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Object documentationEquipment Card Window

 

Use this window to view information about serial numbers that were automatically assigned from the delivery document or to add serial numbers manually. You can also update the details of serial numbers.

To access the general area, from the SAP Business One Main Menu, choose Start of the navigation path Service Next navigation step Equipment Card End of the navigation path.

Note Note

You have to specify a number in at least one of the serial number fields.

The Mfr. Serial No. and the Serial Number fields are unique numbers. If equipment cards are created automatically when a delivery or an A/R invoice is created, the serial numbers are considered unique as well. To ensure that the serial numbers are indeed unique, choose Start of the navigation path Administration Next navigation step System Initialization Next navigation step General Settings End of the navigation path, select the Items subtab of the Inventory tab. In the Unique Serial Numbers by dropdown list, select the unique serial number option.

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Note Note

This topic documents fields and other elements in this window that either are not self-explanatory or require additional information.

End of the note.
General Area Fields
Equipment Card Type

Specify the equipment card type.

  • Sales type indicates that the service is provided to your customer.

  • Purchasing type indicates that the service is provided by your vendor.
Mfr. Serial No.

Specify the unique manufacturer ID assigned to the item. If you entered the serial number, the manufacturer serial number is added automatically.
Serial Number

Specify the unique ID number that you want to assign to the item internally.
Status

Specify the current status of the item:

  • Active

    The item was shipped.

  • Returned

    The item was returned to the warehouse.

  • Terminated

    The item is not in use and therefore is not eligible for service. An equipment card defined as Terminated cannot be added to a service contract or to a service call.

  • Loaned

    The item is loaned to the business partner. You might use this status if you need to repair an item for the business partner, and you loan the business partner a similar item until the original item is fixed. Specify the serial number of a loaned item in the Previous SN field.

  • In Repair Lab

    The item was returned for repair. If the business partner received a temporary replacement, this is displayed in the New SN field. The item cannot be shipped to another business partner.
Previous SN

If an item is loaned as a replacement for an item that is currently being repaired, specify the serial number of the item being repaired in the equipment card of the loaned item.
New SN

If an item is loaned as a replacement for an item that is currently being repaired, specify the serial number of the loaned item in the equipment card of the item being repaired.
Technician

Specify the technician responsible for the item.

Note Note

Displays as default the technician specified in the business partner master data record (Start of the navigation path Business Partners Next navigation step Business Partner Master Data End of the navigation path, General tab).

End of the note.
Territory

Choose a territory related to the business partner.

Note Note

Default: the territory specified in the business partner master data record (Start of the navigation path Business Partners Next navigation step Business Partner Master Data End of the navigation path, General tab).

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Contact Person, Telephone No.

Select a contact person. The telephone number automatically appears if it is defined for the selected contact person. If there is no telephone number for the contact person, the telephone number defined in the business partner master data record appears.

More Information

Creating, Updating, and Deleting Equipment Cards

Equipment Card: Address Tab

Equipment Card: Service Calls Tab

Equipment Card: Service Contracts Tab

Equipment Card: Sales Data/Purchasing Data Tab

Equipment Card: Transactions Tab

Equipment Card: Attachments Tab