I have a scenario where the several pieces of equipment that need to be serviced and all the equipments are company owned and all in company location not in customer location. We have created these machines as Equipment records. However, when creating a Service Order, I am able to select this Equipment anywhere in the service Order.
Is it possible to perform service for company-owned equipment through a Service Order and Appointment?
Best answer by vdiaz
Steps:
1. Configure the Equipment
On the Equipment form, make sure the following is set for each machine:
(If the same equipment is also used by your technicians to perform services, you can additionally select the Resource Equipment checkbox.)
2. Use an Internal Service Order Type
When creating a Service Order or Appointment, you must use a Service Order Type whose Behavior is set to Internal. Internal service order types are specifically designed for work performed within your own company, since no customer is involved, customer, posting, and billing fields are not available on these documents.
Understanding How Equipment Selection Works
When creating an internal Service Order or Appointment, the system filters available equipment based on the company and branch specified in the document. Only equipment whose company and branch match the document can be selected in the Target Equipment column.
Note on "Enable Service for All Target Equipment" (Equipment Management Preferences): This setting is not required to service company-owned equipment. Enabling it removes branch-based filtering, making all active target equipment available for selection in any document. It can be useful if the default filtering is too restrictive for your workflow, but the setup described above works without it.
I hope it helps!
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
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
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:
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
+2
Steps:
1. Configure the Equipment
On the Equipment form, make sure the following is set for each machine:
(If the same equipment is also used by your technicians to perform services, you can additionally select the Resource Equipment checkbox.)
2. Use an Internal Service Order Type
When creating a Service Order or Appointment, you must use a Service Order Type whose Behavior is set to Internal. Internal service order types are specifically designed for work performed within your own company, since no customer is involved, customer, posting, and billing fields are not available on these documents.
Understanding How Equipment Selection Works
When creating an internal Service Order or Appointment, the system filters available equipment based on the company and branch specified in the document. Only equipment whose company and branch match the document can be selected in the Target Equipment column.
Note on "Enable Service for All Target Equipment" (Equipment Management Preferences): This setting is not required to service company-owned equipment. Enabling it removes branch-based filtering, making all active target equipment available for selection in any document. It can be useful if the default filtering is too restrictive for your workflow, but the setup described above works without it.
I hope it helps!
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
