ASSET MANAGEMENT
THE ASSET MANAGEMENT SYSTEM IS AN EXTREMELY POWERFUL SERIES OF
PROGRAMS THAT ALLOWS TRACKING OF COMPANY EQUIPMENT AND PROVIDES
EQUIPMENT CONTROL AND ANALYSIS INFORMATION.
THE EQUIPMENT TRACKING PROVIDES PURCHASE COST AND REPLACEMENT
COST TRACKING, EQUIPMENT DEPRECIATION, AND EQUIPMENT LOCATION CONTROLS.
WHEN INTERFACED TO THE RENTAL SYSTEM, EQUIPMENT TRACKING PROVIDES YOU
WITH DETAILED INFORMATION ON COMPANY INCOME FROM RENTAL OF EQUIPMENT.
THE ASSET MANAGEMENT SYSTEM ALSO CONTAINS PROGRAMS FOR DEPRECIATING
EQUIPMENT AND REPORTING ON THE STATUS OF DEPRECIATED EQUIPMENT.
THE EQUIPMENT TRACKING SYSTEM ALLOWS YOU TO ADD EQUIPMENT TO INVENTORY,
DELETE EQUIPMENT FROM INVENTORY, AND MOVE EQUIPMENT FROM ONE LOCATION OR
CUSTOMER TO ANOTHER. IT ALSO KEEPS A HISTORY OF PREVIOUS LOCATIONS, HOW
MUCH WAS SPENT ON MAINTENANCE AND REPAIR, AND HOW MUCH RENTAL INCOME HAS
BEEN GENERATED FOR AN INDIVIDUAL PIECE OF EQUIPMENT.
ADD/EDIT EQUIPMENT (1.1)
TO ADD A PIECE OF EQUIPMENT TO INVENTORY, FILL OUT THE SCREEN WITH THE
APPROPRIATE INFORMATION. IF THE EQUIPMENT IS ALREADY IN INVENTORY, THE
FIELDS APPEAR WITH THE INFORMATION FILLED OUT. PRESS ENTER TO PASS
THROUGH THE FIELDS YOU DO NOT WISH TO CHANGE.
ANY LINE ON THE INPUT PAGE, EXCEPT THE EQUIPMENT NUMBER, CAN BE EDITED.
NEVER CHANGE AN EQUIPMENT NUMBER AFTER IT IS DISPLAYED, THIS CAN CAUSE
THE PROGRAM TO LOOSE THE ITEM.
THE ONLY WAY THAT AN EQUIPMENT NUMBER SHOULD BE CHANGED IS TO DELETE THE
ITEM USING THE "DELETE EQUIPMENT" PROGRAM(SEE SECTION 1.2) AND THEN ADD
IT BACK USING THE NEW EQUIPMENT NUMBER.
SCREEN FIELDS DESCRIPTION
EQUIPMENT NUMBER THIS IS A SIXTEEN CHARACTER FIELD AND ACCEPTS
A COMBINATION OF LETTERS AND/OR NUMBERS.
THIS FIELD CAN REPRSENT EITHER THE SERIAL NUMBER OF THE
EQUIPMENT OR A USER DEFINED ‘TAG’ NUMBER.
EQUIPMENT TYPE NUMBER THIS IS THE NUMBER OF AN EQUIPMENT TYPE
DEFINED IN THE "EDIT EQUIPMENT TYPE" PROGRAM
(SECTION 1.B.4) WHEN THIS NUMBER IS ENTERED,
THE EQUIPMENT TYPE DESCRIPTION IS DISPLAYED IN
INVERSE VIDEO ON THE LINE ADJACENT TO THE
NUMBER AND ON THE "DESCRIPTION" LINE.(TO SEE A
LISTING OF EQUIPMENT TYPES, PRESS PF4) WHEN
ADDING EQUIPMENT, TYPE IN THE NUMBER OF THE
EQUIPMENT TYPE AND PRESS ENTER.
DESCRIPTION PHYSICAL DESCRIPTION OF THE EQUIPMENT. EX: COFFEE
MACHINE, WATER COOLER, STAND
THIS DESCRIPTION IS DEFINED BY THE EQUIPMENT TYPE
NUMBER.(1.B.4)
VENDOR NUMBER THE ACCOUNTS PAYABLE NUMBER OF THE VENDOR THAT THE
EQUIPMENT IS PURCHASED FROM. TYPE IN THE VENDOR
NUMBER AND PRESS ENTER.
PURCHASED FROM THE NAME OF THE VENDOR THE EQUIPMENT WAS PURCHASED
FROM. THIS SHOULD COME UP AUTOMATICALLY WHEN YOU
PUT IN THE VENDOR NUMBER.
PURCHASE AMOUNT AMOUNT OF MONEY PAID FOR THE EQUIPMENT. THIS
FIELD IS NECESSARY FOR USE OF THE DEPRECIATION
PROGRAM. TYPE IN THE AMOUNT AND PRESS ENTER.
PURCHASE DATE DATE EQUIPMENT WAS PURCHASED. TYPE IN THE PURCHASE
DATE AND PRESS ENTER.
SERIAL NUMBER TYPE IN THE SERIAL NUMBER OF THE EQUIPMENT YOU WISH TO
ADD OR EDIT AND PRESS ENTER.
COMMENT FIELD FOR ENTERING ANY COMMENT YOU WISH TO ATTACH
TO THE EQUIPMENT. TYPE IN THE COMMENT OR PRESS
ENTER TO SKIP.
