Assignments |
Note: Non-linear assets do not display on this screen. Use the Data -> Equipment Units -> Fleet Equipment screen.
The Assignments tab enables you to assign a linear asset to a department for repair.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on equipment ID, model information, class information, segment ID, to/from marker ID, and to/from offset, among other values. The list of searchable fields on the filter is extensive; use the scroll bar to view them all. If you specify a range, any record that crosses any part of that range will be displayed.
Tip: The More Info tab on the Data -> Equipment Units -> Setup -> Options screen includes options to synchronize assigned location, department, or location and department changes from the parent to all attached components.
The Primary Information screen supports 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 defaults from the information entered on the Basic Info tab. The field is read only.
Equipment ID
Identifier of the equipment unit currently selected in the grid. This field has a list box. The equipment unit year, manufacturer, and model display to the right of the ID.
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.
Asset type
The type of asset.
Data in the fields in the bottom section of this tab identify the department, tax code, and company IDs associated with the linear asset. Unless otherwise indicated, these fields are required.
Department ID
Identifier of the department to which the linear asset is assigned. This field has a list box. The department name displays to the right of the ID.
Note: You cannot assign a motor pool department to a linear asset.
Department IDs are defined on the Data -> Setup -> Organization Structure -> Departments -> Primary Information screen.
Department to notify for PM
Identifier of the department to notify when the linear asset is due for preventive maintenance. This can be the same as the department ID. A motor pool department may be designated in this field. This field has a list box. The department name displays to the right of the ID.
This field is useful for linear assets that must be reported to higher level departments than the one to which they are assigned, and can be used when writing custom reports or scripts to generate Linear Asset for PM/Inspection reports.
Tax code ID
Identifier of the tax code for Canadian Goods and Services Tax (GST) and Provincial Sales Tax (PST). This field has a list box. This field is required if there is a check in the Require tax code ID field on the Currency/Sales Tax Setup tab of the Data -> Setup -> Options screen.
Company ID
Identifier of the company or division to which the asset is assigned. This field has a list box. The company description displays to the right of the ID. This field is optional.
Associated equipment ID
Identifier of another equipment unit associated with the linear asset. This field has a list box. The equipment unit year, manufacturer, and model display to the right of the ID. This field is optional.
Default priority ID for equipment unit on work orders
Priority identifier of the work order. This field has a list box. The priority ID description displays in the unlabeled field to the right. Priority codes are defined on the Data -> Shop Activity -> Setup -> Priority Codes screen.
Billing type ID
The ID of the billing type. Choose a billing type for the linear asset. This field has a list box. This must be a valid billing type.