## Managing Equipment

This chapter provides an overview of the Equipment Information Management system and discusses how to:

- Set up equipment master constants.

- Set up base warranty defaults and rules.

- Create equipment master records manually.

- Create equipment master records from fixed assets.

- Work with product registration.

- Work with the Equipment Master Update program.

- Work with the equipment master for single records.

- Work with the equipment master for multiple records.

- Create base warranty contracts.

- Work with parent and component information.

- Work with status history.

- Schedule maintenance for installed equipment.

See Also

Understanding the Equipment Master

### Understanding Equipment Information Management

The Equipment Information Management module provides you with the means to enter and manage product registrations and product master records. You can use this module to create and track the current and historical information for every product or piece of equipment that you manufacture or sell.

For example, you can capture information such as distribution dates, distribution channels, product registrations, product owners, and product locations. By capturing this information, you provide consultants with immediate access to the critical data that customers expect them to have. This data is also critical for supporting outbound direct marketing initiatives.

The Equipment Information Management module also provides a database to track all contract and warranty registration information for sold or serviced products. When you add a product or piece of equipment, the system can create a base warranty in Service Contracts. The system uses a set of default information that define the conditions of the warranty.

Most equipment updates are created from information that is derived from sales orders. You can, however, create equipment records from product registration cards or fixed assets.

You can then update the Equipment Master by using any of these methods:

- Global update

- Equipment Master Revisions (P1702)

- Case Management

- Contract Management

- Work Order Management

  Global update makes changes for multiple transactions. The remaining methods make changes to single records in the system.

Terms and Concepts

You should be familiar with these terms and concepts that are related to Equipment Information Management:

Term | Description
Base warranty | The warranty that is associated with the equipment. Base warranties are typically included in the purchase price of the equipment. Included in a base warranty are the service type and length of time that the product is covered.
Contract coverage | The days of the week and hours of each day during which the service package is in effect. For example, the coverage term 5 X 8 refers to a contract that covers equipment five days a week, Monday through Friday, for eight hours each day.
Customer number | The address book number of the customer who owns or leases equipment.
Equipment master | The comprehensive database of products or equipment. The equipment master includes tables that identify products; the base warranty; and the point of origin, such as a sales order.
Equipment record | Products or equipment that are included in the Equipment Master.
Product | Any item or piece of equipment that you want to track.
Product family | A group of products that have common characteristics and share classification criteria.
Service package | The combinations of service type and contract coverage that specify the service support to which the customer is contractually entitled.
Service types | A form of support that is offered to the client for post-sales maintenance of equipment. Examples of service types might include telephone support, on-site service, or repair and return service.
Site number | The address book number of the site where a piece of equipment is located. The site number can be the same as the customer number, but it might differ if the customer has multiple sites.

### Common Fields Used in this Chapter

Customer Price Group | Enter a value from user-defined code (UDC) table 40/PC (Customer Price Groups) that identifies a customer group. You can group customers with similar characteristics, such as comparable pricing. This field is optional.
Equipment Status | Enter a value from UDC 12/ES (Status or Disposal Code) that identifies the equipment or disposal status of an asset, such as available, down, or disposed.
Item Price Group | Enter a value from UDC 40/PI (Item Price Groups) that identifies an inventory price group for an item. Inventory price groups have unique pricing structures that direct the system to incorporate discounts or markups on items on sales and purchase orders. The discounts or markups are based on the quantity, dollar amount, or weight of the item ordered. When you assign a price group to an item, the item takes on the same pricing structure defined for the inventory price group. You must assign an inventory price group to the supplier or customer, as well as to the item, for the system to interactively calculate discounts and markups on sales orders and purchase orders. This field is optional.
Line Type | Enter a code that controls how the system processes lines on a transaction. It controls the systems with which the transaction interfaces, such as General Ledger, Job Cost, Accounts Payable, Accounts Receivable, and Inventory Management. It also specifies the conditions under which a line prints on reports, and it is included in calculations. This field is optional. Codes include: S: Stock item J: Job cost N: Nonstock item F: Freight T: Text information M: Miscellaneous charges and credits W: Work order
Parent Number | Enter the parent number to group related components together. You can associate each item of property and piece of equipment with a parent item. For example, you can associate a mobile telephone with a specific automobile (the parent), a printer with a computer (the parent), or a flat bed with a specific truck chassis (the parent). Note. If this is a data entry field, the default value is the asset number. For example, if the asset number is 123, the system assigns 123 as the default parent number.
Proof of Purchase | Enter a code that indicates whether a customer has supplied a proof of purchase. If you leave this field blank, then the system enables the Date field. If you enter a value, the system disables the Date field. If you write a billable contract for an equipment record, the system disables the Proof of Purchase and Date fields.
Ship To Country | Enter a value from UDC 00/CN (Country Codes) that identifies a country. The country code has no effect on currency conversion. The Address Book system uses the country code for data selection and address formatting. This field is optional.
Serial Number | Enter a 25-character alphanumeric number that you can use as an alternate asset identification number. You might use this number to track assets by the manufacturer's serial number. You are not required to use a serial number to identify an asset. Every serial number that you enter must be unique. Note. This field is required only if a processing option is set accordingly.
Service Package | Enter the user-defined service package which is a combination of service order type and coverage type used to define service support to which the customer is contractually entitled. A service package also contains response time and coverage group. This field is optional.
Subledger Inactive Code | Enter a code that indicates whether a specific subledger is active or inactive. Examples of inactive subledgers are jobs that are closed, employees who have been terminated, or assets that have been disposed. If you want to use subledger information in the tables for reports, but you want to prevent transactions from posting to the record in the Account Balances table (F0902), select the Inactive code.
Unit Number | Enter a 12-character alphanumeric code as an alternate identification number for an asset. This number is not required, nor does the system assign a number if you leave the field blank when you add an asset. If you use this number, it must be unique. For equipment, this is typically the serial number.
Warranty Float in Days | The number of days added to the duration of a base warranty to account for the sales cycle and delivery of a product. For example, for a product with a 90-day warranty and a 30-day warranty float, the warranty contract expires 120 days after the product is confirmed as shipped. If you update the installed base record to indicate the actual date that the end user received the product, the system disregards warranty float and indicates a 90-day warranty period that commences on the date of receipt. This field is optional.
Warranty Life In Days | Enter the number of days from date of sale or delivery until the warranty expires.

### Setting Up Equipment Master Constants for Service Management

This section provides an overview of equipment master constants and discusses how to set up equipment master constants for Service Management.

#### Understanding Equipment Master Constants

To define default information for the entire system, you set up system constants. Constants control the types of information that you track and the rules that the system uses to perform certain calculations. You can also define whether the system uses the asset, unit, or serial number as the default primary number that appears for the equipment. The information that you enter for the primary number overrides the primary number information that is stored in the company constants.

#### Form Used to Set Up Equipment Master Constants for Service Management

Form Name | FormID | Navigation | Usage
S/WM System Constants Revisions | W17001C | Service & Warranty Setup menu (G1740), Service & Warranty Constants. Select the Equipment Master tab. | Set up equipment master constants.

#### 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.

### Setting Up Base Warranty Defaults and Rules

This section provides an overview of base warranty defaults and discusses how to:

- Set up base warranty defaults for Service Management.

- Set up warranty rules for Service Management.

#### Understanding Base Warranty Defaults and Rules

You must provide the system with information about the warranty that you offer for each product or piece of equipment in the Equipment Master, such as the length of time for which the warranty is valid and the type of service package provided by the warranty. You can set up default warranty information based on a number of variables. For example, you can set up base warranty information based on a product model and product family, and then modify the warranty, based on additional criteria such as the customer or country.

