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FSA - Equipment Maintenance

Track and control every aspect of routine and unscheduled equipment maintenance. Microsoft Dynamics SL Equipment Maintenance automates the work order process, allowing your maintenance department to generate work orders more quickly and accurately, track work orders with user-defined criteria (making time stamps obsolete), perform detailed accounting procedures with ease, and execute all of your maintenance/repair procedures with maximum efficiency. Work the Way You Want

Equipment Maintenance gives you extraordinary flexibility throughout your service/repair organization. Define defaults, options, and control information—including default bill-to addresses, equipment types, services provided, and work performance codes.

Streamline Processes

Enter your customers' existing or new equipment information, equipment details, and other information—such as warranty and preventive maintenance codes—all from a single screen. Whether you're entering a new piece of equipment on the fly or performing look-ups, retrieving customer information has never been easier.

Manage Information Better

Keep a complete history of all work orders, equipment, and sites, which can be stored in summary or detail and accessed on screen or in report form. With detailed tracking information at your fingertips, you can better manage specific accounts or areas for your service business and offer your customers the best in personalized service.

Automate Maintenance Tasking

Let Equipment Management take care of preventive maintenance tasking. Equipment Management can automatically create tickets for the periodic preventive maintenance events required for selected equipment, create standard task lists that can be printed for use as field checklists, and generate materials lists for ordering and pickup prior to on-site service.

Match Personnel to Tasks

Keep current, accurate records of technician skill levels, employee and company licenses, and pending licensing expirations for local authorities and business partner requirements. Equipment Management filters your employee database so you can match the right technician with the right job.

Equipment Maintenance Features

• Multiple Level User-Defined Defaults: Accelerate data entry by using a wide range of default field values, including items as universal as the current date and as specific as call types, problem codes, or credit history codes.

• Rapid Entry and Access: Capture crucial service call information and perform time-critical tasks like creating work orders "on-the-go." Access call history, customer information, and equipment information quickly for reference or for added entry.

• Data Access Controls: User-defined tables with customizable "view/edit" features allow you to control who may access, change, or edit data.

• Detailed Recordkeeping: Document detailed equipment attributes, including purchase information, using a single screen. Customers will appreciate the level of information you have about their equipment and its many detailed components.

• Equipment Profitability Tracking: Track profitability for any piece of equipment and review its service history. View data by months and year-to-date.

• Proactive Recommendations: Equipment Maintenance helps you make proactive recommendations about your customers' equipment before a breakdown occurs that could affect day-to-day operations.

• Flexible Assignment: Assign technicians according to site, skill, license requirements, or individual equipment assignment. Assign costs according to your specific accounting requirements.

• Flexible Scheduling: Schedule routine inspections according to calendar or metering criteria such as mileage, hours, or equipment cycles/uses.

• Up-to-the-Minute Information Management: Access detail or summary information for work orders, equipment, and site information, including manufacturer/model information, serial and asset numbers, warranty status, call history, and complete equipment performance records. Information can be viewed either on-screen or in print.

• Seasonal Tasking: Enter a Season Code to assign preventive maintenance schedules for specific periods of the year.

• Dispatch Integration: Integrate your equipment maintenance tasks with your dispatch services without overwhelming dispatchers with preventive maintenance calls.

Solomon Equipment Maintenance PDF

Iteration2 is committed to Microsoft Business Solutions and the value Microsoft Dynamics AX and SLprovide to our clients. With a completely integrated technology stack, high product functionality, low total cost of ownership, and unparalleled financial strength, Microsoft is a partner that we can recommend unconditionally. 

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