TW - Add Assets
Texada Web Stand-Alone Menu -> TW -
Assets -> ADD button -> TW - Add
Assets
This utility can be used to a new Asset to the SRM product
file.
Once the Asset records have been added they can be modified in
FL- Assets and can also be accessed from
Rental Inventory.
To add new Asset or Rental productt, the prompts are:
-
- ASSIGN PRODUCT NUMBER Window
- This Assign Product Number window
appears only when the Rental Product # Mask defined in the Company Inventory Parameters, as be setup to require
the Group and/or Class to be part of the Rental product #.
To manually assign a product number without using the Product
Mask click CANCEL to exit this Assign Product Number window,
and manually enter the product number in the Product Number
field.
PRODUCT NUMBER
- Accept the default product # displayed or manually enter a
product number up to a maximum of 12 characters.
Because barcodes can also be used to identify or enter products
manually or via scanner on a document, the product number cannot be
the same as the barcode for any other product in the
system.
DESCRIPTION
- Enter the product description of the item as it should appear
on printed documents, using up to a maximum of 30 characters, or
accept the default Group description as displayed if the Group# was
used in the product Mask.
Note: The product description can always be over-typed on the
document.
VENDOR #
- Enter the number of the primary supplier from whom the item was
purchased or from whom it will be re-ordered, or select it from the
window as outlined in Vendor Search.
VENDOR PRODUCT NUMBER
- Accept your product number as the default for the vendor's
product number, or type in the correct vendor's product number or
model number. using up to 20 characters.
VENDOR DESCRIPTION
- Accept your product description as the default for the vendor's
description or type in the correct vendor's product
description.
PRODUCT CLASS
- If the Class was used in the Product Mask as part of the
numbering convention, the class used is displayed and cannot be
changed.
If the Class was NOT used to determine the product number, enter
the Product Class, or select it from the Product Class Search window.
PRODUCT GROUP
- If the Group was used in the Product Mask as part of the
numbering convention, the group used is displayed and cannot be
changed.
If the Group was NOT used to determine the product number, enter
the Group, or select it from the Group
Search window.
COST EACH
- Enter the cost each which would have to be paid to replace the
item today.
LIST PRICE
- Enter this selling price if this equipment were to be
sold.
METER TYPE
- Tracking meter units used or blade usage is only applicable to
NON-BULK items.
For a non-bulk item, select one of the following options:
- Select Metered Item to track meter units used such as
hours or km, through work orders, contracts, maintenance, product
exchanges, and rental returns for this item.
For information on tracking Meter rollover or replacement on
equipment refer to Update Meter
Prompt/Hours.
The initial Meter setup window opens and prompts:
-
- METER DIGITS
- Enter the maximum number of digits that this meter can track
before the count must be reset.
INITIAL METER READING
- Enter the initial meter reading for the new equipment.
- INITIAL METER DATE
- Enter the date of the initial meter reading.
CURRENT METER READING
- Enter the correct current meter reading.
This will be updated as the equipment is rented, exchanged, put off
or on rent, and returned, when the new meter reading is
recorded.
- CURRENT METER DATE
- Accept today's date or enter the correct date for the current
meter reading.
This date will be maintained as the meter reading is updated.
LTD METER
- This field tracks the total units used in the lifetime of the
equipment.
For a new product, this would be the difference between the
Initial Meter Reading and the Current Meter
Reading.
In Rental Inventory, a window is provided
in this field to view the meter tracking history.
Finished?
- Click OK to accept the meter readings for the new
equipment.
-
Select Bladed Item to track blade usage such as diamond
blades where the units decrease with use.
The initial Product Blade Information setup window opens and
prompts:
-
- CURRENT METER READING
- Enter the current blade reading.
This will be updated when the equipment is rented, exchanged, put
off or on rent, or returned, and a new blade reading is
reported.
- CURRENT METER DATE
- This is the date of the latest recorded blade reading.
- INITIAL METER READING
- This is the original blade reading of the equipment.
- INITIAL METER DATE
- This is the date of the original blade reading.
Finished?
- Click OK to accept the blade readings for the new
equipment.
-
Select Not Metered to skip the meter tracking for this
product.
Finished?
- Click ACCEPT to accept the screen and create the new product
record, or click CANCEL to abort.
Additional Asset Information:
- The submenu for additional product information provides the
following options:
- PRODUCT LOCATION
- Enter a record for each Location (Branch or Division) where
this sales item is stored in the Locations window as
follows:
- LOC
- Enter the location or select it from the drop-down list.
ON HAND
- Type in the quantity at this location only.
BIN #
- This is shelf in your storage area where this item is kept.
It defaults to the location Name but can be over-typed to be
more specific as required.
INVENTORY ADJUSTMENT Window
- This window is only triggered once if changes are made to the
quantity in the Locations window.
The information in this window tracks when and why inventory
quantity changes are made, as outlined in Inventory Adjustment.
Finished?
- Click ACCEPT Key twice (once for the line and once for all
Locations).
- Quantity Discrepancy:
- On exiting the location window, if the quantity total on the
Fixed Asset tags for the product does not match the current
Quantity On Hand for the product, the Quantity Discrepancy warning window is
triggered.
MAKE/MODEL RE-ORDER INFO
- The re-order information can be captured in the Make/Model and Re-Order Information.
RENTAL INFORMATION
- This window can be used to access additional product details
including a conversion factor, rental rates, and security deposit,
as outlined in Rental Information.
SAFETY NOTES
- Skip this window if the safety notes do not apply, or use this
window to define safety notes as outlined in Safety Notes.
SPECIFICATIONS
- Window to access and update specifications for this product
that can be referenced during contract entry in the window on the
product description field, as outlined in Equipment Specifications.
BARCODES
- Skip this window if your firm does not use barcodes on this
product, or use this window to setup barcodes for the product as
outlined in Barcodes.
FILE ATTACHMENTS
- Multiple external documents or images can be associated with
this product when setup in the File
Attachments window.
This field is disabled if there is no attachment directory
defined in Company Miscellaneous
Parameters.
Topic Keyword: FRENTALS (6643)