View which parts were installed on a machine
Use the Machine Parts Listing window to generate list of information relating to the parts that are installed/have been installed on a particular machine. Normal sort order is by machine part number + serial number. Alternative sorts are available for the customer name or customer number.
You can use Advanced Filters to customize or expand your filter criteria.
To generate Machine Parts Listing Report
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Open the Machine Parts Listing (FSRMBO) page.
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Select Customer Relationship Management > CRM Reports > Machine Parts Listing.
Or
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Search for FSRMBO in the Navigation box and then select Machine Parts Listing.
The Machine Parts Listing (FSRMBO) page appears.
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From the Selection box, select the information you want to view.
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In the Sort Order field, select how to sort the report. The Sort On field is populated based on the order selected in the Sort Order field.
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In the Layout area, select the layout in which you want to view the report.
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In the Date Range area, type/select the date range to generate the report. You can select the date in the From and To fields only if the Custom option is selected in the Fill Dates area. The Date On field populates based on the type of report you select in the Selection list. To include the entire time frame, leave the date fields blank.
In the Fill Dates list, you can select from the predefined date ranges. They are:
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Custom: Select this option to enable the From and To fields in the Date Range area.
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Calendar Year: Select this option to display the Calendar Year list. You can select any of the predefined calendar year formats from the list.
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GL Periods: Select this option to display the GL Periods list. You can select any of the predefined GL period formats from the list.
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In the Sort Range area, you can sort the information. The available sort ranges are:
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Single: Select this option to include only one item. Selecting this option enables the From field. Do one of the following:
- Type the item reference in the From field.
- Click the lookup reference and select the sort item from the Lookup for From. Highlight the required sort item and click Select.
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Range: Select this option to include a range of items to sort from. Selecting this option enables the From and To fields. Do one of the following:
- Type the first and last values of the range in the From and To fields.
- Click the lookup reference (if available) and select the sort item from the Lookup. Highlight the required sort item and click Select.
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All: Select this to include all available items.
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Click Run Report on the Toolbar to generate the report.
Select Open now to open the report in a new tab or select Notify when Complete to get notification. You can open the downloaded report from My Reports page.