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Function documentationWorking with Equipment Cards

 

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

The equipment card contains information such as:

  • Location of the item at which you provide or receive 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 equipment cards:

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

  • Specify the item data (serial number data) manually in the 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 equipment card manually in the 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 Equipment Card window, choose Start of the navigation path Service Next navigation step Equipment Card End of the navigation path.