In a Nutshell
The Equipment module is used to view Equipment records. For users operating an Enterprise Resource Planner (ERP) such as SAP Business One in the background, this information will be managed there.
Users can search for Equipment records using the search bar, and then select a record.
An Equipment record may include the following information:
|Name||The name of the manufacturer.|
|Item Name||The name of the item.|
|Item Code||The unique code associated with the item.|
|Serial Number||The item serial number.|
|Manufacturer Serial Number||If applicable, the serial number provided by the equipment manufacturer.|
|Default Address||The default address associated with the equipment.|
|Business Partner||The business partner code associated with the equipment. When clicked, users can view additional business partner details.|
|Service Call||If applicable, the service call associated with the equipment.|
Users can also associate an Equipment record with a Business Partner by selecting a Business Partner from the List of Values located underneath the Equipment record.
How do I use it
After selecting an Equipment record, users can complete the following actions:
|Create Checklist||Associate the selected Equipment record with a Checklist template.|
|Create Service Call||Create a Service Call using the selected Equipment record. The application will redirect to the Service Call creation screen and populate with the Equipment information.|
|Create Activity||Create an Activity using the selected Equipment record. The application will redirect to the Activity creation screen and populate with the Equipment information.|