Creating Equipment Records Using the Copy Button

You can quickly create equipment records for items that are similar but not part of a group. The copy feature is not available with component records.

1. Choose Cards > Service Management > Service Manager > Additional > Equipment. Select the equipment and then choose Edit. OR Choose Cards > Sales > Customer > Location > Equipment.
2. In the Equipment Master window, choose Copy.
3. The Equipment ID field clears, but all other information remains. Enter a new equipment ID and make edits to any fields as necessary.
4. Choose Save.

If you copy a record that is the main item in a group, only the main group item copies. Also, if you copy an equipment record that belongs to a maintenance contract, the maintenance contract information will not copy. To make the new record part of the maintenance contract, you must add it.