Set up equipment requirements for serviceable item class maintenance.

1. Open the SM Serviceable Item Class form.
2. In the Class field, enter the serviceable item class or press F4 to select from a list of valid classes.
3. Click the Maintenance tab and then double-click in the grid to open the SM Class Maintenance form.
4. Click the Equipment tab.
5. In the Seq field, enter N or + to add a new sequence. The system automatically assigns the next available sequence number.
6. In the Task field, enter the task associated with this equipment requirement or press F4 to select from a list of valid tasks for the maintenance task.

   Leave this field blank if the equipment requirement is not associated with a specific task.

7. In the EMCo field, enter the EM company for equipment or press F4 to select from a list of valid equipment companies.
   Note: This field defaults the equipment company from SM Company Parameters.
8. In the Category field, enter the equipment category or press F4 to select from a list of valid equipment categories.
9. In the Equip Qty field, enter the quantity of equipment that will be used.
10. In the Rev Code field, enter the revenue code or press F4 to select from a list of valid revenue codes for the equipment category.
11. In the Rev Code Qty field, enter the number of units for the revenue code (e.g. if the revenue code is Hours, enter the number of hours)
12. Save the record.
13. Enter additional equipment requirements as needed.

    The following instructions assume that you have already set up agreement services in SM Service. If you have not, you will need to do so before you can set up required equipment.

14. Open the SM Agreements form.
15. In the Agreement field, enter the agreement to work with (cannot be an active agreement) or press F4 to select from a list of agreements.
16. Click the Work Schedule tab.
17. In the Work Schedule grid, double-click on the service sequence to work with to open the SM Service form.
18. Click the Equipment tab.
19. In the Seq field, enter N or + to add a new sequence. The system automatically assigns the next available sequence number.
20. In the Task field, enter the task associated with this equipment requirement or press F4 to select from a list of valid tasks for the agreement service.

    Leave this field blank if the equipment requirement is not associated with a specific task.

21. In the Serviceable Item field, enter the serviceable item associated with this equipment requirement or press F4 to select from a list of valid serviceable items for the service site.

    Leave this field blank if this equipment requirement is not associated with a serviceable item.

22. In the EMCo field, enter the EM company for equipment or press F4 to select from a list of valid equipment companies.
    Note: This field defaults the equipment company from SM Company Parameters.
23. In the Category field, enter the equipment category or press F4 to select from a list of valid equipment categories.
24. In the Equip Qty field, enter the quantity of equipment that will be used.
25. In the Rev Code field, enter the revenue code or press F4 to select from a list of valid revenue codes for the equipment category.
    Note: Once you enter the revenue code, the system automatically defaults the Cost Rate and Billing Rate. For information about how the system determines these rates, see Equipment: Cost Rate and Equipment: Billing Rate.
26. In the Rev Code Qty field, enter the number of units for the revenue code (e.g. if the revenue code is Hours, enter the number of hours).
    Note: Once you enter the revenue code quantity, the system automatically defaults the Cost Total and Total Billable. These values cannot be edited.
27. In the Cost Rate field, accept the defaulted cost rate or enter a new cost rate. Entry of a new cost rate will automatically update the Cost Total. For information about how the cost rate defaults, see the F1 help.
    Note: Changes to the Cost Rate will automatically recalculate the Cost Total, Billing Rate and Total Billable; these amounts cannot be edited.
28. If the equipment for this sequence is taxable, use the Tax Type, Tax Code, and Tax Basis fields to enter tax information as applicable.
29. Save the record.
30. Enter additional equipment requirements as needed.