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Filter Target Equipment List when setting up Service Contract Schedules

When adding Equipment IDs to Service or Instruction Lines on a Service Contract, using the lookup, you are presented with ALL Target Equipment. You have already selected your Customer at this point. Yes, you can filter by the Customer ID on the popup selection screen but the extra keystrokes are unnecessary.

  • Philip Robinson
  • Apr 3 2020
  • Already exists
  • Attach files
  • Philip Robinson commented
    12 Jun 17:27

    We are on 2019 R2 (19.204.0021) where I tested this, so I’m not sure if that functionality has been updated in a later release? I will submit a Case if not.

  • Admin
    Feedback Admins commented
    11 Jun 16:58

    Hi Philip,

    I am testing this locally and it filters correctly both on the Target Equipment column on the Services Per Period tab on the Service Contract, as on the Equipment column on the Service Contract Schedules form. Please create a case as this seems more like a bug.
    Also, on 2020R2 we are planning on renaming the Equipment ID column to Target Equipment ID on the Service Contract Schedule to keep the same standard as on other screens.

  • Philip Robinson commented
    11 Jun 16:32

    That does work for the Service Contract itself but only on the Services per Period tab if using the Standardized Billing option. The setting does not extend down to the Service Contract Schedules. In fact, if I attempt to add Equipment to a Schedule under the Service Contract, I see NO Equipment on the lookup list with the Preference box unchecked. Please note, it says “Target Equipment ID” on the Service Contract but “Equipment ID” on the Service Contract Schedules.

  • Admin
    Feedback Admins commented
    11 Jun 16:09

    This functionality already exists.
    On the Equipment Management Preferences form, if the Enable Service on All Target Equipment checkbox is set to false, then the Equipment lookup will only filter by the those assigned to the customer