Updating Equipment Records

When Equipment Management and Service Management equipment are linked, the following fields are updated on both records whenever a change is made:

• Manufacturer
• Model
• Serial Number
• Equipment Type

Making changes to a Service Management equipment record

1. Select Cards > Service Management > Service Manager, and select a customer.
2. Use the Equipment button to select an equipment record, and zoom on the Equipment ID field.
3. The Manufacturer ID, Model Number, Serial Number, and Equipment Type fields can be edited on the main tab of the Equipment Master window.
4. Select Save to save your changes. When the record is saved, the corresponding Equipment Management equipment record is also updated with your changes.

Making changes to an Equipment Management equipment record

1. Select Cards > Equipment > Equipment Manager, and select an equipment record.
2. The Manufacturer, Model, Serial Number, and Equipment Type fields can be edited on the header and Details tab of the Equipment Manager window.
3. Select Save to save your changes. When the record is saved, the corresponding Service Management equipment record is also updated with your changes.