To Add Equipment

You add equipment on the Equipment (FS205000) form.

Note:
To open any form, you can navigate to it or search for it (by its name or by its form ID without periods). For more information about search capabilities, see Search.

Before You Proceed

Before you start, make sure that the necessary equipment types are created on the Equipment Types (FS200800) form.

To Add Equipment

  1. Open the Equipment (FS205000) form.
    Tip:
    To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New right of the title.
  2. On the form toolbar, click Add New Record.
  3. In the Equipment Type box, select the type of the equipment you are creating.
  4. Do the following:
    • If the equipment is owned by your company and used to perform services, select the Resource Equipment check box.
    • If the equipment needs to be serviced by your company, select the Target Equipment check box.
    • If the equipment is owned and used by your company but currently it needs to be serviced by your company, select both check boxes.
  5. If needed, in the Serial Nbr. box, enter the serial number of the equipment.
  6. If needed, in the Description box, enter a brief description of the equipment.
  7. Under Owner, do one of the following:
    • If your company is an owner of the equipment, select Company.
    • If a customer is an owner of the equipment, select Customer and specify the customer in the Customer box.
  8. If the equipment is placed at your company location, under Location, do the following:
    • In the Branch box, select the branch where the equipment is placed.
    • Check the Branch Location box, and change it if needed.
  9. If the equipment is placed at customer location, under Location, do the following:
    • In the Customer box, select the customer at whose location the equipment is placed.
    • Check the Location box, and change it if needed.
  10. On the form toolbar, click Save.