Creating Equipment Master Records Manually: CRM-Users

Access the Work With Equipment Master form and click Add.

On the Work With Equipment Master form, enter equipment master records and click OK. On the Equipment – Manage [equipment description and number] form, review and revise equipment information in the header area, from the links, and on the tabs.

The Equipment and Main tabs appear when you access the Equipment – Manage [equipment description and number] form. Select one of the remaining tabs, depending on the information you want to add or review:

• Category Code 1

• Category Code 2

• Accounting

• Service

• Status History

• Customer/Site History

• Related Objects

• Reference