In addition, you must add a sequence of one or more rules for using variables, such as customer number or branch/plant, to determine the default warranty values that apply to a specific equipment record. The sequence in a warranty rule indicates the order for using the variables.

You should set up warranty rules from the most specific to the most general. The more fields in a sequence that are marked with a Y, the more specific the warranty rule.

This graphic illustrates the tables that store base warranty default information:

Example of tables storing base warranty default information

#### Forms Used to Set Up Base Warranty Defaults and Rules for Service Management

Form Name | FormID | Navigation | Usage
Warranty Defaults Revisions | W17111B | Equipment Master Setup menu (G1741), Warranty Default Entry. Click Add on the Work with Warranty Defaults form. | Set up base warranty defaults for Service Management.
Warranty Defaults Rules Sequence | W17111C | Equipment Master Setup menu (G1741), Warranty Default Entry. Select Warranty Rules Seq from the Form menu on the Work with Warranty Defaults form. | Set up warranty rules for Service Management.

#### Setting Up Base Warranty Defaults for Service Management

Access the Warranty Defaults Revisions form.

#### Setting Up Warranty Rules for Service Management

Access the Warranty Defaults Rules Sequence form.

### Creating Equipment Master Records Manually

This section provides an overview of manually creating equipment records, lists prerequisites, and discusses how to:

- Create equipment master records manually: non-CRM users.

- Create equipment master records manually: CRM-users.

- Set processing options for the Work with Equipment Master (P1701) program.

- Set processing options for the Equipment Master Revisions program (P1702).

- Set processing options for the CRM - Manage Equipment program (P90CD001).

#### 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.

#### Prerequisite

Set the Equipment Master Entry (P1701) processing option to indicate that you are a non-CRM or CRM user.

#### 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.

#### Creating Equipment Master Records Manually: Non-CRM Users

Access the Work With Equipment Master form and click Add. On the Equipment Master Revisions form, enter, review, and revise equipment master records.

Select these tabs:

- Customer/Equipment

- Classification 1 and Classification 2

- Accounting

- Service

#### Creating Equipment Master Records Manually: CRM-Users

Access the Work With Equipment Master form and click Add.

On the Work With Equipment Master form, enter equipment master records and click OK. On the Equipment – Manage [equipment description and number] form, review and revise equipment information in the header area, from the links, and on the tabs.

The Equipment and Main tabs appear when you access the Equipment – Manage [equipment description and number] form. Select one of the remaining tabs, depending on the information you want to add or review:

- Category Code 1

- Category Code 2

- Accounting

- Service

- Status History

- Customer/Site History

- Related Objects

- Reference

#### Setting Processing Options for the Work with Equipment Master Program (P1701)

CRM and non-CRM users: use these processing options to set default values for the Work with Equipment Master program.

Categories

These processing options specify default values for category codes.

1. Category Code 1 (Accounting Class) , 2. Category Code 2 (Equipment Class) , and 3. Category Code 3 (Manufacturer) | Specify the Accounting Class Category Code 1, the Equipment Class Category Code 2, or the Manufacturer Category Code 3 that the system uses to search for the equipment. A blank value selects all.
4. Category Code 4 (Model Year) | Specify the Model Year Category Code 4 that the system uses to search for the equipment. You use the Model Year category code to further define the subclass codes. For example, you can define a 1990 International Harvester, single-axle, within the subclass for trucks. A blank value selects all.
5. Category Code 5 through 23. Category Code - F/A 23 | Enter a value from the appropriate UDC that the system uses to search for the equipment. A blank value selects all.

Defaults

These processing options supply default values on the Work with Equipment Master form.

1. Responsible Business Unit | Specify the business unit that is responsible for the equipment costs. The system uses this value when validating the depreciation defaults for the asset cost account.
2. Business Unit - Location | Specify the current physical location of an asset.
3. Equipment Status | Enter a value from UDC 12/ES (Status or Disposal Code) that specifies the status that the system assigns to the equipment record.
4. Company | Specify the company that is responsible for the equipment costs. The system uses this value when validating the depreciation defaults for the asset cost account.
5. Product Family | Enter a value from UDC 17/PA (Product Family) that specifies the default product family. A blank value selects all. The system uses this processing option when searching for Equipment records.
6. Product Model | Enter a value from UDC 17/PM (Product Model) that specifies the default Product Model. A blank value selects all. The system uses this processing option when searching for Equipment records.

Process

This processing option specifies whether you are a CRM user.

1. CRM User (customer relationship management user) | Specify whether the system runs the application for the CRM User. Values are: Blank: Non CRM User 1: CRM User

Versions

Specify the versions of programs to access from the equipment records.

1. Equipment Master Revisions (P1702) Version | If you leave this processing option blank, the system uses the ZJDE0001 version.
2. Scheduling Workbench (P48201) Version , 3. Status History (P1307) Version, 4. Equipment Message Log (P1205) Version, 5. Equipment PM Schedule (P1207) Version | If you leave these processing options blank, the system uses the ZJDE0002 version.
6. Cost Summary (P122101) Version | If you leave this processing option blank, the system uses the ZJDE0003 version.
7. Bill of Material Inquiry (P30200) Version and 8. Service Entitlement Inquiry (P1723) Version | If you leave these processing options blank, the system uses the ZJDE0001 version.
9. Case History (P17500) Version | If you leave this processing option blank, the system uses the ZJDE0003 version.
10. Item Master (P4101) Version and 11. Supplemental Data (P00092) Version | If you leave these processing options blank, the system uses the ZJDE0001 version.
12. Equipment Master Related Orders (P17023) Version | Specify the version of Equipment Master Related Order Information (P17023). The system uses this version to access orders that are associated with the selected equipment record when you select Equipment Master, then Related Orders from the Row menu on the Work with Equipment Master form. If you leave this processing option blank, the system uses the ZJDE0001 version.
13. Equipment Master Parent/Child (P12017) Version | If you leave this processing option blank, the system uses the ZJDE0002 version.
14. Location Information (P1201) Version , 15. Work With Locations (P12215) Version, 16. Location Transfer (P12115) Version, 17. Equipment Master Address Locations (P1704) Version, 18. Item Branch (P41026) Version, 19. Equipment Backlog (P13220) Version, 20. PM Orders (P12071) Version, 21. Equipment Parts List (P13017) Version, and 22. Equipment Master (P90CD001) Version | If you leave these processing options blank, the system uses the ZJDE0001 version.

#### Setting Processing Options for the Equipment Master Revisions Program (P1702)

Non-CRM users: use these processing options to set default values for the Equipment Master Revisions program.

Note. Access these processing options by entering IV (interactive versions) in the Fast Path.

Edits

These processing options specify requirements when you add equipment records.

1. Unit Number Required | Specify whether the system requires a unit number when you add an equipment record. Values are: Blank: Do not require. 1: Require. Note. This processing option does not apply to the Speed Registration program (P1705).
2. Serial Number Required | Specify whether you are required to enter a serial number when you add an equipment record. Values are: Blank: Do not require. 1: Require.
3. Inventory Item Number Required | Specify whether you are required to enter an inventory item number when you add an equipment record. Values are: Blank: Do not require. 1: Require.
4. Base Warranty Contracts | Specify whether to generate a base warranty contract when you add an equipment record. Values are: Blank: Do not generate. 1: Generate.
5. Base Warranty Contract Start Date | Specify which start date the system uses for the base warranty contract. Values are: Blank: Installation date. 1: Acquired date.
6. Require Base Warranty | Specify whether the system requires base warranty defaults before you add an equipment record. Values are: Blank: Do not require. 1: Require.
7. Display Base Warranty | Specify whether the system displays base warranty contracts after you add an equipment record. Values are: Blank: Do not display. 1: Display.
8. Create Mailing Data | Specify whether the system automatically creates mailing data in the Equipment Master Location Details table (F17311) when you add an equipment record. Values are: Blank: Do not automatically create. 1: Automatically create.
9. Assessor Default | Specify whether the system assigns the default value for the assessor. Values are: Blank: Assign. 1: Do not assign.