CURRENT LOCATION THIS FIELD COMES UP AUTOMATICALLY WHEN AN EQUIPMENT
NUMBER IS ENTERED TO SHOW CURRENT LOCATION OF THE
EQUIPMENT. IF YOU ARE ENTERING A NEW PIECE OF
EQUIPMENT, THE LOCATION DISPLAYED IS THE PRIMARY
WAREHOUSE(1.B.F) THE FIELD CANNOT BE EDITED IN THIS
PROGRAM.
REPLACEMENT COST THE ESTIMATED AMOUNT NECESSARY TO REPLACE THE
EQUIPMENT.
DEPRECIATION TYPE THIS FIELD IS USED TO CONTROL THE "DEPRECIATION
TYPE" USED FOR THE EQUIPMENT. THERE ARE THREE
BASIC TYPES OF DEPRECIATION PERFORMED BY THE
PROGRAM OR YOU MAY SELECT MANUAL DEPRECIATION.
TYPE # DESCRIPTION
1 5 YEAR ACRS
2 3 YEAR ACRS
3 MONTHLY STRAIGHT LINE
4 MANUAL DEPRECIATION
DEP. TIME THE NUMBER OF DEPRECIATION PERIODS THAT THIS EQUIPMENT IS
TO BE DEPRECIATED OVER. THIS SHOULD BE SET TO 5 FOR TYPE
1 DEPRECIATION, 3 FOR TYPE 2 DEPRECIATION AND THE DESIRED
NUMBER OF MONTHS TO DEPRECIATE THE ASSET OVER FOR A TYPE
3 DEPRECIATION.
DEP. AMOUNT THIS FIELD SHOWS THE AMOUNT THAT THE ASSET WAS LAST
DEPRECIATED BY FOR TYPE 1 OR TYPE 2 DEPRECATION.
FOR TYPE 3 DEPRECIATION, THIS IS THE AMOUNT OF
MONTHLY DEPRECIATION. FOR A TYPE 4 ASSET, YOU
SHOULD SET THIS TO THE AMOUNT THE ASSET WAS LAST
DEPRECIATED BY.
ACCU. DEP. THE AMOUNT OF DEPRECIATION THAT HAS ACCUMULATED ON
THIS PARTICULAR ASSET.
POSTED DEP. TIME THE NUMBER OF PERIODS THAT THE ASSET HAS ALREADY
BEEN DEPRECIATED BY.
SALVAGE VALUE THE AMOUNT THAT THE ASSET IS WORTH, IF ANY, AFTER
THE FULL DEPRECIATION PERIOD.
SALESMAN NO. THIS IS USUALLY THE SALESMAN NUMBER OF THE PERSON
DELIVERING TO THE ACCOUNT. THIS INFORMATION IS
ENTERED THROUGH THE "ROUTING" MENUS(SECTION 7.0)
ROUTE NO. THE ROUTE NUMBER OF THE CUSTOMER WHERE THE EQUIPMENT
IS PHYSICALLY LOCATED. ALSO ENTERED THROUGH THE
"ROUTING" MENUS (SECTION 7.0)
FIELD/CORPORATE TELLS WHETHER THE ASSET IS A FIELD ASSET OR A
CORPORATE ASSET.(USED BY CUSTOMERS OR USED AT
OFFICE)
STATUS (C,R,P,L) C = CORPORATE; R = RENTED; L = LOANER; P =
PURCHASED. NEW EQUIPMENT ADDED WILL AUTOMATICALLY
DEFAULT TO "C" FOR CORPORATE ASSET. CHANGE OF
STATUS IS AUTOMATICALLY MAINTAINED BY THE SYSTEM
WHEN YOU "MOVE EQUIPMENT"(SECTION 1.3) OR "RENT
EQUIPMENT".(SECTION A.1)
WHEN FINISHED ADDING OR EDITING EQUIPMENT, PRESS PF2 TO DISPLAY THE NEXT
SCREEN.
2ND SCREEN OF ADD/EDIT EQUIPMENT.
THE SECOND SCREEN OF ADD/EDIT EQUIPMENT IS USED FOR KEEPING DEPRECIATION
INFORMATION.
SCREEN FIELDS DESCRIPTION
PRESS PF2 TO EXIT. A BLANK "ADD/EDIT EQUIPMENT" SCREEN APPEARS.
ADD/EDIT ANOTHER PIECE OF EQUIPMENT OR PRESS PF2 AGAIN TO RETURN TO THE
"EQUIPMENT TRACKING PROGRAM MENU".
1.2 DELETE EQUIPMENT
THE DELETE EQUIPMENT PROGRAM IS THE ONLY METHOD USED TO REMOVE AN ITEM
OF EQUIPMENT FROM THE EQUIPMENT FILE. TO DELETE EQUIPMENT, TYPE IN THE
EQUIPMENT NUMBER AND PRESS PF2. VERIFY THAT THIS IS THE PIECE OF
EQUIPMENT THAT YOU WISH TO DELETE BY CHECKING THE INFORMATION DISPLAYED
IN THE CENTER FOUR LINES. THE CURSOR IS AT THE "DELETE (Y/N)" FIELD.
IF YOU DO NOT WISH TO DELETE THE PIECE OF EQUIPMENT DISPLAYED PRESS PF2.
TO DELETE THE EQUIPMENT, YOU MUST CHANGE THE "N" TO A "Y" BEFORE
PRESSING PF2.
