Equipment assignments for customer location
- At the Asset Management main menu, click on the Customer
button. The Work With Customers
display screen appears.
- Right-click on the customer and select Locations.
The Customer Locations
change screen appears.
- Right-click on the location and select Unit
Assignments. The Equipment
Assignments for Location display screen appears.
- Click Change
. The Equipment
Assignments for Location screen appears.
- Select the Location Type you wish to assign units to.
- Click Toggle
to view all possible units for the customer and again
to view the customer's unassigned units.
- Right-click on the unit and select Assign.
- To remove a unit from a location, right-click on the unit and select
Delete.
Back to Customer Master