be set to 'Closed'.

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Equipment Children

The 'Equipment Children' will open another Manage Equipment form. This will add Equipment in a parent-child relationship similar to the Trees . When Equipment is added in this manner it will be able associated with the Parent Equipment.

Add

To add 'Equipment Children' all the User needs is to click the 'Add' button.  This will open a new 'Add New Equipment' form.

The only difference is that the 'Parent Equipment' field  will automatically be associated with the 'Parent Equipment' that the User started from. The User can then fill in the form just like any other Equipment form. After clicking the 'Save New'  button the Equipment will be added to the 'Equipment Children' as a record in the grid.

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Expense GLAs

This tab is of particular importance to the User organization's financial team in that it allows Users to set GLAs for new Equipment and edit those of existing Equipment.

To set a Default GLA for Equipment, click the Search Icon in the 'Set Default GLA' field (see above) and select a GLA from the list. This field will add the selected GLA at 100% and will replace any 'Default' type existing GLAs in the grid above.

Managing GLA Entries

Users can also specify GLAs by clicking the 'Manage Entries'  button located on the 'Expense GLAs' tab. This will open the new 'Add New Expense GLA' form which has been simplified to a data entry table.

From this new form, the User can set a single GLA or Multiple GLAs quickly and without having to re-open the form multiple times unlike in previous versions. There are three fields that can be edited on the table whether the User is Adding a Single GLA or Multiple GLAs.

  1. Expense Type - This drop down allows the User to select the Expense Type of the GLA.
  1. GLA - This picker allows the User to select the GLA to associate with the Expense Type.
  1. Percent - The number selector allows the User to specify the percent of the Expense Type to apply to the GLA.

    The first row of the table is added to the 'Add New Expense GLA' form by default. The User only needs to select the 'Expense Type', 'GLA', and 'Percent' and click the 'Save' button. 

Single GLA

Multiple GLAs

To add multiple GLAs on the 'Add New Expense GLA' form the User can follow these steps:

  1. Click the 'Add GLA' button. 
  2. This will add a row to the table.
  3. Repeat to add as many rows as are required.
  4. When adding multiple GLAs, the percentages of a given 'Expense Type' must equal 100% as in the following example:
  5. If the Percentages are not enough to equal 100%, or exceed 100% the User will receive a notice as in the following example:

  6. Once the User has added all the desired GLAs, the form can be saved by clicking the 'Save' button. 

The GLAs will have been added to grid on the 'Expense GLA' tab.

To delete a single GLA record the User must follow these steps:

  1. From the 'Add New Expense GLA' form chose the row to delete.
  2. In this example the 'Equipment' Expense Type is being deleted.
  3. Right-click the 'Equipment' row. This will open the table context menu.
  4. Click the 'Delete Row' menu option.
  5. The row will have been deleted.
  6. Click the 'Save' button. 

The grid will update and the GLA will have been removed.

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Inventory

The 'Inventory' tab is explained in full detail on the Warehouse grid.

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Ports/Pins/Lens

The 'Ports/Pins/Lens' tab allows the User to 'Add'  or 'Transfer'  single connections or a range  of connections to other Equipment, and how it's connected.  It can be used by a User to replace broken Equipment, or manage existing Equipment.  Information on the Ports/Pins/Lens tab's grid is also displayed on the Cabling Tab for Service Desk Items.

More information on Ports/Pins/Lens is available here.

Port/Pin/Len Management

Clicking the 'Add' button  will trigger the 'Add New Port/Pin/Len' form, which will allow a User to create a single new Port/Pin/Len for the Equipment record.

Transfer Port/Pin/Len

Clicking the 'Transfer' button  will trigger the 'Transfer Port/Pin/Len' form, which will allow a User to move a range of Ports/Pins/Lens belonging to the Equipment record, to a different Equipment record.

Port/Pin/Len Ranges

Clicking the 'Ranges' button will trigger the 'Port/Pin/Len Ranges' form, which will allow a User to create a range of Ports/Pins/Lens for the Equipment record, similarly to if the User had performed multiple 'Add'  operations.

Network

The 'Network' tab will assign specific Network settings for the Equipment. The User can set the 'Host Name', 'LAN Name', 'MAC Address', and the IP settings.

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Remarks

The Remarks tab provides the user the ability to add comments and remarks to this Inventory item.

Adding Remarks

After clicking the 'Add' button  a data-entry form is displayed that provides the User with a free-form field used for entering Remarks. Click 'Save' to add the Remark.

Edit Selected

Clicking the 'Edit Selected' button  will open a data-entry form that displays the text of the Remark. From here a User can add any additional information that is desired to the Remark.

Note: Remember that depending on the system configuration Remarks may not be editable once added.

Delete Selected

Clicking the 'Delete Selected' button 

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User Defined Fields

The 'User Defined Fields' tab provides access to any extra fields that have been defined for the service catalog specified on each service. See Adding User Defined Fields for more information.

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VLANs

The VLANs tab allows the User to Add new VLANs to the Ports/Pins/Lens of a piece of Equipment or Add Existing VLANs.

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Help Desk Portal - Email: help@pcr.com - Phone: 616.259.9242