Overview of the Equipment Management Functionality

By using the equipment management functionality, you can maintain and track information about the equipment that your company uses to provide services or for which your company provides services. For frequently maintained equipment, you can create service contracts in which you can add schedules of customer visits and set the specific billing period for the customer. With the integration between the equipment management functionality and the service management functionality of Acumatica ERP, you can process service orders and appointments related to contracts of equipment maintenance.

You use equipment management functionality to perform a variety of procedures related to managing equipment, which are briefly described in the following sections of this topic.

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Managing and Tracking Equipment
Processing Service Contracts

Back to TopManaging and Tracking Equipment

You can enter, maintain, and track information on the equipment that is involved in the service delivery process. In Acumatica ERP, equipment is divided into two major categories, resource equipment and target equipment, based on how the equipment is related to the service. Resource equipment is a resource of your company that is used to perform services, while target equipment is serviced by your company. In the system, you can easily track the resource equipment used during appointments, keep information and arrange appointments for maintenance of target equipment.

In Acumatica ERP, you can track the serial numbers of equipment after it is sold. You can track the warranties, upgrades, and all other pertinent information for the equipment by using its serial number. You can also track the service history for the equipment, including every part that has been added to it. The system also supports tracking multiple serial numbers for the same equipment and tracking serial numbers for different components. An unlimited number of serial numbers can be tracked.

For details, see Managing Equipment.

Back to TopProcessing Service Contracts

In Acumatica ERP, you can create service contracts with the following types of billing:

At Time of Service: The service contract billing is performed after each appointment based on what was done during the appointment.
End-Period Plus: The service contract billing is performed at the end of the contract period based on what is covered by the contract plus overage items.
Beginning-Period Fixed: The service contract billing is performed at the beginning of the billing period based on what is covered by the contract. The overage items used in appointments during the period are not billed.
Beginning-Period Plus: The service contract billing is performed at the beginning of the billing period. The overage items used in appointments during the period are also billed.

For service contracts, you can create one or multiple schedules for delivering equipment services to a customer. By using these schedules, the system will generate service orders or appointments.. For details, see Service Contracts: General Information.

Overview of the Equipment Management Functionality

By using the equipment management functionality, you can maintain and track information about the equipment that your company uses to provide services or for which your company provides services. For frequently maintained equipment, you can create service contracts in which you can add schedules of customer visits and set the specific billing period for the customer. With the integration between the equipment management functionality and the service management functionality of Acumatica ERP, you can process service orders and appointments related to contracts of equipment maintenance. {br}

You use equipment management functionality to perform a variety of procedures related to managing equipment, which are briefly described in the following sections of this topic.{br}{TOC}
==Managing and Tracking Equipment==
You can enter, maintain, and track information on the equipment that is involved in the service delivery process. In Acumatica ERP, equipment is divided into two major categories, resource equipment and target equipment, based on how the equipment is related to the service. Resource equipment is a resource of your company that is used to perform services, while target equipment is serviced by your company. In the system, you can easily track the resource equipment used during appointments, keep information and arrange appointments for maintenance of target equipment.{br}

In Acumatica ERP, you can track the serial numbers of equipment after it is sold. You can track the warranties, upgrades, and all other pertinent information for the equipment by using its serial number. You can also track the service history for the equipment, including every part that has been added to it. The system also supports tracking multiple serial numbers for the same equipment and tracking serial numbers for different components. An unlimited number of serial numbers can be tracked.{br}

For details, see [HelpRoot_FieldServices\FS__MNG_Equipment_chapter|Managing Equipment].
==Processing Service Contracts==
In Acumatica ERP, you can create service contracts with the following types of billing:[anchor|#_420be584-1667-4ab4-bdd5-cf1d62453009]
*''At Time of Service'': The service contract billing is performed after each appointment based on what was done during the appointment. 
*''End-Period Plus'': The service contract billing is performed at the end of the contract period based on what is covered by the contract plus overage items. 
*''Beginning-Period Fixed'': The service contract billing is performed at the beginning of the billing period based on what is covered by the contract. The overage items used in appointments during the period are not billed.
*''Beginning-Period Plus'': The service contract billing is performed at the beginning of the billing period. The overage items used in appointments during the period are also billed.{br}

For service contracts, you can create one or multiple schedules for delivering equipment services to a customer. By using these schedules, the system will generate service orders or appointments.. For details, see [HelpRoot_FieldServices\EquipMgmt_Service_Contracts_GeneralInfo|Service Contracts: General Information].