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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 deter mines 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 deter mines 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 deter mines 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
    Choose 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 equipment.
  • Life U of M
    Choose 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 a sale.
  • On Transport
    This read-only checkbox indicates if this piece of equipment is currently on transport.
  • Description
    Enter a description 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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Equipment Management has three blank tabs to be defined by the user. Contact Key2Act WennSoft Sales for information.