Automatic creation of equipment cards is relevant for companies that service items according to item serial numbers. Equipment cards are created automatically when a corresponding delivery or A/R invoice document is created for the item or items.

Note: Only relevant for companies which provide services for items according to the item serial numbers.

Here’s how:

1) From the SAP Business One Main Menu, choose: Administration > System Initialization > General Settings > select the Inventory tab, and then select the Items subtab.

2) To enable automatic creation of equipment cards, you must first select either Serial Number or Mfr Serial No. in the Unique Serial Numbers by field.

3) To enable the automatic creation of customer equipment cards for items according to their serial numbers, select the Auto. Create Customer Equipment Card checkbox. The equipment card is created with the corresponding delivery or A/R invoice documents.

4) To save the changes, choose Update.