Receive equipment units

1. At the Asset Management main menu, select Acquisition | Receive Equipment. The Work With Processed Units display screen appears, listing each unit that has been processed to the point where the next step is to receive it.
2. Right-click on the unit and select Receive Unit. The Edit Unit Receipt screen appears.
3. Fill in the fields as required.

   Unit Numberis the number assigned to the equipment unit. It can be changed.

   Serial Numberis the serial number stamped on the unit by the manufacturer. A value is required.

   Groupis the equipment group the unit is being assigned to. You can click on the Prompt button to select the group from a list.

   Poolis the equipment pool the unit is being assigned to. You can click on the Prompt button to select the pool from a list.

   New/Usedidentifies whether the unit being received is new or used. It defaults to New but can be changed.

   Date Receivedis the date the unit is being received. It defaults to the current date but can be changed. You can click on the calendar button to select the date.

   Date In Serviceis the date the unit will be placed into service. It defaults to the current date, but may be changeable. You can click on the calendar button to select the date.
   Note: When the Revenue Start Date Lease Rental business parameter is set to Yes, this field is output only, and is updated to have the same value as the Date Received field.

   Assigned Facilityis the facility the unit will be assigned to (domicile). You can click on the Prompt button to select the facility from a list.

   Guaranteed Buy Backif set to Yes, the Guaranteed Buy Back screen appears, allowing you to enter or change the guaranteed buy back information for the unit.

   Customer Unitis the number the customer has assigned to identify the unit. It is optional.

   Gross Weightis the rated maximum weight of the unit when fully loaded. It is optional.

   Tare Weightis the weight of the unit when empty. It is optional.

   UOMis the unit of measure the gross and tare weights use. You can click on the Prompt button to select the unit of measure from a list.

   Metric Typeidentifies the kind of meter(s) attached to the unit for which measurements (e.g. mileage) will be tracked. At least one meter should generally be defined.  You can right-click in the field and select Prompt to select the metric type from a list.

   Readingis the actual meter reading on receipt of the unit.

   UOMidentifies how the reading is measured, e.g. miles, kilometers. You can right-click in the field and select Prompt to select the unit of measure from a list.

   Read on WOflags whether this type of reading is optional or mandatory on work orders for the unit. You can right-click in the field and select Prompt to select the flag from a list.

   Read on Contractflags whether this type of reading is optional, mandatory, or should not be taken on contracts for the unit. You can right-click in the field and select Prompt to select the flag from a list.

4. Click Enter to receive the unit. The Add Unit to Insurance Policy display screen appears.
5. Right-click on the appropriate insurance policy and select Select. You return to the Edit Unit Receipt screen.
6. Click Enter . The Confirm prompt appears.
7. Click Confirm.
8. If the business parameter Equip/Entity Roles-Prompt on Receipt is set to Yes:
   1. The Equipment Entity Roles add screen appears.
   2. Fill in the fields as required.

      Roleidentifies whether this line is for a lien holder or an asset owner. You can right-click in the field and select Prompt to select the role from a list.

      Entityidentifies the entity that has the selected role for this unit. You can right-click in the field and select Prompt to select the entity from a list.

      Effective Dateis the date the selected entity assumed the selected role for this equipment unit.

      Termination Dateis the date the selected entity's role will end for this unit. It is optional.

      Title/Reference Nbris the recorded title number reference (asset owner role) or the lien number reference (lien holder role).

      Registered Cityis the city where the title or lien is registered, if applicable.

      Countyis the county where the title or lien is registered, if applicable.

      Prov/Stis the province or state where the title or lien is registered, if applicable. You can right-click in the field and select Prompt to select the province or state from a list.

   3. Click Enter to save the roles.
9. If the Guaranteed Buy Back flag was set to Yes:
   1. The Guaranteed Buy Back add screen appears.
   2. Fill in the fields as required.

      Guaranteed Buy Back Typeidentifies whether the guaranteed buy back is closed or open.

      Guaranteed Buy Back Dateis the date the guaranteed buy back goes into effect.

      Maximum- the top field identifies the metric used to measure the maximum values at which the buy back can be used. You can click on the Prompt button to select the metric from a list.

      Maximum- the bottom field is the maximum value at which the buy back can be used.

      UOMis the unit of measure for the maximum units. You can click on the Prompt button to select the unit of measure from a list.

      Buy Back Valueis the amount that will be paid to buy back the unit.

   3. Click Enter to save the buy back information.
10. You return to the Work With Approved Orders display screen where the receipt status for the line (if appropriate) is changed to Yes.

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