Difference between revisions of "Equipment Management"

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{| border="0" cellpadding="1" cellspacing="1" style="width: 1538px;"
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{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
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|-
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| colspan="4" id="top" | [[File:EQEdit.jpg|EQEdit.jpg]]
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|-
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|  
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|  
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|  
 +
|  
 +
|-
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| colspan="4" style="width: 265px;background-color:#bdc3c7;" | '''Navigation'''
 +
|-
 +
| colspan="4" style="width: 265px;" | Select Search > Equipment > Use the search to find the equipment record > Click Edit.
 +
|-
 +
| colspan="4" style="width: 265px;background-color:#bdc3c7;" | '''Overview'''
 +
|-
 +
| colspan="4" style="width: 265px;" | The Equipment Management feature is used to manage the equipment list. 
 +
Equipment records are assigned to sites and can be organized by product line, manufacturer, model and level.
 +
 
 +
|-
 +
|  
 +
|  
 +
|  
 +
|  
 +
|-
 +
| class="headerMainTitles" colspan="4" | Fields
 +
|-
 +
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#site_Name|Site Name]]
 +
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#equip_code|Code]]
 +
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#equip_item|Item]]
 +
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#equip_description|Description]]
 +
|-
 +
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#equip_installdate|Install Date]]
 +
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#equip_saledate|Sale Date]]
 +
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#equip_serialno|Serial No]]
 +
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#equip_type|Type]]
 +
|-
 +
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#equip_warrlabor|Labor]]
 +
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#equip_warrlaborstart|Warr Start]]
 +
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#equip_warrlaborend|Warr End]]
 +
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#equip_manufacturer|Manufacturer]]
 +
|-
 +
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#equip_warrparts|Parts]]
 +
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#equip_warrpartsstart|Warr Start]]
 +
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#equip_warrpartsend|Warr End]]
 +
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#equip_mode|Model]]
 +
|-
 +
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#equip_positionLocation|Position/Location]]
 +
| class="fieldGrayBackgrounds" style="width: 362px;" |  
 +
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#equip_coverageDate|Coverage Date]]
 +
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#equip_level|Level]]
 +
|-
 +
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#equip_comment|Comment]]
 +
| class="fieldGrayBackgrounds" style="width: 362px;" |  
 +
| class="fieldGrayBackgrounds" style="width: 466px;" |  
 +
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#activestatus|Active]]
 +
|-
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|  
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|  
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|  
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|  
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|-
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| class="headerMainTitles" colspan="4" id="agreementstab" | Search
 +
|-
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| colspan="4" | [[File:EQSearch.jpg|EQSearch.jpg]]
 +
|-
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|  
 +
|  
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|  
 +
|  
 +
|-
 +
| class="headerMainTitles" colspan="4" id="agreementstab" | Agreements Tab
 +
|-
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| colspan="4" | [[File:EQAgreements.jpg|EQAgreements.jpg]]
 +
|-
 +
| class="navigationTitles" colspan="4" | Overview
 +
|-
 +
| colspan="4" style="width: 265px;" | The Agreements Tab display a list of agreements on which the equipment is assigned. Agreements are managed using the [[Agreement_Management|Agreement_Management]] form.
 +
|-
 +
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select the agreement from the Results Grid to edit the selected agreement.
 +
|-
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| &nbsp;
 +
| &nbsp;
 +
| &nbsp;
 +
| &nbsp;
 +
|-
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| colspan="4" | &nbsp;[[Equipment_Management#top|Top]]
 +
----
 +
 
 +
|-
 +
| class="headerMainTitles" colspan="4" id="pmscheduletab" | PM Schedules Tab
 +
|-
 +
| colspan="4" | [[File:EQPMSchedules.jpg|EQPMSchedules.jpg]]
 +
|-
 +
| class="navigationTitles" colspan="4" | Overview
 +
|-
 +
| colspan="4" style="width: 265px;" | The PM Schedules tab display a list of PM Schedules on which the equipment is assigned.&nbsp; Planned maintenance schedules are managed using the [[Planned_Maintenance|Planned_Maintenance]] form.
 +
|-
 +
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More options list to Add a new planned maintenance schedule
 +
|-
 +
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select View in the Results Grid to edit and existing planned maintenance schedule.
 +
|-
 +
| &nbsp;
 +
| &nbsp;
 +
| &nbsp;
 +
| &nbsp;
 +
|-
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| colspan="4" | &nbsp;[[Equipment_Management#top|Top]]
 +
----
 +
 
 +
|-
 +
| class="headerMainTitles" colspan="4" id="componentstab" | Components Tab
 +
|-
 +
| colspan="4" | [[File:EQComponents.jpg|EQComponents.jpg]]
 +
|-
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| class="navigationTitles" colspan="4" | Overview
 +
|-
 +
| colspan="4" style="width: 265px;" | The components provides a list of all components that are related to the equipment record.
 +
|-
 +
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Components can be added and removed on this tab.
 +
|-
 +
| &nbsp;
 +
| &nbsp;
 +
| &nbsp;
 +
| &nbsp;
 +
|-
 +
| colspan="4" | &nbsp;[[Equipment_Management#top|Top]]
 +
----
 +
 
