Basic Info |
The Basic Info tab enables you to display and define assignments of equipment units to multi-unit projects based on basic information about equipment units. Multi-unit projects are defined on the Data -> Equipment Activity -> Multi-unit Projects -> Primary Information screen.
In insert mode, you can specify a value (including wild card characters or partial values) in any combination of the other fields in the lower tab section. When you process the data, all equipment units with matching values that also have a check in the Work orders field on the Authorization tab of the Data -> Equipment Units -> Fleet Equipment screen are selected. If the Delete field has a check, the equipment units are deleted from the list of units for the multi-unit project. If the Delete field does not have a check, the equipment units are inserted in the list of units for the multi-unit project.
You may insert or delete equipment unit assignments in a multi-unit project any number of times, both before and after you open work orders for the project.
If you insert equipment units to a project after you open the work orders, you must open the work orders again (work orders are opened only for the units added to the project since you last opened work orders for the project). Work orders for equipment units associated with multi-unit projects are displayed on the Open Work Orders/Service Requests tab of the Data -> Equipment Activity -> Multi-unit Projects -> Primary Information screen.
The information in the fields in the top section of this tab defines the data that displays and specifies whether equipment units that match the criteria specified in the lower section of the tab should be deleted.
Project ID
Identifier of the project currently selected in the grid or that you are defining. This field has a list box. If the ID already exists, the project description displays to the right of the ID.
The equipment unit ID associated with the project selected in the grid displays below the project ID, along with its description.
Equipment ID
Identifier of the equipment unit. This field has a list box. The equipment unit year, manufacturer, and model display to the right of the ID.
Equipment IDs are defined on the Data -> Equipment Units -> Fleet Equipment screen.
Tip: You can set a zoom button for this field to detect the type of equipment and display the appropriate screen. If you used Administrator Mode to add a zoom button, you will need to use it again to remove your user-defined zoom button for this functionality to work.
Delete units from project based on inserted criteria
If this field has a check, equipment units that match the values you specify in the fields in the lower part of the tab are deleted from the equipment list for the multi-unit project. If units are deleted from a project after the work order is opened, you must manually close or delete the work orders for the units deleted from the project.
Note: If this field has a check and the Save criteria to project field has a check and the entered criteria matches saved criteria, then the matching saved criteria is deleted.
Save criteria to project
If this field has a check, the information specified on this tab is saved to the project.
The option to save criteria for multi-unit projects is specified on the Options tab of the Data -> Shop Activity -> Setup -> Options screen.
The data in the fields in the lower part of the tab specify the basic information about equipment units. You must specify a value in at least one of the fields.
Tip: You can set a zoom button for this field to detect the type of equipment and display the appropriate screen. If you used Administrator Mode to add a zoom button, you will need to use it again to remove your user-defined zoom button for this functionality to work.
Manufacturer ID
Manufacturer of the equipment unit. This field has a list box. The manufacturer's name displays to the right of the ID.
Model ID
Model of the equipment unit. 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.
Year
Year in (MM/DD/YYYY format) of the equipment unit. The earliest acceptable date is 1753, and it may not be 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.
Serial number range
Range of serial or vehicle identification numbers (VINs) of the equipment unit (or units) to insert into or delete from the multi-unit project.
from
Lowest number of the VINs to insert or delete.
to
Highest number of the VINs to insert or delete.
Note:
If you enter a value in both fields, you cannot use a wild card character; all VINs in the range are considered.
If you enter a value in only the from field, you can use a wild card character; all VINs that match the character (or characters) are considered.
If you enter a value in only the to field, you cannot use a wild card character; all VINs below the character (or characters) are considered.
Component part ID
Click the down arrow to open the choice-list and select the component part ID to add to the project.
Part Status
Click the down arrow to open the choice-list and make a selection for the part status of the Part ID. The options include: NEW, REBUILT, USED, CORE- AWAITING REBUILD, CORE-AWAITING WARRANTY, SCRAPPED.
Using the Component Part ID and Part Status criteria fields will restrict assets to serialized part components to be added to the project.
The following fields, presented in a screen group, specify the characteristics of subsystems of equipment units to assign to the project. All equipment units that match all the characteristics specified to the project are assigned.
Subsystem
Name of the subsystem. This field has a list box. This field is required.
All equipment units with this subsystem and all specified characteristics are assigned to the project.
Property
Attribute assigned to the subsystem. This field has a list box. This field is required.
Subsystem and equipment unit properties are defined on the Data -> Equipment Units -> Setup -> Subsystem Properties screen.
Description
Description of the subsystem property. If the information in this field matches the description of the subsystem property of the equipment ID (as specified on the Data -> Equipment Units -> Subsystems and Parts screen), the unit is assigned to the multi-unit project. This field accepts wild card characters. Required if the Part ID/Part suffix or OEM part number fields are blank.
Part ID
Identifier of the part. Required if there is no information in the Description field or the OEM part number field. This field accepts wild card characters.
Part IDs are defined on the Basic Info tab of the Data -> Parts Items -> Primary Information screen.
Part suffix
Number associated with the part in the Part ID field, which distinguishes it from other parts with the same part ID.
This applies only if the part ID is a valid part ID.