...

Creating an

...

Equipment Record

1. To create a new Equipment Record, go to Cards > Sales > Customer.
2. In the Customer Maintenance window, select the customer.
3. Select the Location button.
4. In the Location window, select the Address ID.
5. Select the Equipment button. 
6. In the Equipment Master window, complete the following fields, as necessary:
   • Equipment ID
     If you chose to auto-generate equipment IDs during setup, the ID will already be entered. See Choosing Service Options.
   • Equipment Description
     Enter a description for the equipment. This description displays on the Contract Task Maintenance window.
   • Building ID
     Enter the building ID.
   • Room
   • Enter the room where the equipment is located.
   • Suspend MCC Calls
     This check box is used to temporarily suspend computer-generated maintenance (MCC) calls for the equipment. For more information, see Suspending MCC calls.
   • Retire/Inactive
     Mark if the equipment is retired or inactive.
7. On the Main Fields tab, complete the following fields as necessary.
   
   • Equipment Type
     Use the lookup or manually enter an equipment type. Information from the equipment type template appears on the equipment record. Zoom on this field to view replacement parts and maintenance tasks assigned to the equipment type. For information on setting up and using equipment types, equipment type replacement parts, and maintenance tasks, see Setting Up Equipment Types.
   • Manufacturer ID, Model Number, Serial Number
     Some information in these fields may default from the equipment type template.
   • Sublocation ID
     To help technicians complete service calls more efficiently, you can direct them to a sublocation where the equipment is located. If you marked the option during setup to use validation for sublocations, you can use the lookup window, as well as the zoom feature in the Sublocation ID field.
   • Installation Date, Installation By
     Enter the installation date and identify who installed the piece of equipment.
   • Warranty Expires
     Enter the month, day, and year of the warranty's expiration. If an Equipment Type is selected for the 
   • Extended Warranty
     Describe what type of warranty is attached to the equipment.
   • Extended Warranty Expires
     Enter the month, day, and year of the extended warranty's expiration.
   • Service Level ID
     If you are using the service level agreement feature, you can assign a service level ID to the equipment.
   • Contract Number
     After the equipment is covered by a maintenance contract, you can zoom on this field to open the Maintenance Contract window.
   • Bar Code ID
     Enter the bar code ID.
8. Select the Additional Fields tab to enter user-defined information and view active user-defined information in the Equipment - Additional Fields window. See Labeling user-defined fields. This tab also includes the following Refrigerant Tracking fields. This information will default into the Refrigerant Tracking window for this equipment.
   • Optimal Charge (lbs)
   • Refrigerant Type ID
   • Refrigerant Equipment Type
9. Select Save.

Editing an Equipment Record

1. To edit an existing Equipment Record, you can access the Equipment window in one of two ways:
   • Choose Cards > Service Management > Service Manager > Additional > Equipment. Select the equipment and then choose Edit.
   • Choose Cards > Sales > Customer > Location > Equipment. In the Equipment window, use the lookup to select the equipment to be edited.
2. See the section above for field descriptions.
3. Select Save.