Understanding Equipment Master Updates

You use equipment records to create and track the current and historical information for every product or piece of equipment that you sell. Using the manufacturing and distribution systems, you can track items from raw materials through the manufacturing and distribution cycle to finished goods, using key features such as lot processing, serial number tracking, parts list, and purchase orders and receipts.

With Service Management, you can continue to track those items after the item has been shipped to the customer and the sales order is complete. For example, if you use features such as lot processing and serial number tracking, you enter lot and serial number information -- such as the parts list, work orders, purchase order receipts and sales orders -- at various points of the manufacturing and distribution cycle. The system captures the information when you create an equipment record.

When you run the Equipment Master Update, the system creates multiple equipment records from sales orders for serialized items (basic and advanced) and non-serialized items. The system retains sales, purchasing, and manufacturing information for each record. You can access that historical data to guarantee parts and maintenance service.