Updated: 18.11.2022

Assigning and Removing Equipment

This chapter covers everything you need to know about equipment on the service item. This page is divided into the following sections:

Setting up Equipment in Service Management Setup

Before you can assign/remove equipment from a service item, you have to set up certain parameters. To set up these parameters, please proceed as follows:

  • Use the quick search (ALT+Q) to find the page Service Management Setup in TRASER DMS 365.
  • The page Service Setup is displayed.
  • Navigate to the Traser tab.
  • Please fill in the journal information under **Assign Equipment
    ** as well as Remove Equipment.
  • Your changes will be saved automatically. You can close the page once you have filled in all fields.

Assigning Equipment via Service Item Card

Note

You can only assign equipment to a service item if the service item is in stock as an asset or current asset.

To add equipment to a service item, please proceed as follows:

  • Use the quick search (ALT+Q) to find the page Service Items in TRASER DMS 365.
  • A list containing all service items is displayed.
  • Open an existing service item or create a new one.
  • Click on Navigate > Equipment in the menu bar.
  • The page Assign / Remove Equipment is displayed.
  • Navigate to the Assign Equipment tab.
  • Click on an empty line.
  • For this, complete the columns according to the specifications in the table below.
Column Description
Status This field will be filled in with the value Assigned by the system once you have selected an equipment and entered all relevant information.
Type Select the type of equipment. You can choose between Item, Service Item or Asset. You may also select an Attribute if you want to link the equipment to an attribute.
No. Choose the item you would like to add as equipment.
Variant Code The field will be filled in by the system if the item has a variant code.
Description This field will be filled in by the system.
Quantity Choose the item quantity.
Attribute Value This field will be filled in by the system with the attribute values of the item.
Unit Of Measure Choose the unit of measure for the item.
Location Code If needed, select a location code.
Bin Code If needed, select a bin code.
Amount This field will be filled in by the system with the item amount. You can change the value in this field if needed.
Line Amount This field will be filled in by the system with the line amount. The line amount is made up of the amount in relation to quantity and will be calculated automatically.
Apply-to Entry If needed, select an item ledger entry.
Serial No. This field will be filled in by the system with the serial number of the item.
Lot No. This field will be filled in by the system with the lot number of the item.
  • Your changes will be saved automatically. You can close the page once you have filled in all fields.
  • To post the assigned equipment, click on Manage > Post Selected Lines in the Assign Equipment tab.
  • The equipment will be posted.
  • The field Assigned Equipments on the service item card will be updated. In addition, the field Unit Cost of Service Item on the service item card will also be adjusted.

The next section describes how to remove assigned equipment.

Removing Equipment via Service Item Card

To remove equipment from a service item, please proceed as follows:

  • Use the quick search (ALT+Q) to find the page Service Items in TRASER DMS 365.
  • A list containing all service items is displayed.
  • Open an existing service item or create a new one.
  • Click on Navigate > Equipment in the menu bar.
  • The page Assign / Remove Equipment is displayed.
  • Navigate to the Remove Equipment tab.
  • In this tab, click on Manage > Dismantle Equipment.
  • The page for removing equipment is displayed.
  • Click Assigned Equipments in the menu bar.
  • A list containing all assigned equipments is displayed.
  • Select the equipment you would like to remove from the service item.
  • Then, click OK.
  • The equipment line will be shown in the table on the removing equipment page.
  • Now, select Post from the menu bar to remove the equipment.
  • The equipment will be removed from the service item and the page will be closed.
  • The removed equipment will be shown in the Remove Equipment tab on the Assign / Remove Equipment page. The line with the removed equipment will receive the status Removed. In addition, the field Unit Cost of Service Item on the service item card will also be adjusted.