Entering the equipment owned by a client

For service work, you can maintain records of the client’s equipment you install, service, or repair.

To enter equipment owned by a client:

1. Open 3-6 Receivable Clients.
2. Click Options > Equipment on the menu.
3. In the Equipment window, for each piece of equipment:
   1. In the Equipment# text box, enter the equipment number.
   2. In the Description text box, enter a brief statement about the equipment.
   3. In the Manufacturer text box, enter the name of the equipment manufacturer.
   4. In the Man Part# text box, enter the part number assigned by the manufacturer.
   5. In the Serial# text box, enter the serial number of the equipment.
   6. In the Client Location text box, enter the location number for the location of the equipment.
   7. In the Site Location text box, enter the location of the site.
   8. In the Installed Date text box, enter the date when you installed the equipment.
   9. In the In Service Date text box, enter the date when the item will start being used.
   10. In the OEM Warranty Exp text box, enter the original equipment manufacturer’s warranty expiration date.
   11. In the Start Date text box, enter the starting date.
   12. In the Expiration Date text box, enter the expiration date of the warranty.
   13. In the Last Service text box, enter the date when the equipment was last serviced.
   14. In the Service Cycle text box, enter the cycle when the next service is due.

   15. In Sage 100 Contractor, a cycle is represented by ##DY (a number of days), ##MO (a number of months), and ##TH (a specified day every month). You replace the ## symbols with the number of days or months, or the day of the month for the processing cycle. For example:

       • 30DY means due every 30 days.
       • 02MO means due every two months.

       • 25TH means due on the 25th day of each month. Sage 100 Contractor displays the 25th of the month following the invoice date when you enter a new invoice for a vendor

   16. In the Next Service text box, enter the date when the equipment is scheduled for its next service.
   17. (Optional) In the User Defined text box, enter the user-defined information as necessary.
4. Select File > Save.