SCREEN FIELDS DESCRIPTION
EQUIPMENT NUMBER THE EQUIPMENT NUMBER ASSIGNED TO THE EQUIPMENT.
THE EQUIPMENT NUMBER MAY BE THE SERIAL NUMBER.
DESCRIPTION PHYSICAL DESCRIPTION OF EQUIPMENT.
PURCHASED FROM NAME OF VENDOR EQUIPMENT WAS ORIGINALLY PURCHASED
FROM.
CURRENT ACCT.# ACCOUNTS RECEIVABLE NUMBER IDENTIFYING CUSTOMER IN
PHYSICAL POSSESSION OF EQUIPMENT.
CURRENT LOCATION NAME ASSOCIATED WITH PHYSICAL LOCATION OF EQUIPMENT.
DELETE (Y/N) PRESS Y THE ENTER TO DELETE THE EQUIPMENT.
NOTE: DO NOT DELETE EQUIPMENT IF IT'S CURRENT ACCT# AND LOCATION IS
NOT THAT OF A "DESIGNATED WAREHOUSE". (SEE SECTION 1.B.F)
PRESS PF2 TO EXIT TO THE "EQUIPMENT TRACKING PROGRAM MENU".
1.3 MOVE EQUIPMENT
THE MOVE EQUIPMENT PROGRAM IS USED TO ATTACH EQUIPMENT TO A CUSTOMERS
ACCOUNT. ANYTIME YOU ENTER AN ITEM OF EQUIPMENT INTO THE COMPUTER
SYSTEM, IT IS PLACED IN THE "PRIMARY WAREHOUSE"(SECTION 1.B.F).
NOTE: BEFORE USING THE RENTAL SYSTEM TO RENT A PIECE OF EQUIPMENT TO
A CUSTOMER, THE EQUIPMENT MUST BE IN THE SYSTEM AND MOVED TO
THE CUSTOMER'S ACCOUNT.
WHEN A PIECE OF EQUIPMENT IS MOVED, THE MACHINE TYPE FLAG CHANGES TO "L"
FOR LOANER. MOVING A PIECE OF EQUIPMENT TO A CUSTOMER'S ACCOUNT DOES
NOT AUTOMATICALLY CAUSE RENT TO BE CHARGED TO THAT CUSTOMER. YOU MUST
RENT THE MACHINE TO THE CUSTOMER THROUGH THE "RENT EQUIPMENT"
PROGRAM.(SECTION A.1)
TO MOVE A PIECE OF EQUIPMENT, TYPE THE EQUIPMENT NUMBER FOR THE ASSET ON
THE FIRST LINE OF THE INPUT SCREEN AND PRESS ENTER. THE PROGRAM
DISPLAYS THE INFORMATION FOR THAT ITEM. DO NOT MOVE EQUIPMENT FROM ONE
CUSTOMER STRAIGHT TO ANOTHER CUSTOMER. THE EQUIPMENT MUST BE MOVED TO
A "DESIGNATED WAREHOUSE"(SECTION 1.B.F) OR A LINK BETWEEN CUSTOMERS IS
CREATED. THIS WILL CAUSE PROBLEMS WITH RENTAL AND RELATED PROGRAMS.
A BAD EQUIPMENT MESSAGE DISPLAYS ON THE SECOND LINE OF THE SCREEN IF THE
REQUESTED EQUIPMENT NUMBER IS NOT IN INVENTORY.
IF THE WRONG PIECE OF EQUIPMENT IS DISPLAYED, PRESS THE PF2 KEY WHILE
THE "CUSTOMER NO." LINE IS BLANK AND NO MOVEMENT IS STORED ON THE
EQUIPMENT.
SCREEN FIELDS DESCRIPTION
EQUIPMENT NUMBER TYPE IN THE EQUIPMENT NUMBER OF THE PIECE OF
EQUIPMENT YOU WISH TO MOVE AND PRESS ENTER.
DESCRIPTION PHYSICAL DESCRIPTION OF EQUIPMENT.
CUSTOMER NO. TYPE IN THE ACCOUNTS RECEIVABLE NUMBER IDENTIFYING
THE CUSTOMER YOU WISH TO MOVE THE EQUIPMENT TO(MAY
BE A WAREHOUSE NUMBER) AND PRESS ENTER.
CUSTOMER NAME ACCOUNT NAME IDENTIFYING THE CUSTOMER. DISPLAYS
WHEN YOU ENTER A CUSTOMER NUMBER. USE THIS TO
VERIFY THAT YOU HAVE ENTERED THE CORRECT CUSTOMER
NUMBER.
COMMENT FIELD THAT MAY BE USED TO ENTER INFORMATION ABOUT
MOVE. PRESS ENTER IF NO COMMENT IS DESIRED.
COST EXPENSES INCURRED FOR REPAIRS OR BY MOVING MACHINE.
TYPE IN THE COST AND PRESS ENTER, OR PRESS ENTER TO
SKIP.
DATE TYPE IN THE DATE THE MOVE OCCURRED AND PRESS ENTER
OR PRESS ENTER TO ACCEPT THE SYSTEM DATE DISPLAYED.
SALESMAN # NUMBER OF THE SALESMAN ASSIGNED TO THE ACCOUNT THE
EQUIPMENT WAS MOVED TO.
ROUTE # ROUTE NUMBER OF THE CUSTOMER ACCOUNT THE EQUIPMENT
IS NOW ATTACHED TO.
