Adding Client Equipment List To Service Work Orders?

SOLVED

Is it possible to add the Client Equipment List (found in AR)  and attach this to a Service Work Order form?

In our business when sending a work order out to the technicians, it would be helpful if they understood exactly what equipment is located at the clients location.

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  • 0

    Hi jrasche,

    I don't see the option to add the client equipment list to the report form for service invoices/work orders. The only thing that comes close are there are some reports in the 11-2 report printing screen that include the Equipment used on that invoice (#s 23,24,36,37,46,47). The list can be printed out separately from 3-6 if needed.

    Greig Hollister

    Sage 100 Contractor Support

  • 0 in reply to ghollister

    Unfortunately, this isn't equipment that is being USED at the site.  We are a fire alarm installation/service company and in the Client 3:6 screen, at the bottom we have a button for Equipment.  Our clients have fire alarm panels and fire alarms at their locations.  This Equipment screen is what we are using to identify what type of equipment they have on site.  We list the Manufacturer and a Description.  What this allows our technicians to do when they service the site is to be able to pull repair parts for the clients particular system(equipment).  This is why it would be handy to list this Clients Equipment right on a work order when we dispatch the tech to the clients site.

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  • 0 in reply to ghollister

    Unfortunately, this isn't equipment that is being USED at the site.  We are a fire alarm installation/service company and in the Client 3:6 screen, at the bottom we have a button for Equipment.  Our clients have fire alarm panels and fire alarms at their locations.  This Equipment screen is what we are using to identify what type of equipment they have on site.  We list the Manufacturer and a Description.  What this allows our technicians to do when they service the site is to be able to pull repair parts for the clients particular system(equipment).  This is why it would be handy to list this Clients Equipment right on a work order when we dispatch the tech to the clients site.

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  • 0 in reply to jrasche
    verified answer

    Jrasche,

    Since the client's equipment is only for informational purposes, it sounds like you may need a custom form or report that can pull that information.  This is what we call "behind the scenes" information, so you can't just find a field that contains the equipment and add it to the report.  You would have to have a calculation, kind of "if-then-else" that sees what they have and displays it.  You can call your consultant about that.