Before you can use the Equipment Build function, you must first turn on company-wide Component Tracking. To do this, tick the Component Tracking check box in Company Options » Processing tab. Refer to the Company Options » Processing tab section in the Service Manager User Guide for additional information.

Start a Job and add a Phase. Click the Equipment fast icon and then select Build from the Equipment Type drop-down list.

If you use the Build function, Component Items will automatically be added to an Equipment Build record if Inventory Model Relationships exist in the Item Relationship program for the Component Models.

Items added to the Build can then be serialized as per Selling Serialized Inventory Items on a Document and then Invoiced and Equipment created accordingly.

Related Topics: Refer to the Building Equipment and Billing Component Items section in the Service Manager User Guide for additional information.