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Actions that update both records
The following actions will update both records.
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The link between Equipment Management and Service Management equipment records is created on the Service tab of the Equipment Manager (Cards > Equipment > Equipment Manager).
After a link is established, the service fields on the Equipment Manager are disabled for editing. You cannot edit these fields manually without removing the link first; any updates to service information must be performed using the Service Management Move Equipment utility.
You can make changes to the link between the Service Management and Equipment Management equipment records in three ways:
Use the Remove Link button to remove the link to the Service Management equipment record.
Note
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Removing the link to the Service Management equipment also removes any service history information on
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the Svc. Hist.
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tab.
- Use the Move Equipment button to open the Move Equipment window, where you can move equipment records from one location to another.
- Use the Move Location utility to move location records from one customer to another.
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If the automatic equipment add feature is set up, a Service Management equipment record is automatically created at the customer location when you sell a piece of equipment from your inventory using Sales Order Processing (SOP).
This process can create an equipment record in Equipment Management as well.
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Step 1:
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Set up the automatic equipment add feature
When you sell an inventory item that has an equipment type assigned to it, the Service Management equipment record is created when that item is sold.
Refer to the Service Management user manual for more information on the criteria required to automatically add equipment through Sales Order Processing.
Step 2:
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Mark the option to create the link to EMS
For each equipment type, you can specify whether you also wish to create an Equipment Management equipment record when an inventory item of that equipment type is sold. Note:
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You must have a manufacturer and model assigned to an equipment type to create the equipment in Equipment Management. The manufacturer and model fill on the Equipment Management equipment record based on what is assigned to the equipment type. |
- Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Equipment > Equipment Types.
- Select an Equipment Type. To create the equipment record in Equipment Management when selling an inventory item in this type, the Manufacturer ID and Equipment Model Number fields cannot be blank.
- Mark the Create Link to Equipment Series check box checkbox.
- Choose Save.
Step 3:
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Complete the sales
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orde
- Choose Transactions > Sales > Sales Transaction Entry.
- Complete the Sales Transaction Entry window as you would when selling equipment inventory. The inventory item you choose must have an item type of Sales Inventory and an assigned equipment type.
- When you are ready, save the transaction.
- Post the batch to create the equipment record in Service Management, either at the Ship to Address, or, if specified, at the service call or job location. A corresponding equipment record is also created in Equipment Management with the Signature Service Management information filled on the Service tab. Additional equipment details can be added to both the Equipment Management and Service Management records after the sale.
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- Manufacturer
- Model
- Serial Number
- Equipment Type
To make changes to a Service Management equipment record
- Choose Cards > Service Management > Service Manager, and choose a customer.
- Use the Equipment button to choose an equipment record, and zoom on the Equipment ID field.
- The Manufacturer ID, Model Number, Serial Number, and Equipment Type fields can be edited on the main tab of the Equipment Master window.
- Choose Save to save your changes. When the record is saved, the corresponding Equipment Management equipment record is also updated with your changes.
To make changes to an Equipment Management equipment record
- Choose Cards > Equipment > Equipment Manager, and choose an equipment record.
- The Manufacturer, Model, Serial Number, and Equipment Type fields can be edited on the header and Details tab of the Equipment Manager window.
- Choose Save to save your changes. When the record is saved, the corresponding Service Management equipment record is also updated with your changes.
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