Defaults

These processing options supply default values on the Equipment Master Revisions form.

1. Company and 2. Responsible Business Unit | Specify the company or the business unit that is responsible for the equipment costs. The system uses this value when validating the depreciation defaults for the asset cost account.
3. Cost Center , 4. Account Object , and 5. Account Subsidiary | Specify the business unit component, object component, or subsidiary component of the asset cost account that the system uses for tracking equipment costs. The system uses the asset cost account to determine which depreciation default accounts to validate.
6. Default Cost Account from Parent | Specify whether the parent asset supplies default values for cost account information when you add children assets. Values are: Blank: Do not default. 1: Default.
7. Create Account Balances Record | Specify whether the system creates an account balances record when you add an equipment record. Values are: Blank: Do not create. 1: Create.
8. Beginning Equipment Status | Enter a value from UDC 12/ES (Status or Disposal Code) that specifies the initial status that the system assigns to the equipment record.
9. Beginning Registration Status | Enter a value from UDC 17/RS (Product Registration Status) that specifies the initial registration status that the system assigns to the equipment record.
10. Allow Work Order | Specify a default value for the Allow Work Order field when adding an Equipment Master record. Values are: Blank: Do not allow work orders. 1 or Y: Allow work orders.
11. Location Default | Specify whether the system derives the equipment location from the responsible business unit. Values are: Blank: No Location. 1: Default location from responsible business unit.
12. Location Start Effective Date | Specify the effective start date for the equipment location. Values are: Blank: System date 1: Date acquired

Process

This processing option specifies whether you are a CRM user.

1. CRM User (customer relationship management user) | Specify whether the system runs the application for the CRM User. Values are: Blank: Non - CRM User 1: CRM User

Export

These processing options supply export values on the Equipment Master Revisions form.

1. Enter the transaction type for the export transaction. | Enter a value from UDC 00/TT (Transaction Type) that specifies the transaction type for the export transaction. If you leave this processing option blank, the system does not perform interoperability processing.
2. Enter the APS Outbound Processor (R34A400) version to call when performing interoperability processing. | Specify which version of APS Outbound Processor (R34A400) the system uses when it performs interoperability processing. If you leave this processing option blank, the system uses the XJDE0002 version.

Versions

Specify the versions of programs to launch from the equipment records.

1. Service Entitlement Inquiry (P1723) Version | If you leave this processing option blank, the system uses the ZJDE0001 version.
2. Scheduling Workbench (P48201) Version , 3. Status History (P1307) Version, 4. Equipment Message Log (P1205) Version, and 5. Equipment PM Schedule (P1207) Version | If you leave these processing options blank, the system uses the ZJDE0002 version.
6. Cost Summary (P122101) Version | If you leave this processing option blank, the system uses the ZJDE0003 version.
7. Bill of Material Inquiry (P30200) Version and 8. Quick Customer Add (P01015) Version | If you leave this processing option blank, the system uses the ZJDE0001 version.
9. Case History (P17500) Version | If you leave this processing option blank, the system uses the ZJDE0003 version.
10. Item Master (P4101) Version , 11. Item Branch (P41026) Version, and 12. Equipment Master Related Orders (P17023) Version | If you leave these processing options blank, the system uses the ZJDE0001 version.
13. Equipment Master Parent/Child (P12017) Version | If you leave this processing option blank, the system uses the ZJDE0002 version.
14. Supplemental Data (P00092) Version | If you leave this processing option blank, the system uses the ZJDE0005 version.
15. Location Information (P1201) Version , 16. Location Transfer (P12115) Version, 17. Equipment Parts List (P13017) Version, 18. Equipment Master Address Location (P1704) Version, 19. Work With Locations (P12215) Version, 20. Equipment Backlog (P13220) Version, 21. PM Orders (P12071) Version | If you leave these processing options blank, the system uses the ZJDE0001 version.
22. Accounts (P0901) Version , 23. Contracts (P1720) Version, 24. Parent History Inquiry (P12212) Version, 25. License Information (P1206) History, and 26. Equipment Revisions (P90CD001) Version | If you leave these processing options blank, the system uses the ZJDE0001 version.

Data Selection

The Equipment Master Update from Ship Confirm enables additional data selection criteria. These processing options specify the additional criteria.

1. Last Status Code | Enter a value from UDC 40/AT (Activity/Status Codes) that specifies the last status of a sales order that is required to add an equipment record.
2. Country | Enter a value from UDC 00/CN (Country Codes) that specifies the country code of customers whose orders are to be added to the equipment master.

#### Setting Processing Options for the CRM - Manage Equipment Program (P90CD001)

CRM users: use these processing options to set default values for the CRM – Manage Equipment program.

Note. Access these processing options by entering IV (interactive versions) in the Fast Path.

These processing options are identical to the P1702 program, with these exceptions:

Process

There are no Process processing options.

Versions

There is no processing option for 26. Equipment Revisions (P90CD001) Version.

See Also

Setting Processing Options for the Equipment Master Revisions Program (P1702)

### Creating Equipment Records From Fixed Assets

This section describes how to create equipment master records from fixed assets and discusses how to set processing options for the Create Equipment Master Extension Tables program (P17021).

#### Understanding Creating Equipment Records from Fixed Assets

You can create an equipment record from an existing record in the Fixed Assets system database.

For the Service Management system, the system generates base warranty contract details, depending on how you set the processing options.

#### Forms Used to Create Equipment Records From Fixed Assets

Form Name | FormID | Navigation | Usage
Create Equipment Master Extension Tables | W17021A | Periodic Equipment Master Processing (G1721), Create Equip Master from Fixed Assets. | Locate the record.
Equipment Master Revisions | W1702A | Select a record on the Create Equipment Master Extension Tables form, and then select Create Extension from the Row menu. | Enter information such as site number, customer number, date acquired, installation date, serial number, inventory item number, product model, and product family.

#### Setting Processing Options for the Create Equipment Master Extension Tables Program (P17021)

Use these processing options to supply the default values for the Create Equipment Master Extension Tables program.

Defaults

This processing option specifies the beginning registration status.

1. Beginning Registration Status | Enter a value from UDC 17/RS (Product Registration Status) that specifies the initial registration status that the system assigns to the equipment record.

Edits

These processing options specify default values for equipment base warranties.

1. Generate Base Warranty Contracts | Specify whether the system generates base warranty contracts when you create an equipment record. Values are: Blank: Do not generate. 1: Generate.
2. Base Warranty Contract Start Date | Specify which date the system uses as the start date for the base warranty contract. Values are: Blank: Installation date 1: Acquired date.
3. Display Base Warranty | Specify whether the system displays base warranty contracts after you add an equipment record. Values are: Blank: Do not automatically display. 1: Automatically display.

Versions

Specify the versions of programs to launch from Equipment Master Revisions.

1. Equipment Master Revisions (P1702) version , | Specify the version of the Equipment Master Revisions program (P1702). The system uses the processing options from this version, such as serial number requirements and base warranty defaults requirements, when creating Equipment Master extension records. If you leave this processing option blank, the system uses ZJDE0001.
2. Equipment Master Revisions (P1702) version and 3. Work With Contracts (P1720) version | If you leave these processing options blank, the system uses ZJDE0001.

