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Land Radios

Equipment & Services

You can associate equipment and services to each land radio.  This allows for you to accurately track the items associated to each radio and properly bill for the use of the equipment or service.  

Adding Equipment or Services

1.     Click the Configured Items menu.

2.     In the Navigation pane, click Land Radio.

3.     Depending on the amount of records you have in your database, the list may not readily populate. To populate the list, perform one of the following actions:

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

·         Click the Show All link.

4.   The Land Radio list opens displaying all existing radios. Double-click the radio to open the General – Land Radio window opens.

Before you can add equipment and/or services, it is a good idea that you associate an account number.  This allows for any charges to be billed properly.

5.   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. If a part name was not added when the equipment or services was created this field will default to “(none)”

·         Site – click on the drop-down arrow to access a list, from the list click on the site to associate to the equipment or services

·         Serial Number* – the field may default to ‘(none)’ or you can click on the field to access a dropdown list and from the list select the appropriate serial number for the equipment or service.   

·         Quantity – this field auto-populates with a pre-determined quantity amount, most times ‘1’, you can change the quantity by clicking in the field and typing 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 radio. 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.

·         Technician – click the drop-down arrow to access a list, from the list select the technician name.

·         Location – type the equipment or service location.

·         Notes – click on the grey square in the field to open the Note popup that allows you to enter in any notes regarding the equipment or service.  Once you have finished typing the note, click on the OK button to save the note and close the popup.  Alternatively, you can click on the Cancel button to cancel the operation. 

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

6.   Within the Actions ribbon group, click the Save button (save and stay) to continue working with this radio or click the Save & Close button (save and exit) to return to the Land Radio list.

Deleting Equipment ore Services

1.     Click the Configured Items menu.

2.     In the Navigation pane, click Land Radio.

3.     Depending on the amount of records you have in your database, the list may not readily populate. To populate the list, perform one of the following actions:

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

·         Click the Show All link.

4.   The Land Radio list opens displaying all existing radios. Double-click the radio to open the General – Land Radio window opens.

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

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

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

·         Remove the row permanently – use this to delete the item permanently from the radio, this deletes the item from the radio without a delete date attached. This selection prevents prorated billing for the last month of use. Once you click ok, the item is removed from the Equipment and Services pane.

·         Cancel – this selection cancels the entire delete operation and returns you to the radio.

7.   Click the appropriate option button, and then click Ok to continue, or Cancel to stop the operation. If you have selected Set Delete Date as today, today’s date populates within the Delete Date field.

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

Viewing Equipment and Services

There are several options available when viewing the equipment and services related to a land radio.  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 with 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 remove the appropriate checkmark, the list changes to display your selection.    

 

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