Target Equipment: To Manually Create Equipment

In this activity, you will create in the system a piece of equipment that the customer already has and that SweetLife will be servicing.

Story

Suppose that the SweetLife Service and Equipment Sales Center needs to perform services on the equipment that was sold to the HMBAKERY - HM's Bakery & Cafe customer by a third party. Acting as a service manager, you will enter this equipment record in MYOB Acumatica.

Process Overview

On the Equipment (FS205000) form, you will add a new piece of equipment to be serviced.

System Preparation

Before you begin performing the steps of this activity, do the following:

  1. On the MYOB Acumatica website, sign in to a company with the U100 dataset preloaded. You should sign in as a service manager by using the davis username and the 123 password.
  2. In the info area, in the upper-right corner of the top pane of the MYOB Acumatica screen, set the business date to 1/30/2025. For simplicity, in this activity, you will create and process all documents in the system on this business date.

Step: Creating Target Equipment

To create this piece of target equipment, perform the following instructions:

  1. On the Equipment (FS205000) form, add a new record and specify the following settings in the Summary area:
    • Description: Multifruit Centrifugal Juicer J22C (see Item 1 in the following screenshot)
    • Target Equipment: Selected (Item 2)
  2. Under Owner, select the Customer option button, and in the Customer box, select HMBAKERY - HM's Bakery & Cafe (Item 3).
  3. Under Location, in the Customer box, select HMBAKERY - HM's Bakery & Cafe (Item 4).
  4. On the General tab (Installation Info section), in the Installation Date box (Item 5), select the current business date (1/30/2025).
  5. In the Model Equipment box of the Inventory Info section, select JUICE_J22C (Item 6).
    Figure 1. Manual creation of target equipment


  6. On the form toolbar, click Save.
  7. On the Equipment Summary (FS400200) form, in the Customer box of the Summary area, select HMBAKERY.
  8. In the table, make sure the FSE00012 equipment record is listed, as shown in the screenshot below.
    Figure 2. The created target equipment


    If you click the FSE00012 link in the Equipment Nbr. column, the system will open the Equipment form, where you just created the target equipment.