### Working with Product Registration

This section provides an overview of product registration, lists prerequisites, and discusses how to:

- Enter product registration.

- Set processing options for the Product Registration program (P17051).

- Enter product speed registration.

#### Understanding Product Registration

You can use the Product Registration Entry program (P17051) to update or add equipment records.

You can use the Speed Registration Entry program (P1705) to enter equipment records quickly. For example, if you sell bike helmets, you do not have to create equipment records for each bike helmet that you sell. But you can include product registration cards with each helmet, and customers can send you product and customer information.

You can enter information in the tab header fields that are default entry values which apply to multiple product registration entries. For example, you can enter product information on the Product Defaults tab once, and enter multiple site and owner numbers. As you create multiple product registration entries, the system adds the entries to the detail area.

Conversely, if you would like to create multiple product registration entries for a single customer, you can enter the customer information once, and then enter multiple items and branches.

You can only use the Quick Product Registration form to enter customer and product information. To review equipment entries, you must inquire using the Work With Equipment Master program (P1701).

Note. You can enter serial number, product, and customer information directly into the detail area without entering customer or product information in the tab header area. If you leave the fields in the tab headers blank and enter the customer and product information in the first line, the system uses these values to populate the detail rows that follow.

The Speed Registration Program (P1705) also uses some processing options for the Equipment Master Revisions Program (P1702).

See Setting Processing Options for the Equipment Master Revisions Program (P1702).

#### Prerequisites

Before you complete the tasks in this section:

- Enter the customer information in the Address Book system.

  You can use a Form exit to add a customer from within Product Registration Entry.

- Ensure that items which you enter in the product registration entry form have defined SWM information.

#### Forms Used to Work with Product Registration

Form Name | FormID | Navigation | Usage
Product Registration Revisions | W17051B | Daily Equipment Master Processing menu (G1711), Product Registration Entry. Click Add on the Work With Product Registration form. Select the Product tab. Select the Customer tab. | Enter product information.
Quick Product Registration | W1705A | Daily Equipment Master Processing menu (G1711), Speed Registration Entry. Select the Customer Defaults tab. Select the Products Default tab. | Enter product speed information.

#### Entering Product Registration

Access the Product Registration Revisions form.

Asset Number | Supplies a Next Number default value if you leave this field blank.
Serial Number | The serial number is only required if you set the serial number processing option to Required.
Installation Date | Retrieves values for product family and product model information based on the inventory number.

#### Setting Processing Options for the Product Registration Program (P17051)

Use these processing options to supply the default values for the Product Registration Program.

Edits

Use these processing options to supply the edit values for the program.

1. Serial Number Required | Specify whether to require a serial number when you add an equipment record. Values are: Blank: Do not require 1: Require
2. Inventory Item Number Required | Specify whether to require an inventory item number when you add an equipment record. Values are: Blank: Do not require 1: Require
3. Base Warranty Contract | Specify whether to generate a base warranty contract when you add an equipment record. Values are: Blank: Do not create 1: Create
4. Base Warranty Contract Start Date | Specify which start date the system uses for the base warranty contract. Values are: Blank: Installation date. 1: Acquired date.
5. Require Base Warranty Defaults | Specify whether the system requires default values for the base warranty before you add an equipment record. Values are: Blank: Do not require 1: Require
6. Assign Assessor Default | Specify whether the system assigns the default value for the assessor. Values are: Blank: Assign 1: Do not assign

Defaults

Use these processing options to supply the default values for the program.

1. Company and 2. Responsible Business Unit | Specify the default company or the default responsible business unit used when creating an equipment master record.
3. Cost Center | Specify the default asset cost center used when creating an equipment master record. The system uses this in conjunction with account object and account subsidiary to create the asset cost account.
4. Account Object | Specify the default asset account object used when creating an equipment master record. The system uses this in conjunction with the cost center and account subsidiary to create the asset cost account.
5. Account Subsidiary | Specify the default asset account subsidiary used when creating an equipment master record. The system uses this in conjunction with the cost center and account object to create the asset cost account.
6. Beginning Equipment Status | Enter a value from UDC 12/ES (Status or Disposal Code) that specifies the default beginning equipment status used when creating an equipment master record.
7. Beginning Equipment Registration Status | Enter a value from UDC 17/RS (Product Registration Status) that specifies the default beginning equipment registration status used when creating an equipment master record.
8. Branch/Plant | Specify the default branch/plant used when creating an equipment master record.
9. Default Address Book Number of User | Specify whether the system uses the user address book number as the default value for the dealer or customer fields. Values are: Blank: Do not Default 1: Default to Dealer Field 2: Default to Customer Field
10. Allow Work Order | Indicate whether a piece of equipment or asset may be entered on a work order. Values are: 0 or N: Do not allow work order 1 or Y: Allow work order
11. Location Default | Specify whether the system derives the equipment location from the responsible business unit. Values are: Blank: No Location 1: Default location from responsible business unit
12. Location Start Effective Date | Specify the effective start date for the equipment location. Values are: Blank: System date 1: Date acquired

Versions

Specify the version values for the program.

1. Meter Readings (P12120) Version | If you leave this processing option blank, the system uses the ZJDE0001 version.
2. Work With Contracts (P1720) Version | If you select to generate contracts when you create equipment master records, the system uses the processing options from this version to identify the contract document type and the version information for the Contract Revisions program and the Contract Print program (P1721 and R1733, respectively). If you leave this processing option blank, the system uses the ZJDE0001 version.
3. Quick Customer Add (P01015) Version | If you leave this processing option blank, the system uses the ZJDE0001 version.

Process

Use these processing options to supply the process values for the program.

1. Disable Dealer and 2. Disable Customer | Specify whether the system disables the Dealer field or the Customer field. Values are: Blank: Do not disable 1: Disable
3. Hide Assessor | Specify whether the system hides the Assessor field. Values are: Blank: Do not hide 1: Hide

#### Entering Product Speed Registration

Access the Quick Product Registration form.

### Working with the Equipment Master Update Program

This section provides overviews of equipment master updates, the Equipment Master Update program, the Equipment Master Global Update program, lists prerequisites, and discusses how to:

- Run the Equipment Master Update program.

- Set processing options for the Equipment Master Update program (R17024).

- Run the Equipment Master Update program for multiple records.

- Set processing options for the Equipment Master Global Update program (P17022).

#### 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.

Equipment Records for Serialized and Non-Serialized Items

You can create equipment records for each item that you sell after shipment confirmation, based on lot and serial number information in the Item Branch File table (F4102).

When you enter item information in the Item/Branch Plant Info form (W41026A), you must identify the requirement for serial numbers, in these fields:

- Serial Number Required

- Lot Process Type

You can define the serial number information in the Item Branch File table to indicate whether the item is a serialized item or a non-serialized item in the Service Management system.

Serialized Items

During the manufacturing, procurement, and sales order entry cycles, you might be required to enter serial number information that is based on the item information. After you confirm the shipment of the item and send it to the customer, you can continue to use the serial numbers to create equipment records in the Service Management system for warranty and service information.

Basic Serial Number Processing

If you do not require a serial number for items, but you want to assign serial numbers for product tracking, customer service, or new product promotions, you can use the features of basic serial number processing. Items with assigned basic serial numbers have this item information assigned in the Item Branch File table (F4102):

- Serial Number Required: Y

- Lot Process Type: Blank

  When you leave this option blank, you can manually assign serial numbers to the item, but the serial number is not required. Additionally, you can assign a serial number to items, regardless of the quantity.

The system stores basic serial numbers in the Basic Serial Numbers table (F4220).

