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| Add a new machine by clicking the button. | A dialog for entering the machine details opens. - Choose a customer from the Customer list of stored customers (mandatory).
- Enter serial number of machine in field Serial Number (mandatory).
- Enter External ID in field External ID (optional, to be used for ERP systems).
- Choose a machine model from the Machine Model list of stored machine models.
- Set a date for beginning of the warranty in the Warranty Begin date chooser and for the end of the warranty in the Warranty End date chooser.
- Enter edge device serial number to be allocated to the machine.
- If the machine already existed in symmedia SP/1, check box Machine is migrated from SP/1.
- Finish adding the new machine by clicking the button.
or - Pair the added machine with an edge device by clicking the button.
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- After choosing PAIR EDGE DEVICE, select an edge device from the dropdown list that is not already paired and click the button.
Currently it is only possible to link one customer machine to one edge device. It is foreseen that multiple machines per edge device will be possible in future. |
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The machine is now paired with an edge device and all info is displayed at a glance. - Click the button to close the dialog or go back via the button to change the entry.
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| - Edit an existing entry by clicking the button.
| After clicking the button - Choose a customer from the Customer list of stored customers (mandatory).
- Enter serial number of machine in field Serial Number (mandatory).
- Enter External ID in field External ID (optional, to be used for ERP systems).
- Choose a machine model from the Machine Model list of stored machine models.
- Set a date for beginning of the warranty in the Warranty Begin date chooser and for the end of the warranty in the Warranty End date chooser.
- Finish adding the new machine by clicking the button.
or - pair the added machine with an edge device by clicking the button.
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| - After choosing PAIR EDGE DEVICE, select an edge device from the dropdown list that is not already paired and click the button.
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- Delete an existing entry by clicking the button.
| Customer machines can be deleted from the platform if no longer needed or created as a test. Keep in mind that Service Cases for this machine can no longer be opened once the machine has been deleted. Depending on the state and the linked object, the deletion behavior differs: - Customer machines with a paired Edge Device can not be deleted. The edge device needs to be unpaired, moved or downgraded first.
- Customer machines in the state NEW can be deleted without any interference.
- Customer machines in the state PROPOSED can be deleted, the customers asset proposal will be deleted as well. The customer receives no notification.
- Customer machines in the state UNCONNECTED can be deleted, the linked asset of the customer will automatically be set to the state "DEACTIVATED", no asset-related data, such as production data, will be deleted. Users of the customer tenant with the user role "Workshop Manager" are able to re-activate the asset if they are willing to pay the corresponding license fee.
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- Propose an asset to the customer for providing service by clicking .
| A dialog opens to confirm the proposal of providing service for the respective machine to the customer. - Confirm the proposal via .
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- Revoke an asset proposal by clicking .
| After proposing the customer machine to the customer (machine state = proposed), this proposal can be revoked. The status of the customer machine will be set back to New. Afterwards it is possible to send a new asset proposal to the customer. | |
- Downgrade a customer machine from Connected to Unconnected and remove the edge device from the machine by clicking .
| A dialog opens to change the status of the machine from Connected to Unconnected and remove the edge device from the machine. - Confirm the proposal via .
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| - Customize the displayed columns by clicking on .
| - Check the entries from the list of columns to be displayed in the overview.
- Align the sequence of the entries by dragging & dropping the entries in your desired order.
The selections will be permanently stored for your user and can be reset to factory setting by clicking . | |
| - Export the machine data to a CSV file by clicking on .
| - Check the entries from the list of columns to be exported to a CSV file. Only the checked columns will be exported.
- You can export all data from your list of machines by checking All Data or only a filtered selection by checking Filtered Data.
- Generate the CSV file by clicking on .
A CSV file will be generated and saved to your downloads folder: It is only possible to select and export the columns that are currently visible in the table. If want to export further columns they need to be added to the table as described under |
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