Customer locations table

Customers may have specific equipment locations that need to be maintained.

1. At the EMMS main menu, select Administration | Tables --> | Administration Tables | Equipment | Customer Locations. The Customer Locations change screen appears.
2. Click Add . The Customer Locations add screen appears.
3. Fill in the fields as required.

   Customeris the customer who uses the location. You can right-click in the field and select Prompt to select the customer from a list.

   Location IDis a code identifying a location used by the customer.

   Descriptionis the name of the location.

4. Click Enter to save the customer locations.
5. Click Change to return to the Customer Locations change screen.
6. To set up unit assignments at a location:
   1. Right-click on the customer location and select Unit Assignments. The Equipment Assignments for Location display screen appears.
   2. Click Change . The Equipment Assignments for Location display screen appears.
   3. If necessary, change the Location Type you are working with.

      Location Type identifies whether this is an operations location or a PM letter location. You can click on the Prompt button to select the location type from a list.

   4. Click Toggle until you see all units for the customer.
   5. Right-click on the unit to be assigned and select Select. The Create Location Assignment Record screen appears.
   6. If necessary, change the Assignment Date and Assignment Time.
   7. Click Create. You return to the Equipment Assignments for Location display screen, which will show the change.
   8. Click Exit twice to return to the Customer Locations change screen.
7. To set up addresses for a location:
   1. Right-click on the customer location and select Address. The Customer Location Addresses change screen appears.
   2. Click Add . The Customer Location Addresses add screen appears.
   3. Type in or select the Address Type.
   4. Click Enter . The Customer Location Address enter screen appears.
   5. Type in the address and contact information.
   6. Click Enter to save the address. The Confirm prompt appears.
   7. Click Confirm. You return to the Customer Location Addresses add screen.
   8. Click Exit to return to the Customer Locations change screen.
8. Click Exit to return to the menu.

Back to Equipment Tables or Customer Tables