Equipment

Form ID: (FS205000)

You use this form to track equipment that is needed to be serviced by your company and that can be used to perform services.

Form Toolbar

The form toolbar includes standard buttons and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands can be shown as buttons on the form toolbar, as commands on the More menu, or in both places. These commands are listed in the following table in alphabetical order.


Command	Description
Resource Equipment History	Opens the Appointment Details form with the history of the selected equipment. This command is available if the Resource Equipment check box is selected for the selected equipment.
Schedule on the Calendar Board	Opens the Calendar Board (FS300300) form, where you can create an appointment to perform a service on the equipment. This command is available if the Target Equipment check box is selected for the selected equipment.
Schedule on the Staff Calendar Board	Opens the Staff Calendar Board (FS300400) form, where you can create an appointment for a particular staff member to perform a service on the equipment. This command is available if the Target Equipment check box is selected for the selected equipment.
Target Equipment History	Opens the Appointment Details (FS400500) form with the history of the selected equipment. This command is available if the Target Equipment check box is selected for the selected equipment.

Summary Area

In this area, you can specify the general information of the equipment, such as equipment type, serial number, description, owner, and location. Also, you can select a particular equipment record and view its details.


Element	Description
Equipment Nbr.	The identifier of the equipment, which the system assigns in accordance with the numbering sequence specified in the Equipment Numbering Sequence box on the Service Management Preferences (FS100100) form.
Equipment Type	The equipment type the equipment is associated with. The equipment type is specified on the Equipment Types (FS200800) form.
Status	The status of the equipment, which can be one of the following: Active: The equipment is available to be used for service or available to be serviced. Suspended: The equipment is temporarily out of service or its maintenance has been suspended. Disposed: The equipment is permanently out of service.
Serial Nbr.	The identifier of the equipment that is assigned by the manufacturer.
Description	A detailed description of the equipment.
Vehicle	A check box that indicates (if selected) that the equipment is a vehicle. If the equipment has been created on the Vehicles (FS203600) form, this check box is automatically selected. The details of the equipment are read-only on this form. You can modify the details on the Vehicles form.
Target Equipment	A check box that indicates (if selected) that the equipment is target equipment. That is, it is equipment that requires servicing.
Resource Equipment	A check box that indicates (if selected) that the equipment is resource equipment. That is, it is used for performing the service. This check box is not available for selecting if the Customer option button is selected under Owner.
Owner	The owner of the equipment. You select one of the following option buttons: Company: The equipment is owned by your company. Customer: The equipment is owned by a third party (that is, the customer). If you select this option button, the Customer box becomes available; in the box, select the customer that owns the equipment. The list of values is limited based on the current user's access role. You can select a customer whose visibility is not restricted for the branch or company to which the user's role is assigned (the Restrict Visibility To box on the General Info tab of the Customers (AR303000) form contains this company or branch, or is empty).
Location	The location of the equipment. You select one of the following option buttons: Company: The equipment is currently placed at your company location. If you select this option button, the Branch and Branch Location boxes become available. In the boxes, select the branch of your company and the location in the branch where the equipment is placed. Customer: The equipment is currently placed at a customer location. If you select this option button, the Customer and Location boxes become available. In the boxes, select the customer and customer location where the equipment is placed. The list of values is limited based on the current user's access role. You can select a customer whose visibility is not restricted for the branch or company to which the user's role is assigned (the Restrict Visibility To box on the General Info tab of the Customers (AR303000) form contains this company or branch, or is empty).

General Tab

You can use this tab to enter the main registration information of the equipment, as well as its sales, installation, disposal, manufacturing, and storage information.


Element	Description
Registered Date	The date when the equipment was registered.
Registration Nbr.	The registration number of the equipment.
Barcode	The barcode number of the equipment.
Tag Nbr.	The tag number of the equipment.
Sales Date	The date when the equipment was bought. If the Sales Order Date option button is selected under Calculate Warranty From on the Equipment Management Preferences (FS100300) form, the system sets automatically this date when an equipment entity or component is created based on a sales order document.
Color	The color of the device. Select the color from the list, if needed.

