Setting up Models

Equipment models are used to define many aspects of a piece of equipment. You can define default characteristics of a piece of equipment based on model. When you create an equipment record, you assign it to a model.

One of the most important things a model type does is associate a purchasing item to the model. Equipment models can be linked to an inventory item in a one-to-one relationship. This link is recognized when a purchase order for an inventory item is processed. If the inventory item is linked to an equipment model, an equipment record is created in the Equipment Manager.

The model type also includes information such as attributes, optional equipment, and attachments.

The equipment model is usually an alphanumeric code. It identifies a type of equipment rather than an individual item.

Step 1: Create a Model

1. Select Cards > Equipment > Equipment Model.
2. Complete the following fields, as necessary.

   • Model
     Enter the new model ID. 

     

     You can create a new Model by entering or choosing an existing Model ID and choosing Copy. This is useful if the new model ID has the same or similar optional equipment, user information, and attachments.

   • Short Description
     Enter a brief description.
   • Long Description
     Enter a longer description.
   • User-defined
     Enter user-defined information.
   • Purchasing Item Number
     The purchasing item number is used by the Purchase Order Processing module to determine whether an item on a purchase order is a piece of equipment. Equipment recorded in the Inventory module must be recorded as a serialized inventory item. Attachments for equipment are also recorded as inventory items, but do not need to be serialized.
   • Sales Kit Item Number
     This number may be used when a piece of equipment with this model ID is sold. The kit should be set up in Microsoft Dynamics GP with no default components since the components are assigned in Equipment Management. Using the kit item when selling the equipment ensures that the sales documents list the equipment and its components as one unit price, rather than listing the main equipment and each component individually priced. The kit should be set up in Microsoft Dynamics GP with no default components.
   • Eq. ID Segment Value
     Enter the name that you want to use for this model ID when the equipment ID of a new piece of equipment is set up to contain a segment based on model. See Setting up Equipment Numbering Types.
   • Manufacturer
     Enter a Manufacturer.

   • Utilization Target
     Enter the utilization target. This field is used for a utilization report for the Rental module only. 

     

     Use the Update button if you change the utilization target or daily rate target amounts. The new values will roll down to existing equipment records with this model.

   • Daily Rate Target
     Enter the daily rate target. This field is used for a utilization report for the Rental module only. 

     

     Use the Update button if you change the utilization target or daily rate target amounts. The new values will roll down to existing equipment records with this model.

   • On Rental Task List ID
     Select a task list to assign to the service call when you select to create a service call for the equipment the model number is associated with when you put the rental agreement On Rental. See Scheduled Maintenance. 

     

     Inactive task lists are filtered out from displaying in any lookup and cannot be assigned. If a task list has any task codes that are inactive, only the active task codes will be created in the service call.

   • Off Rental Task List ID
     Select a task list to assign to the service call when you select to create a service call for the equipment the model number is associated with when taking the rental agreement Off Rental. See Scheduled Maintenance.

     

     Inactive task lists are filtered out from displaying in any lookup and cannot be assigned. If a task list has any task codes that are inactive, only the active task codes will be created in the service call.

3. Select Save.

Step 2: Assign Attributes to a Model

1. Select the Attributes button in the Equipment Model Maintenance window to open the Equipment Model Attributes window where you can set up certain attributes for this model. Examples include fuel type and number of cylinders. Additional values can be entered from the Attributes tab in the Equipment Manager window.
2. Enter an Attribute ID and Value.
3. Select Insert>> to add the item to the scrolling window.
4. Select OK.

Step 3: Assign Optional Equipment to a Model

1. Select Optional Eq in the Equipment Model Maintenance window to open the Equipment Model Optional Equipment window. Enter an option on each line. Options may or may not be physical additions to the equipment record. This list provides the available options when equipment of this model is created in the Equipment Manager.
2. Select OK.

All changes to the optional equipment on the model roll down to all pieces of equipment of this model. If you change or delete the name of an option or change the order in which the options are listed, this may have unexpected consequences for existing pieces of equipment of this model.

Step 4: Assign User Information to a Model

1. Select Model Info in the Equipment Model Maintenance window to display the Equipment Model Information window. Enter user-defined fields relevant to this model. These user-defined fields will be available for equipment using this model ID and appear on the Model Info. tab.
2. Select OK.

All changes to the model information roll down to all pieces of equipment of this model. If you change or delete user information fields or change the order in which the fields are listed, this may have unexpected consequences for existing pieces of equipment of this model.

Step 5: Assign Attachments to a Model

1. Select the Attachments button in the Equipment Model Maintenance window to open the Equipment Model Attachments window. You can use this window to create a list of attachments or subattachments for equipment using this model ID.
2. Select Attachment to enter an attachment or select an attachment and then select Subattachment to enter a subattachment. Select Delete if you want to delete the attachments or subattachments. If you delete an attachment, its subattachments are also deleted.
3. Select an attachment or subattachment in the left half of the window and enter information on the right about this attachment or subattachment. When equipment of this model is entered, these fields will appear. You can mark the Sort by Description checkbox to list the fields in alphabetical order.
4. Select an attachment or subattachment and enter a life unit of measure. Enter the attachments in this window before creating equipment records using this model ID. Details set up here are copied to the Equipment Manager record for each piece of equipment using this model ID.
5. If an attachment or subattachment is an inventory item, select it, and select Items. Select the inventory item referring to this attachment or subattachment. The item should have an item type of sales inventory and may or may not be serialized. The inventory item associated with an attachment or subattachment is informational only. That is, the inventory item will not automatically be added to a purchase order when purchasing an equipment record associated with this model.
6. Select OK.

You can make changes to this window after equipment has been entered in the Equipment Manager, but changes will not roll down to existing equipment records using this model ID.