Forms Used to Create Equipment Master Records Manually

Form Name

FormID

Navigation

Usage

Work with Equipment Master

W1701A

Daily Equipment Master Processing menu (G1711), Equipment Master Entry.

Non-CRM and CRM users. Search for or add equipment records.

Equipment Master Revisions

W1702A

Click Add on the Work with Equipment Master form to add an equipment record.

Select an equipment record and click Select on the Work with Equipment Master form to access information about an existing equipment record.

Non-CRM users: enter, review, and revise equipment master records.

CRM users: enter equipment master records.

Equipment – Manage [equipment description and number]

W90CD001B

Click OK after you add an equipment record on the Equipment Master Revisions form.

CRM users: Review and revise equipment information in the header area, from the links, and on the tabs.

Equipment Master Related Order Information

W17023A

Select the Related Order Detail link on the Equipment – Manage [equipment description and number] form.

Select the Sales, Manufacturing, or OEM tabs.

CRM users: Enter or view related order information.

Additional Equipment Master Information

W1702B

Select the Additional Information Detail link on the Equipment – Manage [equipment description and number] form.

CRM users: Enter or view any remarks or tax information.

Related Links for [equipment description and number]

W90CD012A

Select the Related Links Detail link on the Equipment – Manage [equipment description] form.

Select the application links to related information. The Related Links Detail link contains all the form exits that are available from the Equipment Master Revisions program (P1702).

CRM users: Enter or view the information as enabled by these links:

  • Relationships

  • Costing Analysis

  • Locations

  • Replacement Parts

  • Supplemental

  • Set Up – Flash Messages

  • Set Up – Financials

Equipment – Status History for [equipment description and number]

W90CD003A

Select the Status History tab on the Equipment – Manage [equipment description and number] form.

CRM users: View equipment status and downtime analysis.

Equipment – Customer/Site History for [equipment description and number]

W90CD004A

Select the Customer/Site History tab on the Equipment – Manage [equipment description and number] form.

CRM users: View customer and site history for the equipment, as well as equipment master location and mailing details.

Equipment – Related Objects for [equipment description and number]

W90CD008A

Select the Related Objects tab on the Equipment – Manage [equipment description and number] form.

Click one of the links.

CRM users: View work order, case, service contract, or entitlement information for the equipment.

Equipment – Manage Reference for [equipment description and number]

W90CD014A

Select the Reference tab on the Equipment – Manage [equipment description and number] form.

CRM users: Enter or view any additional reference information about the equipment.