Non-supported ReleaseNon-supported Release
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Creating Equipment Codes

An equipment code is used to identify equipment and separate it into logical groups, such as function, name, or size. Any inventory item with an equipment code is considered a serviceable item, that is, an item to which you would dispatch a technician for service. If an inventory item is not serviceable, do not assign an equipment code.

Inventory items with equipment codes can be associated with a make and a model. Typically, you create one model for each equipment-coded inventory item. Only items with equipment codes can be linked to equipment records.

Assigning equipment codes also allows you to run reports based on the logical groups identified by your equipment codes.

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 Codes.

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

Basic InformationBasic Information

In the Equipment code field, enter the short code for the equipment.

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

Completing the TransactionCompleting the Transaction

Verify the Active checkbox is selected.

Click [OK] to save the equipment code.