Overview
This function allows you to place Orders for Purchase, Repair, or exchange of parts to assist
you in your trouble resolution. Your request is sent via SMS and E-mail to the appropriate personnel
within CBM (based on equipment type and personnel expertise).
Also, during this process you have the availablity of searching CBM's database. Your part searches will
return the exact part number, part description, and all applicable pricing (purchase, repair, and exchange).
You may add this part information to your Part Order with the simple click of a button.
Filling Out the Form
The Part Request form, as seen at the right, allows you to enter an on-line formal request for Parts.
Upon completion it will return a Ticket number to you to allow you to track the progress of your request (See
Open Reports)
All of the fields below the horizontal rule (with the exception of "Addr2/Rm/Floor" and "Your Ref#") are required.
Under "Parts are for:", select the Main Equipment category of part(s) you require. The sub-category
field will automatically adjust with the appropriate options associated with the main category. Then select
the shipping method and the appropriate shipping contact information.
In the field labeled "You Need:", you many enter your part information in free form if you know exactly what you require.
Otherwise, you may search for the parts meeting your specifications and have the information automatically entered
for you.
Searching for Parts
You may dynamically search for parts and part information by using the input selections above
the horizonal rule on the Part Request form. In the "Part Search for:" input field, you enter the
textual info you are looking for. This text may by partial part numbers or partial descriptions as noted
in the associated dropdown.
As an example, if you were to search for "tn" as a part of a part number, the system will open a pop-up window,
like the one shown at the left.
It shows the first of the 105 parts in the database that have the letters "tn" in the part number. The part description
along with purchase, exchange, and repair pricing are also shown. The window provides the NEXT and PREV linkages
to allow you to browse through the 105 matching parts.
Upon finding the part you require, you may adjust the quantity required, Transaction Type (purchase, exchange, repair),
and type of shipping. Then by clicking
on the button Add to Ticket, the system will automatically make the part entry for you in your original
window in the "You Need:" input box. (You will be notified by an alert box that this was successful.)
You may do multiple searches and multiple part additions as you require.
Submitting your Request
When you click the button Submit Request (back in your main window), you will be presented with
a confirmation screen with your inputs listed. On the confirmation screen, click the button Generate
Ticket and Notify CBM SME.
What Happens Next?
You will be presented with the Ticket Tracking number for your request to allow you to review its progress and
the appropriate personnel within the CBM organization will be contacted.
You can view your ticket using the
Review/Change Open Tickets selection on the SmartCare Plus™ Tools pop-up menu.