Table 1. Installation Info Section
Element	Description
Installation Date	The date when the equipment was installed. If the Installation Date option button is selected under Calculate Warranty From on the Equipment Management Preferences (FS100300) form, the system automatically sets this date when this equipment is included in a sales order that is associated with an appointment or service order.
Service Order Nbr.	The service order that is associated with the sale of this equipment entity. The system automatically fills in this box when the service order is created.
Appointment Nbr.	The appointment that is associated with the sale of this equipment entity. The system automatically fills in this box when the appointment is created.

Table 2. Disposal Info Section
Element	Description
Disposal Date	The date when the equipment was disposed of.
Replacement Equipment Nbr.	The reference number of the active equipment that has replaced the disposed equipment.
Service Order Nbr.	The service order that is associated with the replacement of this equipment entity. The system automatically fills in this box when the service order is created.
Appointment Nbr.	The appointment that is associated with the replacement of this equipment entity. The system automatically fills in this box when the appointment is created.

Table 3. Manufacturer Info Section
Element	Description
Manufacturer	The identifier of the company that produced the equipment.
Manufacturer Model	The identifier of the model of the equipment set by manufacturer.
Manufacturing Year	The year when the equipment was produced.

Table 4. Inventory Info Section
Element	Description
Model Equipment	The identifier of the stock item. The stock items that are model equipment are available for selection here (that is, the stock items are assigned to the item classes with the Model Equipment option button selected on the Service Management tab of the Item Classes (IN201000) form).
Warehouse	The warehouse where the stock item used to be stored. This box is available only if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form.
Warehouse Location	The location of the warehouse where the stock item used to be stored. This box is available only if the Multiple Warehouse Locations feature is enabled on the Enable/Disable Features form.
Model Serial Nbr.	The inventory serial number of equipment.

Purchase Tab

You can use this tab to enter the main purchase information of the equipment.


Element	Description
Property Type	The way your company acquired the equipment. Select one of the following options: Property: The equipment was purchased, but not on credit. Grand Property: The equipment was acquired through a gift or grant. Leased: The equipment was leased from a lessor. Leased to Others: The equipment, which you own, is available to be leased. Rented: The equipment was rented from an owner. Rented to Others: The equipment, which you own, is available to be rented. To the Credit of: The equipment was bought on credit.
Vendor	The vendor that provided the equipment. The list of vendors available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Vendors (AP303000) form. With the feature enabled, a vendor is available for selection if one of the following is true: The Restrict Visibility To box is empty for the vendor—that is, the vendor’s visibility is not restricted. A branch, company, or a company group is specified in the Restrict Visibility To box for the vendor, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the selected branch, or the Company Details tab of the Companies (CS101500) form for the selected company or a company within the company group.
Purchase Date	The date of the purchase receipt document.
Purchase Order Nbr.	The number of the purchase order related to the purchase receipt document.
Purchase Amount	The acquisition cost of the equipment.

Components and Warranties Tab

On this tab, you can view and modify the warranty information of the equipment, as well as the warranty information of the equipment components.

Table 5. Company General Warranty Section
Element	Description
Company Warranty	The duration of the warranty that your company provides to the customer for the stock item. You can select one the following options and specify the respective quantity: Days: The warranty is valid during the specified quantity of days. Months (default): The warranty is valid during the specified quantity of months. Years: The warranty is valid during the specified quantity of years.
Company Warranty End Date	The last date when your company's warranty for this equipment entity is valid for a customer.

Table 6. Vendor General Warranty Section
Element	Description
Vendor Warranty	The duration of the warranty that vendor provides to your company for the stock item. You can select one the following options and specify the respective quantity: Days: The warranty is valid during the specified quantity of days. Months (default): The warranty is valid during the specified quantity of months. Years: The warranty is valid during the specified quantity of years.
Vendor Warranty End Date	The last date when the warranty of the vendor is valid for this equipment entity.

Table 7. Table Toolbar
The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button	Description
Replace Component	Opens the Replace Component dialog box for the component in the row you have clicked before clicking this button.

