Equipment Management: Implementation Checklist
The following sections provide details you can use to ensure that the system is configured properly for the managing equipment entities and processing service contracts in the system, and to specify the needed settings that affect this processing workflow.
Prerequisites
Before you start configuring equipment management, you should make sure that the needed configuration tasks have been performed, as summarized in the following checklist.
| Form | Criteria to Check | Notes |
|---|---|---|
| Multiple forms | Make sure that the minimum company settings are specified, as described in Company Without Branches. | |
| Multiple forms | Make sure that the sales order management configuration has been implemented, as described in Order Management with Inventory. | |
| Multiple forms | Make sure that the service management configuration has been implemented, as described in Basic Service Management Configuration. | |
| Numbering Sequences (CS201010) form | Make sure that the numbering sequences have been created for equipment entities. | |
| Enable/Disable Features (CS100000) form | Make sure that the Service Management feature has been enabled and the feature that represents the necessary number of staff members (10 Staff Members, 50 Staff Members, or Unlimited Staff members) has also been enabled. |
Required Settings
To make it possible for users to manage equipment entities and process service contracts, you should navigate to the form listed in the following table and specify the settings that are described.
| Form | Action | Notes |
|---|---|---|
| Equipment Management Preferences (FS100300) form | Specify the equipment numbering sequence, as well as the equipment and billing settings. |