Target Equipment: General Information
In this lesson, you will learn how to work with target equipment in MYOB Acumatica. Target equipment refers to items that your company tracks for maintenance, service, or warranty purposes. This includes equipment sold directly to customers and equipment purchased from third parties but serviced by your company.
Learning Objectives
In this lesson, you will learn how to do the following:
- Create a sales order and an invoice to record the sale of a stock item. On release of the invoice related to the sales order, the system automatically creates a target equipment record.
- Create a piece of target equipment manually.
- Create an appointment for services performed on the customer's target equipment.
Applicable Scenarios
You create target equipment in the following scenarios:
- A customer requests to purchase equipment along with installation services, with plans for ongoing regular maintenance services on this equipment.
- Your company needs to service equipment that was originally purchased from a third party, requiring the entry of the equipment record in MYOB Acumatica to enable tracking, scheduling, and servicing.
Target Equipment Creation
You can create target equipment in the following ways:
- By selling a stock item with the Model Equipment equipment class, which causes the system to create the corresponding target equipment record on the Equipment (FS205000) form. The record is created when you release the invoice associated with this sale on the Invoices (SO303000) form.
- By creating a target equipment record directly on the Equipment form (when your company plans to provide services for equipment purchased by a customer from another company).
- By modifying the item class of the stock items that you have already sold to indicate that these stock items will now be handled as model equipment, and then converting these stock items into target equipment on the Create Equipment for Sold Items (FS500900) form.
Workflow of Sales Order Processing
The steps involved in the sale of a piece of model equipment are shown in the diagram below.
