Automatically Created Equipment Cards

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 equipment card automatically. The Mfr Serial No. and the Serial Number values for this equipment card are taken from the serial number recorded in the inventory transaction.

Note Note

To enable the automatic creation of equipment cards, from the SAP Business One Main Menu, choose Start of the navigation path Administration Next navigation step System Initialization General Settings End of the navigation path , select the Inventory tab, and choose the option Auto. Create Equipment Card.

For more information, see Enabling the Automatic Creation of Equipment Cards.

End of the note.

Scenarios

The following table describes various scenarios that can result from an attempt to automatically create an equipment card from a document, either a delivery or an A/R invoice, if an equipment card with the same serial number already exists in SAP Business One.

Additional Information to the Scenario	Status of Existing Equipment Card	New Equipment Card Created?	Additional Information
None	Active	No	None
The document is recorded for a customer that is linked to an existing equipment card.	Returned	No	The status of the existing equipment card is changed to Active.
The document is recorded for a different customer than the one linked to the existing equipment card.	Returned	Yes, for the new customer	The status of the former equipment card is changed to Terminated.
The document is recorded for the same customer that is linked to the existing equipment card.	Terminated	No	You can change the status of the equipment card manually to Active.
The document is recorded for a different customer than the one linked to the existing 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 equipment card.	In Repair Lab	No	The status of the existing equipment card is changed to Active.
The document is recorded for a different customer than the one linked to the existing equipment card.	In Repair Lab	No	None

More Information

Working with Equipment Cards

Creating, Updating, and Deleting Equipment Cards