SME Equipment's standard behavior creates customer equipment entries only for newly processed transactions when the SME Equipment feature is enabled. However, this creates a gap for companies that enable the feature later or migrate data from an external system.
This SME feature introduces a server action/scheduled action that allows users to generate equipment records for already completed deliveries or stock moves, ensuring all applicable historical data is properly reflected in the Equipment tab of customer records.
Functionality:
- Retrospective Equipment Creation:
- Automatically scan historical stock moves where the product is configured to create equipment.
- Generate customer equipment records based on:
- Product
- Serial/Lot number (if applicable)
- Destination partner (customer)
- Delivery date
- Server Action / Scheduled Automation:
- Can be executed manually as a Server Action from the UI.
- Or scheduled to run periodically to backfill equipment for older records.
- Only For Applicable Records:
- Ignores moves that already have corresponding equipment entries.
- Only processes records from finalized stock pickings (e.g., done delivery orders).
Benefits:
- Fix Historical Gaps: Ensures product-to-equipment traceability even for past deliveries.
- Accurate Customer Asset History: Improve customer service and warranty tracking.
- Minimal Effort: Automated creation process requires no manual linking.
- Seamless Transition: Helps businesses transition to the SME Equipment system without losing previous records.
Conclusion:
The Create Customer Equipment from Product History feature ensures complete and consistent equipment tracking across new and historical transactions. This retroactive capability supports better service, accountability, and data quality for customer-facing operations.
Create Customer Equipment From Product History