 +
|-
 +
| class="headerMainTitles" colspan="4" id="materialstab" | Materials Tab
 +
|-
 +
| class="headerMainTitles" colspan="4" | [[File:EQMaterials.jpg|EQMaterials.jpg]]
 +
|-
 +
| class="navigationTitles" colspan="4" | Overview
 +
|-
 +
| colspan="4" style="width: 265px;" | The materials tab is used to manage the materials and material groups assignments.&nbsp;
 +
|-
 +
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More Options list to open the Materials Management form.
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
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| &nbsp;
 
| &nbsp;
 
|-
 
|-
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| colspan="4" | [[File:Jobedit ccexpress.png|jobedit ccexpress.png]]
+
| colspan="4" | &nbsp;[[Equipment_Management#top|Top]]
 +
----
 +
 
 +
|-
 +
| class="headerMainTitles" colspan="4" id="relocationtab" | Relocation Tab
 +
|-
 +
| colspan="4" | [[File:EQRelocation.jpg|EQRelocation.jpg]]
 +
|-
 +
| class="navigationTitles" colspan="4" | Overview
 +
|-
 +
| colspan="4" style="width: 265px;" | The relocation tab display a list of relocations records, which provide information on the equipment movement from site to site.
 +
|-
 +
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the Find button to search for the receiving site.
 +
|-
 +
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the Relocate button to record the move.
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
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| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| colspan="4" style="width: 265px;background-color:#bdc3c7;" | '''Navigation'''
+
| colspan="4" | &nbsp;[[Equipment_Management#top|Top]]
 +
----
 +
 
 +
|-
 +
| class="headerMainTitles" colspan="4" id="documentsstab" | Documents Tab
 +
|-
 +
| colspan="4" | [[File:EQDocs.jpg|EQDocs.jpg]]
 +
|-
 +
| class="navigationTitles" colspan="4" | Overview
 +
|-
 +
| colspan="4" style="width: 265px;" | Document are uploaded, downloaded and removed using the&nbsp;[[Documents_Management|Documents Management]] form.
 +
|-
 +
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to add a new Document using the Documents Management form.
 +
|-
 +
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the Remove option in the Results Grid to edit the document in the Documents Management form.
 +
|-
 +
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the Remove option to remove the selected document.
 +
|-
 +
| &nbsp;
 +
| &nbsp;
 +
| &nbsp;
 +
| &nbsp;
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | To access Job Maintenance, select Search > Jobs > Use the search to find the job to access > Select the row for the job to access > Click Edit.
+
| colspan="4" | &nbsp;[[Equipment_Management#top|Top]]
 +
----
 +
 
 
|-
 
|-
−
| colspan="4" style="width: 265px;background-color:#bdc3c7;" | '''Overview'''
+
| class="headerMainTitles" colspan="4" id="allocationtab" | Allocations Tab
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | :
+
| colspan="4" | [[File:EQAllocations.jpg|EQAllocations.jpg]]
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Adding or editing links for LinkedIn, Twitter and Facebook
+
| class="headerMainTitles" colspan="4" | &nbsp;
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Sites connected to the Customer
+
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Tasks connected to the Customer
+
| colspan="4" style="width: 265px;" | Allocations can be recorded based on either item or product line. The tab displays a list of allocations by agreement type.&nbsp;
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Contacts connected to the Customer
+
| &nbsp;
 +
| &nbsp;
 +
| &nbsp;
 +
| &nbsp;
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Notes connected to the Customer
+
| colspan="4" | &nbsp;[[Equipment_Management#top|Top]]
 +
----
 +
 
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Documents connected to the Customer
+
| class="headerMainTitles" colspan="4" id="transactionsstab" | Transactions Tab
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Invoices connected to the Customer
+
| colspan="4" | [[File:EQTrans.jpg|EQTrans.jpg]]
 
|-
 
|-
−
| 1
+
| class="navigationTitles" colspan="4" | Overview
−
| 1
 
−
| 1
 
−
| 1
 
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" | Fields
+
| colspan="4" style="width: 265px;" | The Transactions Tab display a list of transactions posted for the selected equipment.
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#Cust_Name|Customer Name]]
+
| &nbsp;
−
| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
+
| &nbsp;
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_number|Job No.]]
+
| &nbsp;
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#job_billed|Billed]]
+
| &nbsp;
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#site_Name|Site Name]]
+
| colspan="4" | &nbsp;[[Equipment_Management#top|Top]]
−
| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_mainno|Main No.]]
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#primaryservicer|Primary Servicer]]
+
| class="headerMainTitles" colspan="4" id="invoicesstab" | Invoices Tab
−
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#job_contact|Job Contact]]
 
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_phone|Phone]]&nbsp;&nbsp;[[Glossary#job_ext|Ext]]
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#job_contactemail|Contact Email]]
 
