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- Tab Class
The tab class determines the tabs displayed and the order in which they appear. You may have marked a tab class as the default class for new equipment records during setup. - Equipment Category
There are six system-defined categories. When equipment is sold, the category is automatically changed to Sales History. - Equipment Type
If the equipment types were set up with an account mask, this determines the account for sales revenue if this equipment is sold. - User-defined
Enter user-defined information. - Condition
Enter a Condition. - Division
Enter the division to which the equipment belongs. If the division was set up with an account mask, this determines the general ledger accounts for revenue and costs on invoices. - Branch
Enter the branch to which the equipment belongs. If the branch was set up with an account mask, this determines the general ledger accounts for revenue and costs on invoices. - Owning Location
The owning location is the location at which the equipment is owned and managed. This may or may not be the location at which the equipment is currently operating. - Operating Location
The operating location is the location from which the equipment is currently operating. The operating location may be specified when a purchase order for equipment is created. The operating location may or may not be the same as the owning location or the physical location - Manufacturer
Select the manufacturer of the equipment from the lookup window. - Build Year
This is a four-digit numeric entry identifying the year in which the equipment was manufactured or assembled. - Acquisition Date
This field is automatically filled if the equipment is purchased using the Purchase Order Processing module. - Purchased By
This could be the person or department that purchased by the equipment. - Life U of M
Select the unit of measure for usage for this equipment record. This unit is used in the Usage Life to Date field on the Equipment Manager header, which is updated when meter readings are entered on operating log entries. If you plan to use the Scheduled Maintenance module, you must enter a value in this field. The unit of measure is used when creating scheduled maintenance records. - Salesperson ID, Territory ID
Enter a Salesperson and Territory. - Customer ID
The field displays an ID when the equipment is on rent to a customer. - On Customer Rental
This read-only checkbox indicates if this piece of equipment is currently rented. - On Service
This read-only checkbox indicates if this piece of equipment is currently in use on a service call. - On Sale
This read-only checkbox indicates if this piece of equipment is currently on sale. - On Transport
This read-only checkbox indicates if this piece of equipment is currently on transport. - Description
Enter a description of up to 50 characters. A more detailed description can be included by choosing the expansion button attached to the field. - Comments
Enter any additional information.
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The Photos tab lists links to electronically stored documents that are related to the piece of equipment. To open a document on the list, select the item, and select the camera 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 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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The Shipping tab contains information about the supplier, the current location of the equipment, estimated shipping, and arrival dates, and purchase date information.
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