MOVEMENT CODE TYPE IN THE NUMBER OF THE MOVEMENT CODE BEST
DESCRIBING THE REASON FOR MOVING THE EQUIPMENT.
MOVEMENT CODES ARE DISPLAYED AT THE BOTTOM OF THE
SCREEN.(FOR MORE INFORMATION ON MOVEMENT CODES SEE
SECTION 1.B.G.)
CURRENT LOCATION PHYSICAL LOCATION OF THE EQUIPMENT BEFORE MOVE. IF
YOU ARE MOVING THE EQUIPMENT TO A CUSTOMER, THIS
LOCATION MUST BE A "DESIGNATED WAREHOUSE".(SECTION
1.B.F)
PRIMARY WAREHOUSE THIS FIELD TELLS YOU THE PRIMARY WAREHOUSE NUMBER
DEFINED FOR THE SYSTEM. THE PRIMARY WAREHOUSE
NUMBER IS DEFINED IN 1.B.F.
VIEW EQUIP MOVEMENT (1.4)
THE VIEW EQUIPMENT MOVEMENT PROGRAM IS USED TO DISPLAY INFORMATION ON
WHERE AN ITEM OF EQUIPMENT HAS BEEN, HOW MUCH HAS BEEN SPENT ON IT FOR
REPAIR, AND BASIC RENTAL INFORMATION. THERE IS A ONE LINE ENTRY CREATED
EACH TIME THE EQUIPMENT IS MOVED. THIS IS DISPLAYED ON THE MAIN SCREEN
OF "VIEW EQUIPMENT MOVEMENT".
THE FIRST SCREEN OF THIS PROGRAM ASKS:
WHAT IS THE EQUIPMENT NUMBER?
TO VIEW THE HISTORY OF A PIECE OF EQUIPMENT, TYPE IN THE EQUIPMENT
NUMBER AND PRESS ENTER. THE SCREEN DISPLAYS THE HISTORY OF THE
EQUIPMENT.
SCREEN FIELDS DESCRIPTION
EQUIP # EQUIPMENT NUMBER ENTERED. A DESCRIPTION OF THE
TYPE OF EQUIPMENT IS DISPLAYED BELOW THE EQUIPMENT
NUMBER.
COMMENTS ANY COMMENTS ATTACHED TO THE EQUIPMENT.
REP. COST REPLACEMENT COST OF THE EQUIPMENT.
EQUIP TYPE THE EQUIPMENT TYPE CODE.(SECTION 1.B.4)
DATE DATES OF EQUIPMENT MOVEMENT.
ACCT ACCOUNT NUMBERS THAT EQUIPMENT HAS BEEN ATTACHED TO.
LOCATION PREVIOUS AND CURRENT PHYSICAL LOCATIONS OF THE
EQUIPMENT.
MOVE CODE A CODE FOR THE REASON THE EQUIPMENT WAS MOVED FROM
A PHYSICAL LOCATION.(SECTION 1.B.G)
COMMENT COMPUTER GENERATED COMMENT AND COMMENTS TYPED IN
FROM EQUIPMENT MOVEMENT.
COST COSTS INCURRED FOR REPAIRS TO EQUIPMENT.
COMMAND KEYS PF2 - EXIT EXIT FROM THE SCREEN
E - EDIT ALLOWS YOU TO EDIT OR REVISE MOVEMENT ENTRIES.
YOU MAY ADD A COST, REMOVE OR REVISE A COST,
CORRECT A DATE OR CHANGE A COMMENT. TO USE
THIS OPTION, LOCATE THE TRANSACTION YOU WISH
TO EDIT BY USING THE F OR B KEY AND PRESS E.
NOTICE THAT THE COMMANDS AT THE BOTTOM OF THE SCREEN CHANGE. PF2 ABORTS
THE EDIT AND RETURNS THE SCREEN TO DISPLAY MODE. PF1 TELLS THE PROGRAM
THAT THE CURSOR LINE IS AT THE DESIRED TRANSACTION AND THAT YOU ARE
READY TO EDIT. UP/DOWN ARROW KEYS POSITION THE CURSOR LINE ON THE
DESIRED MOVEMENT LINE. PRESS PF1 AND THE EDIT SCREEN APPEARS.
THE FIRST TWO LINES OF THE SCREEN ARE SHOWN IN INVERSE VIDEO. THIS IS
TO REMIND YOU OF THE EQUIPMENT YOU ARE EDITING.
YOU MAY CHANGE THE LOCATION, COMMENT, COST, DATE, AND
MOVEMENT CODE FIELDS. NO JOURNAL ENTRIES ARE MADE BY
THIS PROGRAM. IF YOU WISH TO REFLECT ANY CHANGES TO
COST, YOU MUST DO SO WITH A SEPARATE JOURNAL ENTRY. TO
EXIT THE EDIT SCREEN, PRESS PF2.
F MOVE A SCREEN FORWARD.
B MOVE A SCREEN BACKWARD
UP/DOWN ARROWS ARROW KEYS ARE USED TO POSITION THE
INVERTED VIDEO DISPLAY ON AN INDIVIDUAL
LINE.
PRESS PF2 TO EXIT THE SCREEN. PRESS PF2 AGAIN TO EXIT THE HISTORY
SCREEN. TYPE IN ANOTHER EQUIPMENT NUMBER TO DISPLAY EQUIPMENT HISTORY
FOR, OR PRESS PF2 TO EXIT TO THE "EQUIPMENT TRACKING PROGRAM MENU".
