Customer Owned Equipment

Inventory Control Menu -> Additional Options -> Maintain Customer Owned Equipment

This utility allows you to view, create, and edit customer-owned Assets. To enable this utility, check the Customer Owned Equipment checkbox on the Company Inventory Parameters screen.

Create New Customer-Owned Asset:
To enter a new customer-owned Asset, click the ADD button. Enter an Equipment ID manually or press ENTER to automatically generate one, then fill out the remaining information. Click the ACCEPT button once you are finished.

Modify Existing Customer-Owned Asset:
To modify an existing customer-owned Asset, click the CHANGE button. Enter an Equipment ID and press ENTER, or click the search icon to search for and select an Asset. Once you have finished editing the Asset, click the ACCEPT button to save your changes.

EQUIPMENT ID

The Asset’s Product number. In cases where an Asset owned by your organization was sold to a Customer, this will be the Asset’s Product number from when it was in your organization’s inventory. When creating a customer-owned Asset from scratch, this value can be set freely, though it cannot be the same as an existing Product in your system.

In CHANGE mode, enter the Equipment ID of an existing Asset and press ENTER to load its details, or search for the Asset using the Inventory Search window.

Repair History
Once an Asset has been loaded in CHANGE mode, click the REPAIR HISTORY button at the bottom of the screen to view the Asset's repair history as outlined in Repair History Inquiry.

DESCRIPTION

A brief description of the Asset.

EXTERNAL/CUSTOMER ID

The Asset’s ID in the Customer’s system. This field is useful for cross-referencing Assets with your Customers’ inventory systems.

CUSTOMER

The Customer to which the Asset belongs. Enter and Customer number and press ENTER, or click the search icon to search for a Customer using the Accounting - Customer Search function.

GLOBAL SITE

Check this box to indicate that the Asset is located at a global Site. This will cause the Location / Site field to search by global Sites. Leave this box unchecked to search by Customer Sites.

LOCATION/SITE

The Site code of the Customer Site or global Site at which the Asset is located.

In order to select a Site, a Customer must first be selected. Enter a Site code and press ENTER, or click the search icon to search for a Site using the Site Search function.

PRODUCT NUMBER

The Asset’s Product number. In cases where an Asset owned by your organization was sold to a Customer, this will be the Asset’s Product number from when it was in your organization’s inventory. When creating a customer-owned Asset from scratch, this value can be set freely, though it cannot be the same as an existing Product in your system.

SERIAL NUMBER

The Asset's serial number.

EQUIPMENT TYPE

The type of equipment (boom, telehandler, etc.) This field is for informational purposes only and will not affect the Asset's behavior in the system.

MANUFACTURER

The Asset’s manufacturer.

MODEL

The Asset’s model number.

HOURS

The Asset’s current meter reading in hours. This value is used when creating preventative maintenance schedules for the Asset. Click the blue gear icon to view the Asset's Hour History.

INSTALLATION DATE

For Assets previously owned by your organization that were sold to a Customer, the date on which the Asset was installed at its current location.

DATE SOLD

For Assets previously owned by your organization that were sold to a Customer, the date on which the Asset was sold to the Customer.

INVOICE NUMBER

For Assets previously owned by your organization that were sold to a Customer, the number of the Invoice associated with the sale of the Asset to the Customer.

WARRANTY EXPIRY

The date on which the Asset’s warranty expires.

EXTENDED WARRANTY

Check this box to indicate that the Asset has an extended warranty.

EXTENDED WARRANTY EXPIRY

The date on which the Asset’s extended warranty expires, if applicable.

FULL SERVICE CONTRACT

The Contract number of the Asset’s full service Contract, if applicable. Enter a Contract number directly, or click the search icon to search for a Contract using the Contract Search function.

PM CONTRACT

The Contract number of the Asset’s preventative maintenance Contract, if applicable. Enter a Contract number directly, or click the search icon to search for a Contract using the Contract Search function.

BARCODE

The Asset’s barcode number.

REFERENCE GROUP

The Group in your system associated with the Asset. This Group’s properties will be used as a reference when creating preventative maintenance schedules for the Asset. Enter a Group number directly, or click the search icon to search for a Group using the Product Group Search function.

TELEMATIC ID

The ID of the device used to track the Asset’s telematics.

TELEMATIC VENDOR

The ID of the telematics vendor responsible for supplying the Asset’s telematics device. Click the down arrow to view the list of telematics vendors in your system.

Topic Keyword: MPOP01