Setting Up Equipment Master Constants for Service Management
Access the S/WM System Constants Revisions form and select the Equipment Master tab.
- Push Site Change To Contract
Select this option to update the site number on all contracts that are related to equipment record installation site changes.
If site number has changed, that change is applied to all contracts for the item.
- Push Installation Date Change to Base Warranty Contract
Select this option to update the start and end dates on base warranty contracts that are only related to equipment record installation date changes.
Date changes do not apply to billable contracts.
- Push Inventory Number Change to Contracts
Select this option to update the inventory number on all contracts that are related to equipment record installation inventory number changes.
- Push Customer Change to Base Warranty Contract
Select this option to update base warranty contracts with customer changes.
- Create One-to-One
Select this option to create equipment records for non-serialized items when you run the Equipment Master Update (R17024).
When you select this option, the system creates a serialized number in the UDC 40/SN (Serial Number status code) for each unit of one in the Basic Serial Numbers table (F4220) and creates an equipment record for the single item.
This option works with the Serial Number Required Flag in the Item Branch/Plant program. For non-serialized items that you want to track in Service Management, the Serial Number Required field on the Item Branch/Plant Info. form must be set to 6 so that you can create equipment records for non-serialized items.
- Create Many-to-One
Select this option to create equipment records for non-serialized items when you run the Equipment Master Update (R17024).
When you click this option, the system creates a single equipment record for the item, regardless of the quantity.
This option works with the Serial Number Required Flag in the Item Branch/Plant program. For non-serialized items that you want to track in Service Management, the Serial Number Required field on the Item Branch/Plant Info. form must be set to 6 so that you can create equipment records for non-serialized items.