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Service Management - Parts Classes and Equipment Classes

Introduction

As of Service, Rental, and Financial Management version 2025.0710, It is now possible to define Sales Classes as Parts, Equipment, or Both in Service Management (Classic)! By marking a Sales Class as “Equipment”, you can prevent items of that Class from appearing in Work Order parts searches, reducing confusion for your counter staff.

Configure a Sales Class as Parts or Equipment

To configure a Sales Class as a Parts Class, Equipment Class, or both, follow the steps below.

  1. Log in to Service Management (Classic) and navigate to System Maintenance → Configure System Settings → Accounting → Sales Classes.
  2. Enter the Product Class of the Class you’d like to edit, then press Enter to load its details.
  3. Select Additional Options.
  4. You can now use the “Sales Type” radio buttons to choose a type for this Sales Class:
    1. Parts: Products of this Class will be treated as parts by the system. This will enable the “Parts Sales Posting Division” field, allowing you to specify the Division to which sales of Products belonging to this Class will be posted.
    2. Equipment: Products of this Class will be treated as equipment by the system. This will prevent them from appearing in Work Order parts searches.
    3. Both: Products of this Class will be treated as both parts and equipment by the system. This is the default behavior.