Advanced Serial Number Processing

During the manufacturing, procurement, and sales order entry cycle, you might be required to enter serial number information, according to item specifications. You can use advanced serial number processing to track items through multiple processes. The system stores advanced serial numbers in the Sales Order Detail table (F4211) and other tables, such as Lot Master (F4108) and Work Order Master File (F4801).

Items that follow advanced serial number processing are identified by the Serial Number Required: N value that is assigned in the Item Branch File table (F4102).

For advanced serial number processing, the system does not use this field. To specify serial number requirements, you must use the lot process type.

For the lot process type, select one of these options:

Lot Process Type | Description
4 | If you specify 4, serial numbers are optional except at shipment confirmation. You can assign a serial number for quantities that are greater than one.
5 | If you specify 5, serial numbers are required. The system assigns the serial number, using the system date (YYMMDD) format. Quantities must not exceed one.
6 | If you specify 6, serial numbers are required. The system assigns the serial numbers in ascending order using Next Numbers. Quantities must not exceed one.
7 | If you specify 7, serial numbers are required. You must manually assign the serial numbers. Quantities must not exceed one.

Note. When advanced serial numbers are required, you must specify a value in the Shelf Life Days field for the system to calculate expiration dates. If you do not enter a value for the shelf life days, the system prompts you to enter an expiration date at every point that serial number verification or entry is performed.

Non-Serialized Items

If you do not require a serial number for items, you can still create equipment records to use for product tracking, customer service, or new product promotions. Non-serialized items have this item information assigned in the Item Branch File table (F4102):

- Serial Number Required: 6. Use the Serial Number Required field on the Item Branch Plant form to indicate that this item is a non-serialized item in the Service Management system.

- Lot Process Type: Blank.

When you create an equipment record for non-serialized items, you can create a record for each single unit in the order detail line or one equipment record for the entire quantity. For example, a sales order detail line exists for 50 bicycles. You can create 50 equipment records for this order detail line, one equipment record for each bicycle, or a single equipment record for the order detail line.

When you run the Equipment Master Update program (R17024), the system first verifies the serial number requirements, and then checks the Equipment Master option for Non-Serialized Items on the Equipment Master tab in the SWM Constants:

- If you click the option Create One-to-One, the system creates an equipment record for each single unit of the order detail line.

- If you click the option Create Many-to-One, the system creates a single equipment record for the item, regardless of the quantity.

This graphic illustrates the Equipment Master Update process.

The Equipment Master Update process

#### 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)

#### Understanding the Equipment Master Global Update Program

To make changes to multiple equipment records at one time, you can use the Equipment Master Global Update program (P17022). For example, you might use this program to update equipment records when you ship multiple items to one location A; and four months later, all of the items are transferred to location B, which is another company branch or location. When the records were initially entered, the items reflected location A as the site of the equipment. Because the equipment was transferred to location B, you need to update the information with the new site number to indicate that location B is the location of the equipment.

#### Prerequisite

Set up equipment constants.

#### Forms Used to Work with Equipment Master Update Program

Form Name | FormID | Navigation | Usage
Available Versions | W98305WA | Daily Equipment Master Processing menu (G1711), Equipment Master Update. Select the version and run the update. | Run the Equipment Master update for multiple records.
Equipment Master Global Update | W17022A | Periodic Equipment Master Processing menu (G1721), Equipment Master Global Update. Select any of the tabs. | Run the Equipment Master global update for multiple records.

#### Running the Equipment Master Update Program

To run the Equipment Master Update program, access the Daily Equipment Master Processing menu (G1711), Equipment Master Update.

#### Setting Processing Options for the Equipment Master Update Program (R17024)

Use these processing options to supply the default values for the Equipment Master Update Program.

Process

These processing options define the processing that the system performs for this version of Equipment Master Update. You can select whether the system generates a base warranty and whether base warranty information is required. Additionally, you can select whether to create mailing data.

1. Generate Base Warranty | Specify whether you want to generate a base warranty. Values are: Blank: Do not generate. 1: Generate.
2. Require Base Warranty | Specify whether the system requires base warranty defaults before adding an equipment record. Values are: Blank: Do not require. 1: Require.
3. Create Mailing Data | Specify whether the system creates mailing data when you create a new equipment record. Values are: Blank: Do not create. 1: Create. During sales order entry, you might ship a product to an address that is different from the address that exists in the system. When you create an equipment record and you set this processing option, the system: Verifies the sales order number for the equipment record. Verifies the address information in the Order Address Information table (F4006), if a sales order number exists. Creates mailing data for this equipment record, if an address record exists. Retrieves mailing information from the Address Book, if an address record does not exist or a sales order number does not exist.
4. Print Detail Lines | Specify how the system prints detail lines on the report. Values are: Blank: Do not print detail lines. 1: Print detail lines only when an error occurs. 2: Print all detail lines.
5. Create Serialized Components | Specify whether the system creates equipment master records for a whole good that is defined on a sales order and the serialized components that comprise the whole good. Values are: Blank: Do not create. 1: Create. The system creates a parent/child relationship between the equipment master record for the whole good and the records for the serialized components. The whole good and components must use advanced serial number processing.
6. Print Serialized Component Detail Lines | Specify how the system prints detail lines for serialized components on the Equipment Master Update report (R17024). Values are: Blank: Do not print detail lines for serialized components. 1: Print detail lines for serialized components only when an error occurs. 2: Print all detail lines for serialized components.
7. Assessor Default | Specify whether the system assigns the default value for the assessor. Values are: Blank: Assign. 1: Do not assign.

Defaults

These processing options define the default values that the system uses when you update the Equipment Master. The default values for Equipment Master Update program are used for journal entries. When you create an equipment record for Service Management, the system uses the company, business unit, and asset cost account information and creates entries in the Asset Master File table (F1201).

1. Company and 2. Business Unit | Specify the company or the business unit that is responsible for the equipment costs. The system uses this value when validating the depreciation defaults for the asset cost account.
3. Asset Cost Account - Business Unit , 4. Asset Cost Account - Object , and 5. Asset Cost Account | Specify the business unit component, the object component, or the subsidiary component of the asset cost account that the system uses for tracking equipment costs. The system uses the asset cost account to determine which depreciation default accounts to validate.
6. Equipment Status | Enter a value from UDC 12/ES (Status or Disposal Code) that specifies the initial status that the system assigns to the equipment record.
7. Status Code - Next | Specify the status value that is used to update the sales order detail line with its next status. After the detail line has been successfully processed, the system updates the status codes on the sales order detail line. The Status Code - Last field is updated with the previous value for the Status Code - Next, and the Status Code - Next is updated with the value from this processing option. You must specify a UDC 40/AT (Activity/Status Codes) that has been set up in the Order Activity Rules based on the order type and the line type that you are using.
8. Beginning Registration Status | Enter a value from UDC 17/RS (Product Registration Status) that specifies the initial registration status that the system assigns to the equipment record.
9. Allow Work Order | Specify a default value for the Allow Work Order field when adding an Equipment Master record. Values are: Blank: Do not allow work order entry. 1 or Y: Allow work order entry.
10. Location Default | Specify whether the system derives the equipment location from the responsible business unit. Values are: Blank: Do not use the location that appears in the responsible business unit. 1: Use the location that appears in the responsible business unit.
11. Location Start Effective Date | Specify the effective start date for the equipment location. Values are: Blank: System date. 1: Acquired date. If you select this value, the system date in the asset master record must be blank.
12. Allow Meter Schedules | Specify a default value for the Meter Used field when adding an Equipment Master record. Values are: Blank: Meter is not used 1 or Y: Meter is used

Versions

These processing options define the versions that the system uses when creating equipment records using this version of Equipment Master Update - Unified. If you select to generate contracts when you create equipment records, the system uses the processing options from this version to identify contract information.

