The equipment represents a (serialized) 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 picture is a specific laser printer that is uniquely identifiable by its serial number. It also shows the customer that it is linked 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 color. 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:
First introduced in 20/05, the Saved Search functionality allows administrators to configure search expressions that are executed on a regular basis. As a default, we ships with 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 Info |
Information about Sales Organization, Channel and Division (e.g. to restrict visibility). |
|
5 |
Attachments |
Any files / documents can be attached. |
Equipment related to an account can also be displayed from the account view, tab ‘Equipment’:
Configuration
Equipment Category defines the type (or category) of the equipment similar to the product category and can be configured under ‘Administration’ > ‘Master Data’ > ‘Equipment Category’
The Equipment Status defines the status of an equipment (e.g. active, installed, inactive, etc.). It can be configured under ‘Administration’ > ‘Master Data’ > ‘Equipment Status’.
Comments
0 comments
Please sign in to leave a comment.