Configuration Packages – Related Inventory

Adding equipment and services to a configuration package allows the customer to view the requested work order’s requirements and costs.

Adding Related Inventory to a Configuration Package

  1. Click the System Admin
  2. In the Navigation pane, click the plus sign (+) next to Subscriber Portal to access the submenu
  3. Again, click the plus sign (+) next to Configuration Packages to access a submenu of the different configuration packages you can create, the following options are available:
    • Set Device Package
    • Circuit Package
    • Cell Phone Package
    • Authorization Code Package
    • General Task Package
  1. Within the list, click the package type. Depending on the amount of package you have within 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 and click the magnifying glass
    • Click the Show All button
  1. The Configuration Package list opens. Within the list, double-click the package to open the General – Configuration Package
  2. Within the Show ribbon group, click the Related Inventory
  3. This window is broken into two categories; Equipment (top pane) and Services (bottom pane). Anything added in this window is associated with the configuration package.
  4. In the Equipment pane, click the field marked with an asterisk (*) to enter a new piece of equipment for the package. Use the drop-down lists or type the appropriate information into each of the following columns (required fields are marked with an asterisk (*)):
    • Equipment Type* – click the drop-down arrow to access a list, from the list select the equipment type. For example, set devices, circuit type, telephone type, etc.
    • Equipment Name* – click the drop-down arrow to access a list, from the list select the equipment name.
    • Part Name* – click on the drop-down arrow to access a list, from the list select the equipment part name.
    • Site – click the drop-down arrow to access a list and from the list, select the site. The site drop-down list displays the bottom-most site first. After the ~~ is the complete path to the site. In the example below, we selected the Henderson site, which is a child to Las Vegas. Each site level is separated by a >.
    • Serial Number* – click on the drop-down arrow to access a list, from the list select the equipment’s serial number.
    • Quantity – this field auto-populates with a pre-determined quantity amount. To change, click the field and type the new information.
    • Sort Position – indicates the position the equipment displays within the list.
    • 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.
  1. Follow the same procedure outlined above to enter in a Service.
  2. Within the Actions ribbon group, click Save (to save and stay) to continue adding information for the package, or click Save & Close (to save and exit) to return to the configuration package list.

Deleting Related Inventory from a Configuration Package

  1. Click the System Admin
  2. In the Navigation pane, click the plus sign (+) next to Subscriber Portal to access the submenu
  3. Again, click the plus sign (+) next to Configuration Packages to access a submenu of the different configuration packages you can create, the following options are available:
    • Set Device Package
    • Circuit Package
    • Cell Phone Package
    • Authorization Code Package
    • General Task Package
  1. Within the list, click the package type. Depending on the amount of package you have within 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 and click the magnifying glass
    • Click the Show All button
  1. The Configuration Package list opens. Within the list, double-click the package to open the General – Configuration Package
  2. Within the Show ribbon group, click the Related Inventory
  3. Within either the Equipment or Services pane, right-click on the selector box next to the name, a small pop-up menu opens, within the box click Delete.
  4. Once you click on Delete, a message box displays verifying that you really want to delete the equipment or service. Click Yes to continue or No to cancel the operation.
  5. Once you click Yes, CAIRS places a solid line through the entire row. To complete the process and remove the equipment/service you must save before exiting.
  6. Within the Actions ribbon group, click Save (to save and stay) to continue modifying the package, or click Save & Close (to save and exit) to return to the configuration package list.