Add Condition Report to Equipment
A condition describes the state of the equipment or one of its components in terms of its appearance, quality, or working order.
Condition reports provide a flexible link for user definable data to be linked to equipment based on an attribute model.
When it is defined, it is available as a search criterion within 'Equipment. Search and Connect' (QUS200) where you can locate equipment on stock matching your demand. The condition report can also be used on its own. That means without integration to other areas of M3.
For example, you can search using criteria to only display tractors where the condition of the engine is rated between 7-10. This way you exclude any used equipment that still requires work.
Description
Initially, attributes are created to represent the different condition characteristics of equipment.
The details commonly include for example engine, gearbox, hydraulics, tires, and attachments.
The attributes must only be defined once, and can be used for many condition reports.
These attributes are then assembled to an attribute model. For example, an attribute model describing the condition of a tractor. The attributes would represent topics you determine the condition of, for example, engine, gearbox, and hydraulics. These attribute models are used within an object-controlled matrix that determines when to apply which attribute model.
For example, an attribute model for all type of tractors is connected to the object with product group '1-TRACTOR'. When 'Condition Report. Open' (ATS103) is opened in relation to a serial number, the product group of the related item number is checked, and when it matches group '1-TRACTOR' the linked attribute model is opened in (ATS103).
See Create Attribute Model Table for more information regarding the control mechanism.
Before you start
Before the procedure can begin, these prerequisites must be met:
- The equipment must be defined in (MMS240).
- An attribute model table must be defined in 'Attribute Model Table. Open' (ATS070) and connected to the equipment on (MMS240/E) in the 'Condition table' field.
Outcome
The condition report can be used standalone as the information set of an equipment, as search criteria during sales of equipment in (QUS200), or as information of a trade-in that is part of a sales quote.
During the lifetime of an equipment, the condition report can be maintained at several places:
- From the equipment record in (MMS240) using related option 55='Condition Report. Open'.
- Through the equipment's stock balance in 'Balance Identity. Open Toolbox' (MWS068) using related option 30='Condition Report. Open'.
- On a work request in 'Work Request. Open' (MOS170) using related option 41='Condition Report. Open'.
- On a work order in 'Work Order. Open' (MOS100) using related option 51='Condition Report. Open'.
- As part of a trade-in on an equipment quote in 'Quotation. Open Lines'
(QUS101) using related option 45='Condition Report. Open' or in
'Quotation. Open Trade-in' (QUS110) on the E and F panel using
F16='Condition'.
This is performed when the equipment is bought back from a customer during the sales process. An existing condition report is the default and allows any changes that overwrites the one attached to the record in (MMS240) after the quote becomes a sales order.
Follow these steps
Follow these steps to specify a condition report for an equipment:
- Start (MMS240). Select the equipment for which the condition report is to be specified
for and select related option 55='Condition Report. Open'.
If you maintain an existing condition report, you can use the options indicated in the Outcome section as an alternative to open the report.
- 'Condition Report. Open' (ATS103) opens if a priority with matching values is found in 'Attribute Model Selection Table. Open' (ATS071). If no match is found, you stay in (MMS240).
- Within (ATS103) all attributes from the linked attribute model are displayed in the
sequence defined in 'Attribute Model. Connect Attributes' (ATS051).
Each attribute record can be maintained using option 2-'Change'. You specify or select the appropriate attribute value on the E panel.
Depending on the attribute type a set of fields are visible for editing:
- Attribute type 1-'Alphanumeric' and type 2-'Numeric' allows you to set attribute value, repair cost, external repair indicator, repair status, display group, attribute sequence and max 10 user-defined field values.
- User-defined fields can be required in a condition report. This is controlled using 'Settings - User-Defined EQM Fields' (QUS980) under the subheading 'Specification'.
- Attribute type 3-'Date' allows you to set an attribute value which represents a date in the format of your user profile, display group, and attribute sequence.
- Attribute type 4-'Text' allows you to add a text block using F6='Text'. You can also specify display group, and attribute sequence.
- Attribute type 5-'Heading' only allows you to connect to a display group and an attribute sequence.
The 'Repair cost' represents an estimated cost, in indicated currency, to bring the condition back to a particular condition. Often to a level where warranty can be provided from the sales company. The 'External repair' indicator indicates if the expected repairs are performed internally or externally by a third party. The 'Repair status' is a manually set indicator for the progress of the repair. This is useful when it comes to the sales of the used equipment or component.
Each attribute record can hold a text block activated by using F6='Text' on (ATS103/E). This is not exclusive to type 4 attributes.
The display group on the E panel can be used to group the attributes on (ATS103/B).
- If an attribute is not represented in the attribute model applied but is needed for the
equipment to complete the condition report, you specify a sequence number and attribute
ID. Then use option 2-'Create' on (ATS103/B). Specify the fields as described in step
3.
When all attributes are described for the report use F3='Close' to leave the screen.