Setting Up Equipment

Among other things, you can set up user-defined fields, starting numbering sequences, and time stamp information in the Equipment Setup window.

Select Microsoft Dynamics GP > Tools > Setup > Equipment > Equipment > Equipment Setup.
Complete the following fields:
- Live Company
  Mark this checkbox if the company is live. This checkbox must be marked for the equipment inquiry to work. This allows you to use an inquiry to list equipment across all live companies. If the company is used for testing or training purposes, you may not need to mark this checkbox. See Viewing the Equipment Inquiry.
- Equipment User-Defined # Prompt
  Label the equipment user-defined fields. These two fields appear on the Details tab in the Equipment Manager window.
- Validate
  Mark these checkboxes if you want to prompt the user to add items that don't exist in the lookup. If the checkbox is not marked, users can enter any value without being required to add it to the list.
- Model User-Defined # Prompt
  Label the model user-defined fields. These fields appear in the Equipment Model Maintenance window.
- Next Operating Log Number
  Enter the next sequential number for operating logs. This is an alphanumeric field.
- Next Service Record Number
  Enter the next sequential number for service records. This is an alphanumeric field.
- Equipment Numbering Type
  The equipment numbering type determines the format of equipment IDs that are generated when you create new equipment records from the Purchase Order and Fixed Asset Management modules. When a purchase order is created for an equipment model that is linked to an inventory item, the equipment ID numbering type is used to generate ID numbers for each piece of equipment. If the equipment is marked as a capital item, a Fixed Asset Manager record is created when the equipment is received, with the equipment ID number used as the asset ID. See Setting Up Equipment Numbering Types.
- Equipment ID Modifier
  Determine how the equipment ID will be changed when using the Modify Equipment ID utility. We recommend choosing Modify. The modify option allows the user to change an equipment ID, except on historical records, and maintains profitability information. The copy option also allows the user to change the equipment ID, but does not retain profitability information.
- Fixed Assets Depreciation Book ID
  The lookup list displays the depreciation books set up in the Fixed Asset Management module. Use the lookup to select which one to use for equipment depreciation. The book chosen here displays depreciation figures on the Asset Information tab in the Equipment Manager window for pieces of equipment recorded as assets.
- WS Service Call Start Time Stamp
  Use the drop-down list to select the time stamps from Service Management that correspond to the technician starting the service call. This value will be used to change the status and location of the equipment record in Equipment Management.
- WS Service Call End Time Stamp
  Use the drop-down list to select the time stamp from Service Management that correspond to the technician completing the service call. This value will be used to change the status and location of the equipment record in Equipment Management.
Mark the appropriate checkboxes to add additional fields to the Rental Financial, Sales Financial, Sales Financial 2, and Total Financial tabs in Equipment Manager:
- FA Depreciation Expenses
  Adds a field for depreciation expenses to the financial tabs. You need to have specified a Fixed Assets Depreciation Book ID in step 10 for depreciation to calculate. You can also track depreciation costs using the Profitability Analysis module. If you are using Profitability Analysis, do not mark this checkbox; otherwise, depreciation will appear twice.
- Signature Service Income
  Adds a field for service income from Signature Service Management.
- Signature Service Expenses
  Adds a field for service expenses from Service Management.
- Split Signature Service Expenses by Cost Category
  Adds a breakdown of service expenses for Equipment, Material, Labor, Subcontractor, and Other costs.
- Signature Service Add-on Costs
  Adds a field for Add-on Costs from Service Management.
- Split Signature Service Add-on Costs by Cost Category
  Adds a breakdown of add-on costs by Equipment, Material, Labor, Subcontractor, and Other.
Select OK.