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Function documentationWorking with Customer Equipment Cards Locate this document in the navigation structure

 

Customer equipment cards form the database that contains all serial number items that you sold to your customer and for which service can be provided. You can track the history of a specific serial number from the day you sold the item and throughout its entire service period.

The customer equipment card contains information such as:

  • Location of the item at which you provide service

  • Service calls related to the item

  • Service contracts that cover the item

  • Sales information

  • Inventory transaction data

You have the following options for creating customer equipment cards:

  • Enable customer equipment cards to be created automatically for every sold item that is managed by serial numbers.

  • Specify the item data (serial number data) manually in the Customer Equipment Card window.

Note Note

If your customer purchased an item, such as equipment, from another source and needs only support or service from your company for this item, no sales transaction takes place in SAP Business One. For this item, you create the customer equipment card manually in the Customer Equipment Card window. You view such items only in the Service module and not in the Inventory module.

End of the note.

To open the Customer Equipment Card window, choose   Service   Customer Equipment Card  .