Change a unit’s status

You may need to change a unit’s status for several reasons, such as when a unit becomes inactive, is in the shop for repairs, or if you want the unit to be included in reports only. When a unit has "Reports Only" status, it means that the unit is no longer physically present but is still included in the system for the purpose of running unit cost reports. Reports Only units do not count against the unit limit count. They can be made active again if needed, as long as it does not exceed the unit count.

  1. Go to Menu > Masters > Units. The Units page opens with the Definition tab active.

  2. In the Unit field, enter a unit. You can also search for a unit by selecting Search icon Search. The page updates to show information on the unit.

  3. In the Unit Information section, select Reports Only from the Status dropdown list.

    Note: If the unit has any open orders or plans, the program opens a window showing you the orders and plans that need to be closed before you can change the unit’s status. Close or cancel the items and start again with Step 1.

  4. Select Save in the upper-right corner of the page.

For more information on closing or canceling a plan, see Cancel or Close an open plan. For more information on closing or canceling an RO, see Cancel repair orders and Complete and close repair orders.