Sunday, August 23, 2020

Drag & Relate Tool Service Module (Customer Equipment Card Tab)

The Service Module in Drag & Relate tool is an effective way in which the user can create ad hoc reports that are related to Services. The second tab in this module is the  Customer Equipment Card Tab. Users can leverage this tab to create an ad hoc report in which the list of all Customer Equipment Cards created in your system appear just by double clicking on the tab. In addition, the user can further drill down into the report using the filter option present in the bottom right corner.  Some of the fields that are available as standard in the report are: - 

  • Equipment Card No.

  • Business Partner Code

  • Business Partner Code

  • Mfr Serial No.

  • Warranty

  • Item No.

  • Delivery Key

  • Delivery Date

The user has the option to open the Equipment Card window directly from the report by pressing the golden drill down arrow. This option is available for every single Equipment Card row that is listed in the report. 


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