Equipment entity roles

This option provides a means to identify the actual owner of an equipment unit, separate from the lienholder. Typically, third-party owners are finance companies.

  1. At the Asset Management main menu, select Equipment | Equipment. The Display Equipment screen appears.
  2. Right-click on the unit and select Action List. The Asset Master action list screen appears.
  3. Click Equipment Entity Roles. The Equipment Entity Roles display screen appears.
  4. Click Change change.jpg. The Equipment Entity Roles change screen appears.
  5. Make any changes required.
  6. Click Enter enter.jpg to save the changes.
  7. To add a role for the unit, click Add plus.jpg. The Equipment Entity Roles add screen appears.
  8. Fill in the fields as required.
  9. Click Enter enter.jpg to save the roles.

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