Basic Info

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

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, segment ID, to/from marker ID, 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. If you specify a range, any record that crosses any part of that range will be displayed.
Note: Filtering data based on fuel/fluid type uses the information in the Supported fuel/fluid types screen group on the Codes tab.

The Stationary Equipment screen supports location level and department-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. If the ID already exists, 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, an equipment ID is generated 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.

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. 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 General 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. (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 to 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. This is an 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. This field is optional.

PM program type

Type of PM (preventive maintenance) program to which the equipment unit is assigned for purposes of specifying its meter types. The PM program type determines whether information on the Class PM tab or the Individual PM tab will be used to generate Equipment Due for PM reports. This field has a list box with the following options:

CLASS : When you finish a work order in which charges or hours are posted to a task ID with a task type of PM SERVICE on equipment units with a PM program type of CLASS, the equipment unit's PM schedule updates automatically if only one PM SERVICE has charges or hours posted on that work order. If more than one PM SERVICE has charges or hours posted on that work order, you must specify either YES or NO in the Update PM schedule field on the Tasks tab of the Data -> Shop Activity -> Work Order Center screen to update the equipment unit's PM schedule. If the equipment unit is assigned a PM program type of CLASS, the class PM data displays on the Class PM tab.
INDIVIDUAL: When you finish a work order in which charges or hours are posted to a task ID with a task type of PM SERVICE on equipment units with a PM program type of INDIVIDUAL, the equipment unit's PM schedule updates automatically for each service. If the equipment unit is assigned a PM program type of INDIVIDUAL, the class PM data displays on the Individual PM tab.
BOTH: When you finish a work order in which charges or hours are posted to a task ID with a task type of PM SERVICE on equipment units with a PM program type of BOTH, the CLASS and INDIVIDUAL PM schedules are processed and the next service due on either schedule is set. There can be no overlap in PM service task IDs between the class PM cycle and the individual PM schedules for the asset. The Class PM tab only contains class PM data and the Individual PM tab only contains individual PM data.

Note: This option is useful when you have a basic class-style cycle where the different services within the cycle build on each other, but occasionally need an additional service (time and/or meter based) that does not fall within the class cycle.

NONE: Units do not have a regular PM schedule.

Note: You may not change the PM program type on an open work order.

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. Maximum field length is 255 characters. This field has a file launch button .

Description

Description of the file associated with the equipment unit. Maximum field length is 60 characters.

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.