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learning center  >  CONFIGURED ITEMS - CIRCUITS  >  Circuit Segments  >  Segment Equipment and Services

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Circuits

Topics Discussed Below

Adding Equipment or Services to a Circuit Segment

Deleting Equipment or Services from a Circuit Segment

Viewing Equipment or Services

Each circuit can have multiple equipment or services items associated. It is important to remember that if you are billing for any equipment or services that you also associate an account number for the related charges. 

Adding Equipment or Services to a Circuit Segment

1.       Click the Configured Items menu.

2.       In the Navigation pane, click Circuits.

3.       Before the Circuit list populates, you must either:

·         Within the search box, type any portion of the record, then click the magnifying glass.

·         Click the Show All link.

4.   The Circuit lists, displaying all existing circuits. Double-click the circuit to modify.

5.   The General-Circuit window opens, within the Segments pane, double-click the segment you want to modify.

6.   The Segment window opens. 

! Before you can add equipment and/or services to a segment, you need to associate an account number.  This allows for any charges to be billed properly.

7.   Within the Equipment and Services pane, click the row marked with an asterisk to add a new item. Use the drop-down lists or type the appropriate information in each of the following columns for the equipment or service , required fields are marked with an asterisk (*):

·         Equipment or Service Type* – click the drop-down arrow to access a list, there are three columns of information within the list:

·         Equipment or Service Types – displays the name of the equipment or service

·         Is Service Type – a checkmark indicates that the type is a service

·         Allow Cost Adjustment – a checkmark indicates that the you can adjust the cost of the equipment or service

Within the list, select the equipment or service type.

·         Equipment or Service Name* – click the drop-down arrow to access a list, and then select the equipment or service name. This list displays only the names associated to the type that you previously selected. 

·         Part Name* – click on the drop-down arrow to access a list, select the part name.

·         Site – once you click any of the drop-down lists, the field auto-populates with the site name you selected in the Device Properties pane.

·         Serial Number* – this field may auto-populate after you select a part name, it may either contain None or Generate Automatically, if these are contained within the field do not change the selection. However, if the field is blank click the drop-down arrow to access a list, and select the appropriate serial number

·         Quantity – this field auto-populates with a pre-determined quantity amount. To change, click the field and type-in the new information.

·         One Time Cost – this field auto-populates with the equipment’s one-time charge.

·         Recurring Cost – this field auto-populates with the equipment’s recurring charge.

·         Total One Time Cost – displays the total one-time cost for the equipment item.

·         Total Recurring Cost – displays the total recurring cost for the equipment item.

! At the bottom of the list of equipment is a totals line displaying the one-time and recurring charges totals for all the equipment items within the list.

·         Install Date* – this field auto-populates with today’s date. To change the date, click the field to access a drop-down arrow, once clicked a calendar displays. From the calendar, select the date to install the new equipment. This is the date the charges start for billing purposes. To change the month and year click the right or left arrow, and once at the appropriate month and year, click the number to select the date. The date populates in the box.

·         Delete Date – click the field to access a drop-down arrow. Once clicked, a calendar displays, from the calendar select the date to delete the item from the circuit. To change the date, click the field to access a drop-down calendar. To change the month and year click the right or left arrow, and once at the appropriate month and year, click the number to select the date. The date populates in the box.

·         Location – type the equipment or service location.

·         Last Recurring Bill Date – this field indicates the last date the piece of equipment generated a bill.

8.   Within the Actions ribbon group, click the Save button (save and stay) to continue working with this circuit or click the Save & Close button (save and exit) to return to the Circuit list.

 

Deleting Equipment or Services from a Circuit Segment

1.       Click the Configured Items menu.

2.       In the Navigation pane, click Circuits.

3.       Before the Circuit list populates, you must either:

·         Within the search box, type any portion of the record, then click the magnifying glass.

·         Click the Show All link.

4.       The Circuit lists, displaying all existing circuits. Double-click the circuit to modify.

5.       The General-Circuit window opens, within the Segments pane, double-click the segment you want to modify.

6.       The Segment window opens. 

7.       Within the Equipment & Services pane, right-click the selector box next to the equipment or service type field, a small pop-up menu opens, within the box click Delete.

8.       Once you click Delete, a message box opens, within the box there are two choices:

·         Remove the Row Permanently – use this to delete the equipment permanently from the segment. This deletes the equipment from the segment without a delete date attached.

·         Set Delete Date as Today – use this to attach today as the delete date. When CES runs, it deletes the equipment from the segment and the billing will end as of the today’s date.

9.        Click the option button next to the appropriate selection, then click Ok to continue or Cancel to stop the operation.

10.   Once you click Ok, another message box displays verifying that you really want to delete the equipment. Click Yes within the box to continue or No to cancel the operation.

11.   Once selected, cairs.net draws a line through the equipment allowing you to delete multiple pieces at once.

12.   If you do not want to delete a piece of equipment, right-click the record to access a pop-up menu, from the pop-up, click Undelete.

13.   Once you select Undelete, a message box opens verifying that you really want to keep the record. Click Yes within the box to continue or No to cancel the operation.

14.   Within the Actions ribbon group, click Save (to save and stay) or click Save & Close (to save and exit).

Viewing Equipment or Services

There are several options available when viewing the equipment and services related to a segment.  At the top of the Equipment and Services pane is a dropdown box click on the arrow to select the statue that you want to view, you can choose from one of the following statuses:

·         Active Charges – displays a list of the active equipment and services in your billing cycle.  This will be mostly recurring charges. After charges are billed, they will be moved to the inactive charges list.

·         Inactive Charges – displays a list of the equipment and services that have been billed for, this will be mostly one-time charges. 

·         Installed – displays a list of the equipment and services that has not been deleted. If you do not do any sort of billing this list will be the same as the active charges list. 

·         Deleted – displays a list of equipment and services that have been deleted, with a delete date on the record.  Any equipment or service that was deleted permanently (with no delete date) will not appear in any list as it no longer appear in the system. 

·         All – displays a list of the equipment and services related to the record regardless of status. 

Next to the status dropdown box are two checkboxes, one for equipment the other for services.  They are both checked to indicate that you want to see both equipment and services within the list.  To only view equipment or services click on the box to remove the appropriate checkmark, the list changes to display your selection.  


 

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