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Difference between revisions of "Remapping and Editing Product Codes"
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| − | == | + | {{TrackAbout Feature |
| − | This | + | |Parent Module=Core Tracking |
| + | |Feature Description=Edit or Remap Existing Product Codes | ||
| + | |Supported In=TAMobile 6 Desktop, TAMobile 6 Rugged, TAMobile Android, TAMobile iOS | ||
| + | }} | ||
| + | ===Overview=== | ||
| + | This feature allows you to remap or edit existing product codes that may need updated | ||
| + | |||
| + | ===Why do you need it=== | ||
Why: Some instances where you might need to change a product code : | Why: Some instances where you might need to change a product code : | ||
* an incorrect product code name was entered originally and it needs to be changed or, | * an incorrect product code name was entered originally and it needs to be changed or, | ||
* a recent change in ownership | * a recent change in ownership | ||
| − | * A situation where product code names = | + | * A situation where your product code names = asset type names, but after the asset type was renamed, they no longer do, so you want to change it to match, unless the change in Asset Type Name provoked the change of Product Code Name |
| + | |||
| + | ===How it Works=== | ||
| + | |||
| + | == Renaming Product Codes == | ||
| + | This involves the changing of the Product Code Name (PCodeName) | ||
| + | |||
| + | |||
| + | Go to the "Product Code Mappings" page and search for the product code you wish to change. Or, click "Search" to see a list of all product codes. | ||
| + | |||
| + | Update any information that needs edited. | ||
| + | |||
| + | [[File:pcode detailed.PNG|400px]] | ||
| + | |||
| + | '''Effects:''' If you decide to change the Product Code Name for a product code that was originally set to equal the asset type name (PCodeName = AssetType), you will need to change the Asset Type to match the new Product Code Name. The only exception to this is if the change in Asset Type provoked the change of Product Code Name. | ||
| − | |||
| − | + | '''Changing the casing on an existing Product Code Workaround:''' If when a product code was generated or assigned to a group of assets named "product-CODE" and you want to change it to "PRODUCT-CODE", simply add an additional character or two when making the change. For example add a "-1" to "PRODUCT-CODE", making it "PRODUCT-CODE-1". Save this change then search again but for "PRODUCT-CODE-1", and then edit it and remove the "-1". | |
== Remapping Product Codes == | == Remapping Product Codes == | ||
| Line 18: | Line 38: | ||
How: | How: | ||
| − | To Remap Individual product codes | + | To Remap Individual product codes you can edit individual product codes by |
| − | |||
| − | + | 1. Navigate to the [https://www.trackabout.com/clt/setup/listProdCodeMappings.aspx Product Code Mappings] page. | |
| − | When remapping product codes, special care has to be taken because remaps can have serious effects | + | 2. Search for the Product Code that needs to be remapped [[File:Edit Product Code.png|400px]] |
| − | properties that can be affected include: | + | <br><br> |
| + | 3. Click the blue Edit link to the left of the product code. <br>[[File:Edit Pcode Mapping Link.png|400px]] | ||
| + | <br> | ||
| + | 4. Look for the '''Current Mapping''' field, and then click edit mapping. This will take you to a remapping page. <br> | ||
| + | 5. Select the correct updated Asset Classification for that product code. <br> [[File:Remapping PCode.png|400px]]<br> | ||
| + | 6. Click '''Remap''' | ||
| + | *If there are a LOT of Product Codes to change, Please contact your TrackAbout Support Representative. | ||
| + | |||
| + | '''Caution:''' | ||
| + | When remapping product codes, special care has to be taken because remaps can have serious effects. All assets that are assigned to this product code will reflect the new mapping once the product code has been updated. Also, be aware of change to the related Asset Type properties that can be affected include: | ||
* Rental Rates | * Rental Rates | ||
: | : | ||
| Line 36: | Line 64: | ||
:* Custom Reports | :* Custom Reports | ||
:* Standard Reports( AssetType Dependent). | :* Standard Reports( AssetType Dependent). | ||
| + | |||
| + | == Changing a Product Code's Tracking Status == | ||
| + | Why: | ||
| + | Product Code was initially loaded, but wasn't initially tracked - want to begin tracking. | ||
| + | Product Code is no longer supplied. | ||
| + | Test product codes during implementation. | ||
| + | |||
| + | How: | ||
| + | To change the Tracking Status on individual product codes you can edit individual product codes by | ||
| + | |||