1. Equipment Master Revisions (P1702) | Specify the version of the Equipment Master Revisions program (P1702). The system uses the processing options from this version, such as serial number requirements and base warranty defaults requirements, when creating equipment master records. If you leave this processing option blank, the system uses ZJDE0001.
2. Work With Contracts (P1720) | Specify the version of the Work With Contracts program (P1720). If you select to generate contracts when you create equipment master records, the system uses the processing options from this version to identify the contract document type and the version information for the Contract Revisions program (P1721) and the Print Contracts program (R1733). If you leave this processing option blank, the system uses ZJDE0001.

Select

This processing option indicates which records the system selects when creating equipment records.

1. Country | Enter a value from UDC 00/CN (Country Code) that specifies sales order detail lines for customers in this country. If you leave this processing option blank, no additional data selection is performed. If a value is entered, the system only selects sales order detail lines for customers in this country.

#### Running the Equipment Master Update Program for Multiple Records

Access the Equipment Master Global Update form.

To update the Equipment Master for multiple records:

1. Select all the records that you are changing.

2. Select Update from the Row menu.

   The system processes the changes and displays the updated information.

   Update Children | Select an option that specifies the type of processing for an event.

#### Setting Processing Options for the Equipment Master Global Update Program (P17022)

Use these processing options to supply the default values for the Equipment Master Global Update Program.

Defaults

This processing option specifies the start date for base warranty contracts.

Base Warranty Contract Start Date | Specify which date the system uses as the start date for the base warranty contract. Values are: Blank: Installation date. 1: Acquired date.

Versions

Specify the version of the program.

1. Equipment Master Revisions (P1702) | If you leave this processing option blank, the system uses ZJDE0001.

### Creating Base Warranty Contracts

This section provides an overview and discusses how to create base warranty contracts for Service Management.

#### Understanding Base Warranty Contracts

When you create equipment records, you can set the processing options for Equipment Master Revisions (P1702) so that the system generates base warranty contracts when you add equipment. However, if the system does not generate base warranty contracts at the time that an equipment record is created, you can create a base warranty contract after you create an equipment record.

With Create Base Warranty Contracts (P17212), you can inquire on all equipment records that do not have base warranty contracts in the Contract Detail table (F1721).

See Also

Understanding Contracts

Setting Up Contracts

#### Form Used to Create Base Warranty Contracts for Service Management

Form Name | FormID | Navigation | Usage
Create Base Warranty Contract | W17212A | Periodic Equipment Master Processing menu (G1721), Create Base Warranty Contracts. | Create base warranty contracts.

#### Creating Base Warranty Contracts for Service Management

Access the Create Base Warranty Contract form.

To create base warranty contracts for Service Management:

1. Complete the search criteria and click Find to inquire on all equipment records that do not have base warranty contracts.

   The B/W Avail field identifies whether base warranty default information exists in the Base Warranty Defaults table (F17111).

   Note. You can only create contracts if base warranty default information exists for the equipment. The B/W Avail field must display a Y.

2. Select one or more rows.

3. Select Create B/W Contract from the Row menu.

   The system creates a base warranty contract in the Contract Detail table (F1721).

### Working With Parent and Component Information

This section provides an overview of parent and component information and discusses how to:

- Review and revise parent information.

- Review current equipment components.

- Set processing options for the Equipment Master Parent/Child program (P12017).

#### Understanding Parent and Component Information

You can establish a hierarchy of parent and component relationships among the equipment in the Equipment Master. You can track up to 25 levels of component relationships for a particular piece of equipment. After you establish such a hierarchy, you can:

- Report on equipment costs and activity at the parent or component level.

- Track all components that have been assigned to a parent, or the parents to which a specific component has been assigned.

Parent Information

If you track parent information for equipment components, you can easily review and revise parent information when component equipment moves from one parent to another. For example, assume that you warranty a drive train component for a parent piece of equipment. If the drive train component is exchanged for warranty service, you can indicate a new parent for the subsequently repaired drive train.

When you initially inquire on a parent piece of equipment, the system displays all of the parents to which a component has been assigned. You can toggle the view format to review a history of other components that have been assigned to the parent upon which you inquired. If the history records are extensive, you can limit the information that appears according to specific dates.

After you review parent information for a component, you can access Asset Master Revisions to indicate a new parent for a component piece of equipment.

Current Equipment Components

You can display up to 25 levels of component information for a selected piece of equipment. This information is particularly useful to track equipment for complex equipment assemblies such as a bridge crane. The system displays the components of a piece of equipment in a tree structure. You can expand the tree to reveal lower-level components and select a component to review.

For example, after you select a component, you can access these forms:

Form | Description
Equipment Master Revisions | You can revise information for the selected component, including its parent.
Work With Cost Summary | You can review costs that are associated with the selected component either by cost account or repair code.
Work With Work Orders | You can review all of the work orders that are associated with the selected component.

#### Forms Used to Work with Parent and Component Information

Form Name | FormID | Navigation | Usage
Work With Parent History | W12212H | Daily Equipment Master Processing menu (G1711), Equipment Master Entry. Select an equipment record on the Work With Equipment Master form, select Equipment Master and then Parent History. | Review and revise parent information.
Asset Master Revisions | W1201G | Select the record on the Work With Parent History form, and then select Asset Master from the Row menu. | Revise parent information.
Parent Change Date | W1201I | Enter the new parent number on the Asset Master Revisions form, and click OK. | Enter the date that the asset changed parents.
Parent/Child Browse | W12017A | Daily Equipment Master Processing menu (G1711), Equipment Parent/Child. | Review current equipment components.

#### Reviewing and Revising Parent Information

Access the Work With Parent History form.

To review and revise parent information:

1. Select either Parent Format or Component Format from the View menu on the Work With Parent History form.

2. Complete these optional fields to limit the information that appears and click Find:

   - Date From

   - Date Thru

3. Select the component record, and then select Asset Master from the Row menu to revise the parent information for a component.

4. Complete the Parent Number field with the new parent number and then click OK on Asset Master Revisions.

5. Complete the Effective Date field and click OK on the Parent Change Date form.

6. Click Find to review changes.

   Parent Number | Enter a number that identifies the immediate parent asset in a parent/component relationship. For example, a car phone and radar detector are components that belong to a car. If you leave this field blank, the system uses the asset's primary identification number. If you change the parent number, the system displays a window so you can enter the date on which you assigned the asset a new parent.

#### Reviewing Current Equipment Components

Access the Parent/Child Browse form.

To review current equipment components:

1. Complete the Parent Equipment Number field and click Find on the Parent/Child Browse form.

   The system displays the parent piece of equipment.

2. Click the plus (+) sign to expand the tree and view all of the parent's next-level components.

   The tree expands to reveal the next level of the parent/component hierarchy. You can continue to expand the tree for each component that also serves as a parent of other components.

#### Setting Processing Options for the Equipment Master Parent/Child Program (P12017)

Use these processing options to supply the default values for processing for the Equipment Master Parent/Child Program.

Versions

Specify the versions of programs to launch from the Equipment Master Parent/Child Program.

1. Equipment Master (P1702) Version and 2. Backlog Management (P48201) Version | If you leave these processing options blank, the system uses the ZJDE0001.

### Working with Status History

This section provides an overview of status history and discusses how to:

- Review status history.

- Track mean time between failures for equipment.

- Set processing options for the Status History program (P1307).

#### Understanding Status History

You can review the history of an equipment record or work order by the statuses that have been assigned to it, such as available, down, working, and standby. This information is especially useful to maintain an audit history of operational statuses and to determine the amount of time that equipment has been idle due to downtime. You can also review status history for equipment registration.

