Linking Service Information to an EM Equipment Record

The link between Equipment Management and Service Management equipment records is created on the Service tab of the Equipment Manager (Cards > Equipment > Equipment Manager).

After a link is established, the service fields on the Equipment Manager are disabled for editing. You cannot edit these fields manually without first removing the link. Any updates to service information must be performed using the Service Management Move Equipment utility.

You can make changes to the link between the Service Management and Equipment Management equipment records in three ways:

• Use the Remove Link button to remove the link to the Service Management equipment record. Removing the link to the Service Management equipment also removes any service history information on the Svc. Hist. tab.

• Use the Move Equipment button to open the Move Equipment window, where you can move equipment records from one location to another.

• Use the Move Location utility to move location records from one customer to another.