Model Equipment

In MYOB Acumatica, you can keep track of a stock item after it has been sold to a customer. To do that, you create a piece of model equipment—that is, a stock item with the Model Equipment equipment class specified.

A piece of model equipment is a stock item that can be sold to a customer and tracked by your company after it is sold. When an invoice is released, the system automatically converts it into target equipment that you can track. You can also keep track of the details of the components of model equipment, such as the serial numbers of these components.

In this topic, you will read about adding a piece of model equipment, defining the components of the model equipment, selling the model equipment, and performing additional actions on the equipment.

Understanding the Process of Model Equipment Creation

Defining Components and Warranties

If components are defined for a model equipment item class on the Item Classes (IN201000) form, the system adds the components with the default settings when you create a model equipment entity on the Stock Items (IN202500) form and select this item class. In the Components table of the Service Management tab, you can view the details of the components and change them if necessary.

If you are going to perform sales or replacement of these components and track them in the system, stock items should be created in the system for them. If stock items have been created for any of the components listed for a model equipment entity, you select the default inventory identifier of each such component in the Inventory ID column in the Components table.

On this tab, you can also specify the warranty period provided for the model equipment in the Equipment General Warranty section, and for its components in the table. Based on the information provided in this section, the system calculates the warranty period for target equipment that is created for this model equipment. Depending on the setting in the Equipment Settings section of the Equipment Management Preferences (FS100300) form, the system uses an installation date or the sales date to calculate the warranty period.

Selling Equipment

When you sell equipment, you create a sales order that includes the equipment being sold for (with the Selling Model Equipment action selected) on the Details tab of the Sales Orders (SO301000) form. You then process the sales order, as described in Processing Sales of Stock Items.

When you release the invoice for the sales order, the system creates a target equipment entity on the Equipment (FS205000) form with the customer location assigned based on the customer location that was assigned to the model equipment on the Stock Items (IN202500) form. For details on target equipment, see Target Equipment.

Alternatively, you can reflect a sell of a piece of model equipment in an appointment or service order on the Appointments (FS30.02.00) or Service Orders (FS300100) form, respectively. If you use these forms, you can schedule the installation of the equipment along with the sale.

Defining Attributes for Model Equipment

While you are creating a stock item that is defined as model equipment, you can specify a type related to the equipment in the Equipment Type box on the Service Management tab of the Stock Items (IN202500) form.

When the system converts the model equipment to target equipment from the sale of the stock item, the attributes (and any values) that the system copies to the Attributes tab of the Equipment form are determined based on whether the attributes (and values) of the equipment and the stock item are the same as follows:

• If they are the same, the system copies these common attributes and values to the tab.
• If they are not the same--that is, if attributes or values (or both) differ --the system copies the attributes of the selected equipment type and ignores the attributes of the stock item.

Performing Actions on Equipment