Addresses |
The Addresses tab enables you to add address IDs to stationary equipment. Detailed address information for address IDs is set up on the Addresses screen.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can search on equipment ID, serial number, asset category ID, segment ID, to/from marker ID, assigned repair location ID, and department ID, among other values. The list of searchable fields on the filter is extensive; use the scroll bar to view them all. If you specify a range, any record that crosses any part of that range will be displayed.
Note: Filtering data based on fuel/fluid type uses the information in the Supported fuel/fluid types screen group on the Codes tab.
The Stationary Equipment screen supports location level and department-level access control, so you must belong to a user group with the applicable authorizations to make changes or updates.
The field in the top section of this tab defines the data that displays.
Equipment ID
Identifier of the equipment unit currently selected in the grid or that you are defining. This field has a list box. If the ID already exists, the equipment unit year, manufacturer, and model display to the right of the ID. There is no limit to the number of equipment IDs that you may define, but you may only use valid bar code characters.
When you insert an equipment unit with an asset category that supports automatic numbering and this field is blank, an equipment ID is generated that follows the format specified in the Custom ID structure field on the Data -> Equipment Units -> Setup -> Asset Categories screen. If you specify an ID and the equipment’s asset category supports automatic numbering, the ID is not overwritten.
Whether an asset category supports automatic numbering is specified on the Data -> Equipment Units -> Setup -> Asset Categories screen.
New equipment unit
Press the New equipment unit button to activate the New Equipment Wizard, which steps you through entering the basic data elements associated with a new equipment unit.
Note: The account ID choice list in the New Equipment Wizard shows all active account IDs that may be assigned to equipment units.
The fields in the bottom section of this tab define the basic information about the equipment unit. Unless otherwise indicated, these fields are required.
Delete
To delete the entries in the fields to the right, place a check in this field and click Save.
Address ID
Identifier of the address used for the equipment. If an address ID is entered, the address ID information will be used instead of address lines 1-4. Detailed address information for address IDs is set up on the Addresses screen.
Full address
The address associated with the Address ID field. This field is display only.
Searchable
Check this field to make the address ID searchable in the asset chooser in the web modules.
Description
Description of the address for further information.
Address type
An open text field to enter extra information to distinguish the type of address this is, such as a loading dock, side entrance, etc.