Understanding the Equipment Master Update Program

You can automatically update equipment records directly from sales orders. When you run the Equipment Master Update program (R17024), the system creates equipment records for all products, based on the Serial Number Required, Lot Processing Type, and Create Equipment Master Record fields for each item.

During the update, the system creates entries in these tables:

• Asset Master table (F1201).

• Equipment Master Extension table (F1217).

• Equipment Master Location History (F1731).

• Status History (F1307).

• Parent History (F1212).

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).

When you run the update, the system creates an equipment record for order detail lines, based on the serial number requirements and lot process type. Additionally, the system retains pertinent manufacturing or purchase order information, based on the item stocking type. In this way, you can access historical data for customer service.

For manufactured items, the system retrieves manufacturing information from these tables:

• Lot Master (F4108)

• Item Branch File (F4102)

• Item Ledger File (F4111)

  The system identifies manufactured goods in the Item Branch File form to be those items with a stocking type code that has M in the Description 2 field of the UDC 41/I (Stocking Type Code).

• Work Order Master File (F4801)

• ECO Parts List Detail (F3013)

For purchased goods, including raw materials, the system retrieves purchasing information from these tables:

• Purchase Order Detail File (F4311)

• Lot Master (F4108)

• Item Branch File (F4102)

  The system identifies purchased goods in the Item Branch File form to be those items with a stocking type code that has P in the Description 2 field of the UDC 41/I (Stocking Type Code).

• Item Ledger File (F4111)