The product Model Number can be used in the Inventory Search for rental and sales
products.
The purpose of maintaining a "master list" of Makes and Models to
assign to products in the Make/Model and
Re-Order Information window, is to help standardize the
keywords to use in the search.
Validating the Make and Model against this master list is
optional for sales products and rental inventory, however a warning
is generated when the Make or Model of a non-bulk rental product
does not conform to the descriptions your firm defines in this
master Product Make and Model List.
If there are no records in this master Make and Model table,
then no validation warning is triggered for non-bulk rentals as
this feature is considered not in use.
If any Make/Models exist in this table, the Make and Model values are validated against this master list on inventory updates generated from Inventory Clean-Up Import or from the Update Product Make & Model import action.
To help ensure this information is available the Mandatory Make/Model/Manufacture Date feature can also be activated in the Company Inventory Parameters to enforce the capture of Makes and Models for non-bulk rental equipment.
The prompts in this Make and Model master list include:
These Make and Model descriptions are optional for sales and
rentals, and can be selected from the Make and
Model Search window in the Make/Model
and Re-Order Information and Re-Order
Information when assigning the Make and Model numbers to the
products.
The fields include:
Check this box if this Inspection Form should be automatically
added to a Work Order when rental products of this Model are
serviced on the W.O.
Uncheck this box if this Inspection Form should not be
automatically added to a Work Order. It can always be added to the
W.O. manually.
Refer to Inspection Forms for more information on this feature.
This processing is used in FL on the Mobile device in the from
'Asset Management' when the user clicks "Complete Inspection" for
an Asset so that any default inspection forms (based on asset,
group, class - as configured in SRM) are populated to be
completed.
The user has the ability to change inspection forms if they are
completing a non-default inspection form by clicking "Change Form"
button.
SRM is updated when the user completes the inspection form and
submits it.
From within FL Dispatch view the Asset in Inventory and both the Work Order History table as well as the Inspection Form History table are displayed.
Note: If an Inspection Form is no longer useful and it is deleted from the Inspection Forms table, deleting the form will also remove it from any Groups or Models.
The Make and Model assigned to the non-bulk equipment are printed on the spreadsheet output of the Equipment Summary Report.
ACTIONS:
Additional actions provided by buttons on
the Product Makes & Models screen include:
Manage the Inspection Forms associated with the
Models:
Click on the INSP EXPORT button to access the
Model Inspection Form Export/Import menu
that provides tools to export/import the Inspection Forms
associated with the Models.
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