Equipment list table - CB

An equipment list allows you to select many individual units, all units from an equipment group, or all units in an equipment pool for use with consolidated definitions.

1. At the EMMS main menu, select Customer | Consolidated Billing | Equipment List. The Work With Lists - Equipment screen appears.
2. To copy an existing customer list:
   1. Right-click on the existing list and select Copy. The Copy List screen appears.
   2. Fill in the fields as required.

      List Codeis a unique code identifying the new equipment list.

      Descriptionis a brief description of the equipment list.

   3. Click Enter . The new list will be created and you will return to the Work With Lists - Equipment screen.
3. To add an equipment list:
1. Click Add . The Add List screen appears.
2. Fill in the fields as required.

   List Codeis a unique code identifying the new equipment list.

   Descriptionis a brief description of the equipment list.

3. Click Enter . The Edit Equipment List add screen appears.
4. Fill in the fields as required.

   Unit Numberis a specific unit that will be part of the list. Only one of unit number, equipment group, or pool should be entered on a line. You can right-click in the field and select Prompt to select the unit from a list.

   Equipment Groupis an entire equipment group that will be part of the list. Only one of unit number, equipment group, or pool should be entered on a line. You can right-click in the field and select Prompt to select the group from a list.

   Poolis an entire equipment pool that will be part of the list. Only one of unit number, equipment group, or pool should be entered on a line. You can right-click in the field and select Prompt to select the pool from a list.

   Override Print Seqis a sequential number that determines the order in which the matching charges will print. The lowest print sequence will print first on the consolidated invoice.

5. Click Enter to save the list.
6. Click Exit to return to the Work With Lists - Equipment screen.

Back to Consolidated Billing