Service Manager - Assets

Overview

Select from a lookup using the Code/Serial No./Reg. No. or a Description of the Asset. 

The Asset lookup list is filtered to the Item Categories where Input = Assets. If the Asset Item is linked to Meter Data, then you will be able to update the Meter Reading on the Ticket. Once selected, the Asset includes the Serial No. (Code) in the List View.

Meter Readings- Enter the Meter Reading for Mono, Colour, Scan - When the Meter Reading fields are blank, they are highlighted in red.

You are able to link Assets, that are not linked to a Customer, by using Type = Sales. If the Type is not Sales, you can only select Assets that are linked to the Customer. 

Costing (Parts)

A list of linked Parts is displayed by default, including the Usage since the last Issue/Purchase. Double-click and Item to open the Item Dashboard. 

Multi-select and click the order button (Caption = Transaction Code) to place an Order or Issue the selected Parts.

Meter Data

A Filter is provided to view Meter Data linked to the Ticket or all the Meter Data linked to the Machine. You can turn the Meter Data on/off using the Setting below. 

Settings

General Settings

• Service Manager > Default: Transaction that is used to procure materials (Parts/Spares) linked to Assets - This setting selects the Transaction used to Purchase or Issue Items that are tracked on their Yield. It is used when you multi-select Parts to Issue/Purchase them.