Change unit information

1. At the Asset Management main menu, select Equipment | Equipment. The Display Equipment screen appears.
2. Right-click on the unit and select Display. The Display Equipment screen appears.
3. Click Change . The Edit Equipment change screen appears.
4. Change any fields as required.

   Descriptionis a 25-character description of the equipment unit.

   Statusis the current condition of the unit. Note that the unit status cannot be set to sold on customer-owned units; you can only void the unit. You can click on the Prompt button to select the status from a list. Valid values are: active; in garage; pending; sold; void.

   Serial Numberis the serial number stamped on the unit by the manufacturer.

   Checksum Digitonly appears if the business parameter is selected. This is company-specific.

   Group IDidentifies which equipment group this unit is a part of. You can click on the Prompt button to select the group from a list.

   Mfg Codeidentifies who made the equipment unit. You can click on the Prompt button to select the manufacturer from a list.

   Model Codeidentifies what model of equipment the unit is. You can click on the Prompt button to select the model from a list.

   Yearis the 4-digit year the equipment unit was manufactured.

   Equipment Typeidentifies what kind of equipment this unit is (e.g. tractor, trailer, pickup, etc.). You can click on the Prompt button to select the equipment type from a list. When equipment type is changed for a unit, it will also be changed for depreciation schedules.

   Assigned Tois the facility that the unit is assigned to. It is optional. When the facility is changed here, the work roster is updated automatically. You can click on the Prompt button to select the facility from a list.

   Equipment Poolis the major grouping or pool of equipment the unit belongs to. You can click on the Prompt button to select the pool from a list.

   Ownershipidentifies whether the unit is fully owned, leased, rented, interline, or customer-owned. You can click on the Prompt button to select the ownership from a list.

   Purchasedflags whether the unit was purchased new or used.

   Purchase Dateis the date the unit was bought from the vendor. A value is required. You can click on the calendar button to select the date.

   Date in Serviceis the date the unit was placed into active service in the fleet. A value is required. If this is a future date, the current job date is used for pool and facility assignment. You can click on the calendar button to select the date.

   Purchase Priceis the amount of money that was paid to buy the unit from the vendor. It is optional.

   Estimated Lifeis the number of months the unit is expected to last in service. It is optional.

   Gross Unit Weightis the rated weight of the unit when it is loaded to maximum capacity. It is optional.

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

   Customeridentifies which customer the unit is assigned to. You can click on the Prompt button to select the customer from a list.

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

5. Click Enter to save the changes.
   • If the facility has been changed and if roster entries exist in Entered status for the unit, the Reassign WR Repair Facility enter screen appears.
   • 1. To move all roster entries in Entered status for the unit to the new facility:
        1. Click Move all WR entries to new facility.
        2. Click Enter . The roster entries will be moved and the facility change will be completed. Any associated work planner entries will also be changed. If the department of the roster entry doesn't exist in the new facility, the roster entry will be assigned to the first department it finds in the facility.
     2. To move Entered roster entries matching the from facility to the new facility:
        1. Click Move only the WR entries matching the "from" facility.
        2. Click Enter . The appropriate roster entries will be moved and the facility change will be completed. Any associated work planner entries will also be changed. If the department of the roster entry doesn't exist in the new facility, the roster entry will be assigned to the first department it finds in the facility.
     3. To leave Entered roster entries for the unit unchanged:
        1. Click Do not move any WR entries.
        2. Click Enter . The facility change will be completed, but no roster entries will be changed.

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