Enter General Equipment Information

Explanation

Use this activity to enter general object information. You can, for example, enter type designation, object type, category, object group, cost center, room, item class, manufacturer, and so on.

Prerequisites

• Information on the type designation, object type, category and group must have been entered in the Equipment Basic Data window (in IFS/Basic Data for Maintenance).
• Information on the item class must be entered in the Failure Analysis Setup Navigator window or Maintenance Basic Data/Item Classes tab
• Information on the cost center and the financial object must have been entered in IFS/Accounting Rules.
• Information on the manufacturer must have been entered in IFS/Enterprise. If the object has a part number, the manufacturer information must have also been registered in the Part window.
• Information on the supplier must have been entered in IFS/Enterprise.

System Effects

As a result of this activity, some general additional equipment object information is entered on the object.

• If you enter a type designation, the connected technical attributes will be automatically inherited by the equipment object and displayed in the Type Designation tab of the relevant object information window.
• If you enter an object type, the connected technical attributes for the object will be displayed in the Functional Object/Requirements tab, or in the Serial Object/Technical Data tab.
• If you enter an object type, the connected position for the object will be displayed in the Isolation window.
• If you enter a cost center, it will be used for financial accounting and follow-up of maintenance costs for the object.
• If you enter an item class, the item class will be automatically connected to the work order created for the object, values for the Symptom field will be filtered according to the item class and work task templates can be copied from the item class.
• If you enter a location, the equipment object can be viewed on maps, given that the location has an address marked to be used for map positioning.

Window

Functional Object
Serial Object

Related Window Descriptions

Functional Object
Serial Object

Procedure

1. Open the Functional Object or the Serial Object window and click the General tab.
2. Enter appropriate values in the relevant fields. All fields on the Functional Object/General tab are optional and all fields except the Part No and Serial No fields in Serial Object/General tab are optional. (If you are entering general information for a serial object in the Serial Object window, you must have entered the part number and serial number when you created the object, so values in those fields already should be displayed.) Use the List of Values to select appropriate values.
3. Select a Location ID from list of values. The location holds the address and contact information.
4. Select the Geographical Object check box if the functional object is to operate as a geographical object (location).

Note: You cannot manually select or deselect the check boxes in the Functional Object Has, Serial Object Has, and Type Designation Has area. These check boxes are automatically selected by the system when appropriate information has been entered. Also, in the Serial Object/General tab, you cannot enter or change the value in the Current Position field because that information is automatically maintained and displayed by the system as well.

4. Save the information (F12).