To Add Model Equipment

You create an entity of model equipment on the Stock Items (IN202500) form.

Before You Proceed

Before you start adding model equipment, make sure that the necessary item class has been created on the Item Classes (IN201000) form. For details, see To Create an Item Class for Model Equipment.

Also, ensure that the necessary manufacturer has been created on the Manufacturers (FS204400) form. For instructions, see To Add a Manufacturer.

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.

To Add a Model Equipment Entity

  1. Open the Stock Items (IN202500) form.
  2. In the Inventory ID box, type the identifier to be used for the equipment entity.
  3. Optional: In the Description box, enter a brief description of the equipment entity.
  4. On the General tab, in the Item Class box, select the item class related to the equipment.
    Note: The system automatically fills in the Tax Category, Posting Class, and Lot/Serial Class boxes if their values have been specified for the selected item class. If any of these values have not been specified for the item class, you have to specify them for the stock item.
  5. On the Service Management tab, in the Manufacturer box, select the manufacturer of this model equipment entity.
  6. If attributes that define special properties have been defined for the type of target equipment, in the Equipment Type box, specify the type that is related to the target equipment.
  7. Optional: In the Equipment General Warranty section of the tab, do the following:
    • If your company provides a warranty for this item, in the Company Warranty boxes, select the time period for which the warranty is valid.
    • If the vendor provides a warranty for this item, in the Vendor Warranty boxes, select the time period for which the warranty is valid.
  8. If the model equipment entity has components, check the details of the component components, and change them if necessary.
  9. Optional: In the Components table of the tab, specify the warranty information for each component as follows:
    • If the serial number of the component does not need to be tracked, in the Requires Serial column, clear the check box
    • If your company provides a warranty for the component, do the following:
      1. In the Company Warranty column, specify the number of days, months, or years during which your company provides the warranty to a customer for this component.
      2. In the Company Warranty Type column, select the time period during which your company provides the warranty to a customer for this component, which can be one of the following: Day(s), Month(s), or Year(s).
    • If the vendor of the component provides the warranty for it, do the following:
      1. In the Vendor Warranty column, specify the number of days, months, or years during which the vendor provides the warranty to a customer for this component.
      2. In the Vendor Warranty Type column, select the time period during which the vendor provides the warranty to a customer for this component, which can be one of the following: Day(s), Month(s), or Year(s).
      3. In the Vendor ID column, specify the vendor.
  10. Click Save.