Customer equipment cards can be created automatically when A/R invoices or deliveries are created. Use the automatic creation method when the customer purchases both equipment and service for the item from your company.
When using this method, if you create an A/R invoice or delivery for an item with serial number management, SAP Business One creates a corresponding customer equipment card automatically. The Mfr Serial No. and the Serial Number values for this customer equipment card are taken from the serial number recorded in the inventory transaction.
Note
To enable the automatic creation of customer equipment cards, from the SAP Business One Main Menu, choose
, select the Inventory tab, and choose the option Auto. Create Customer Equipment Card.For more information, see Enabling the Automatic Creation of Customer Equipment Cards.
The following table describes various scenarios that can result from an attempt to automatically create a customer equipment card from a document, either a delivery or an A/R invoice, if a customer equipment card with the same serial number already exists in SAP Business One.
Additional Information to the Scenario |
Status of Existing Customer Equipment Card |
New Customer Equipment Card Created? |
Additional Information |
---|---|---|---|
None |
Active |
No |
None |
The document is recorded for a customer that is linked to an existing customer equipment card. |
Returned |
No |
The status of the existing customer equipment card is changed to Active. |
The document is recorded for a different customer than the one linked to the existing customer equipment card. |
Returned |
Yes, for the new customer |
The status of the former customer equipment card is changed to Terminated. |
The document is recorded for the same customer that is linked to the existing customer equipment card. |
Terminated |
No |
You can change the status of the customer equipment card manually to Active. |
The document is recorded for a different customer than the one linked to the existing customer equipment card. |
Terminated |
Yes, for the new customer |
None |
None |
Loaned |
No |
None |
The document is recorded for the same customer that is linked to the existing customer equipment card. |
In Repair Lab |
No |
The status of the existing customer equipment card is changed to Active. |
The document is recorded for a different customer than the one linked to the existing customer equipment card. |
In Repair Lab |
No |
None |