When you access Work With Status History, in addition to the statuses that have been assigned to an equipment record, you can also review:

- The ending time (if applicable) and beginning time for each status, as well as the associated dates.

- The total hours that are associated with each occurrence of a particular status.

- The lifetime meter reading at the time of the status change for any of the statistical accounts that you have defined, such as hours, fuel, or miles.

- The cumulative hours for all occurrences of a particular status over the life of the equipment.

- Remarks that were entered when you changed the status of the equipment.

From Work with Status History, you can access Downtime Analysis, from which you can determine the mean or average time between product failures. This information is especially useful when comparing actual product downtime with warranty expectations.

Processing options enable you to revise existing remarks for any status change, enter a new remark, or protect the remarks field from future revisions.

When you track the mean time between failures for equipment, the system calculates the total time that the equipment is operational.

Note. You can access Status History from either equipment records or work orders.

#### Forms Used to Work with Status History

Form Name | FormID | Navigation | Usage
Work with Equipment Master | W1701A | Daily Equipment Master Processing menu (G1711), Equipment Master Entry. | Locate equipment records.
Work With Status History | W1307A | Select a record on the Work with Equipment Master form and then select Costing/Analysis and then select Status History from the Row menu. | Review status history.
Downtime Analysis | W1307B | Select Analysis from the Form menu on the Work With Status History form. | Track mean time between failures for equipment.

#### Reviewing Status History

Access the Work With Status History form.

On Work with Status History, complete the Equipment Number field and click Find.

You might enter the serial number or item number in the Equipment Number field, based on the equipment constants.

A complete history of every status assigned to the equipment record appears.

#### Tracking Mean Time Between Failures For Equipment

Access the Downtime Analysis form.

The system displays the mean time between failures.

Equipment Downtime Status | Displays a value from UDC 12/ES (Status or Disposal Code) that identifies the equipment or disposal status of an asset, such as available, down, or disposed.

#### Setting Processing Options for the Status History Program (P1307)

Use these processing options to supply the default values for the Status History Program.

Process

These processing options specify remarks and calendar options.

1. Remarks | Specify whether the system protects the remarks field. Values are: Blank: Allow modifications to the remarks field. 1: Protect the remarks field regardless of whether it contains text. 2: Protect the remarks field only if it contains text.
2. Work Day Calendar | Specify the work day calendar that the system uses to calculate the number of days for equipment analysis.

Defaults

These processing options specify default values for dates and downtime status.

1. Starting Effective Date | Specify the starting date that the system uses for the for downtime analysis in Status History program (P1307). The system uses this date when calculating the mean time between failures. Values are: Blank: Use the acquired date from the equipment master. 1: Use the installation date from the equipment master. Note. If you select 1, but the installation date is blank, the system uses the acquired date.
2. Equipment Downtime Status | Enter a value from UDC 12/ES (Status or Disposal Code) that you want to use to indicate a downtime status in the Status History program (P1307). The system uses this status when determining the mean time between failures. If you leave this processing option blank, the system uses the current status from the equipment master.

Versions

Specify the programs to launch from the Status History Program.

1. Work Order Revisions (P17714) Version | If you leave this processing option blank, the system uses ZJDE0003.
2. Equipment Master (P1702) Version | If you leave this processing option blank, the system uses ZJDE0001.

### Scheduling Maintenance for Installed Equipment

This section provides an overview of maintenance for installed equipment and the customer reference report, lists prerequisites, and discusses how to:

- Schedule maintenance for installed equipment.

- Set processing options for the Equipment PM Schedule program (P1207).

- Reviewing the customer reference report.

#### Understanding Maintenance for Installed Equipment

You can use the Preventive Maintenance features in the Plant and Equipment Management module to create preventive maintenance (PM) schedules and to schedule maintenance for the installed product. For example, you can use PM schedules to schedule warranty service and routine maintenance tasks for each piece of equipment in the Equipment Master. You can access the features that are necessary to create and track PM schedules directly from the Equipment Master Revisions form or from the Work With Equipment Master form.

PM schedules enable you to define the type and frequency of each maintenance task for each product in the Equipment Master. The preventive maintenance cycle refers to the sequence of events that make up a maintenance task from its definition to its completion. Since most preventive maintenance tasks are commonly performed at service intervals -- such as dates, miles, or cycles -- the parts of the preventive maintenance cycle repeat, based on these intervals. In addition, PM schedules provide information about the last time when each maintenance task was performed.

For any maintenance task that you assign to a piece of equipment, you can attach a model work order to the PM schedule. The model work order provides standard instructions (routing instructions) and the parts list that is necessary to complete the maintenance task.

Preventive Maintenance

You can use the Preventive Maintenance features in the Plant and Equipment Management system to create preventive maintenance (PM) schedules and to schedule maintenance for the installed product. For example, you can use PM schedules to schedule warranty service and routine maintenance tasks for each piece of equipment in the Equipment Master. You can access the features that are necessary to create and track PM schedules directly from the Equipment Master Revisions form or from the Work With Equipment Master form.

PM schedules enable you to define the type and frequency of each maintenance task for each product in the Equipment Master. The preventive maintenance cycle refers to the sequence of events that make up a maintenance task from its definition to its completion. Since most preventive maintenance tasks are commonly performed at service intervals -- such as dates, miles, or cycles -- the parts of the preventive maintenance cycle repeat, based on these intervals. In addition, PM schedules provide information about the last time when each maintenance task was performed.

For any maintenance task that you assign to a piece of equipment, you can attach a model work order to the PM schedule. The model work order provides standard instructions (routing instructions) and the parts list that is necessary to complete the maintenance task.

Linking Service Types

For each piece of equipment in the Equipment Master, you can link several related service types to a primary service type. When the primary service type is scheduled to be performed, the system checks to see if any linked service types are near the threshold percentage for maintenance. You define the threshold percentage, such as 90 percent. If so, the applicable linked service types will be scheduled along with the primary service types. Linking service types reduces equipment downtime and the possibility of performing unnecessary maintenance.

See Also

Setting Up Preventive Maintenance

Working with Preventive Maintenance Schedules

#### Understanding the Customer Reference Report

You can print and review a report that lists all of the equipment that you have installed at a customer's site or sites. In addition, the report provides mailing support for manufacturers in the event of product recalls or retrofit campaigns.

You use data selections such as state, model, and user-defined codes to specify the information that you want to retrieve and print.

The system draws information for this report from these tables:

- Asset Master File (F1201)

- Equipment Master Extension (F1217)

- Address Book Master (F0101)

#### Prerequisites

Before you complete the tasks in this section:

- Set up these UDCs:

  - Preventive maintenance service types (12/ST)

  - Preventive maintenance status (12/MS)

- Set up standard procedures for preventive maintenance.

- Set up maintenance rules.

#### Forms Used to Schedule Maintenance for Installed Equipment

Form Name | FormID | Navigation | Usage
Work With Equipment PM Schedule | W1207A | Daily Equipment Master Processing menu (G1711), Equipment Master Entry. Select the record for which you want to schedule maintenance on the Work with Equipment Master form. Select Equipment Master and then select PM Schedules from the Row menu. | Find maintenance tasks for equipment records.
Equipment PM Schedule | W1207B | Click Find on the Work With Equipment PM Schedule form to display all of the maintenance tasks that have been defined for the equipment. Click Add to schedule maintenance for a new task. | Schedule maintenance for installed equipment.
PM Classification | W1207F | Select PM Classification from the Form menu on the Equipment PM Schedule form. | Classify maintenance information, such as priority and downtime.
Available Versions | W98305WA | Equipment Master Processing menu (G1711), Customer Reference Report | Review the Customer Reference report.

