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Procedure documentationCreating, Updating, and Deleting Customer Equipment Cards Locate this document in the navigation structure

 

You create, update, and delete customer equipment cards. For example, you can update an equipment card by adding attachments, changing the status, or assigning the related item to a different customer. You can delete an equipment card that is not linked to an A/R invoice or delivery and for which there has been no activity.

Procedure

Manually Creating a Customer Equipment Card

  1. From the SAP Business One Main Menu, choose   Service   Customer Equipment Card  .

    The Customer Equipment Card window opens.

  2. Switch to Add mode. For more information, see Working in Add Mode.

  3. In the general area, specify the customer information and the serial number. Choose the status of the customer equipment card and enter details for the technician and territory. For more information, see Customer Equipment Card Window.

  4. On the Address tab, specify the address details for the customer who obtained the item with this serial number. For more information, see Customer Equipment Card: Address Tab.

  5. On the Sales Data tab, specify the buyer code, delivery, and sales invoice details, if available in SAP Business One. For more information, see Customer Equipment Card: Sales Data Tab.

    Note Note

    You can browse to existing equipment cards and link relevant documents after you create them.

    End of the note.

  6. On the Attachments tab, add an attachment, if necessary.

    For more information, see Customer Equipment Card: Attachments Tab

  7. To save the customer equipment card, choose Add.

Viewing and Updating an Existing Customer Equipment Card

  1. From the SAP Business One Main Menu, choose   Service   Customer Equipment Card  .

    The Customer Equipment Card window opens.

  2. Switch to Find mode. For more information, see Working in the Find Mode.

  3. In general area, in the Mfr. Serial No. or Serial Number field, specify the complete or partial serial number and choose Find.

    The customer equipment card you want to view or update is displayed.

  4. View or make the necessary changes to the equipment card.

    Note Note

    You can delete the serial number from the Edit menu. You can only delete serial numbers with no history information.

    End of the note.

  5. To save the changes, choose the Update button.

Deleting a Customer Equipment Card

Note Note

You can delete a customer equipment card that contains a serial number if the following conditions are met:

  • The customer equipment card is not linked to an A/R invoice or delivery.

  • The customer equipment card does not have a history of service calls or valid service contracts.

End of the note.

  1. From the SAP Business One Main Menu, choose   Service   Customer Equipment Card  .

    The Customer Equipment Card window opens.

  2. Switch to Find mode.

    For more information, see Working in the Find Mode.

  3. In general area, in the Mfr. Serial No. or Serial Number field, specify the complete or partial serial number and choose Find.

    The customer equipment card you want to delete is displayed.

  4. Choose one of the following alternatives:

    • From the Data menu, choose Remove.

    • Right-click the Customer Equipment Card window and choose Remove.

Tracking Changes and Reviewing the History of a Customer Equipment Card

  1. From the SAP Business One Main Menu, choose   Service   Customer Equipment Card  .

    The Customer Equipment Card window opens.

  2. Switch to Find mode.

  3. In general area, in the Mfr. Serial No. or Serial Number field, specify the complete or partial serial number and choose Find.

    The customer equipment card is displayed.

  4. From the Tools menu, choose Change Log.

    The Change Log window opens.

  5. To review detailed information of the changes that were made in specific instances, choose one of the following:

    • To view all changes since a specific instance was created, click the instance row and choose Show Differences.

    • To view changes between two specific instances, click the two instance rows and choose Show Differences.

    Note Note

    • An information change that is automatically created by SAP Business One and does not affect any field is displayed in green.

    • The number of updates displayed in the Change Log window is determined by the setting in the History / Log field, on the Services tab in   Administration   System Initialization   General Settings  .

    End of the note.

More Information

Working with Customer Equipment Cards

Automatically Created Customer Equipment Cards