VIEW CUSTOMER EQUIPMENT (1.5)
THE VIEW CUSTOMER EQUIPMENT PROGRAM IS USED TO DISPLAY THE EQUIPMENT
THAT IS ATTACHED TO A PARTICULAR CUSTOMER'S ACCOUNT. THIS ACCOUNT MAY
BE EITHER AN ACTUAL CUSTOMER ACCOUNT, OR ONE OF THE "DESIGNATED
WAREHOUSE" ACCOUNTS. (SEE SECTION 1.B.F. FOR AN EXPLANATION OF
DESIGNATED WAREHOUSES)
ALWAYS USE THIS PROGRAM BEFORE DELETING A CUSTOMER NUMBER FROM ACCOUNTS
RECEIVABLE. THIS SCREEN CAN ALSO HELP YOU IDENTIFY EQUIPMENT TO BE
MOVED IF THE EQUIPMENT NUMBER PICKED UP DOES NOT SHOW ON THAT CUSTOMER'S
ACCOUNT, OR SHOWS AS INVALID. TRANSPOSITION ERRORS ARE COMMON WHEN
WRITING DOWN A LONG STRING OF NUMBERS. THIS STEP WILL HELP INSURE THAT
YOU DO NOT CHARGE RENT TO A CUSTOMER IN ERROR, OR SHOW A PIECE OF
EQUIPMENT AT A CUSTOMER'S PHYSICAL LOCATION DUE TO HUMAN ERROR.
THE FIRST SCREEN ASKS:
WHAT IS THE CUSTOMER NUMBER ?
IF YOU DO NOT KNOW THE CUSTOMER'S NUMBER, PRESS PF4 TO ACCESS THE "NAME
SEARCH" PROGRAM.
TYPE IN THE NUMBER OF THE CUSTOMER'S ACCOUNT THAT YOU WISH TO VIEW, THE
SCREEN DISPLAYS A READING CUSTOMER EQUIPMENT MESSAGE.
AFTER THE COMPUTER HAS READ ALL OF THIS CUSTOMER'S EQUIPMENT, THE "VIEW
CUSTOMER EQUIPMENT" SCREEN APPEARS. THE SCREEN SHOWS EQUIPMENT THAT IS
LOCATED AT THIS CUSTOMER'S ACCOUNT. THE TOTAL NUMBER OF PIECES OF
EQUIPMENT ATTACHED TO THE CUSTOMER APPEARS IN THE BOTTOM LEFT OF THE
SCREEN.
SCREEN FIELDS DESCRIPTION
ACCT NEXT TO THE ACCOUNT NUMBER IS THE CUSTOMER'S NAME AND
ADDRESS, THE NAME OF THE CONTACT, AND THE TELEPHONE
NUMBER OF THE ACCOUNT.
TOTAL COST THE TOTAL REPLACEMENT COST OF ALL EQUIPMENT LOCATED AT
THE CUSTOMER'S ACCOUNT.
EQUIPMENT # EQUIPMENT NUMBER OF A PIECE OF EQUIPMENT.
DESCRIPTION DESCRIPTION OF THE TYPE OF EQUIPMENT ATTACHED TO THE
CUSTOMER.
DATE DATE THE EQUIPMENT WAS MOVED TO THE CUSTOMER'S ACCOUNT.
COST THE REPLACEMENT COST OF A PIECE OF EQUIPMENT.
*** NOTE IF STATUS=R THEN COST IS SET TO RENTAL AMOUNT
STATUS STATUS OF THE EQUIPMENT: C = CORPORATE, L = LOANER, R =
RENTED, P = PURCHASED.
DATE PURCHASE DATE OF EQUIPMENT.
*** NOTE IF STATUS=R THEN DATE IS NEXT RENTAL DUE DATE
COMMAND KEYS
F MOVE FORWARD ONE SCREEN
B MOVE BACKWARD ONE SCREEN
UP/DOWN ARROWS
PRESS PF2 TO EXIT TO THE CUSTOMER NUMBER SCREEN..
1.A REPORTS MENU
1.A.1 LIST DETAILED EQUIPMENT
THE LIST DETAILED EQUIPMENT PROGRAM IS DESIGNED TO PROVIDE DETAILED
INFORMATION ON YOUR EQUIPMENT IN PRINTED FORM. REPORTS GENERATED BY
THIS PROGRAM SORTS AND LISTS ALL INFORMATION SHOWN ON
THE "VIEW EQUIPMENT MOVEMENT" SCREEN(1.4) AND "ADD/EDIT EQUIPMENT"
SCREEN(1.1). IT ALSO PRINTS VENDOR DETAIL (INCLUDING ADDRESS, PHONE
NUMBER AND CONTACT) AND CUSTOMER DETAIL ON CURRENT LOCATION.
COMPLETION OF PROCESSING EXITS TO A VIEW/PRINT SCREEN.
REPORT OPTIONS DESCRIPTION
PRINT ALL EQUIPMENT PRINTS A LISTING OF ALL EQUIPMENT IN THE SYSTEM.
PRESS 1 THEN ENTER.
PRINT ONE EQUIPMENT PRINTS A LISTING OF ONE PIECE OF EQUIPMENT. PRESS
2 THEN ENTER. TYPE IN THE EQUIPMENT NUMBER NUMBER
YOU WISH TO PRINT AND PRESS ENTER.
