Equipment Management: Implementation Activity

In this activity, you will learn how to prepare the system to support the managing and tracking of equipment entities and the processing of service contracts.

Story

Suppose that you, as an implementation manager, need to configure the system for the processing and tracking of the sales of equipment, as well as for the processing of service contracts for sold equipment.

System Preparation

Before you start configuring the service management functionality, you need to make sure the following general steps have been performed:

  1. In a new tenant, a company with the basic settings has been prepared, as described in the Company Without Branches: General Information.
  2. The sales order management functionality has been prepared, as described in Configuration of Order Management: Implementation Activity.
  3. The service management functionality has been configured, as described in Basic Service Management Configuration: Implementation Activity.
  4. On the Numbering Sequences (CS201010) form, the numbering sequences to be used for equipment entities have been created.
  5. On the Enable/Disable Features (CS100000) form, the Equipment Management feature has been enabled.

Step: Specifying the Equipment Management Preferences

Specify the basic equipment management settings as follows:

  1. Sign in to the company you have prepared with the admin username.
  2. Open the Equipment Management Preferences (FS100300) form.
  3. In the Equipment Numbering Sequence box of the Numbering Settings section, select FSEQUIPMNT.
  4. In the General Settings section, clear the Enable Service on All Target Equipment check box.
  5. In the Equipment Settings section, make sure Sales Order Date is selected under Calculate Warranty From.

    This setting means that the date of the sales order document is used as the start date of the warranty period.

  6. In the Billing Settings section, specify the following settings for the contracts with standardized billing:
    • Select AR Documents under Generated Billing Documents.
    • In the Default Terms box, select 30D - 30 Days.
    • Make sure the Automatically Activate Upcoming Period check box is selected.
  7. Save your changes on the form.

You have defined the equipment management preference settings. Now you can proceed to creating equipment entities in the system.