Allocation |
Note: Linear assets do not display on this screen. Use the Data -> Equipment Units -> Linear Assets -> Primary Information screen.
The Allocation tab enables you to display allocation information for equipment units.
The Asset Primary screen supports department-level and location level access control, so you must belong to a user group with the applicable authorizations to make changes or updates.
The field in the top section of this tab defines the data that displays.
Equipment ID
Identifier of the equipment unit currently selected in the grid or that you are defining. This field has a list box. The equipment unit year, manufacturer, and model display to the right of the ID.
When you insert an equipment unit with an asset category that supports automatic numbering and this field is blank, the system generates an equipment ID that follows the format specified in the Custom ID structure field on the Data -> Equipment Units -> Setup -> Asset Categories screen. If you specify an ID and the equipment’s asset category supports automatic numbering, the ID is not overwritten.
Whether an asset category supports automatic numbering is specified on the Data -> Equipment Units -> Setup -> Asset Categories screen.
Asset type
The type of asset.
The data in the fields in the bottom section of this tab define the assignments for equipment units. Unless otherwise indicated, these fields are required.
Current assignment
The current assignment of the equipment. These fields do not display if the system is not licensed for Allocation and Assignment.
Operator ID
Identifier of the operator to whom this unit is assigned, if any.
Department ID
Identifier of the department to which the equipment unit is assigned.
Operator ID
The identifier of the operator assigned to the work order.
Operator name
Name of the operator.
Department ID
The identifier of the department assigned to the work order.
Department name
Name of the Department.
Account ID
The identifier of the account assigned to the work order.
Location ID
The identifier of the location assigned to the work order.
Last assignment activity
The last assignment.
Last assignment status
The last action status on the assignment. This field does not display if the system is not licensed for Allocation and Assignment.
Last request activity
The Assignment request ID
Last request status
Status of the last request.
Last requests reason
Reason for the last request.
Date and time created
The date and time that the request was created.