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1. Select Cards > Service Management > Service Manager.
2. Select a customer and select the Contract indicator.
3. Select the Coverage button.
4. Select the Equipment button. You can assign equipment to the maintenance contract in
5. In the Contract Coverage Maintenance window, mark the following checkboxes, as needed:
   • Automatically Add Equipment Type Task List When Inserting
     Mark to add task lists associated with the equipment types that are inserted. 
     
   Use the search field
   • When this option is not marked, the Start Month field is disabled, and Default appears so that the start month is that of the task and not the contract.
   • Automatically Add Equipment Components When Inserting
     Mark to automatically add equipment components when inserting the equipment the components are associated with.
   • Display Equipment Components
     Shows equipment component records indented underneath their has-components records.
6. Use the Search fields above each scrolling window to find equipment by the ID or equipment type or select an equipment record in the left scrolling window and select Insert >>. .
7. You can mark equipment records individually by selecting the equipment row or using the arrow keys on your keyboard. To mark all equipment shown on the list, click the checkbox to the right of the column headers.
   Notes:
   • You can attach any equipment
   that is
   • on
   this
   • the list,
   regardless of whether
   • even if it is
   already
   • assigned to another contract.
   • Group items do not appear on the Contract Coverage Maintenance window because
   group items cannot be covered by
   • a maintenance contract cannot cover group items.
   • If you
   want to include task lists associated with equipment types and/or equipment components, mark the appropriate checkboxes.
   • Marking the Display Equipment Components checkbox at the bottom of the window allows you to view equipment component records indented underneath their has-components records.
   • If the Automatically Add Equipment Type Task Lists When Inserting checkbox is unmarked, the Start Month field is disabled, and Default appears. This ensures that the start month is that of the task and not the contract.do not have Automatically Add Equipment Components When Inserting marked, component items will not be automatically marked if you select the Mark All checkbox. You can mark component items to insert them.
8. Select Insert. 
9. You can use the Equipment button to create new equipment records from the Contract Coverage Maintenance window.
10. Removing equipment functions in a similar form, however, components are not automatically removed when their associated equipment is removed. If you select Mark All, the components will be marked or you can select the component(s).

About Equipment

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Assigned to Multiple Contracts

When an equipment record is assigned to multiple contracts, you can view all related contracts when managing the equipment record from the Equipment Master window. The value that appears in the Contract Number field on the Equipment Master window varies depending on the contracts that are associated with the record:.

If the equipment is

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:

• Not assigned to a contract, the field is blank.
• If the equipment is assigned Assigned to a single contract, the contract number displays.
• If the equipment is assigned Assigned to multiple contracts or a contract that is open multiple times, "Multiple" displays. You can zoom on the Contract Number to view the list of contracts associated with this equipment.

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