Equipment Management Preferences

Form ID: (FS100300)

On this form, you specify the general settings for equipment management functionality, such as numbering settings, contract settings, and warranty settings.

Form Toolbar

The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.

General Tab

On this tab, you specify the general equipment management settings.

Table 1. Numbering Settings SectionIn this section, you can change the numbering sequence that is used to assign identifiers to equipment.
Element	Description
Equipment Numbering Sequence	The numbering sequence the system uses to assign identifiers to equipment on the Equipment (FS205000) form.
Service Contract Numbering Sequence	The numbering sequence the system uses to assign identifiers to the service contracts created on the Service Contracts (FS305700) form.
Service Contract Schedule Numbering Sequence	The numbering sequence the system uses to assign identifiers to the service contract schedules created on the Service Contract Schedules (FS305100) form.

Table 2. General Settings SectionIn this section, you can make set up the availability of target equipment for selection on data entry forms.
Element	Description
Enable Service on All Target Equipment	A check box that indicates (if selected) that all target equipment with the Active status is available for selection in the Target Equipment ID and Equipment ID columns of data entry forms. If this check box is cleared, only the target equipment related to the owner or location specified in the document is available for selection.

Table 3. Contract Settings SectionIn this section, you can make available or unavailable the Season Settings section for the contract schedules.
Element	Description
Enable Seasons in Schedule Contracts	A check box that indicates (if selected) that the system makes the Season Settings section available on the Recurrence tab of the Service Contract Schedules (FS305100) and Route Service Contract Schedules (FS305600) forms. In this section, users can specify the months when the schedules are applicable.

Table 4. Equipment Settings SectionIn this section, you can select the date to be used as a start date of the warranty period.
Element	Description
Calculate Warranty From	The date that will be taken as a start date for calculation of warranty. Select one of the following option buttons: Sales Order Date: For an equipment entity, the warranty is calculated based on the date in the Sales Date box on the General Info tab of the Equipment (FS205000) form. For a component, the warranty is calculated based on the date in the Sales Date column on the Components and Warranties tab of the Equipment form. When an equipment entity or component is created based on a sales order document, the system copies the date of the sales order on the Sales Orders (SO301000) form to the Sales Date box on the Equipment form. Installation Date: For equipment entities, the system calculates the warranty based on the value in the Installation Date box, in the Installation Info section of the General Info tab of the Equipment form. For components, the system calculates the warranty based on the value of the Installation Date column, on the Component and Warranties tab of the same form. When an equipment entity or component is included in a sales order document that was associated with an appointment or service order, the system copies the date in the Actual Start Date box of the appointment on the Appointments (FS300200) form to the Installation Date box on the Equipment form. This option button is automatically selected on the Equipment form when the equipment or component is included in a sales order document that was associated with an appointment or service order. The Earliest of Both Dates: For equipment entities, the system calculates a warranty based on the earliest date between values in the Sales Date box (on the General Info tab of the Equipment form) and the Installation Date box (in the Installation Info section of the General Info tab of the same form). For components, the system calculates a warranty based on the earliest date between the values of the Sales Date and Installation Date columns (both located on the Component and Warranties tab of the same form). The Latest of Both Dates: For equipment entities, the system calculates a warranty based on the latest date between the Sales Date value (located on the General Info tab of the Equipment form) and the Installation Date value (located in the Installation Info section of the General Info tab of the same form). For components, the system calculates a warranty based on the latest date between the values of the Sales Date and Installation Date columns (both located on the Component and Warranties tab of the same form).

Table 5. Billing Settings SectionIn this section, you can configure the default settings used when billing documents are generated for service contracts.
Element	Description
Generated Billing Documents	The type of a document generated for service contracts of the End-Period Plus billing type. You can select one of the following options: AR Documents: The system generates an Accounts Receivable invoice and opens it on the Invoices and Memos (AR301000) form. Sales Orders: The system generates a sales order and opens it on the Sales Orders (SO301000) form. Optionally, you can create shipment documents for sales orders and add freight costs. You can select this option only if the Inventory and Order Management feature is enabled on the Enable/Disable Features (CS100000) form. Note: This setting is applicable to service contracts of the End-Period Plus billing type.
Order Type for Billing	The default sales order type that is used when the system generates sales orders for service contracts. This check box is available only if the Sales Orders option button is selected under Generated Billing Documents. You can select only an order type for which the Enable Field Services Integration check box is selected on the Order Types (SO201000) form.
Default Terms	The credit terms that are used when the system generates a billing document if the customer has no default terms defined.
Use Sales Account From	The source of the sales account to be used for the generated billing document. Select one of the following options: Customer/Vendor Location: The account used is the customer location's sales account. This account is specified on the Locations tab of the Customers (AR303000) form if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form. If this feature is disabled, the account is specified on the GL Accounts tab of the same form. Posting Class: The account used is the sales account of the posting class. This account is specified on the GL Accounts tab of the Posting Classes (IN206000) form. Inventory Item: The account used is the stock item or non-stock item's sales account. This account is specified on the GL Accounts tab of the Stock Items (IN202500) or Non-Stock Items (IN202000) form, respectively.
Combine Sales Sub. From	The rule of composing the subaccount from other subaccounts associated. Make sure that the subaccounts are defined for the sources of the segments. To set up the rule, select a segment, press F3, and select the source of the segment value, which is one of the following options: A: The subaccount associated with the branch location. The subaccount of a branch location is specified on the Branch Locations (FS202500) form, in the General Subaccount box (in the Financial Settings section). C: The subaccount associated with the branch. The subaccount of a branch is specified on the Branches (CS102000) form as follows: in the Sales Sub. box (GL Accounts tab) for an SO or AR document; and in the Expense Sub. box (GL Accounts tab) for an AP bill. I: The subaccount associated with the inventory items. The subaccount of a non-stock item is specified on the Non-Stock Items (IN202000) form as follows: in the Sales Sub. box (GL Accounts tab) for an SO or AR document; and in the Expense Sub.box (GL Accounts tab) for an AP bill. The subaccount for a stock item or pickup or delivery item is specified on the Stock Items (IN202500) form, in the Sales Sub. box (GL Accounts tab). L: The subaccount associated with the customer or vendor location. For a customer location, the subaccount is specified on the Customer Locations (AR303020) form in the Sales Sub. box (GL Accounts tab) for an SO or AR document. For a vendor location, the subaccount is specified on the Vendor Locations (AP303010) form in the Expense Sub. box (GL Accounts tab) for an AP bill. T: The subaccount associated with the service order type. The subaccount of the appointment's service order type is specified in the Subaccount box on the current form (also in the Billing Settings section on the Preferences tab). This box appears on the form only if the Subaccounts feature is enabled on the Enable/Disable Features form.
Automatically Activate Upcoming Period	A check box that indicates (if selected) that the next period is activated on the invoice generation for the period of the contract.