Working with Out of Service Items
  • 15 Sep 2023
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Working with Out of Service Items

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Article summary

The Out of Service feature enables you to place items that aren't returned (missing/lost) or are returned damaged to an Out of Service queue. Out of Service items are in an Out of Service queue until repaired and placed back into service and/or optionally billed to the Job Site.

To Be Serviced items need repair, inspection, routine maintenance, etc. after use. You can move items from Out of Service to To Be Serviced and vice versa. Refer to About Servicing and Inspections for more information on the To Be Serviced option.

Out of Service Names and Labels

The default names and labels used in the Out of Service feature are set at the Global level and can be changed to whatever labels needed for your company. The default billable setting is also set at the global level. Refer to About the Global Options Dialog Products Tab in New-The Global Options Dialog.

Out of Service Feature and Branch Office Set to Count on Returns

You can turn on tracking Out of Service at the Branch Office level. Once you have enabled the Out of Service feature, it cannot be disabled if Out of Service items exist in the Out of Service queue. Refer to the General Tab section of Adding a Branch Office/Sub-Branch.

When a Branch Office is set to count equipment on return, returning Products to Out of Service works a little differently.  During the Receive Selected Shipment process, you will have option(s) to place items in the Out of Service queue.

In this example, the Branch Office is set up to use the Out of Service feature and requires that equipment received at the Branch Office be counted when received.



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