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Equipment Management 2020 (18.3)

All Help Documentation

Equipment Management 2020 (18.3)

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All Help Documentation

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Equipment Management Installation
Compatibility
Installation Notes
Issues Fixed

Installation and Upgrade

Installing Equipment Management
Upgrading Equipment Management
Signature Equipment SSRS Reports Setup
Installing Product Registration Keys
Technical Notes and Troubleshooting

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

Labeling User-Defined Fields
Setting up Active User-Defined Fields
Setting up and Using Document Printing Enhancements
Setting up Tabs
User Branch Filtering
Using SmartList Objects
Viewing Application Information
Viewing User Activity

Setting up and Using Document Management

Setting up Physically Stored Document Attachments
Using Document Management

Setting up Equipment

Setting up Models
Setting up Locations
Setting up Attributes
Setting up Manufacturers
Setting up Categories
Setting up Types
Adding User-Defined Data
Creating Status Codes
Assigning Status Codes to Events
Setting up Conditions
Setting up Divisions
Setting up Branches
Setting up Units of Measure
Labeling Global Information Fields
Setting up Equipment Numbering Types
Linking an Equipment Record to a Serialized Inventory Item
Synchronizing Equipment Locations

Setting Up and Using Equipment SmartLists

Equipment Hierarchy

Setting up the Hierarchy feature
Creating a Hierarchy
Using Hierarchy Functionality
Equipment Hierarchy Transactions

Equipment Management Reports
Using Equipment Manager

Equipment Manager Procedures

Entering Operating Log Readings
Inactivating Equipment
Transferring Attachments and Subattachments
Transferring Equipment

Customer Center

Setting up Customer Center
Viewing Data
Creating Transactions

Utility Procedures in EM

Performing SQL Maintenance
Verifying Tables
Creating an Equipment Record
Changing Equipment IDs
Removing Profitability Codes
Reconciling the System
Reconciling Operating Logs
Reconciling Summary Profitability Transactions
Archiving Rental Agreements

Viewing the Equipment Inquiry

Integration with Service Management

Updating the EM Record When Equipment is Moved in SM
Linking Service Information to an EM Equipment Record
Moving Service Equipment
Moving Service Locations
Creating Records Through New Equipment Entry
Creating Records Through Equipment Manager
Creating Records through Sales Order Processing
Creating Records Through a Purchase Order
Updating Equipment Records
Deleting an Equipment Record in Service Management

Profitability Analysis Module

Setting up the Profitability Analysis Module

Setting up equipment profitability
Creating analysis cost groups
Entering profitability budgets

Profitability Reports

Working with Profitability Setup Reports
Working with Profitability Analysis 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

Creating Sales Documents
Creating a Sales Batch

Finance Leasing

Finance Lease Setup
Generating General Journal Entries
Creating a Lease Schedule
Creating a Lease Invoice
Editing a Lease Schedule
Canceling a Lease Payment Schedule
Printing a Final Invoice

Sales Reports

Advanced Rental Module

Advanced Rental Module Setup

Setting up Rental Agreements
Setting up Rental Bookings

Rental Account Distributions

About Rental Account Distributions
About Rental Account Allocation
About Rental Distribution Percentages
About Account Masking
Setting up Account Distributions
Editing Rental Account Distributions
Viewing Rental Account Distributions

Setting up Roll Forward Invoicing

Setting up Customer and Address Additional Information

Customer Insurance Details
Customer Rental Information
Additional Address Information

Rental Bookings

Creating Rental Bookings
Determining Price Levels
Creating a Booking or Agreement from Inquiry
Transferring a Full or Partial Booking to an Agreement
Viewing the Rental Booking Inquiry Window

Rental Agreements

Working with Operating Leases
Creating a Rental Agreement
Checking Rental Availability
Working with Holiday Standdowns
Entering Additional Details
About Line Linking
Transferring Rental Agreement Lines

Rental Invoices

Creating an Individual Invoice from the Agreement
Creating a Batch of Invoices Using the Rental Billing Invoice Routine
Grouping Invoices Using the Rental Invoicing Routine
Voiding or Deleting a Rental Invoice
Roll Forward Invoicing
Rental Invoice Inquiry

Taking Equipment Off Rent
Completing an Agreement and Sending It to History

Renting Equipment to a Job

Setup Procedures
Creating a “Rent to Job” Rental Agreement
Invoicing a "Rent to Job" Agreement
Rent to Job Bookings
Transferring a "Rent to Job" Booking to an Agreement

Vehicle Readings

Setting up Vehicle Readings
Recording Vehicle Readings
Completing the Vehicle Readings Entry Window
Task-Based Vehicle Readings
Vehicle Reading Processing
Viewing the Vehicle Reading Inquiry Window

Transport Module

Viewing Transport Inquiries

Setting up the Transport Module

Creating Job Categories
Creating Trucks
Creating Job Divisions
Creating Transport Options

Using the Transport Module

Creating Transport Requests
Using the Transport Scheduler
Recording Dispatch and Delivery Times
Creating Transport Invoices

Scheduled Maintenance Module

Setting up the Scheduled Maintenance Module

Creating Task Groups
Creating Maintenance Types
Creating Maintenance Classes
Setting up Tasks in Service Management

Using the Scheduled Maintenance Module

Creating Scheduled Maintenance Records
Performing Scheduled Maintenance
Processing Scheduled Maintenance
Scheduled Maintenance Forecasting
About Average Usage
Viewing the Scheduled Maintenance Inquiry
Viewing the Scheduled Maintenance Forecast Due Date
Finding Equipment Due for Maintenance

Scheduled Maintenance Reports

Working with Schedule Maintenance Setup Reports
Working with Scheduled Maintenance Reports

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Equipment Management
Equipment Manager Module

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Utility Procedures in EM

The following utilities are available:

Performing SQL Maintenance
Verifying Tables
Creating an Equipment Record
Changing Equipment IDs
Removing Profitability Codes
Reconciling the System
Reconciling Operating Logs
Reconciling Summary Profitability Transactions
Archiving Rental Agreements

Pagination

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Creating Transactions
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Performing SQL Maintenance

Legal Declarations
Contact Information
Feature Requests
Customer Portal
Support Lifecycle Policy
Enhancements by Release

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