Enrich EMMS Online Help

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 fieldsfields as required.

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

   Location ID is a code identifying a location used by the customer.

   Description is the name of the location.

   Cust Type is the type of customer, for use with Fleetcare. You can right-click in the field and select Prompt to select the customer type from a list.

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. The 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 (L=Location Address or P=PM Letter Address).
   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. To set up contacts for a location (for use with Fleetcare):
   1. Right-click on the customer location and select Contacts.
      • The Customer Location Contacts display screen appears.
   2. Click Change .
      • The Customer Location Contacts change screen appears.
   3. Click Add .
      • The Customer Location Contacts add screen appears.
   4. Fill in the fieldsfields as required.

      Type is the type of contact this is. You can right-click in the field and select Prompt to select from a list.

      Name is the name of the contact.

      Pref is the preferred method of contact for this contact. You can right-click in the field and select Prompt to select the method from a list.

      Phone is the contact's phone number.

      Fax is the contact's fax number.

      Email is the contact's email address.

   5. Click Enter to save the contacts.
   6. Click Exit to return to the Customer Locations change screen.
9. To set up recharge authorizations for a location (for use with Fleetcare):
   1. Right-click on the customer location and select Recharge Request.
      • The Customer Recharge Authorizations change screen appears.
   2. Click Add .
      • The Customer Recharge Authorizations add screen appears.
   3. Fill in the fieldsfields as required.

      Trans Code is the type of recharge transaction this is. Each customer location can have one record for each recharge type. You can right-click in the field and select Prompt to select the transaction code from a list.

      Pics Req identifies whether or not pictures are required for this type of transaction. You can right-click in the field and select Prompt to select the flag from a list.

      Def# Req identifies whether or not a DEF number is required. You can right-click in the field and select Prompt to select the flag from a list.

      PO Req identifies whether and when a PO is required. You can right-click in the field and select Prompt to select the flag from a list. Options are:

      1. = Pre - must get a PO from the customer location before commencing work.
      2. = Post - it's okay to get the PO after the full costs are known.
      3. = No - a PO is not required for the customer location.

      Auth Limit is the authorization limit for the recharge type.

      Contact/Ph# is the name and phone number of the contact.

   4. Click Enter to save the recharge authorizations.
   5. Click Exit to return to the Customer Locations change screen.
10. Click Exit to return to the menu.

Back to Equipment Tables or Customer Tables