the Navigation pane, select Cisco Phones
on the amount of records 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 then click the magnifying glass.
Click the Show All button.
4. Within the list, double
click on the Cisco phone to access its detailed information.
5. Within the lower portion of
the Switch Details pane is the Equipment and Services tab. If you are not already on the tab, click on
the tab to access the equipment and service details. The pane changes to display the equipment and
services associated to the set.
! Before you can add equipment and/or services
to a set, you need to associate an account number. This allows for any charges to be billed
6. To add a new piece of
equipment or service, click on the row marked with an asterisk. 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
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
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
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
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 set. 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.
type the equipment or service location.
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.
7. Within the Actions
ribbon group, click the Save button (save and stay) to continue working
with this set or click the Save & Close button (save and exit).