A device ranges from a simple appliance to complex entities such as vehicles, heavy machinery, medical devices, and turbines.
This section lists all the setups required for different processes in Device management.
All the device specifications record has the possibility to link the record to the stock item - using the inventory to fixed assets journal.
Tracking the ownership, both current, and history. The operator, co-owner, custodian, etc.
The Device master is used to share device information across legal entities.
A device is a generic term used to describe specific items that share the property of being handled as single units.
It's important to manage and track a device's status during planning, purchase, transfer, sales and after sales.
The device configurator is used to configure a device, including e.g. adding options and accessories, matching devices and price calculations.
Proper setup of the product and tracking dimension groups is essential for correct handling of devices through the inventory module.
Device parameters are used to define the basic set up and default values for all devices.
Device sales campaigns are used to allow discounts or the inclusion of additional items when selling an item or a particular type of device.
This feature enables crediting a dealer based on sales performance. The three types are Fleet support, Sales support and Bonus.
Device statistics is used to track costs and revenues as they are generated in various ways at different stages of the device lifecycle.
The trade-in process supports the second-hand device trade.
Receive an old vehicle while selling a new vehicle to a customer.
Initiate new used device lifecycle automatically for child devices that are associated with the parent during the trade-in process.
Device warranty types, terms, and specifications are used to specify the warranty details and how they relate to devices.
In the Warehouse setup, use the ‘Device on-hand type’ to determine the default device major status to be used for stocking.
Set up the insurance companies, types and products to ensure easy application during device sales.
The device update functionality is used to update information for one or multiple devices.
The consignment warehouse is used for devices that are owned by the importer but located in the dealer's warehouse.
Device purchase is the first main phase of the device life cycle, during which the device is created.
The device shipments form provides an overview of the device import processes.
Markup calculation functionality can be used to calculate complex charges (e.g. registration tax).
On occasion, it may be necessary to register a device as a fixed asset, rather than as a stocked device.
The device transfer functionality is used to move devices between locations (e.g. warehouses or dealers).
The standard sales process starts when a customer contacts the dealer to buy a device.
The PDI process defines the pre-delivery inspection; handling the manufacturer’s requirement for faultless delivery and market required accessories.
Trade specification is used to enter additional information such as insurance, warranty, delivery, notes or usage during the device sales process.
Devices can be formally created in the system in multiple places everywhere where the receipt is needed e.g. production order.
A deed can be defined as a document used to grant the right of transfer of title of the device from one person to another.
Device posting can be carried out using the standard inventory posting strategy (direct posting) or through project posting.
Maintain information about fuel cards (a.k.a. fleet cards).
Use inquiry to select a range of device masters and all or a specific subset of legal entities.
Set up the Device type approval and Device COC to ensure a minimum set of regulatory, technical and safety standards is met.
Upload or integrate the relevant device information from different systems.
Commonly, the device purchase requisition is always approved in more than one unit in the entire order line.
Receive a device when the device number does not exist on the device table.
A third party purchase order or invoice is created for freight, insurance, handling cost, etc. for shipment or transportation.
Perform a series of scanning without waiting for the system to do the processing in the server.
Soft reserve (not physically reserve) a device for a specific period (time).
Telemetry from devices with current location, various usage information, statuses, and error codes can be used to drive business processes.
Specify and save information for geometry shape (Polygon) on device locations.
Device creation or release on the intercompany order.
Change a device dimension for configuration, interior, and exterior due to modification done to the entire device.
Review and approve quotations and orders before they get confirmed and processed.