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