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For example, a piece of equipment may belong to an organization's Fargo branch , but currently is on loan to the Milwaukee branch where it was rented to client ABC. The piece of equipment will be recorded as having an owning location of Fargo, an operating location of Milwaukee, and a physical location of ABC site.

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  1. Select Cards > Equipment > Equipment Location.
  2. Complete the following fields, as necessary.
    • Location
      Enter a location name.
    • Link Type
      Select a link type if the location is linked to a customer, vendor, inventory site, company, or truck.
    • Link Type ID
      If a link type other than None is selected, choose select the appropriate ID.
    • Address ID
      If a customer, company, or vendor ID is selected, choose select an Address ID. The contact information defaults.
    • Contact
      If None is selected as the link type, enter the contact.
    • Address
      If None is selected as the link type, enter the address.
    • City
      If None is selected as the link type, enter the city.
    • State
      If None is selected as the link type, enter the state.
    • Zip Code
      If None is selected as the link type, enter the zip code.
    • Country Code
      If None is selected as the link type, enter the country code.
    • Phone
      If None is selected as the link type, enter the applicable phone numbers.
    • Fax
      If None is selected as the link type, enter the fax numbers.
  3. Select Save.