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- Select Cards > Service Management > Service Manager.
- Select a customer and select the Contract indicator.
- Select the Coverage button.
- Select the Equipment button.
- 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.
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.
- Automatically Add Equipment Type Task List When Inserting
- Use the Search fields above each scrolling window to find equipment by the ID or equipment type.
- 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 on the list, even if it is assigned to another contract.
- Group items do not appear on the Contract Coverage Maintenance window because a maintenance contract cannot cover group items.
- If you 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.
- Select Insert.
- You can use the Equipment button to create new equipment records from the Contract Coverage Maintenance window.
- 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.
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