For service work, you can maintain records of the client’s equipment you install, service, or repair.
1 | Open 3-6 Receivable Clients. |
2 | Click Options > Equipment on the menu. |
3 | In the Equipment window, for each piece of equipment: |
a | In the Equipment# text box, enter the equipment number. |
b | In the Description text box, enter a brief statement about the equipment. |
c | In the Manufacturer text box, enter the name of the equipment manufacturer. |
d | In the Man Part# text box, enter the part number assigned by the manufacturer. |
e | In the Serial# text box, enter the serial number of the equipment. |
f | In the Client Location text box, enter the location number for the location of the equipment. |
g | In the Site Location text box, enter the location of the site. |
h | In the Installed Date text box, enter the date when you installed the equipment. |
i | In the In Service Date text box, enter the date when the item will start being used. |
j | In the OEM Warranty Exp text box, enter the original equipment manufacturer’s warranty expiration date. |
k | In the Start Date text box, enter the starting date. |
l | In the Expiration Date text box, enter the expiration date of the warranty. |
m | In the Last Service text box, enter the date when the equipment was last serviced. |
o | In the Next Service text box, enter the date when the equipment is scheduled for its next service. |
p | (Optional) In the User Defined text box, enter the user-defined information as necessary. |
4 | On the File menu, click Save. |
Setting up service contract types Entering the service locations for clients |
For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.
For additional training on Sage products, visit Sage University.