Overview - Equipment Planning |
The Equipment Planning module helps organizations manage the workflow (requests, approvals) associated with acquiring new equipment. You can also use it to "push" the Web Modules front end out to your customers to enable them to choose among options and assist in the specification and requisition process.
For more information on Equipment Planning, refer to the Equipment Planning Administrator and User Guides.
The module enables you to:
Identify equipment units to be replaced
Define the features of the units to be acquired
Define approval process for new unit acquisition
Track requests made for new equipment
Track ordering, receiving, and delivery of new units
You may track all steps in the equipment planning process, including defining templates for replacement vehicles, creating an equipment replacement project, tracking the approval process for replacement projects, and issuing purchase orders for new vehicles.
Once a project is active and you are ready to start the purchasing process for a vehicle, enter the desired purchasing event on the Event/Approval Tracking tab of the Data -> Equipment Management -> Equipment Planning -> Projects screen. If you manage BY ENTERPRISE, you can initiate the process directly on the Enterprise Purchasing screens.
Additional functions of this module, including procurement functions, are distributed throughout the application.
The Equipment Planning menu, available if the Equipment Planning module is installed, provides access to the following screens:
Information related to projects
Standard set of variables to apply to projects through the use of templates
Access to screens that display and define options, event types, assembly methods, production runs, and shipment modes for equipment planning