Customer Equipment Card Window

Use this window to view information about serial numbers that were automatically assigned from the delivery document or to add serial numbers manually. You can also update the details of serial numbers.

To access the general area, from the SAP Business One Main Menu, choose Service Customer Equipment Card .

Note Note

You have to specify a number in at least one of the serial number fields.

The Mfr. Serial No. and the Serial Number fields are unique numbers. If customer equipment cards are created automatically when a delivery or an A/R invoice is created, the serial numbers are considered unique as well. To ensure that the serial numbers are indeed unique, choose Administration System Initialization General Settings , select the Items subtab of the Inventory tab. In the Unique Serial Numbers by dropdown list, select the unique serial number option.

End of the note.

Note Note

This topic documents fields and other elements in this window that either are not self-explanatory or require additional information.

End of the note.

General Area Fields

Mfr. Serial No.
Specify the unique manufacturer ID assigned to the item. If you entered the serial number, the manufacturer serial number is added automatically.

Serial Number
Specify the unique ID number that you want to assign to the item internally.

Telephone No.
Displays automatically if a telephone number is defined for the selected contact person. If there is no telephone number for the contact person, displays the telephone number defined in the customer’s master data record.

Status
Specify the current status of the sold item: Active The item was shipped to the customer. Returned The item was returned from the customer to your company’s warehouse. Terminated The item is not in use and therefore is not eligible for service. A customer equipment card defined as Terminated cannot be added to a service contract or to a service call. Loaned The item is loaned to the customer. You might use this status if you need to repair an item for the customer, and you loan the customer a similar item until the original item is fixed. Specify the serial number of a loaned item in the Previous SN field. In Repair Lab The item was returned from the customer for repair. If the customer received a temporary replacement, this is displayed in the New SN field. The item cannot be shipped to another customer.

Previous SN
If you loan an item to a customer as a replacement for an item that is currently being repaired in your facility, specify the serial number of the item being repaired in the customer equipment card of the loaned item.

New SN
If you loan an item to a customer as a replacement for an item that is currently being repaired in your facility, specify the serial number of the loaned item in the customer equipment card of the item being repaired.

Technician
Specify the technician responsible for the item. Note Displays as default the technician specified in the customer’s master data record ( Business Partners Business Partner Master Data , General tab). End of the note.

Territory
Choose a territory related to the customer. Note Default: the territory specified in the customer’s master data record ( Business Partners Business Partner Master Data , General tab). End of the note.

More Information

Creating, Updating, and Deleting Customer Equipment Cards

Customer Equipment Card: Address Tab

Customer Equipment Card: Service Calls Tab

Customer Equipment Card: Service Contracts Tab

Customer Equipment Card: Sales Data Tab

Customer Equipment Card: Transactions Tab

Customer Equipment Card: Attachments Tab