SmartEquip provides web services to review your firms
non-bulk rental equipment specifications, vendor manuals, and
manufacture part requirements for servicing the equipment.
SmartEquip checks SRM for the availability by location of
parts identified as needed for service, and required parts can be
selected to create a SmartEquip shopping cart.
When the SmartEquip cart is submitted, Comments can be
added, and Work Order references are
validated, and a Purchase Order is
generated in SRM to order the parts, with any new part records
added automatically into the SRM Sales
Inventory.
SmartEquip setup requires certain data tables to be synced with
SRM including the relevant SRM Vendor numbers, Groups, and
Locations.
Review the SmartEquip requirements with your SmartEquip service
rep.
Non-Bulk Rental Data Export:
The equipment export action provides the ability to generate a csv
export file of non-bulk rental equipment information and FTP it to
SmartEquip to be loaded onto their web site.
This export includes all non-bulk rental equipment and can
automatically be submitted to SmartEquip on a scheduled
basis by setting up SMRTE01A in the Automatic Job Scheduling which creates a csv
'comma delimited' file.
The SmartEquip export can also be initiated manually using
Export Inventory to SmartEquip.
Once the rental equipment detail is downloaded to SmartEquip, it
can be viewed on the SmartEquip website with specifications and
parts diagrams.
Sales Part P.O.s from SmartEquip:
From the SmartEquip web service, sales parts required for
service jobs can be selected from schematic parts diagrams and a
shopping cart can be submitted which will call the SRM web service
to generate the PO for parts not currently in stock, and which will
create new part records in SRM when necessary.
SmartEquip uses the Vendor Product # to identify parts
that are not in stock that need to be included on a Purchase Order
and SmartEquip can even create a new part record in Sales Inventory.
When a new sales part is added in Sales
Inventory for a SmartEquip Purchase Order, the following fields
are populated:
Note: It is the Landed P.O. Cost from Sales Inventory that is displayed as the List Price/Net Price/Cost in the SmartEquip web service, and once the item is in the product file the standard processing will update this Last PO Cost information.
Sales Part for Work Order:
A valid SRM Work Order can be associated
with the SmartEquip shopping cart line item and that W.O.number is
passed to the resulting Purchase Order, but on receipt of the
order, the W.O. itself is only updated with the part number when
the Add Parts To Work Order In Warehouse feature has been
activated in the Company Inventory
Parameters.
If this Add Parts To Work Order In Warehouse is not
activated the part will be received into stock.
File Cleanup:
Clean up of web services files for SmartEquip can be completed
automatically by setting up WSQUEUE1 in the Automatic Job Scheduling, which deletes web
service files that are more than 2 hours old including:
Product Requirements and Correlation with SmartEquip:
The prompts to setup SmartEquip are:
Check this box if your firm wants to regularly export certain rental inventory data tables using the function SMRTE01A in the Automatic Job Scheduling process.
When this job runs, the system will populate a folder under the data directory called "smartequip" with files which will then be ftp'd to SmartEquip.
Note: If a Port address is entered, secure FTP is used instead
of standard FTP.
The script do_ftp.py and psftp.exe need to be in \scsbin on Windows
servers, and the script do_ftp.py needs to exist on Linux
servers.
Enter the email address to receive confirmation of success or of transmission failure, for the SmartEquip export triggered from the Automatic Job Scheduling.
A successful email will have a subject of "SmartEquip Export
xxxxxxxx" (where xxxxxx is the date).
A failed email will have a subject of "SmartEquip Export Error
xxxxxxxxx" (where xxxxxx is the date). Most failures would result
in an ftp failure and if possible the body of the email will
explain the ftp error.
When this export is run a success or fail email is generated and
sent to the address defined in this setup.
If the Export Inventory to SmartEquip
utility is run from the menu option and the ftp credentials are bad
causing the upload to fail, the option is provided to download the
file to the session.
Note: If the Software Integration Parameters window is accepted, the changes are saved even if the operator clicks CANCEL to exit the Company Parameters.
Converted from CHM to HTML with chm2web Pro 2.85 (unicode) |