Add an equipment type

Equipment units may be classified into generic types, or fleets, for various reasons: reporting, accounting, tax rates, contract rates, etc.

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

   Equipment Typeis a generic kind of equipment or super equipment that a unit might be categorized under, e.g. tractor interstate, trailer, etc. It might also be used to identify a fleet.

   Equipment Descriptionis a brief description of the equipment type.

   Super Typeidentifies the super equipment type that this equipment type is linked to, if applicable. You can right-click in the field and select Prompt to select the super type from a list.
       The super type is used to group equipment types into major types. Insurance policies can be set up with FAQ27 insurance sections for each super type. A maximum insurable value can be entered for each FAQ27 section that will be compared against the net book value (on the effective date of the agreement) of the unit being rented/leased. In the case of a reservation that does not specify a unit, Enrich will look at the default value assigned to the super equipment type based on the requested equipment type on the reservation.

   Super Flagidentifies whether (S) or not (N) the equipment type is actually a super type. You can right-click in the field and select Prompt to select the flag from a list.

   Standard Valueis only available if Super Flag is set to S. This is the maximum value of the equipment that can be placed on a reservation for the specified super type to meet insurance requirements.

4. Click Enter to save the equipment types. They disappear from the Add screen.
5. Click Change to return to the Edit Equipment Type change screen, where the new types will be listed.
6. To set up elements for an equipment type:
   1. Right-click on the equipment type and select Elements. The Edit Equipment Type Elements change screen appears.
   2. Click Add . The Edit Equipment Type Elements add screen appears.
   3. Fill in the fields as required.

      Elementis a particular component of the specified equipment type. You can right-click in the field and select Prompt to select the element from a list.

      Requiredidentifies whether or not the element is required on all units of the equipment type.

   4. Click Enter to save the elements.
   5. Click Exit to return to the Edit Equipment Type change screen.
7. To set up component locations for an equipment type:
   1. Right-click on the equipment type and select Locations. The Equipment Type Locations change screen appears.
   2. Click Add . The Equipment Type Locations add screen appears.
   3. Type in or select each Location you require for the equipment type.

      Location: identifies a location on equipment units where a component might be installed, e.g. right-rear. You can right-click in the field and select Prompt to select the location from a list.

   4. Click Enter to save the locations.
   5. Click Exit to return to the Edit Equipment Type change screen.
8. To set up PST rates for an equipment type:
   1. Right-click on the equipment type and select PST Rates. The Edit Equipment Type PST Rates change screen appears.
   2. Click Add . The Edit Equipment Type PST Rates add screen appears.
   3. Fill in the fields as required.

      Provinceis the province or state that charges the tax. You can right-click in the field and select Prompt to select the province or state from a list.

      Effective Dateis the date the tax rate goes into effect. It can be a future date.

      Labour Multiplieris the percent of tax charged for labor, to 4 decimal places. 11% would be entered as .1100.

      Materials Multiplieris the percent of tax charged for materials and parts, to 4 decimal places. 11% would be entered as .1100.

   4. Click Enter to save the rates.
   5. Click Exit to return to the Edit Equipment Type change screen.

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