Record Service Event form

Operations Gate Appointments Appointments view Appointment Inspector History, Events tab Record Service Event form

The Record Service Event form enables you to record a service event for the selected appointment.

The Description and Billable Event fields in this form are read-only. N4 uses these fields to provide a short description of the event and indicate whether the event is billable to the customer.

The Field Updates area in this form displays any fields that require user input. The fields displayed in this area depend on the effects defined for the selected event. For more information, see Effects tab.

To record a service event:

1. From the Event Type ID drop-down list, select the service event that you want to record for the selected entity.

The drop-down list displays only the service event types defined at the current scope level that apply to the selected target entity and for which you have the required privilege. For more information on adding a service event type, see Event Type form.

2. Optionally, select the Service Order Number associated with the event.

The Service Order Number drop-down list displays only the service orders that have either the In Progress or the New status. It does not display a service order if the status is either Completed or Cancelled.

When you record an event with a service order number, N4 updates the service order item status to Completed. For more information, see Service Order Inspector Units tab.

N4 extracts the selected service order number to the Service Order field in the Chargeable Unit Events view for the event.

3. From the Responsible Party lookup field, select the party responsible. If N4 automatically fills in the Responsible Party field using the value specified in the Billing Party field in the Service Order form, the value cannot be edited.

N4 extracts this value to the Payee Id field in the Chargeable Unit Events view for the event.

4. Optionally, record the Quantity and Quantity Unit associated with the selected event type.

For example, if you have an event that records power supplied for reefers, you can enter a value in the Quantity field and select the unit of time (days or hours) in the Quantity Unit field.

5. Optionally, in the Note field, enter any notes for the service event.

6. Optionally, in the Apply Date field, enter the date when the event is performed.

By default, N4 displays the current system date in this field.

7. Click OK.

N4 displays the recorded service event for the selected entity on the History, Event tab.

If the selected service event type is bulk-applicable, but a validation prevents you from recording it for one or more of the selected items, N4 does not record the service event for any of the selected items.

In addition, if N4 is configured to automatically update a field, add/release a hold, or grant/cancel a permission, per a service event type effect or auto update rule, N4 attempts to perform these tasks. If the change is unsuccessful, N4 displays an error message. But for an auto update rule, if any of the following are true then N4 does nothing:

• To release a hold when the hold is not active for the target entity.

• To cancel a permission when the permission is not granted for the target entity (permission will still be required).