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#job_sla|SLA]]
+
| colspan="4" | [[File:EQInvoices.jpg|EQInvoices.jpg]]
−
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#job_status|Status]]
 
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#jobType|Job Type]]
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#job_acctmanager|Account Manager]]
 
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#job_receiveddate|Received Date]]
+
| class="navigationTitles" colspan="4" | Overview
−
| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_servicetype|Service Type]]
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#job_saleperson|Salesperson]]
 
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#job_scheduledate|Schedule Date]]
+
| colspan="4" style="width: 265px;" | The Invoices Tab display a list of invoices posted for the selected equipment.
−
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#job_slaExp|SLA Exp]]
 
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_pmtmethod|Pmt Method]]
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#job_refno|Ref#]]
 
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#job_request|Request]]
+
| &nbsp;
−
| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
+
| &nbsp;
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_solution|Solution]]
+
| &nbsp;
−
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
+
| &nbsp;
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#job_requestnotes|Request Notes]]
+
| colspan="4" | &nbsp;[[Equipment_Management#top|Top]]
−
| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_solutionnotes|Solution Notes]]
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#job_statusbar|Status Bar]]
+
| &nbsp;
−
| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
+
| &nbsp;
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_sendtomobile|Send to Mobile]]
+
| &nbsp;
−
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
+
| &nbsp;
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
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|-
 
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| class="headerMainTitles" colspan="4" | Dispatch Card Tab
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|-
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| class="headerMainTitles" colspan="4" | KPI Tab
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 +
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| &nbsp;
 
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| class="headerMainTitles" colspan="4" | Transactions Tab
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|-
 
| &nbsp;
 
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| class="headerMainTitles" colspan="4" | Invoices Tab
+
| &nbsp;
 +
| &nbsp;
 +
| &nbsp;
 +
| &nbsp;
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
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| &nbsp;
 
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|-
−
| class="headerMainTitles" colspan="4" | Notes Tab
+
| &nbsp;
 +
| &nbsp;
 +
| &nbsp;
 +
| &nbsp;
 
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| &nbsp;
 
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| class="headerMainTitles" colspan="4" | Documents Tab
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|-
 
| &nbsp;
 
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| class="headerMainTitles" colspan="4" | Status Code Log Tab
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| class="headerMainTitles" colspan="4" | Payments Tab
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   [[Category:Pages with broken file links]]
 
   [[Category:Pages with broken file links]]

Latest revision as of 05:29, 16 July 2024

EQEdit.jpg
       
Navigation
Select Search > Equipment > Use the search to find the equipment record > Click Edit.
Overview
The Equipment Management feature is used to manage the equipment list. 

Equipment records are assigned to sites and can be organized by product line, manufacturer, model and level.

       
Fields
Site Name Code Item Description
Install Date Sale Date Serial No Type
Labor Warr Start Warr End Manufacturer
Parts Warr Start Warr End Model
Position/Location   Coverage Date Level
Comment     Active
       
Search
EQSearch.jpg
       
Agreements Tab
EQAgreements.jpg
Overview
The Agreements Tab display a list of agreements on which the equipment is assigned. Agreements are managed using the Agreement_Management form.
• Select the agreement from the Results Grid to edit the selected agreement.
       
 Top
PM Schedules Tab
EQPMSchedules.jpg
Overview
The PM Schedules tab display a list of PM Schedules on which the equipment is assigned.  Planned maintenance schedules are managed using the Planned_Maintenance form.
• Use the More options list to Add a new planned maintenance schedule
• Select View in the Results Grid to edit and existing planned maintenance schedule.
       
 Top
Components Tab
EQComponents.jpg
Overview
The components provides a list of all components that are related to the equipment record.
• Components can be added and removed on this tab.
       
 Top
Materials Tab
EQMaterials.jpg
Overview
The materials tab is used to manage the materials and material groups assignments. 
• Use the More Options list to open the Materials Management form.
       
 Top
Relocation Tab
EQRelocation.jpg
Overview
The relocation tab display a list of relocations records, which provide information on the equipment movement from site to site.
• Use the Find button to search for the receiving site.
• Use the Relocate button to record the move.
       
 Top
Documents Tab
EQDocs.jpg
Overview
Document are uploaded, downloaded and removed using the Documents Management form.
• Use the More drop-list to add a new Document using the Documents Management form.
• Click the Remove option in the Results Grid to edit the document in the Documents Management form.
• Click the Remove option to remove the selected document.
       
 Top
Allocations Tab
EQAllocations.jpg
 
Overview
Allocations can be recorded based on either item or product line. The tab displays a list of allocations by agreement type. 
       
 Top
Transactions Tab
EQTrans.jpg
Overview
The Transactions Tab display a list of transactions posted for the selected equipment.
       
 Top
Invoices Tab
EQInvoices.jpg
Overview
The Invoices Tab display a list of invoices posted for the selected equipment.
       
 Top
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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