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This process generates an equipment ID based on equipment numbering types. Equipment numbering types generate equipment IDs that contain various segments based on equipment category, model, type, division, and/or branch. See Setting up Up Equipment Numbering Types for more information on how equipment IDs are generated.
- Select Microsoft Dynamics GP > Tools > Utilities > Equipment > New Equipment Entry. You can also access this window using the New button from the Equipment Manager (Cards > Equipment > Equipment Manager).
- Fill in the Equipment Category, Model, Equipment Type, Equipment Branch, and Equipment Division for the new equipment.
- Use the lookup in the Equipment Numbering Type field to select the format that you want to use for the new equipment ID.
- Select Create. A message displays asking if you are sure you want to create the equipment record.
- Select Create. The system creates an equipment ID using the specified numbering scheme and characteristics of the new equipment. If the information needed to correctly number the equipment is not available, an error message displays. See Setting up Up Equipment Numbering Types.
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The Attachments tab holds details of specifications for a piece of equipment. Attachments or subattachments can be listed with details of each. While these details can be created for an individual piece of equipment, you will save time and maintain the consistency of the information by creating a template for attachments and subattachments of each model rather than for each piece of equipment. See Setting up Up Models. Once attachments and subattachments are added to a piece of equipment, they can be transferred or associated with an inventory item using the Transfer button.
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The Optional Equipment tab lists extras or attributes that may or may not be physical parts of the equipment. Optional equipment is set up during the model setup. See Setting up Up Models.
Mark the checkboxes for each optional equipment item you wish to include with this equipment record. These fields are informational only.
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User information is defined for a specific model. See Setting up Up Models to edit the user-defined fields that appear on this tab.
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The Active Fields tab displays the active user-defined fields for the equipment record. See Setting up Up Active User-Defined Fields.
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The Transport tab is used to set up a pricing item, which determines pricing information on transport requests for this equipment record. The Pricing Item field on the Transport tab must be set up if the equipment is to be available for transport. The pricing item must belong to the inventory item class selected for transport pricing items, as set up in the Transport module. See Setting up Up the Transport Module.
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