Creating Status Codes

The Equipment Status field on the Details tab in the Equipment Manager window changes automatically when certain events occur. First create the status code, then assign it to events in the Equipment Status Setup window.

The equipment status changes when one of the following events occurs:

• An equipment purchase order is saved.
• An equipment purchase order receiving is posted.
• Equipment is recorded as on rent or off rent.
• A Service Management service call for equipment is saved or completed.
• Equipment is marked as dispatched or delivered in the transport module.
• An equipment sales invoice is posted.

An equipment status code should be created for each status that you plan to link to an event.

1. Select Cards > Equipment > Equipment Status.
2. Enter a Status name and Description.
3. Select Save.