Basic Info

Note: Linear assets do not display on this screen. Use the Data -> Equipment Units -> Linear Assets -> Primary Information screen.

The Basic Info tab enables you to define identifying information about equipment units.

Tip: To limit the display of information in the grid and maximize performance, use the filter. You can search on equipment ID, serial number, asset category ID, SLA equipment category, assigned repair location ID, and department ID, among other values. The list of searchable fields on the filter is extensive; use the scroll bar to view them all.
Note: Filtering data based on fuel/fluid type uses the information in the Supported fuel/fluid types screen group on the Codes tab.

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.

Detail View Header

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.

There is no limit to the number of equipment IDs that you may define, but you may only use valid bar code characters.

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.

Detail View

The fields in the bottom section of this tab define the basic information about the equipment unit. Unless otherwise indicated, these fields are required.

Model year

Four-digit model year of the equipment unit. It must not be earlier than 1753 nor later than the current year plus the value in the Maximum number of future years for valid equipment year field on the More Info tab of the Data -> Equipment Units -> Setup -> Options screen.

Manufacturer ID

Identifier of the equipment unit manufacturer. This field has a list box. The manufacturer name displays to the right of the ID. (Equipment manufacturers are defined on the Data -> Equipment Units -> Setup -> Equipment Manufacturers screen.)

Model ID

Valid identifier of the equipment unit model. This field has a list box. The model name displays to the right of the ID. This field has a maximum character limit of 30. Equipment models associated with manufacturers are defined on the Data -> Equipment Units -> Setup -> Equipment Manufacturers screen.

Equipment type

Type of equipment. This field has a list box. The equipment type description displays to the right of the ID. This field also has a zoom button to the Data -> Equipment Units -> Setup -> Equipment Types screen.

The equipment type is used to associate parts used with equipment units and assist in identifying parts no longer required in inventory after the organization disposes of equipment units.

Description

Description of the equipment unit. Free-format area.

Color

Color of the equipment unit. Optional, free-format area.

Serial number

Serial or identification number. Maximum field length is 50 characters. Required if the Life-cycle status code ID field on the Status tab specifies an ID associated with a status category of ACTIVE.

If there is a value in this field, the combination of serial number, manufacturer ID, and model must be different than the combination of these values for all other equipment units.
Life-cycle status codes are associated with status categories on the Data -> Equipment Units -> Setup -> Life-Cycle Status Codes screen.

Asset number

Equipment unit’s asset number. The maximum field length is 20 characters. Optional text area.

Associated file:

Path and file name: Navigation path and name of a file associated with the equipment unit. This is useful if you want to associate a procedures document, diagram, or schematic with the unit. The field allows both uppercase and lowercase letters to support operating systems that are case-sensitive. Maximum field length is 255 characters; the first 85 display in the field. This field has a file launch button .
Description: Description of the file associated with the equipment unit. Maximum field length is 60 characters, and all display in the field.

Financial project code

The Financial project code choicelist allows the user to select from active Financial Project Codes or Usage Tickets. Once selected, the description of the chosen code will populate in the description field.