Service of company owned Equipment.

You can set up a Service Order Type to be used for servicing internal equipment with the ‘Internal’ behavior. Here is a link to the help article for setting up Service Order Types.

https://help.acumatica.com/(W(2))/Help?ScreenId=ShowWiki&pageid=3b4b74c7-7afe-4e5e-8a70-0cd0e288d99c

Hi ​@meagan59 ,

Yes, you are correct. We need to use an Internal Service Order Type. In addition, in the Equipment Management Preferences screen, the user needs to enable the highlighted field below. Enabling this field will activate the service functionality for all equipment.

This was the one I was missing when figured out yesterday.

Hello ​@ranjithduraisamy72 ,

Yes, it is possible to perform service on company-owned equipment through a Service Order and Appointment.

In Acumatica ERP, a single piece of equipment can be classified as both Resource Equipment (a tool or machine used to perform services) and Target Equipment (equipment that requires servicing).

To successfully select and service your company-owned equipment, you should ensure the following configurations are set:

1. Update the Equipment Records: On the Equipment form, ensure the Target Equipment check box is selected for these machines so the system knows they can be serviced. In the Owner section, select Company, and in the Location section, specify the Branch where the equipment is placed. (If the machines are also used by your staff to perform services, you can leave the Resource Equipment check box selected as well.)
2. Use an Internal Service Order Type: To create the Service Order or Appointment, you must use a Service Order Type that has its Behavior set to Internal. Internal service order types are specifically designed for services performed within your own company. Because no customer is involved, customer, posting, and route settings are not available on these orders.

By creating an internal appointment using this specific order type, you will be able to select your company-owned equipment as the target equipment to be repaired or serviced.

Regards,
Vard