Creating and managing equipment

Quality managers can specify and activate equipment to be used in inspections, then assign them to inspection plans (or test steps) in Inspect / Manager. Inspectors on the shop floor can select the equipment they use for their quality checks in Inspect / Operator. When opening the details of an inspection order, managers can see what equipment has been used to get the displayed findings.

Creating equipment

To specify new equipment, click the + Add new button in the top right corner of the Inspect / Manager screen, and select Equipment from the drop-down list. (Alternatively, you can hit Add equipment on the Equipment list page.)

Enter your new equipment’s name and, optionally, a description.

To continue specification, go to the list of equipment by clicking Equipment in the left menu bar. Then click on the name of your newly created equipment to open its details page.

Here you can edit the previously entered name and description, and can add a serial number and location in the corresponding fields.

Equipment calibration / validation cycles are controlled by the Expiration date setting. Select the date when the next check / calibration of the equipment is due. When reaching the date following the expiration date specified here, the equipment is automatically deactivated.

Setting a future date for expiration does not automatically automate the equipment. You need to do that manually by selecting the Active checkbox.

You can also delete equipment by clicking the trash can icon in the top right corner of its detail page. If the equipment is used in an inspection order or inspection plan, it cannot be deleted.

Managing equipment

Select Equipment from the main menu on the left to display the list of equipment.

Press Add equipment in the top right corner to create a new unit. Click the options (°°°) icon on the right side of the list to edit the details of the given equipment or to delete it.

As mentioned above, equipment that is used in an inspection order or inspection plan cannot be deleted.

The list has columns for the equipment's name, serial number, location, expiration date and status (Active = Yes or No).

To view or edit the details of an equipment click on its name in the list.

Upon finalizing an inspection order, its outcome is recorded in SAP Business One. The information passed on to SAP Business One also includes equipment data which is stored in the data table called RESE.