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Equipment Management 2024 (18.7)
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All Help Documentation
Main
Release Notes
November 2024 Readme
Installation & Upgrade
Installing Equipment Management
Upgrading Equipment Management
Signature Equipment SSRS Reports Setup
Installing Product Registration Keys
Technical Notes and Troubleshooting
Equipment Management
Equipment Introduction
Symbols, Buttons, and Indicators
Signature Home Pages
Signature Action Lists
Posting Flow Documents & Table Changes
Batch Naming Conventions
Equipment Manager
Signature Setup Checklists
Setting Up Equipment Manager
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
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
Using Equipment Manager
Profitability Analysis
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
Setting Up the Purchasing Module
Creating Purchase Orders
Receiving Equipment
Viewing the Purchase Order Costing Inquiry Window
Sales
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
Advanced Rental Module Setup
Setting Up Rental Bookings
Rental Account Distributions
About Rental Account Distributions
About Rental Account Allocation
About Rental Distribution Percentages
About Account Masking
Editing Rental Account Distributions
Viewing Rental Account Distributions
Setting up Account Distributions
Setting Up Roll Forward Invoicing
Setting Up Customer and Address Additional Information
Customer Insurance Details
Customer Rental Information
Additional Address Information
Setting Up Rental Agreements
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
Setting Up the Transport Module
Creating Job Categories
Creating Job Divisions
Creating Transport Options
Creating Trucks
Using the Transport Module
Creating Transport Requests
Using the Transport Scheduler
Recording Dispatch and Delivery Times
Creating Transport Invoices
Viewing Transport Inquiries
Scheduled Maintenance
Setting Up Scheduled Maintenance
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 2024
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Release Notes
November 2024 Readme
