Adding Components to Equipment Records

Use component records when you need to service or track individual parts of a larger piece of equipment. Component records are actual equipment records attached to a master equipment record.

1. Select Cards > Service Management > Service Manager > Additional > Equipment. Select the equipment and then select Edit.OR Select Cards > Sales > Customer > Location > Equipment.

2. In the Equipment Master window, select Component.

3. Enter the Component ID. If you chose to auto-generate equipment IDs during setup, the ID will automatically be entered. See Choosing Service Options. The Component indicator appears for component records. The master piece of equipment, or has-components record, appears in the Master Equipment ID field.

4. Complete the Equipment Component window as you would the Equipment window. When you select the Additional Fields tab to enter user-defined and view active user-defined information, the Component - Additional Fields window opens. After saving the component record, you can zoom on the Master Equipment ID field to open the master equipment record. The Has-Components indicator will display. Use the lookup in the Number of Components field in the Equipment window to open the Equipment Components window, where you can select from the component records. Component equipment records can be covered by a maintenance contract. This contract can be different than the contract covering the master equipment record.

Buttons on This Window

• Meter Readings/Hours
  Select to open the Meter Readings / Hours window. For more information, see Entering Equipment Meter Readings.

• Service History
  Select to open the Service History window. For more information, see Reviewing Service History .

• Replacement Parts
  Select to open the Equipment Replacement Parts window. The replacement parts default from the equipment type, if applicable, or you can use the lookup to select the Item Number. Any replacement parts that you've added manually to the equipment record are not cleared out if you add or change the Equipment Type.

• Maintenance Tasks
  Select to open the Maintenance Tasks window. This window opens if the equipment has a contract assigned. This button displays if you've purchased the Maintenance Contract module. For more information, see Reviewing Maintenance Tasks.

• New Call
  Select to open the Service Call window with the Equipment ID automatically populated. For more information, see Creating a Service Call Using the New Call button.