PRINT EQUIPMENT SELECT- PRINTS A LISTING OF EQUIPMENT SERVICED BY A
SALESMAN. PRESS 3 THEN ENTER. TYPE IN THE SALESMAN
NUMBER AND PRESS ENTER.
PRINT EQUIPMENT SELECT- PRINTS A LISTING FOR ALL EQUIPMENT ON A ROUTE.
PRESS 4 THEN ENTER. TYPE IN THE ROUTE NUMBER AND
PRESS ENTER.
PRINT EQUIPMENT SELECT- PRINTS A LISTING FOR ALL EQUIPMENT PURCHASED
FROM A VENDOR. PRESS 5 THEN ENTER. TYPE IN THE
VENDOR NUMBER AND PRESS ENTER.
PRINT EQUIPMENT SELECT- PRINTS A LISTING OF ALL EQUIPMENT IN THE SYSTEM
THAT IS A SPECIFIC TYPE. PRESS 6 THEN ENTER. TYPE
IN THE EQUIPMENT TYPE NUMBER AND PRESS ENTER.
END PRESS PF2 TO EXIT THE PROGRAM.
1.A.2 LIST EQUIPMENT
THE LIST EQUIPMENT PROGRAM PROVIDES A LIST SHOWING THE EQUIPMENT NUMBER,
DESCRIPTION, AND CURRENT LOCATION OF EQUIPMENT.
REPORT OPTIONS DESCRIPTION
1 EQUIPMENT RANGE DEFAULT IS ALL. TO SELECT A SINGLE PIECE OF
EQUIPMENT, OR A RANGE OF EQUIPMENT, PRESS 1 THEN
ENTER. TYPE IN THE BEGINNING EQUIPMENT NUMBER AND
PRESS ENTER. TYPE IN THE ENDING EQUIPMENT NUMBER
AND PRESS ENTER. IF YOU WANT THE REPORT TO PRINT A
SINGLE PIECE OF EQUIPMENT, THE BEGINNING AND ENDING
EQUIPMENT NUMBER MUST BE THE SAME.
2. EQUIPMENT STATUS DEFAULT IS ALL. YOU MAY SELECT ONE EQUIPMENT
STATUS BY PRESSING 2 THEN
C FOR CORPORATE EQUIPMENT
R FOR RENTED EQUIPMENT
P FOR PURCHASED EQUIPMENT
L FOR LOANED EQUIPMENT
THEN ENTER.
3 FIELD/CAPITAL ASSETS DEFAULT IS ALL. TO HAVE THE REPORT PRINT ONLY
FIELD OR ONLY CAPITAL EQUIPMENT, PRESS 3 THEN
ENTER. TYPE IN F IF YOU WANT THE FIELD
ASSETS, OR C IF YOU WANT THE CAPITAL ASSETS
AND PRESS ENTER.
4 ACCT RANGE DEFAULT IS ALL. TO SELECT A SINGLE ACCOUNT OR A
RANGE OF ACCOUNTS PRESS 4 THEN ENTER. TYPE IN THE
BEGINNING ACCOUNT NUMBER AND PRESS ENTER. TYPE IN
THE ENDING ACCOUNT NUMBER AND PRESS ENTER. IF YOU
WANT THE REPORT TO PRINT FOR A SINGLE ACCOUNT, THE
BEGINNING AND ENDING ACCOUNT NUMBER MUST BE THE
SAME.
5 REPORT FORMAT DEFAULT IS NORMAL. NORMAL FORMAT SHOWS CUSTOMER
NAME AND ACCOUNT NUMBER IN EQUIPMENT NUMBER
ORDER.PRESS 5 THEN ENTER TO SELECT SIMPLE OR
EXPANDED. PRESS S FOR SIMPLE, OR E FOR EXPANDED
AND PRESS ENTER. SIMPLE FORMAT SHOWS EQUIPMENT
NUMBER ACCOUNT AND CUSTOMER NAME SORTED BY CUSTOMER
NAME. EXPANDED FORMAT SHOWS MORE FIELDS THAN
NORMAL AND IS IN COMPRESSED PRINT.
6 EQUIPMENT TYPE DEFAULT IS ALL. TO SELECT A SINGLE EQUIPMENT TYPE
OR A RANGE OF TYPES PRESS 6 THEN ENTER. TYPE IN
THE BEGINNING EQUIPMENT TYPE AND PRESS ENTER. TYPE
IN THE ENDING EQUIPMENT TYPE AND PRESS ENTER. IF
YOU WANT THE REPORT TO PRINT FOR A SINGLE EQUIPMENT
TYPE, THE BEGINNING AND ENDING EQUIPMENT TYPE MUST
BE THE SAME.
7 PRIMARY SALESMAN DEFAULT IS ALL. TO SELECT A REPORT FOR ONE
SALESMEN OR A RANGE OF SALESMEN PRESS 7 THEN ENTER.
TYPE IN THE BEGINNING SALESMEN NUMBER AND PRESS
ENTER. TYPE IN THE ENDING SALESMAN NUMBER AND
PRESS ENTER. IF YOU WANT THE REPORT TO PRINT FOR A
SINGLE SALESMAN THE BEGINNING AND ENDING SALESMAN
NUMBER MUST BE THE SAME.
A SORT BY ACCT NAME DEFAULT IS NO. TO SORT BY ACCOUNT NAME, PRESS
A THEN ENTER. THE DISPLAY CHANGES TO YES.
