Create or change an equipment record

See these sections for more information:

/*<![CDATA[*/ div.rbtoc1766181146498 {padding: 0px;} div.rbtoc1766181146498 ul {list-style: disc;margin-left: 0px;} div.rbtoc1766181146498 li {margin-left: 0px;padding-left: 0px;} /*]]>*/ Create an equipment record Change an equipment record

Create an equipment record

Open the equipment list for a service call:

1. Choose Service Calls. 

2. Select a service call, choose More. 

3. Choose the Equipment tab.

4. Choose the New icon.Enter information in these fields. FieldDescriptionLocationThe default location ID.Component?Choose the toggle if the Equipment is a component. When toggled to Yes, a Master Equipment field is displayed. Choose the Click To Select link to open an Equipment lookup display equipment assigned to that customer that are not components. Select the Master Equipment the new Component belongs to. (Master Equipment is a required field for saving the new equipment.)If you toggle the Component switch to No, the Master Equipment is cleared out and the field is hidden.*EquipmentDepending on the setup, you might not be able to enter a new equipment ID. If this field isn't available, an equipment ID is generated automatically after you sync with the host system.DescriptionThe description of the equipment.Equipment TypeSelect the equipment type.ManufacturerSelect the manufacturer of the equipment.Model NumberEnter the model number.Serial NumberEnter the unique serial number for the equipment.BarcodeIf the equipment has a barcode, enter the barcode number.Building IDDefaults to the building ID assigned in the back office.Building RoomDefaults to the building room assigned in the back office.SublocationDepending on your setup, you may have a lookup button to open a selection window or you can enter the sublocation information.Sublocation DescriptionThe description defaults in from the Sublocation selected above. This field will not display if you don't have the Sublocation lookup.Sublocation BarcodeThe barcode defaults in from the Sublocation selected above. This field will not display if you don't have the Sublocation lookup.Install DateSelect the date when the equipment was installed.Install BySelect the person or company who installed the equipment.Warranty ExpSelect the date when the warranty expires.Ext Warranty TypeSelect the extended warranty type.Ext Warranty ExpSelect the date when the extended warranty expires.* Required field

5. Choose the Save icon.

Change an equipment record

Depending on the setup, you can change these equipment details:

• Equipment Type

• Manufacturer

• Model Number

• Serial Number

• Barcode

• Install Date

• Install By

• Warranty Exp

• Ext Warranty Type

• Ext Warranty Exp