Equipment F/M (SRF910) Field Descriptions

Use these fields to create and maintain the equipment records to be used in the Service and Repair module.

Main screen fields:

*. Equipment

Specify the equipment code assigned to this piece of equipment. This code will be used to reference a particular piece of equipment for this customer in Service Ticket Entry. Press Enter to assign the next available equipment number. This field is not accessible when modifying an existing code.

2. Item

Specify the service item number associated with this piece of equipment. The item must be a valid item in Item File Maintenance and the Service Type would be set to Service.

3. Customer

Specify the customer code for the equipment.

4. Site

Specify the ship-to code where this piece of equipment is physically located. In Service Order Entry, if the type of service is field, then the equipment selected is restricted for the location. Enter defaults to SAME.

5. Model

Specify the model code for the equipment (up to 15 characters). Press F1 to add a new model record.

6. Location 1

Specify the first description of where the equipment is physically located at the customer site.

7. Location 2

Specify the second description of where the equipment is physically located at the customer site.

8. Primary Serial Number

Specify the primary serial number assigned to the equipment.

9. Secondary Serial Number

Specify the secondary serial number assigned to the equipment.

10. Installation Date

Specify the date the equipment was installed.

11. Parts Warranty Expiration Date

Specify the date the parts warranty is to expire. This date will be calculated by incrementing the installation date by the number of parts warranty days located in the Service Item record.

12. Labor Warranty

Specify the date the labor warranty is to expire. This date will be calculated by incrementing the installation date by the number of labor warranty days located in the Service Item record.

13. Last Service Date

Specify the date of last service for the equipment.

14. Original PO

Specify the original purchase order number that the equipment was purchased on. If the item’s Service Type is ‘Create Equipment records at the DSR’, this field will be automatically updated.

15. Date Purchased

Specify the date of original purchase.

16. Vendor

Specify the original vendor the equipment was purchased from.

17. Active

Indicate whether the equipment is active. Inactive equipment items can not be used during Service Ticket Entry.

18. Metered

Indicate whether this item will have an associated meter record used for tracking purposes.

Sales History fields:

*.  Equipment

Access to this field is restricted. No field required.

2a. MTD Service Calls

Specify the number of service calls for the month.

2b. MTD Service Cost

Specify the service cost for the month.

2c. MTD Service Sales

Specify the service sales for the month.

3a. YTD Service Calls

Specify the number of service calls for the year.

3b. YTD Service Cost

Specify the service cost for the year.

3c. YTD Service Sales

Specify the service sales for the year.

4a. Total Service Calls

Specify the total number of service calls.

4b. Total Service Cost

Specify the total cost of service calls.

4c. Total Service Sales

Specify the total sales revenue generated from service calls.

Meter fields:

*  Equipment

Access to this field is restricted. No field required.

2. Meter Unit of Measure

Specify the default unit of measure to track this meter.

3. Meter Track

Indicate whether this meter type is incremented (Up) or decremented (Down).

4. Last Read

Specify the date the equipment was last read.

5. Last Reading

Specify the last meter reading taken on the last read date.