Equipment Management

Equipment Management Introduction

• Symbols, Buttons, and Indicators
• Signature Home Pages
• Signature Action Lists
• Posting Flow Documents
• Batch Naming Conventions

Equipment Manager Module

• Signature Setup Checklists
• Setting up the Equipment Manager Module
• Setting up and Using Document Management
• Setting up Equipment
• Setting Up and Using Equipment SmartLists
• Equipment Hierarchy
• Equipment Management Reports
• Using Equipment Manager
• Equipment Manager Procedures
• Customer Center
• Utility Procedures in EM
• Viewing the Equipment Inquiry
• Integration with Service Management

Profitability Analysis Module

• Setting up the Profitability Analysis Module
• Profitability Reports
• Tracking Profitability on Bank Transactions
• Tracking Profitability on General Ledger Transactions
• Tracking Profitability on Inventory Transactions
• Viewing Profitability Inquiries

Purchasing Module

• Setting up the Purchasing Module
• Creating Purchase Orders
• Receiving Equipment
• Viewing the Purchase Order Costing Inquiry Window

Sales Module

• Setting up the Sales Module
• Using the Sales Module
• Finance Leasing
• Sales Reports

Advanced Rental Module

• Advanced Rental Module Setup
• Rental Bookings
• Rental Agreements
• Rental Invoices
• Taking Equipment Off Rent
• Completing an Agreement and Sending It to History
• Renting Equipment to a Job
• Vehicle Readings

Transport Module

• Viewing Transport Inquiries
• Setting up the Transport Module
• Using the Transport Module

Scheduled Maintenance Module

• Setting up the Scheduled Maintenance Module
• Using the Scheduled Maintenance Module
• Scheduled Maintenance Reports