Understanding Manual Creation of Equipment Records

You can create equipment records manually for those products that are not processed through sales orders.

If you are using the Customer Relationship Management (CRM) system, the interface differs from non-CRM users. After you create an equipment record in the same manner as a non-CRM user, you can then inquire on and revise equipment records using a different interface. The interface provides the same functionality as the current Equipment Revisions program (P1702). You can add, update, delete, and inquire on equipment records. The program provides links to Status History, Customer/Site History, Cases, Work Orders, Service Contracts, and Entitlements.

A processing option indicates whether you are a Non-CRM or CRM user.

When you create equipment records, the system creates records in these tables:

• Asset Master table (F1201)

• Equipment Master Extension table (F1217)

• Equipment Master Location History (F1731)

• Status History File (F1307)

• Parent History (F1212)

For the Service Management system, depending on how you have set up the processing options and whether you are creating a base warranty, the system also creates records in the Contract Detail table (F1721). Based on the service or sales contract, the system automatically generates warranty entitlement information for the product.