Set Up Serviceable Items

You will use the SM Serviceable Items form (accessed by double-clicking in the Serviceable Items grid in SM Service Sites) to set up serviceable items for a service site.

  1. Open the SM Service Sites form.
  2. In the Service Site field, enter the service site for which to set up serviceable items.
  3. Click on the Serviceable Items tab and double-click in the grid to open the SM Serviceable Items form.
    Note: You can also enter serviceable items directly in the Serviceable Items grid; however, you will need to access the SM Serviceable Items form to set up Parts for the serviceable item.
  4. In the Serviceable Item field, enter a code (alpha or numeric) to represent the serviceable item.
  5. In the Item Description field, enter a description of the serviceable item.
  6. Select the Active check box to indicate that the serviceable item is actively used.
  7. Use the Summary field to enter a more detailed description of the serviceable item, if applicable.
  8. In the Class field, enter the serviceable item class or press F4 to select from a list of valid equipment classifications.
    Note: If you have not yet set up serviceable item classes, you can press F5 from this field to access SM Serviceable Item Class and set up a class and type.
  9. In the Type field, enter the classification type or press F4 to select from a list of valid types for the serviceable item class specified above.
  10. In the Manufacturer, Model, Serial Number, and Year Manufactured fields, enter the manufacturer, model, serial number, and year of the serviceable item.
    Note: Changes made to the Manufacturer , Model, Serial Number, and Year Manufactured fields for an active agreement on the Serviceable Items tab of the SM Service Sites form are reflected here.
  11. In the Location field, enter the location of the serviceable item. This should be the actual physical location of the item (e.g. 3rd Floor, Room 20).
  12. Check the Labor Warranty box if a labor warranty exists for the serviceable item, and then enter the warranty expiration date in the Exp Date field.
  13. Check the Material Warranty box if a material warranty exists for the serviceable item, and then enter the warranty expiration date in the Exp Date field. Otherwise, skip both fields.
  14. Save the record.
  15. Set up parts.
    1. Click on the Parts tab.
    2. In the Part field, enter the part identifier (e.g. Belt Drive Furnace Blower Motor, 3-Blade Condenser Fan, etc.).
    3. In the Part Type field, enter the part type or press F4 to select from a list of valid part types.
    4. In the Material field, enter the HQ material that applies to the specified part or press F4 to select from a list of valid HQ materials.
    5. In the Description field, enter a description of the part in the Description field or accept the default material description.
    6. In the UM field, enter the unit of measure for the part/material or press F4 to select from a list of valid units of measure.
    7. In the Quantity field, enter the quantity needed of the selected part.
    8. Save the record.
    9. Repeat Steps b-h to enter additional parts.
  16. Repeat Steps 4 - 14 to add additional serviceable items for the service site.