Add an equipment pool

1. At the Asset Management main menu, select Administration | Tables | Equipment | Equipment Pools. The Display Equipment Pools screen appears.
2. Click Change . The Edit Equipment Pool change screen appears.
3. Click Add . The Edit Equipment Pool add screen appears.
4. Fill in the fields as required.

   Poolidentifies a subdivision of the equipment inventory.

   Descriptionis the name of the equipment pool.

   Vehicle Poolidentifies whether or not this pool is used for equipment vehicles. Non-vehicle fixed assets should be placed in non-vehicle pools to ensure that Enrich accounting entries are created to the appropriate general ledger accounts. You can right-click in the field and select Prompt to select the flag from a list.

5. Click Enter to save the pools.
6. Click Change to return to the Edit Equipment Pool change screen.
7. If a pool requires default insurance- used when you have multiple internal companies with multiple insurance policies. It is only used when receiving a new unit, and only if the Asset Management business parameter Insurance Required on Receipt = Yes:
   1. Right-click on the pool and select Ins Dflt. The Edit Pool Insurance Default change screen appears.
   2. Click Add . The Edit Pool Insurance Default add screen appears.
   3. Fill in the fields as required.

      Comp Codeis the company that uses the insurance policy. You can right-click in the field and select Prompt to select the company from a list.

      Prov/Stateis the province or state the insurance policy is valid for. You can right-click in the field and select Prompt to select the province or state from a list.

      Insurance Companyis the insurance company the policy is with. You can right-click in the field and select Prompt to select the insurance company from a list.

      Policy Numberis the number of the policy that provides the coverage. You can right-click in the field and select Prompt to select the policy from a list.

   4. Click Enter to save the insurance.
   5. Click Exit to return to the Edit Equipment Pool change screen.

Back to Equipment Tables