Retiring/Inactivating Equipment

If you want to keep an equipment record for historical purposes while restricting its visibility to prevent it from being assigned to a new contract or service call, you can retire or inactivate the equipment record.

You cannot retire or inactivate a record that is assigned to an open contract.

Retiring an 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, mark the Retired/Inactive checkbox.
3. Select Save.

Using an Inactive or Retired Equipment Record

By default, equipment records that are marked as inactive or retired will not appear in any equipment lookup or contract coverage windows. If, however, you need to use an inactive record, for example, to create a new service call or generate service call tasks, you can do so.

Adding Inactive or Retired Equipment to a Service Call

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, mark the Retired/Inactive checkbox to display retired or inactive equipment in the scrolling window. Highlight a record and select Select.
3. On the Service Manager window, the equipment you chose fills in the Equipment ID field. Select New Call to create a service call with the selected equipment, and the following warning message appears: This equipment is inactive/retired. Do you want to continue? Select Yes to create the service call with the retired/inactive equipment or No to use a different equipment record. On the Service Call window, the Equipment ID field either fills or clears. You can use the lookup button to select a different record from the Equipment window, or you can manually enter an Equipment ID. If the equipment is retired or inactive, you receive the same message.