If you want to keep an equipment record for historical purposes while restricting its visibility to prevent it from being assigned to a new contract or service call, you can retire or inactivate the equipment record.

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, mark the Retired/Inactive check box.
3. Choose Save.

Using an inactive or retired equipment record

By default, equipment records that are marked as inactive or retired will not appear in any equipment lookup or contract coverage windows. If, however, you need to use an inactive record, for example, to create a new service call or generate service call tasks, you can do so.

Adding inactive or retired equipment to a service call

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, mark the Retired/Inactive check box to display retired or inactive equipment in the scrolling window. Highlight a record and choose Select.
3. On the Service Manager window, the equipment you chose fills in the Equipment ID field. Choose New Call to create a service call with the selected equipment, and the following warning message appears: This equipment is inactive/retired. Do you want to continue? Choose Yes to create the service call with the retired/inactive equipment or No to use a different equipment record. On the Service Call window, the Equipment ID field either fills or clears. You can use the lookup button to select a different record from the Equipment window, or you can manually enter an Equipment ID. If the equipment is retired or inactive, you receive the same message.