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The equipment database allows you to monitor equipment warranty types and expiration dates, which helps you avoid billing a customer for a service that is covered under warranty. Tracking equipment information can also help your marketing efforts by identifying the recommended service or maintenance contract sales opportunities.
A Warranty indicator appears indicator appears in several windows if equipment associated with a service call or maintenance call is covered by a warranty. You associate equipment with a service call in the Service Call Tasks or Service Call Tasks window. You associate equipment with a maintenance contract in the Contract Coverage Maintenance window. The indicator appears in the Service Call, Service Invoice, Maintenance Costs, and Adjustments to Costs windows. If the date in the Warranty Expires or Extended Warranty Expires field in the Equipment window is greater than the date the service call was opened, the indicator appears.
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Creating an Equipment Record
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- To edit an existing Equipment Record, you can access the Equipment window in one of two ways:
- Select Cards > Service Management > Service Manager > Additional > Equipment. Select the equipment and then select Edit.
- Select Cards > Sales > Customer > Location > Equipment. In the Equipment window, use the lookup to select the equipment to be edited.
- See the content above for Equipment Master field descriptions.
- Select Save.
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