Equipment Management Introduction

Equipment Management is a collection of add-on modules for Microsoft Dynamics GP designed to simplify managing all aspects of your equipment including sales and service, rentals, and maintenance and repair. Equipment Management integrates with Service Management and TimeTrack.

Equipment Management Modules

The Equipment Manager module is the main Equipment Management module. It holds a detailed record of each piece of equipment, including all equipment used to generate rental income, inventory stock, whole goods on order, and customers' equipment being serviced.

The Equipment Management consists of the Equipment Manager module and several additional modules, which can be used individually or in combination. The Equipment Manager module contains all information about a specific item of equipment used to generate rental income, inventory stock, whole goods on order, and customer equipment being serviced.

In addition to the Equipment Manager module, the following modules are available:

• Profitability Analysis module
  This module is used with Microsoft Dynamics GP Multidimensional Analysis (MDA) to collect income and expenses against an equipment item in Equipment Management. Revenue and expenses can also be analyzed for an individual rental agreement or each maintenance work order.
• Purchasing module
  This module is used with Microsoft Dynamics GP Purchase Order Processing, Inventory, and Multidimensional Analysis to record equipment items and purchased attachments that make up a piece of equipment in Equipment Management. When a new piece of equipment is ordered, a record is created in the Equipment Manager. All purchase orders for attachments related to this piece of equipment are linked to this equipment record, so all committed costs are collected. When equipment is marked as a capital item on the purchase order, a link is automatically generated from the fixed asset record to the equipment record.
• Sales module
  This module is used to enter and process transactions and information relating to the sale of equipment. Combined with the Profitability Analysis module, this module allows a salesperson to view costs for a piece of equipment and to quote a competitive selling price. When equipment recorded as an asset is sold, you are prompted to process the asset retirement.
• Advanced Rental module
  This module is a streamlined version of the other rental modules, and is catered to a diverse audience. The foundation for equipment rentals is the rental agreement document. A rental agreement is set up to record all revenue and costs for equipment and other service items relating to rental. In addition, you can invoice multiple rental lines. You can set up your pricing structures using price templates and different price rates for the same model, equipment, or item using price rates. You can set up a unit of measure/price rate that bases the pricing on meter reading, along with overage charges. In addition, you can have unlimited account distributions for each agreement line.
• Transport module
  This module records booking, dispatching, and invoicing of equipment pickup and delivery. Time and costs associated with each delivery can be recorded for billing. This module allows for transport by in-house delivery vehicles or subcontracted vehicles. When the Transport module is used with the Rental module, transport requests can be generated directly from rental agreements and billed through rental invoices.
• Scheduled Maintenance module
  The Scheduled Maintenance module can be used standalone or with Service Management to schedule preventive maintenance based on usage date and meter reading. The Service Management tasking database is used to automatically create service calls from Equipment Management.

Posting Flow Documents

Posting flow documents are available to aid your understanding of system procedures, table relationships, and data flow. These documents can be found in Posting Flow Documents & Table Changes. 

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