An Equipment represents a (serialised) product that has been delivered to, or installed at a customer location, e.g. a machine with configuration data.
Equipment comes in a hierarchical structure, meaning that it can have child equipment and/or parent equipment as indicated in the following figure:
Every Equipment also has a referenced product which it represents. For instance, the equipment ABC in the above figure is a specific laser printer that is uniquely identifiable by its serial number. It also shows the customer that it belongs to, as well as the address where it is installed.
This printer now has multiple sub-equipment that are also identifiable via a serial number (e.g. a unique printer stand or additional accessories). Equipment however can also reference products as highlighted in yellow in the above figure. These products are regular materials that do not have location information or a serial number (e.g. ink or toner cartridges).
Equipment Object
A new work center has been added to the navigation bar to access the respective object:
The Saved Search functionality allows administrators to configure search expressions that are executed on a regular basis. As a default, we ship the following pre-configured Saved Searches for Equipment:
|
# |
Name |
Description |
|
1 |
All Equipment |
All equipment available in the system |
|
2 |
My Favorite Equipment |
Equipment that are marked as ‘Favorite’ by the current user |
|
3 |
Main Equipment |
Top level equipment that do not have a parent equipment assigned. |
The equipment detail view is depicted in the following image:
The following tabs are available to list additional information:
|
# |
Tab |
Description |
|
1 |
Sub Equipment |
Sub equipment assigned to the current equipment. This is the hierarchical structure of the equipment itself. |
|
2 |
BOM |
Bill of Material – products and / or configuration information available on the current equipment level. |
|
3 |
Partners |
e.g. Sold-to and Ship-to partners (this is configurable as per the current feature set of partner functions). |
|
4 |
Sales Data Determination |
Information about Sales Organisation, Channel and Division (e.g. to restrict visibility). |
|
5 |
Attachments |
Any files / documents can be attached. |
Note: Should the BOM of the primary product identified for the Equipment be sufficient, a BOM need not be maintained under Equipment. It simply needs to be flagged for use under Product.
Equipment related to an account is also displayed under 'Accounts' > (select account to view) > 'Equipment':
Configuration
Similar to Product Category, Equipment Category defines the type (or category) of the equipment and can be configured under ‘Administration’ > ‘Master Data’ > ‘EquipmentCategory’:
The Equipment Status defines the status of an equipment (e.g. active, installed, inactive, etc.). It can be configured under ‘Administration’ > ‘Master Data’ > ‘EquipmentStatus’:
Commerce Application (After-Sales)
Replicated from ERP are digital twins of equipment that have been installed, together with its unique Bill-of-Maintenance (BOM).
While equipment are complex, made up of multiple hierarchies with child equipment and/or parent equipment, purchasing the right sub-components and spare parts need not be overwhelming for end-users. Equipment and its associated products can be simply presented in the Commerce portal for easy access by customers. The right spare parts can be found and ordered, avoiding delays due to wrong parts ordered.
(See "Process Overview: Equipment (After-Sales)" for more information)
Equipment-Product BOM sync
After an equipment has been manufactured and installed, it eventually needs to be maintained with replacements of parts where the breakdown of these details is captured in the Bill-of-Material (BoM). BoM may be maintained in both Equipment and Product objects, where the BoM for Equipment can be easily accessed on Commerce. With this enhancement, users would no longer be required to manage separate BoMs if their product BoM is sufficient.