Table 8. Replace Component Dialog BoxBy using the Replace Component dialog box (which you invoke by clicking a component and Replace Component on the table toolbar of the Components and Warranties Tab tab), you can replace the selected component of the equipment with another one.
Element	Description
The Selected Component for Replacement table displays information about the component to be replaced (that is, the component you selected before invoking this dialog box). The table includes only the standard buttons. For the list of standard buttons, see Table Toolbar.
Ref. Nbr.	The five-digit identifier of the component, which is assigned automatically by the system.
Component ID	The identifier of the equipment entity in the system. The components of a stock item are defined on the Stock Items (IN202500) form (if the Component option button is selected on the Service Management tab).
Status	The status of the equipment component in the system, which is one of the following: Active: The component is available to be used for service. Suspended: The component is temporarily out of service or that its maintenance has been suspended. Disposed: The component is permanently out of service.
Description	The description of the component.
Item Class ID	The identifier of the item class assigned to the component on the Stock Items form.
Inventory ID	The identifier of the stock item that is related to the component.
Serial Nbr.	The identifier of the equipment component, as assigned by the manufacturer.
Company Warranty	The quantity of days, months, or years during which your company provides the warranty to a customer for this component.
Company Warranty Type	The time period during which your company provides the warranty to a customer for this component. The following options are available: Days: The warranty is valid during the specified quantity of days. Months (default): The warranty is valid during the specified quantity of months. Years: The warranty is valid during the specified quantity of years.
Company Warranty End Date	The last date when your company's warranty for this component is valid for a customer.
Vendor Warranty	The quantity of days, months, or years during which the vendor provides the warranty to your company for this component.
Vendor Warranty Type	The time period during which the vendor provides the warranty to your company for this component. The following options are available: Days: The warranty is valid during the specified quantity of days. Months (default): The warranty is valid during the specified quantity of months. Years: The warranty is valid during the specified quantity of years.
Vendor Warranty End Date	The last date when the warranty of the vendor is valid for this component.
Vendor ID	The vendor that provides the equipment component. Select the appropriate vendor account from the list. The list of vendors available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Vendors (AP303000) form. With the feature enabled, a vendor is available for selection if one of the following is true: The Restrict Visibility To box is empty for the vendor—that is, the vendor’s visibility is not restricted. A branch, company, or a company group is specified in the Restrict Visibility To box for the vendor, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the selected branch, or the Company Details tab of the Companies (CS101500) form for the selected company or a company within the company group.
Comment	Any additional information about the component. The system fills in this column if a comment has been entered for the component in the sales order related to the equipment component.
Component Replaced	The line reference number in the Ref. Nbr. column of the component that replaces this component. The system fills in this column automatically when the replacement has been performed through a sales order or by the Replace Component action on the current form.
In the Replacement Information section, you specify the installation and sales date of the new component, as well as the identifier of the component being replaced and the identifier of the new component. The section contains the following boxes.
Installation Date	The date when the component selected for replacement was installed.
Sales Date	The date when the component selected for replacement was bought.
Component ID	The identifier of the component that is used to replace the old component.
Inventory ID	The identifier of the stock item associated with the component that is used to replace the old component.
The dialog box contains the following buttons.
Replace Component	Replaces the selected component of the equipment with the specified new component for the equipment.
Cancel	Cancels the replacement and closes the dialog box.