| + | #Navigate to the [https://www.trackabout.com/clt/setup/listProdCodeMappings.aspx Product Code Mappings] page. | ||
| + | #Search for the Product Code that needs to be remapped | ||
| + | #Click the blue Edit link to the left of the product code. | ||
| + | #Click to select the desired Tracking Status. A full explanation of statuses can be found on the [[Tracking Status]] page. | ||
| + | #Click the Save button. | ||
| + | |||
| + | ==Customizing it for You== | ||
| + | |||
| + | If you need any of the functionality described under the '''Customizing it for You''' section, please contact your [[Contact_Us|TrackAbout Support Team]] | ||
| + | |||
| + | ===Notes=== | ||
| + | |||
| + | ===Keywords=== | ||
| + | Edit Product Code, Remap Product Codes, Product Codes, Remapping | ||
Latest revision as of 09:03, 24 April 2019
| TrackAbout Feature | |
|---|---|
| Feature Name: | Remapping and Editing Product Codes |
| In Module: | Core Tracking |
| Short Description | Edit or Remap Existing Product Codes |
| Available In: | TAMobile 6 Desktop, TAMobile 6 Rugged, TAMobile Android, TAMobile iOS |
| ← Back to list | |
Overview
This feature allows you to remap or edit existing product codes that may need updated
Why do you need it
Why: Some instances where you might need to change a product code :
- an incorrect product code name was entered originally and it needs to be changed or,
- a recent change in ownership
- A situation where your product code names = asset type names, but after the asset type was renamed, they no longer do, so you want to change it to match, unless the change in Asset Type Name provoked the change of Product Code Name
How it Works
Renaming Product Codes
This involves the changing of the Product Code Name (PCodeName)
Go to the "Product Code Mappings" page and search for the product code you wish to change. Or, click "Search" to see a list of all product codes.
Update any information that needs edited.
Effects: If you decide to change the Product Code Name for a product code that was originally set to equal the asset type name (PCodeName = AssetType), you will need to change the Asset Type to match the new Product Code Name. The only exception to this is if the change in Asset Type provoked the change of Product Code Name.
Changing the casing on an existing Product Code Workaround: If when a product code was generated or assigned to a group of assets named "product-CODE" and you want to change it to "PRODUCT-CODE", simply add an additional character or two when making the change. For example add a "-1" to "PRODUCT-CODE", making it "PRODUCT-CODE-1". Save this change then search again but for "PRODUCT-CODE-1", and then edit it and remove the "-1".
Remapping Product Codes
Why: Change in Organizational Structure. Mergers, Acquisitions. Errors mapping product codes during implementation.
How: To Remap Individual product codes you can edit individual product codes by
1. Navigate to the Product Code Mappings page.
2. Search for the Product Code that needs to be remapped 
3. Click the blue Edit link to the left of the product code. 
4. Look for the Current Mapping field, and then click edit mapping. This will take you to a remapping page.
5. Select the correct updated Asset Classification for that product code.
6. Click Remap
- If there are a LOT of Product Codes to change, Please contact your TrackAbout Support Representative.
Caution: When remapping product codes, special care has to be taken because remaps can have serious effects. All assets that are assigned to this product code will reflect the new mapping once the product code has been updated. Also, be aware of change to the related Asset Type properties that can be affected include:
- Rental Rates
-
- Standard
- Customer Override
- Agreements
- Bracketed Rates
- Asset Families
- Dynamic Forms
- Reports
-
- Custom Reports
- Standard Reports( AssetType Dependent).
Changing a Product Code's Tracking Status
Why: Product Code was initially loaded, but wasn't initially tracked - want to begin tracking. Product Code is no longer supplied. Test product codes during implementation.
How: To change the Tracking Status on individual product codes you can edit individual product codes by
- Navigate to the Product Code Mappings page.
- Search for the Product Code that needs to be remapped
- Click the blue Edit link to the left of the product code.
- Click to select the desired Tracking Status. A full explanation of statuses can be found on the Tracking Status page.
- Click the Save button.
Customizing it for You
If you need any of the functionality described under the Customizing it for You section, please contact your TrackAbout Support Team
Notes
Keywords
Edit Product Code, Remap Product Codes, Product Codes, Remapping