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Managing EM Equipment Records

EM Equipment is the master for owned, leased, rented, and customer equipment, including components. Category and department are required. Configure revenue rates, warranties, parts, and asset setup on their own forms; link from here rather than duplicating those setups on the equipment record.

Before you start​

Steps​

Create equipment​

  1. Open EM Equipment.
  2. Enter the equipment code and description.
  3. Assign required Category and Department.
  4. Set ownership type and complete VIN/make/model and other identity fields as used.
  5. Set usage cost type and default revenue code when the unit posts usage.
  6. Complete Additional Info and Ownership Info tabs as required by your process.
  7. Save.

Components​

  1. Add components under the parent equipment when tracking attachments or major assemblies separately.
  2. Components inherit assignments from the parent where the form applies inheritance.
  3. Deleting parent equipment detaches components; it does not silently keep them linked.

Location and transfers​

  1. Do not edit job/location directly on the equipment record when you need transfer history. Direct edits do not create transfer history.
  2. Use EM Location Transfer or imports. Transfer times support multiple moves in one day and automatic-usage charging. Attachments move with the equipment.

Cross-linked setup (do not duplicate here)​

  1. Maintain rates on Revenue Rates by Category / by Equipment.
  2. Maintain Warranties, Equipment Parts, and Asset Setup on those forms.

Deletion prerequisites​

  1. Before deleting equipment, purge detail and remove:
    • Assets
    • Maintenance groups
    • Warranties
    • Components
  2. Delete only after those dependencies are cleared.

Notes​