1.A.3 LIST BY LOCATION
THE LIST BY LOCATION PROGRAM IS DESIGNED TO PROVIDE A PRINTED COPY OF
THE INFORMATION DISPLAYED IN THE "VIEW CUSTOMER EQUIPMENT" PROGRAM.(1.5)
REPORT OPTIONS DESCRIPTION
1 EQUIPMENT RANGE DEFAULT IS ALL. TO SELECT A SINGLE PIECE OF
EQUIPMENT, OR A RANGE OF EQUIPMENT, PRESS 1 THEN
ENTER. TYPE IN THE BEGINNING EQUIPMENT NUMBER AND
PRESS ENTER. TYPE IN THE ENDING EQUIPMENT NUMBER
AND PRESS ENTER. IF YOU WANT THE REPORT TO PRINT A
SINGLE PIECE OF EQUIPMENT, THE BEGINNING AND ENDING
EQUIPMENT NUMBER MUST BE THE SAME.
2. EQUIP. STATUS DEFAULT IS ALL. YOU MAY SELECT ONE EQUIPMENT
STATUS BY PRESSING 2 THEN A
C FOR CORPORATE EQUIPMENT
R FOR RENTED EQUIPMENT
P FOR PURCHASED EQUIPMENT
L FOR LOANED EQUIPMENT
THEN PRESSING ENTER.
3 ROUTE DEFAULT IS ALL. TO SELECT ONE ROUTE'S EQUIPMENT TO "LIST
BY LOCATION", OR A RANGE OF ROUTES, PRESS 3 THEN ENTER.
TYPE IN THE BEGINNING ROUTE NUMBER AND PRESS ENTER. TYPE
IN THE ENDING ROUTE NUMBER AND PRESS ENTER. IF YOU WANT
THE REPORT TO PRINT FOR ONE ROUTE, THE BEGINNING AND
ENDING ROUTE NUMBER MUST BE THE SAME.
4 PRIMARY SALESMAN DEFAULT IS ALL. TO SELECT A REPORT FOR ONE
SALESMAN, OR A RANGE OF SALESMEN, PRESS 4 THEN
ENTER. TYPE THE BEGINNING SALESMAN NUMBER AND
PRESS ENTER. TYPE IN THE ENDING SALESMAN NUMBER
AND PRESS ENTER. IF YOU WANT THE REPORT TO PRINT
FOR A SINGLE SALESMAN, THE BEGINNING AND ENDING
SALESMAN NUMBER MUST BE THE SAME.
5 SECONDARY SALESMAN DEFAULT IS ALL. TO SELECT A REPORT FOR ONE
SALESMAN, OR A RANGE OF SALESMEN, PRESS 5 THEN
ENTER. TYPE THE BEGINNING SALESMAN NUMBER AND
PRESS ENTER. TYPE IN THE ENDING SALESMAN
NUMBER AND PRESS ENTER. IF YOU WANT THE
REPORT TO PRINT FOR A SINGLE SALESMAN, THE
BEGINNING AND ENDING SALESMAN NUMBER MUST BE
THE SAME.
6 ACCT RANGE DEFAULT IS ALL. YOU MAY SELECT A SINGLE ACCOUNT OR
A RANGE OF ACCOUNTS BY PRESSING 6 THEN ENTER. TYPE
IN THE BEGINNING ACCOUNT NUMBER AND PRESS ENTER.
TYPE IN THE ENDING ACCOUNT NUMBER AND PRESS ENTER.
IF YOU WANT THE REPORT TO PRINT FOR A SINGLE
ACCOUNT, THE BEGINNING AND ENDING ACCOUNT NUMBER
MUST BE THE SAME.
7 ALPHA/NUMERIC DEFAULT IS NUMERIC. THIS PRINTS THE LIST IN
NUMERIC ORDER. IF YOU WISH THE LIST TO PRINT IN
ALPHABETIC ORDER, PRESS 7. THE DISPLAY CHANGES TO
ALPHA.
8 FIELD/CAPITAL ASSETS DEFAULT IS ALL. TO HAVE THE REPORT PRINT ONLY
FIELD, OR ONLY CAPITAL EQUIPMENT, PRESS 3, THEN F IF
YOU WANT THE FIELD ASSETS OR C IF YOU WANT THE
CAPITAL ASSETS AND THEN ENTER.
1.A.4 LIST EQUIPMENT BY TYPE
1.A.5 PRINT EQUIP WORK FORMS
THE PRINT EQUIPMENT WORK FORMS PROGRAM PRINTS A LIST OF EQUIPMENT IN THE
SYSTEM THAT MAY BE USED TO VERIFY THE LOCATION OF EACH ITEM OF EQUIPMENT
OR TO TAKE AN INVENTORY.
THE FORMS START PRINTING WHEN YOU ENTER THIS PROGRAM. IT IS RECOMMENDED
THAT YOU RUN THIS REPORT AT NIGHT IF IT IS NEEDED, AS IT TAKES A LONG
TIME TO PRINT
1.A.6 PRINT COST SHEET
THE COST SHEET PROGRAM IS DESIGNED TO GIVE THE REPLACEMENT COST OF THE
EQUIPMENT. SELECTION IS MADE BY ALL EQUIPMENT TYPES, OR ONE EQUIPMENT
TYPE. THE REPORT SHOWS THE CURRENT LOCATION OF THE EQUIPMENT, ANY
EXPENSE ASSOCIATED WITH THE EQUIPMENT AND THE REPLACEMENT COST. AT THE
END OF THE REPORT, THE TOTAL EXPENSE AND THE TOTAL REPLACEMENT COST FOR
THE EQUIPMENT TYPE/S SELECTED IS PRINTED.