Table 9. Table ColumnsThis table displays the list of equipment (that is, components) for which the current equipment is the parent equipment, as well as their warranty information.
Column	Description
Ref. Nbr.	The five-digit identifier of the component, which is assigned automatically by the system.
Component ID	The identifier of the equipment component in the system. The components are defined on the Stock Items (IN202500) form (the Component option button has to be selected on the Service Management tab).
Status	The status of the equipment component in the system, which is one of the following: Active: The component is available to be used for service. Suspended: The component is temporary out of service or that its maintenance has been suspended. Disposed: The component is out of service.
Description	A description of the component.
Item Class ID	The identifier of the item class assigned to the component on the Stock Items form.
Inventory ID
Serial Nbr.	The identifier of the equipment component, as assigned by the manufacturer. Through the serial number, you can receive information or warranty services from the vendor of the component.
Company Warranty	The quantity of days, months or years during which your company provides the warranty to a customer for this component.
Company Warranty Type	The time period during which your company provides the warranty to a customer for this component. The following options are available: Days: The warranty is valid during the specified quantity of days. Months (default): The warranty is valid during the specified quantity of months. Years: The warranty is valid during the specified quantity of years.
Company Warranty End Date	The last date when your company's warranty for this component is valid for a customer.
Vendor Warranty	The quantity of days, months or years during which the vendor provides the warranty to your company for this component.
Vendor Warranty Type	The time period during which the vendor provides the warranty to your company for this component. The following options are available: Days: The warranty is valid during the specified quantity of days. Months (default): The warranty is valid during the specified quantity of months. Years: The warranty is valid during the specified quantity of years.
Vendor Warranty End Date	The last date when the warranty of vendor is valid for this component.
Vendor ID	The vendor that provides the equipment component. Select the appropriate vendor account from the list. The list of vendors available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Vendors (AP303000) form. With the feature enabled, a vendor is available for selection if one of the following is true: The Restrict Visibility To box is empty for the vendor—that is, the vendor’s visibility is not restricted. A branch, company, or a company group is specified in the Restrict Visibility To box for the vendor, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the selected branch, or the Company Details tab of the Companies (CS101500) form for the selected company or a company within the company group.
Equipment Action Comment	The additional information about the component. The system fills in this column if the comment is entered for the component in the sales order related to the equipment component.
Component Replaced	The line reference number of the component that replaced this component. The system fills in this column automatically when the replacement has been performed through the sales order or by the replace component action.
Installation Appointment Nbr.	The appointment reference number in which the component is sold. The system fills in this column automatically when the appointment is created during which the component is sold. By default, this column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Installation Date	The date of the appointment during which the component has been sold. The system fills in this column automatically when the appointment is created during which the component is sold. By default, this column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Installation Service Order Nbr.	The number of the service order for which the component is sold. The system fills in this column automatically when the service order is created for which the component is sold. By default, this column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Invoice Reference Nbr.	The invoice reference number related to the sale of the component. The system fills in this column automatically when the invoice is created for the related sales order. By default, this column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Sales Date	The date of the sales order related to the sale of the component. The system fills in this column automatically when the sales order is created for the related sales order. If you have added the component manually, you can specify the sales date in this column so that the system calculate warranties for the component. By default, this column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Sales Order Nbr.	The sales order reference number related to the sale of the component. The system fills in this column automatically when the sales order is created for the related sales order. By default, this column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.

Attributes Tab

On this tab, you can view the list of attributes for the equipment, specify the values of the attributes, and change these values, if necessary. This tab is populated with the list of active attributes (and any default values) that have been defined for the selected equipment type on the Attributes tab of the Equipment Types (FS200800) form.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.


Column	Description
Attribute	The description of the attribute.
Required	A read-only check box that indicates (if selected) that a value must be specified for the attribute.
Value	The value of the attribute. If the system has inserted a default value for the attribute, you can overwrite this value, if necessary.

Right of the Attributes table, you can find the Image box and buttons for use when an image is uploaded; you can also view the image if one has already been uploaded.


Element	Description
Image	The image of the equipment. You can upload an image by clicking Select an image to upload (in the box) or the Browse button (right of the box). You then select an image in the file selection window, which opens, and click the Upload button (right of the box). Alternatively, you can drag the image to the Preview window below the Image box.

Source Tab

On this tab, you can view information related to the equipment source. You cannot modify any information displayed on this tab.


Element	Description
Document Type	The source of the equipment. The system fills in this box automatically when the equipment is created. The source type is one of the following: SD - Equipment: The equipment has been created in the Equipment Management module. SD - Vehicle: The equipment has been created in the Route Management module. AR - Invoice: The equipment has been created through the Sales Orders module.
Document Ref. Nbr.	The reference number of the document if the equipment was created through the Sales Orders module.
Sales Order Nbr.	The sales order reference number if the equipment was created through the Sales Orders module.
Equipment Replaced	The reference number of the equipment that has been replaced by this equipment.