Use the Customer Equipment interface to load customer equipment information using data from external applications. Information you load using this interface adds to the data already stored in PENTA.

The Customer Equipment Interface has a Request Type of CEQ and an Interface Type of T. Data files you load must have Request Types assigned to the T Interface Type.

Customer Equipment Interface Limitations & Restrictions

If System Option 323 (Customer Equipment Interface Error Behavior) is set to:

Yes and a record has an error, PENTA rejects the entire batch so you can correct the error(s) and resubmit the batch.

No and a record in the batch has an error, PENTA will not load that record. PENTA will, however, load all other records in the batch (including those with warnings) and give the batch a status of E (Error).

If no records in a batch have errors, but some records have warnings, PENTA loads the entire batch and gives it a status of W (Warning).

If there were no errors or warnings, PENTA loads the entire batch and gives it a status of C (Complete).

You can only resubmit Rejected batches.

Where to View Loaded Data

This interface populates values in the Customer Equipment Information window. If necessary, you can make corrections and/or late entries directly in that window.

Available Tables

1 Class Specific Attributes Record
2 Customer Equipment Record
3 Notes Record
4 User Defined Fields Record

Class Specific Attributes Record

After interfacing this data, you can review it in the Customer Equipment window’s Class Specific Attributes screen.

The following information pertains to the INTR_CUSEQ_CLSATTR table.

Column	Entry	Format	Description

Column	Entry	Format	Description
INTR_RQST_ID	Req	C! 13	The interface request value that you enter to initiate the interface process. The value must be consistent for all records PENTA should process together.
SEQ_NUM	Req	I 10	Sequence number uniquely identifying this row within interface request.
CUS_ID	Req	X	Id of the Customer owning the Equipment.
CUS_EQ_ID	Req	C! 15	The piece of Customer Equipment that requires service.
UDF_COLUMN_NAME	Req	C 30	Name of the user defined field.
ALPHA_VALUE	Opt	C 2000	Value of the user defined field.
D_EFF_DATE	Opt	D	The date the user defined field value becomes effective.
RECORD_NUM	Opt	I 10	PENTA-assigned record number used to identify records with errors.
USER_ID	Req	C 6	PENTA User ID of the employee performing the load process. This user_id must exist in PENTA.
MODIFICATION_DATE	Opt	D	Once the process completes, this displays the date PENTA marked the record as modified in the database. The current date is the default value.

Customer Equipment Record

After interfacing this data, you can review it in the Customer Equipment window’s General screen and Standard Attributes screen.

The following information pertains to the INTR_CUSEQ_EQ table.

Column	Entry	Format	Description

Column	Entry	Format	Description
INTR_RQST_ID	Req	C! 13	The interface request value that you enter to initiate the interface process. The value must be consistent for all records PENTA should process together.
SEQ_NUM	Req	I 10	Sequence number uniquely identifying this row within interface request.
CUS_ID	Req	X	ID of the Customer owning the piece of Equipment.
CUS_EQ_ID	Req	C! 15	The piece of Customer Equipment that requires service.
ACTIVITY_CD	Req	C! 1	Required for all activity. Possible values are: A (Add) – If a record with the same key already exists, PENTA records an error.
DESCRIPTION	Opt	C 2000	Detailed specifications about the Equipment.
CUS_LOC_CD	Opt	C 8	Identifies which Customer site the work is for.
MANUFACTURER_NAME	Opt	C 30	Name of the Equipment’s manufacturer.
MODEL_ID	Opt	C 18	The Equipment’s model number.
SERIAL_ID	Opt	C! 35	The Equipment’s serial number.
VIN	Opt	C 35	The Equipment’s vehicle identification number, if applicable.
PAR_CUS_EQ_ID	Opt	C! 15	If the Equipment is part of another piece of Customer Equipment, this identifies the piece of “parent” Equipment.
CUS_EQ_STAT_CD	Opt	C! 1	The current status of the Equipment. Possible values are A (Active) and I (Inactive).
D_STAT_DATE	Opt	D	The date the Status was assigned. Only enter a Status Date if you entered a Status.
CUS_EQ_CLASS_CD	Opt	C! 15	ID of the Customer Equipment’s classification.
CUS_EQ_CAPACITY_CD	Opt	C! 15	ID of the Equipment’s capacity.
CUS_EQ_MANUFACTURER_ID	Opt	C! 15	ID of the Equipment’s manufacturer.
BARCODE	Opt	C 128	Physical barcode on the product.
QTY	Req	I 9	If a single Equipment ID represents multiple items (e.g., sprinkler heads), this quantifies the multiple items.
LOCATION_IN_ BUILDING	Opt	C 100	Describes where the Equipment is located in the Customer’s facility.
INSPECTION_SEQ_NUM	Opt	I 10	The sequence in which technicians should service the Equipment. This provides a logical, efficient inspection order for the facility’s Equipment.
CUSTOMER_SYSTEM_ ID	Opt	C 30	The system Id that the Customer assigned to the Equipment.
STATE_REGISTRATION_ID	Opt	C 30	The Registration Id the state assigned to the Equipment.
D_MANUFACTURE_ DATE	Opt	D	Indicates when the Equipment was manufactured.
D_PURCHASE_DATE	Opt	D	Indicates when the Customer purchased the Equipment.
PURCHASED_FROM	Opt	C 30	Identifies the entity your Customer purchased the Equipment from.
D_INSTALL_DATE	Opt	D	The Equipment’s installation date.
RECORD_NUM	Opt	I 10	Do not assign this value. PENTA assigns this record number, which you can use to identify records with errors or warning messages.
USER_ID	Req	C 6	Id of the employee performing the load process. This user_id must exist in PENTA.
MODIFICATION_DATE	Opt	D	This defaults as the current date. This contains the date that the record is marked as modified in the database once the process initiates and completes.

