SmartEquip

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:

• Product number using the "Sales Product Mask" setup in Company Inventory Parameters
• Product Description from SmartEquip
• Vendor number corresponding to SmartEquip (assigned same currency code)
• Vendor Product# from the SmartEquip supplier
• Product Class associated with the Group assigned to this Vendor in SmartEquip
• Group representing this Vendor
• List Price (only for new products) only updated if the Product Class has a markup percent defined, otherwise cannot be set

When a new or existing part is received and the costs are captured in warehouse receiving or AP invoicing, the Avg Cost, Last PO Cost, LCF and Landed PO Cost are also updated in Sales Inventory.

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:

• Rental equipment in SmartEquip is tracked by the primary product number defined in Rental Inventory which is sometimes labelled Our Part # in Purchase Orders and other screens, and information compliance is strictly required.
  To use SmartEquip, the non-bulk rental inventory must have complete equipment information in the required fields including Group, Make, Model, Tag Serial #, and Manufacture Date.
  In preparation, the equipment information on all non-bulk rental inventory can be exported to the SmartEquip Compliance spreadsheet, which can be modified and re-imported to update Rental Inventory.
• Sales parts used to service the rental equipment are tracked by the Vendor Product # defined in Sales Inventory, and each Sales part in a Group should have a unique Vendor Product #, because the "Group" or SmartEquip "Stock Class", is associated directly with a specific Vendor.
  The DUPLICATE button on the SmartEquip Compliance screen can be used to generate a spreadsheet listing all Sales parts in a Group that have the same Vendor Product #.
  The utilities Update Product/Class/Group/Vendor or Update Vendor Product # and Description can be used to correct the Group or Vendor Product #.