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CU Disable by Default

Owned by Cynthia KAYUMBA
Aug 04, 2020
2 min read

Currently, products are enabled regardless of whether they are with a customer or at DC.

This means that CUs can be removed from the shop and continue being registered with a customer. These could be stolen or 

if a replacement/installation is not correctly recorded

  • the customer could be recorded with the wrong CU number and nobody would notice it (until much later)
  • the customer might get free energy - if they are installed or swapped without their CUs being recorded.

CUs arrive at a shop disabled and will only be enabled when they are assigned as stock for a swap/installation.

They will remain active for 5 days so that the installation/swap is done with an active CU. If the installation/swap is not recorded within 5 days the CU is disabled again.

All the CUs not linked to a customer are disabled on a regular basis except:

  • The CU was assigned to a technician less than 5 days ago (and the assignment wasn’t canceled)
    This is to allow the technician to perform the installation with a CU that is enabled.

  • The CU is in ‘in repair’ SMART Solar status

The benefits of this feature include:

  • Increased number of customers with correct serial number
  • Reduced time to record installation which will increase the amount collected at the beginning of the contract

How to activate the feature?

This action is performed by:

  • Call Center Manager
  • Call Center Supervisor


ERP > CRM 

CRM Config > Tab : « Control unit »​

  • Disable by default;​
    If activated, the CRON (= automated job) will run once a week 
  • Days with Technician;​
    After assign stock is done, CU will be enabled for X days.​
    Minimum should be 4 in case the assign stock is done on Friday and the installation is recorded on Monday.

How to mark CU’s as DO or DO NOT ‘Enable Status sync by ERP ’


Pulse ERP > CRM Module > ’Mark ERP Enable Sync’​


Where to look for the CRON detail?


 ERP > Settings > Actions > ’Scheduled Actions’​


Then filter open ‘Disable not assigned Cus’


  • ‘Next execution date’ informs when the CRON will run next time​
  • ‘Run Cron’ allows you to trigger the CRON to start right now

BBOXX