Non-supported ReleaseNon-supported Release
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Creating Equipment Statuses

You create Equipment Statuses in e-automate to track the state of your equipment (e.g., Available, Allocated, Sold). You categorize each Equipment Status into one of three groups: In Stock (in House), In Stock (Not in House), or Not in Stock.

To use Equipment Status functionality, you must have Equipment History Tracking enabled. For more information, see the Enabling Equipment History Tracking topic.

Once you create the Equipment Statuses you want to use (in addition to the system-provided Equipment Statuses), you need to add them to an equipment configuration (see the Creating Equipment History Tracking Configurations topic) and then assign the configuration to the equipment for which you want to track equipment history (see the Assigning Equipment History Tracking Configurations topic) in order to use them.

When the system begins tracking equipment history, you can view an equipment item's current Status on the Location tab of the Equipment record and the equipment history tracking information on the History tab of the Equipment record. Additionally, you can use the Equipment list window's QuickSearch to filter Equipment records by equipment Status. For more information on using the QuickSearch functionality, see the Using the QuickSearch topic. You can also process an Equipment History report to view equipment history tracking information.

Getting to the TransactionGetting to the Transaction

From the Tools menu, select Lists and Codes to open the Lists and Codes window.

In the Select a list or code type field, use the drop-down menu to select Equipment Statuses.

Click [New] to open the New Equipment Status window.

Basic InfoBasic Info

In the Status field, enter the name of the status.

In the Description field, enter a brief description of the status.

In the Base Type field, use the lookup icon to select one of the following base types:

In Stock (In House): Valued in inventory and physically located in your facility

In Stock (Not in House): Valued in your inventory but not physically located in your facility

Not in Stock: Non-valued in your inventory and not physically located in your facility

To activate the equipment status, check the Active checkbox; to inactivate the equipment status, uncheck the Active checkbox.
Note: If you uncheck the Active box for an equipment status that is currently being used in one or more equipment history tracking configurations and then click the [OK] button to save your change, then the system will prevent the equipment status from being added to a new configuration, but will not prevent the equipment status from being used with any configuration to which it has already been added. To prevent its use with these configurations, remove the equipment status from each configuration before inactivating it.

Completing the TransactionCompleting the Transaction

Click [OK] to save the Equipment Status.
Note: To make the new Equipment Status available for tracking equipment, remember to add the Equipment Status to an equipment configuration (see the Creating Equipment History Tracking Configurations topic) and then assign the configuration to the equipment for which you want to use this Equipment Status to track equipment history (see the Assigning Equipment History Tracking Configurations topic).