#### Scheduling Maintenance for Installed Equipment

Access the Equipment PM Schedule form.

Service Type | Enter a value from UDC 12/ST (Service Types) that describes the preventive maintenance service to be performed. Examples of codes include CLUTCH for adjust clutch, OIL for change oil, and 10H for 10 hour service.

Equipment PM Schedule form: Schedule Interval

You can enter a service interval based on days and schedule date. If you entered a value in the Frequency Indicator field, you cannot enter a service interval based on days.

You can enter service types for unscheduled maintenance that do not have schedule dates or intervals associated with them. Service types for unscheduled maintenance tasks must, however, include a model work order number.

Hours | Enter the hours to be expended before you schedule maintenance for each service type for which you did not enter a schedule date. To determine if maintenance is due, the Update PM Schedule Status program uses this quantity and the threshold percent from the maintenance rules table. It calculates the total hours as the service hours plus the hours run as of the last date you performed a maintenance. It then compares this amount to the actual hours from the AA ledger for the AT00 AAI to determine if maintenance is due. Note. Hours is only an example of a statistical unit. You can define other statistical units appropriate to the organization within the AT00 AAIs.
Miles | Enter the number of miles to be expended before you schedule maintenance for each service type for which you did not enter a schedule date. To determine if maintenance is due, the Update PM Schedule Status program (R12807) uses this quantity and the threshold percent from the Maintenance Rules table (F1393). For example, it calculates the total miles as the service miles plus the miles operated as of the last date you performed maintenance. It then compares this amount to the actual miles from the AA ledger for the FMB AAIs to determine if maintenance is due. Note. You can define other statistical units appropriate to the organization within the FMB AAIs.
Fuel | Enter the amount of fuel to be consumed before you schedule maintenance for each service type for which you did not enter a schedule date. To determine if maintenance is due, the Update PM Schedule Status program (R12807) uses this quantity and the threshold percent from the Maintenance Rules table (F1393). For example, it calculates the total fuel as the service fuel plus the fuel consumed as of the last date you performed a maintenance. It then compares this quantity to the actual fuel consumed from the AA ledger for the FMA AAI to determine if maintenance is due. Note. You can define other statistical units appropriate to the organization within the FMA AAIs.
Days | Enter the number of days to elapse before you schedule maintenance for each service type for which you did not enter a schedule date. You can enter a service interval based on service days and schedule date. If you enter both service days and a schedule date, the system schedules the maintenance to come due based on the schedule date. The system calculates subsequent schedule dates for maintenance based on the last completed date, in conjunction with the service days interval.
Schedule Date | Enter the date that you want to receive a reminder message about an asset for each service type. This is the future date on which the scheduled maintenance is due. You can enter a service interval based on the schedule date and service days. If you enter both a schedule date and service days, the system schedules the maintenance to come due, based on the schedule date that you indicate. Subsequent schedule dates for maintenance are calculated, based on the last completed date, in conjunction with the service days interval.
Frequency Indicator | Enter the Frequency Indicator for each service type for each service type. When used in conjunction with Schedule Date, this field indicates the frequency at which the system schedules maintenance. When maintenance is completed, the system automatically schedules the next maintenance according to the value that you enter in this field. Values are: Blank: No frequency indicator 1: Same date each month 2: Last date each month 3: Same date each quarter 4: Same date each year 5: Same day each week 6: Semi-annually (same date at six month intervals)
Multiple W.O. Code (multiple work order code) | Enter a code, for each service type, which determines whether maintenance service types can be rescheduled and can come due again before the maintenance task for the originally scheduled service type has been completed. Values are: Blank: One Cycle (default). Maintenance is not rescheduled until the original maintenance task has been completed. 1: Multiple Cycle with Multiple Work Orders. When the service type has come due, it is automatically rescheduled to come due again regardless if the original maintenance is completed. Multiple work orders can accrue. 2: Multiple Cycle. When the service type has come due, it is automatically rescheduled to come due again regardless if the original maintenance is completed. Only one work order can accrue. 3: Maintenance Loop. The Update PM Schedule program assigns the Maintenance Loop code to PM schedules generated through maintenance loops. These PM schedules are not repeated in the PM cycle. Maintenance tasks for all equipment indicated in the maintenance loop are performed under a single work order. 4: Warranty. A code that indicates that the equipment is under warranty. The system provides a warning on the Work Order Inventory Issues form and the Purchase Request form (when accessed from the Work Order Parts List). When a PM that includes warranty service types is completed, the system includes the warranty service in the PM history record, but does not reschedule the warranty service types.

Equipment PM Schedule form: Condition Based Maintenance

You can review the alert level.

Alert Level | Displays the maintenance alert level if you are using the JD Edwards EnterpriseOne Condition-Based Maintenance system.

Equipment PM Schedule form: Last Completed

If the maintenance task for the piece of equipment has been performed but this is the first preventive maintenance to be applied to the equipment, complete these fields.

Hours | Enter the number of hours at last maintenance.
Miles | Enter the number of miles at last maintenance.
Fuel | Enter the amount of fuel consumed at last maintenance.
Date | Enter the date of last maintenance.

Equipment PM Schedule form: PM Generation and Planning

Specify the information the system uses for PM generation and planning.

Model WO (model work order) | Enter a number that identifies an original document if you use model work orders. This document can be a voucher, a sales order, an invoice, unapplied cash, a journal entry, and so on. If you enter a value in the Procedure field and a model work order number, the system displays a warning message indicating that the work order might have its own procedure that could conflict with the procedure that you entered.
Procedure | Enter a value from UDC 48/SN (Send Record) that indicates a code for a labor procedure.
Occurrences | Enter the estimated number of occurrences per year for the service type. The PM Projections program uses information from this field, in combination with the last completed date, to project future schedule requirements. You can use processing options to automatically calculate the estimated occurrences, based on: One year of PM history Two years of PM history Inception-to-date PM history If you use processing options to calculate the estimated occurrences, you cannot manually update this field.

PM Classification form

After you complete the applicable fields on the Equipment PM Schedule form, click OK to add the record. Then click Cancel.

On the Work With Equipment PM Schedule form, click Find to display the record for the PM schedule that you created. Select the record for the PM schedule that you created and click Select.

On the Equipment PM Schedule form, select PM Classification from the Form menu.

On the PM Classification form, complete these optional fields and then click OK.

Maintenance Priority | Enter a code to indicate the relative priority of this maintenance in relation to all other maintenance.
Downtime | Enter the estimated duration of downtime for the piece of equipment in order to do the maintenance.
Business Unit | Enter the planning group (business unit) normally associated with the service type.
PM Cat. Code 1 | Enter a value from UDC 13/P1 (PM Category Code 1) that classifies PM schedules.

#### Setting Processing Options for the Equipment PM Schedule Program (P1207)

Use these processing options to supply default values for the Equipment PM Schedule Program.

Default

This processing option specifies how the system calculates estimated occurrences.

1. Calculate Estimated Occurrences | Specify the time period that the system uses to calculate the estimated occurrences of preventive maintenance. Values are: Blank: Do not calculate estimated occurrences. 1: One year of preventive maintenance history. 2: Two years of preventive maintenance history. 3: Preventive maintenance history from inception to the current date.

Versions

Specify the version of the Work Order Revisions program.

1. Work Order (P17714) Version | If you leave this processing option blank, the system uses ZJDE0003 version.

#### Reviewing the Customer Reference Report

To run the Customer Reference Report, access the Daily Equipment Master Processing menu, (G1711), Customer Reference Report.