To Add a Model Equipment Sale to a Service Order, Appointment, or Sales Order

You can add model equipment to be sold within a service order on one of the following forms:

  • Service Orders (FS300100): You add the model equipment being sold directly to the service order.
  • Appointments (FS300200): You add the model equipment being sold to the appointment, and the equipment is automatically added to the service order.

You can also add model equipment to be sold within a sales order on the Sales Orders (SO301000) form.

Before You Proceed

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

To Add a Model Equipment Sale to a Service Order or Appointment

  1. Navigate to the needed form by doing one of the following:
    • To add model equipment being sold directly to the service order, open the Service Orders (FS300100) form.
    • To add model equipment being sold 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 model equipment entity being sold as part of the service order:
    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 the model equipment being sold.
    4. In the Equipment Action column, select Selling Model 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 Add a Model Equipment Sale to a Sales Order

  1. Open the Sales Orders (SO301000) form.
  2. In the Order Type box, select the order type related to the sales order.
  3. In the Order Nbr. box, select the reference number of the needed sales order.
  4. On the Details tab, do the following for each model equipment entity being sold as part of the sales order:
    1. On the table toolbar, click Add Row.
    2. In the Inventory ID column, select the identifier of the stock item that is the model equipment being sold.
    3. In the Equipment Action column, select Selling Model Equipment.
  5. Click Save on the form toolbar.