Self Paced Learning Guide – Creating Subcomponents & Related Account Equipment Records in Alert Stratus for Microsoft Dynamics CRM 2011
This tutorial demonstrates how to effectively track and manage Account Equipment records in Alert Stratus that have additional parts and subcomponents as well as Parent/Child equipment.
Many equipment records that are being tracked in Alert Stratus require a number of subcomponents that need to be tracked both with and alongside the asset. Subcomponents are typically additional parts, materials or kits that belong with the asset.
When viewing an Account Equipment record you can quickly review all the details pertaining to the asset record itself from the Account Equipment form, and you can also review any smaller components that are associated with it. This becomes especially helpful when you have multiple resources tracking and managing potentially dozens of customers’ account equipment records.
Similar to Account Equipment Subcomponents, many assets being tracked in Alert Stratus have a number of associated parts, materials and/or related equipment assets. In many instances, your customer may have Account Equipment that has smaller equipment associated with it that needs to be managed separately. Alert Stratus has Parent/Child Account Equipment functionality that allows two separate Account Equipment records to be able to be managed both together and separately.
Parent/Child Account Equipment relationships become especially useful when smaller components of an asset have separate serial numbers and warranty details/entitlements.
Using the example of a refrigerator, a refrigerator could be listed as an Account Equipment record in Alert Stratus. Its subcomponents could include the handle, instruction manual and shelves. The refrigerator could have a warranty of 5 years, while the refrigerator’s motor could have a warranty of 3 years. You can create another separate Account Equipment record for the refrigerator’s motor, enter the serial number and warranty details, and then associate the motor as a Child equipment record to its Parent (the refrigerator unit itself).