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.
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.
To copy equipment:
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Select Cards > Service Management > Service Manager > Additional > Equipment. Select the equipment and then select Edit. OR Select Cards > Sales > Customer > Location > Equipment.
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In the Equipment Master window, select Copy.
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In the message window "Do you want to copy this equipment?", select Copy to continue or select Cancel to return to the Equipment Master window.
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The Equipment ID field clears, but all other information remains. Enter a new equipment ID and make edits to any fields as necessary.
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Select Save.