Notes Record

After interfacing this data, you can review it in the Customer Equipment window’s Notes screen.

The following information pertains to the INTR_CUSEQ_NOTE table.

Column	Entry	Format	Description

Column	Entry	Format	Description
INTR_RQST_ID	Req	C! 13	The interface request value that you enter to initiate the interface process. The value must be consistent for all records PENTA should process together.
SEQ_NUM	Req	I 10	Sequence number uniquely identifying this row within interface request.
CUS_ID	Req	X	Id of the Customer owning the Equipment.
CUS_EQ_ID	Req	C! 15	The piece of Customer Equipment that requires service.
ACTIVITY_CD	Req	C! 1	Required for all activity. Possible values are: A (Add) – If a record with the same key already exists, PENTA records an error.
WO_NOTE_TYPE_CD	Req	C! 8	Id that categorizes a note for the Customer Equipment.
WO_DEFAULT_CD	Opt	C! 1	Indicates whether PENTA defaults the note to Work Orders where this Equipment is assigned.
MC_DEFAULT_CD	Opt	C! 1	Indicates whether PENTA defaults the note to Maintenance Contracts where this Equipment is assigned.
ALLOW_UPDATE_CD	Opt	C! 1	Indicates whether users can edit this note when PENTA defaults it to Work Orders or Maintenance Contracts using this piece of Equipment.
TEXT_3	Opt	C 2000	The text of the note.
RECORD_NUM	Opt	I 10	PENTA-assigned record number used to identify records with errors.
USER_ID	Req	C 6	PENTA User ID of the employee performing the load process. This user_id must exist in PENTA.
MODIFICATION_DATE	Opt	D	Once the process completes, this displays the date PENTA marked the record as modified in the database. The current date is the default value.

User Defined Fields Record

After interfacing this data, you can review it in the Customer Equipment window’s User Defined screen.

The following information pertains to the INTR_CUSEQ_UDF table.

Column	Entry	Format	Description

Column	Entry	Format	Description
INTR_RQST_ID	Req	C! 13	The interface request value that you enter to initiate the interface process. The value must be consistent for all records PENTA should process together.
SEQ_NUM	Req	I 10	Sequence number uniquely identifying this row within interface request.
CUS_ID	Req	X	Id of the Customer owning the Equipment.
CUS_EQ_ID	Req	C! 15	The piece of Customer Equipment that requires service.
UDF_COLUMN_NAME	Req	C 30	Name of the user defined field.
ALPHA_VALUE	Opt	C 2000	Value of the user defined field.
D_EFF_DATE	Opt	D	The date the user defined field value becomes effective.
RECORD_NUM	Opt	I 10	PENTA-assigned record number used to identify records with errors.
USER_ID	Req	C 6	PENTA User ID of the employee performing the load process. This user_id must exist in PENTA.
MODIFICATION_DATE	Opt	D	Once the process completes, this displays the date PENTA marked the record as modified in the database. The current date is the default value.

Penta Knowledge Base

Customer Equipment Interface: Table Driven Method