What part/module of Acumatica do you use to track PM’s on your company equipment?
We need to track everything about our equipment to stay in accordance with ISO regulations and right now it’s a spreadsheet and Microsoft Planner.
Answer
What do you use for PM on your equipment
Best answer by vkumar
Hi
If the Equipment created is ‘Target’ Equipment and being services regularly using Service order appointment, one can use ‘Target Equipment history’ from Equipment screen (FS205000)
If its Resource equipment, you have Resource Equipment history option that gives list of appointments where the Equipment was used to provide a service.
Here is relevant documentation link:
https://help.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=48d9bf7a-4946-4ad2-b838-8935c1b84882
https://help.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=0b977422-264b-440c-b381-7ecaae3e0212
Here is the documentation link to all Equipment related reports and enquiries available.
https://help.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=566bc651-2b91-40c7-b343-2f6c4cdaad90
Hope this helps.
Regards,
+17Hi
Do you have the Field Services Module or Equipment in Acumatica?
You can keep track of equipment either place.
We don’t have the Field Service Module and if you mean Equipment under Configuration → Organization → Equipment, then yes, I have that.
Does the Equipment section track maintenance? And could we set up PM schedules?
Hi
If the Equipment created is ‘Target’ Equipment and being services regularly using Service order appointment, one can use ‘Target Equipment history’ from Equipment screen (FS205000)
If its Resource equipment, you have Resource Equipment history option that gives list of appointments where the Equipment was used to provide a service.
Here is relevant documentation link:
https://help.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=48d9bf7a-4946-4ad2-b838-8935c1b84882
https://help.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=0b977422-264b-440c-b381-7ecaae3e0212
Here is the documentation link to all Equipment related reports and enquiries available.
https://help.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=566bc651-2b91-40c7-b343-2f6c4cdaad90
Hope this helps.
Regards,
VijayKumarU
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