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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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- Sort Alphanumerically
Mark this checkbox to sort information alphanumerically based on the Attachment Attribute field. - Item Number
Read-only field that displays the item number when the equipment is purchased. - Serial Number
Read-only field displays the serial number when the equipment is purchased. - Site ID
Read-only field displays the site ID when the equipment is purchased. Include On Sale
Mark this checkbox if the attachment is a non-inventory item and you want to include the attachment on the equipment sales document.Note This checkbox will only display if the attachment is a non-inventory item.
Use Item Sale Price
Mark this checkbox if the attachment is an inventory item and you want to use the item sale price or you can enter a sales price in the Sales Price field.Note This checkbox will only display if the attachment is an inventory item.
- Sales Price
If equipment has a sales price entered on the Sales Financial 2 tab, this will be used on the sales document. If a kit item is used for selling, and there are attachments or subattachments that are inventory items with selling prices on the inventory records, these prices will be added to the sales price to determine the selling price for the kit. - Recommended Life
Enter the recommended life. - Life U of M
Enter the life U of M. - Usage
Enter the usage. - % Left
Enter the percentage of life left. This field is manually updated for each attachment and subattachment. - % Life Left
This value is calculated based on the values entered in the Recommended Life and Usage fields. - Update from Equipment
Mark this checkbox if you want the system to update the usage for the attachment or subattachment in accordance with updates to the operating log for the equipment record. This is useful because the % Life Left field then updates automatically based on usage. Updating from equipment is only possible if the (sub)attachment has the same life unit of measure as the equipment. - Transfer
Once attachments and subattachments are added to equipment, they can be transferred or associated with an inventory item. Use this button to transfer attachments, which are serialized inventory items, between equipment and inventory stock, or between pieces of equipment. See Transferring Attachments and Subattachments.
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- Enter the Date.
- Enter a descriptive Reference.
Enter the filename or use the folder button to browse and find the file. We recommend you enter a shared location using a UNC pathname. For example, \\server-name\shared-resource-pathname.
Note Using a UNC pathname rather than a drive on your network makes the link available to all users.
Optional Equipment tab
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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- The Service Management equipment ID for this equipment was identified on the Service tab. See Service tab.
- The service call includes a task involving this piece of equipment.
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