To Replace Components in Target Equipment

You can reflect that components were replaced as part of a service order by adding components on one of the following forms:

  • Service Orders (FS300100): You add the components directly to the service order.
  • Appointments (FS300200): You add the components to the appointment, and the components are automatically added to the service order.

You can also register the replacement of the component on the Equipment (FS205000) form.

Before You Proceed

Before you start, make sure that the necessary components have been created on the Stock Items (IN202500) form.

To Replace Components Within a Service Order or Appointment

  1. Navigate to the needed form by doing one of the following:
    • To add replacement components to the service order, open the Service Orders (FS300100) form.
    • To add replacement components to the appointment, open the Appointments (FS300200) form.
  2. In the Service Order Type box, select the service order type related to the service order or appointment.
  3. In the Service Order Nbr. or Appointment Nbr. box (depending on the form you are using), select the reference number of the needed service order or appointment.
  4. On the Details tab, do the following for each component you want to replace:
    1. On the table toolbar, click Add Row.
    2. In the Line Type column, make sure that Inventory Item is selected.
    3. In the Inventory ID column, select the identifier of the stock item that is a replacement component.
    4. In the Equipment Action column, select Replacing Component.
    5. In the Target Equipment ID column, select the target equipment whose component is being replaced.
    6. In the Component Ref. Nbr. column, select the line reference number of the equipment component to be replaced in the target equipment.
  5. On the form toolbar, click Save.
Note: The Ref. Nbr. numbers in the table on the Details tab are assigned automatically and cannot be changed.

To Replace Components on the Equipment Form

  1. Open the Equipment (FS205000) form.
  2. In the Equipment Nbr. box, select the equipment entity whose components are being replaced.
  3. On the Components and Warranties tab, click the line with the component is being replaced.
  4. Click Replace Component on the table toolbar.
  5. In the Replace Component dialog box, which opens, do the following:
    1. In the Installation Date box, select the installation date of the new component of the target equipment.
    2. In the Sales Date box, select the sales date of the new component of the target equipment.
    3. In the Component ID box, make sure that the identifier of the replacement component is selected.
    4. In the Inventory ID column, select the stock item of the component that replaces the selected component.
    5. Click Replace Component.
  6. Repeat Steps 3 through 5 for each component you want to replace.
Note: The system changes the status of the replaced components to Disposed on the Equipment (FS205000) form. The system also specifies the line reference number of the replacement component in the Component Replaced column for the line with the replaced component.