When you create a new Equipment Management equipment record in the Equipment Manager window, you are now prompted to create a new equipment record and link to that record in Service Management.
- Choose Cards > Equipment > Equipment Manager.
- Complete the required fields on the header and the Details tab to create the new equipment record. When you are ready, choose Save. The following message appears: Do you want to create this Equipment in Service Management? Choose Create, and you are brought to the Service tab of the Equipment Manager window.
- Enter the service Customer and Location, then create a New Link to Service Management. A new equipment record is created in Service Management.
- Complete additional details on the Equipment Management and Service Management equipment records, as necessary.