Integration with Service Management

If you are using both Service Management and Equipment Management, you may have equipment records in Service Management that are linked to equipment records in Equipment Management.

The following actions will update both records when:

• Service equipment is moved, the link to the Equipment record is also updated with the new customer, location, and/or equipment ID.
• A new Equipment Management record is created through New Equipment Entry, you can create the record in Service Management as well.
• A new Equipment Management record is created through Equipment Manager, you can create the record in Service Management as well.
• A new Service Management record is created through SOP, you can create the record in Equipment Management as well.
• A new Service Management record is created through a purchase order, you can create the record in Equipment Management as well.
• Updating an equipment record, the manufacturer, model, equipment type, and serial number are updated for both records.
• Deleting an equipment record in Service Management, the Equipment Management link is removed.

See also:

• Updating the EM Record When Equipment is Moved in SM
• Linking Service Information to an EM Equipment Record
• Moving Service Equipment
• Moving Service Locations
• Creating Records Through New Equipment Entry
• Creating Records Through Equipment Manager
• Creating Records through Sales Order Processing
• Creating Records Through a Purchase Order
• Updating Equipment Records
• Deleting an Equipment Record in Service Management