Service Equipment Suite

Service Equipment Suite

HelpID: 497022118, 497022035, 497022036

The Service Equipment Suite consists of:

  • Configuration Builder – automatically builds equipment configurations based on the Serial-Lot Linking information from the Manufacturing Order that created the serial-numbered item on a sales transaction. When a Sales Invoice is posted, Service will create an equipment record for the sold item, then Configuration Builder locates the MO that made the item, and uses the Serial/Lot Linking information to build a Service Configuration that includes all of the “linked” components from manufacturing.
  • Customer Class Extensions – provides a Customer Class level setting for Service Warranty codes.
  • Equipment Customer Changer – enables reassignment of Equipment Records to different customers.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “Service Equipment Suite*”. Double-click on “Service Equipment Suite*” to open the Configuration Builder Setup window.

The Include Linked setting controls whether the Configuration Builder includes linked Serials, Lots, or Both, when it builds the configuration from the MO Serial-Lot Linking table. By default the software will link “Serials & Lots”.

 

Overview

The Configuration Builder will automatically create a Service Equipment Configuration when a serial numbered item is sold.

When the Sales Invoice is posted, the Configuration Builder reads through the sales lines to locate serial numbers. For each serial number it creates a Configuration Reference based on the SOP Invoice Number, and uses the MO Serial-Lot Linking information to (1) create additional equipment records for the serialized components, and (2) add the components to the Equipment Configuration.

Since the Configuration Reference will be created using the SOP Invoice Number, the Invoice Numbers must not exceed 15-characters. When you Enable the module the system will check that your setup does not contain any SOP Invoice Numbers longer than 15-characters. The Configuration Reference will be in this format: “STDINV2267_1”. The “_1” will be incremented for each new Configuration generated from that Invoice.

Correct functioning of the module requires the use of Manufacturing Serial-Lot Linking. Only linked subcomponents will be added to the configuration.

Rebuild Configurations Utility

This utility is only available when logged-in as SA or DYNSA.

If you are enabling Configuration Builder in an environment where you already have historical invoices for Equipment, the Utility can be used to create/recreate Configuration Records for the historical transactions. This is the same process that occurs when posting an Invoice, but the utility runs against historical transactions.

Navigation: Tools >> Routines >> Service Call Management >> Rebuild Configurations.

You will be asked to confirm you are ready to begin the process.

You can ABORT at this point without making any changes.

If you click CONTINUE, the Rebuild Configurations utility will start immediately.

Once started you cannot abort the process. The process may take a long time if there is an extensive amount of sales history. The utility will process all serial number in the Sales Serial/Lot History table. This means that it will only build/rebuild configurations for sold serial numbers.

If a Serial Number already has a Configuration, the utility will update the Rev Level, delete the existing Configuration Details, and recreate the configuration.

If a Serial Number does NOT have a Configuration, it will create a new Configuration Header record, then build the configuration.

Customer Class Extensions

The Customer Class Extensions window is used to establish a Seller Warranty and Vendor Warranty to be applied to all equipment records generated for customers in the Customer Class.

Navigation: From Customer Class Setup go to Extras >> Additional >> Customer Class Extension.

Use the Customer Class Extensions window to enter a default Seller Warranty Code and Vendor Warranty Code. The Warranty Codes specified at the Customer Class will override the codes that normally are retrieved from the Service Item Extensions window.

Equipment Customer Change

The Equipment Customer Change window allows reassignment of Equipment to different Customers.

Navigation: Transactions >> Service Call Management >> Equipment Customer Change

The Equipment Customer Change window is also available from the Extras menu of the following windows:

  • RMA Line Serial Numbers
  • Equipment Maintenance

Use the Equipment Customer Change window to change the customer associated to a Equipment/ Serial Number. This is useful if a Customer is returning an item originally sold to a different customer. For example, the original sale might be to a distributor, but the end-customer returns the unit.

If configurations exist for the item, all serialized components linked will have the Customer ID updated as well.

The Customer ID cannot be changed if the serial number is on a contract line, or if it is part of a configuration and any of the equipment in the configuration is on a contract line.

You can select an equipment record by clicking the Lookup button next to Equip/Ser Num. When an Equipment record is selected the Item Number and Serial Number will fill in.