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Tracking Customers' Equipment

This job aid contains instructions related to tracking of customers' equipment and warranties in MYOB Acumatica.

Adding Equipment

  1. Open the Equipment (FS205000) form.
    To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New.
  2. On the form toolbar, click Add New Record.
  3. In the Equipment Type box, select the type of the equipment you are creating.
  4. Do the following:
    1. If your company owns the equipment and uses it to perform services, select the Resource Equipment check box.
    2. If your company needs to service the equipment, select the Target Equipment check box.
    3. If your company owns and uses the equipment but currently needs to service it, select both check boxes.
  5. If needed, in the Serial Nbr. box, enter the serial number of the equipment.
  6. If needed, in the Description box, enter a brief description of the equipment.
  7. Under Owner, do one of the following:
    1. If your company is an owner of the equipment, select Company.
    2. If a customer is an owner of the equipment, select Customer and specify the customer in the Customer box.
  8. If the equipment is placed at your company location, under Location, do the following:
    1. In the Branch box, select the branch that has placed the equipment.
    2. Check the Branch Location box and change it if needed.
  9. If the equipment is placed at customer location, under Location, do the following:
    1. Select the customer in the Customer box whose location has the equipment.
    2. Check the Location box and change it if needed.
  10. On the form toolbar, click Save.

 

Adding Model Equipment Sale to Service Order or Appointment

  1. Navigate to the needed form by doing one of the following:
    1. To add model equipment directly to the service order, open the Service Orders (FS300100) form.
    2. To add model equipment being sold to the appointment, open the Appointments (FS300200) form.
  2. In the Service Order Type box, select the service order type related to the service order or appointment.
  3. In the Service Order Nbr. or Appointment Nbr. box (depending on the form you are using), select the reference number of the needed service order or appointment.
  4. On the Details tab, do the following for each model equipment entity being sold as part of the service order:
    1. On the table toolbar, click Add Row.
    2. Select Inventory Item in the Line Type column.
    3. In the Inventory ID column, select the identifier of the stock item that is the model equipment being sold.
    4. In the Equipment Action column, select Selling Model Equipment.
  5. On the form toolbar, click Save.

 

Adding Optional Components to a Service Order or Appointment

  1. Navigate to the needed form by doing one of the following:
    1. To add optional components directly to the service order, open the Service Orders (FS300100) form.
    2. To add optional components to the appointment, open the Appointments (FS300200) form.
  2. In the Service Order Type box, select the service order type related to the service order or appointment.
  3. In the Service Order Nbr. or Appointment Nbr. box (depending on the form you are using), select the reference number of the needed service order or appointment.
  4. On the Details tab, do the following for each optional component being sold as part of the service order:
    1. On the table toolbar, click Add Row.
    2. Select Inventory Item in the Line Type column.
    3. In the Inventory ID column, select the identifier that associates with the stock item of the component.
    4. In the Equipment Action column, select Selling Optional Component.
    5. If the component is being added to a piece of target equipment, in the Target Equipment ID column, select the identifier of the target equipment.
    6. If the service order or appointment includes a piece of model equipment that adds the component, refer to the Model Equipment Ref. Nbr. column, select the line reference number of the model equipment.
    7. In the Component ID column, select the identifier of the component specified in the model equipment.
  5. On the form toolbar, click Save.

 

Adding Upgraded Components to a Service Order or Appointment

  1. Navigate to the needed form by doing one of the following:
    1. To add upgraded components directly to the service order, open the Service Orders (FS300100) form.
    2. To add upgraded components to the appointment, open the Appointments (FS300200) form.
  2. In the Service Order Type box, select the service order type related to the service order or appointment.
  3. In the Service Order Nbr. or Appointment Nbr. box (depending on the form you are using), select the reference number of the needed service order or appointment.
  4. On the Details tab, do the following for each component being replaced (upgraded):
    1. On the table toolbar, click Add Row.
    2. Select Inventory Item in the Line Type column.
    3. In the Inventory ID column, select the identifier of the stock item that is associated with the component being upgraded.
    4. In the Equipment Action column, select Upgrading Component.
    5. In the Model Equipment Ref. Nbr. column, select the line reference number in the service order or appointment of the model equipment in which you want to upgrade a component.
    6. In the Component ID column, select the identifier of the component that the model equipment specifies for upgrading.
  5. On the form toolbar, click Save.

 

Adding Replacement Target Equipment to a Service Order or Appointment

  1. Navigate to the needed form by doing one of the following:
    1. To add replacement target equipment directly to the service order, open the Service Orders (FS300100) form.
    2. To add replacement target equipment to the appointment, open the Appointments (FS300200) form.
  2. In the Service Order Type box, select the service order type related to the service order or appointment.
  3. In the Service Order Nbr. or Appointment Nbr. box (depending on the form you are using), select the reference number of the needed service order or appointment.
  4. On the Details tab, do the following for each piece of target equipment that is being replaced:
    1. On the table toolbar, click Add Row.
    2. Select Inventory Item in the Line Type column.
    3. In the Inventory ID column, select the identifier of the stock item that is the new model equipment replacing the target equipment.
    4. In the Equipment Action column, select Replacing Target Equipment.
    5. In the Target Equipment ID column, select the piece of target equipment that replaces the old one.
  5. On the form toolbar, click Save.

 

Replacing Components in Target Equipment

  1. Navigate to the needed form by doing one of the following:
    1. To add replacement components to the service order, open the Service Orders (FS300100) form.
    2. To add replacement components to the appointment, open the Appointments (FS300200) form.
  2. In the Service Order Type box, select the service order type related to the service order or appointment.
  3. In the Service Order Nbr. or Appointment Nbr. box (depending on the form you are using), select the reference number of the needed service order or appointment.
  4. On the Details tab, do the following for each component you want to replace:
    1. On the table toolbar, click Add Row.
    2. Select Inventory Item in the Line Type column.
    3. In the Inventory ID column, select the identifier of the stock item that is a replacement component.
    4. In the Equipment Action column, select Replacing Component.
    5. In the Target Equipment ID column, select the target equipment that you are replacing a component for.
    6. In the Component Ref. Nbr. column, select the line reference number of the equipment component to be replaced in the target equipment.
  5. On the form toolbar, click Save.