THE FIRST QUESTION DISPLAYED IS:
WHICH ASSET TYPE (<ENTER> FOR ALL)?
TYPE IN THE ASSET (EQUIPMENT) TYPE NUMBER AND PRESS ENTER IF YOU ONLY
WANT COST SHEETS FOR ONE TYPE OF EQUIPMENT. PRESS ENTER IF YOU WANT ALL
EQUIPMENT TYPES.
IF YOU SELECTED ONE EQUIPMENT TYPE, THE SYSTEM PROGRAM DISPLAYS THE TYPE
AND ASKS YOU:
IS THIS CORRECT ?
IF IT THE EQUIPMENT TYPE YOU WISH COST SHEETS FOR PRESS Y THEN ENTER.
THE COST SHEETS BEGIN PRINTING AS SOON AS THEY ARE PROCESSED. IF IT IS
NOT THE CORRECT EQUIPMENT TYPE PRESS N THEN ENTER. YOU ARE GIVEN
ANOTHER OPPORTUNITY TO ENTER THE ASSET(EQUIPMENT) TYPE. IF YOU DO NOT
WISH TO CONTINUE WITH THIS PROGRAM PRESS PF2 TO EXIT. YOU ARE RETURNED
TO THE "EQUIPMENT TRACKING MAIN MENU".
1.A.7 LIST BY SALE TAX CODE
THE FIRST SCREEN SAYS:
ENTER EQUIPMENT SALES CODES <ENTER> FOR ALL
PRESS ENTER IF YOU WANT A LISTING OF EQUIPMENT BY ALL SALES CODES OR
TYPE IN THE SALES TAX CODE YOU WISH TO REVIEW EQUIPMENT BY AND PRESS
ENTER. THE COMPUTER PRINTS A REPORT ON NARROW PAPER LISTING EQUIPMENT
NUMBER, DESCRIPTION, PURCHASE DATE, PURCHASE AMOUNT, TAX CODE, CUSTOMER
AND LOCATION.
EQUIPMENT TRACKING EXTENSION MENU (1.B)
THE EQUIPMENT TRACKING EXTENSION MENU IS USED TO MAINTAIN PROGRAMS WHICH
ARE AUXILIARY TO THE NORMAL OPERATION OF THE EQUIPMENT TRACKING SYSTEM.
1.B.1 UPDATE REPLACEMENT COST
THIS PROGRAM ALLOWS YOU TO CHANGE THE REPLACEMENT COST FOR ALL EQUIPMENT
BY EQUIPMENT TYPE.
THE FIRST SCREEN DISPLAYS:
ENTER EQUIPMENT TYPE NO?
TYPE IN THE EQUIPMENT TYPE NUMBER AND PRESS ENTER.
THE SCREEN DISPLAYS THE OLD REPLACEMENT COST FOR THE EQUIPMENT TYPE
ENTERED AND ASKS YOU TO ENTER THE NEW REPLACEMENT COST. TYPE IN THE NEW
REPLACEMENT COST AND PRESS ENTER. THE SYSTEM IMMEDIATELY BEGINS RUNNING
THROUGH THE EQUIPMENT IN THE SYSTEM AND REPLACING THE OLD REPLACEMENT
COST WITH THE NEW REPLACEMENT COST IN THE MASTER FILES OF EQUIPMENT OF
THE TYPE SELECTED.
1.B.2 SETUP EQUIPMENT DATABASE
THIS PROGRAM IS USED WHEN THE SYSTEM IS FIRST BEING SETUP BEFORE ANY
EQUIPMENT IS ENTERED INTO THE SYSTEM. IT SETS UP THE EQUIPMENT FILE AND
THE EQUIPMENT KEY FILE WHICH ARE USED TO INDEX THE EQUIPMENT AND
INTERFACE THE EQUIPMENT FILES WITH THE TELSEL DATABASE. A PASSWORD IS
REQUIRED TO GET INTO THE PROGRAM. ONCE THE PASSWORD IS ENTERED THE
PROGRAM BEGINS PROCESSING AND THE FILES ARE SET UP.
THIS PROGRAM IS ONLY USED ONE TIME AND SHOULD BE DELETED FROM THE MENU
AFTER SELECTION. CONTACT YOUR SUPPORT PERSON TO REMOVE FROM THE MENU.
EQUIPMENT IS NOT ENTERED USING THIS PROGRAM. ALL EQUIPMENT MUST BE
ENTERED INTO THE SYSTEM USING THE "ADD/EDIT EQUIPMENT" PROGRAM(1.1).
1.B.3 PRINT UPDATED COST
THIS PROGRAM PRINTS A LISTING OF EQUIPMENT WHO'S REPLACEMENT COST WAS
CHANGED USING THE "UPDATE REPLACEMENT COST" PROGRAM(1.B.1). THE OLD AND
NEW REPLACEMENT COSTS ARE PRINTED ON THE REPORT FOR COMPARISON.
THE REPORT IMMEDIATELY BEGINS PROCESSING. WHEN PROCESSING IS COMPLETE
THE REPORT BEGINS PRINTING AND YOU ARE ASKED:
DO YOU WANT TO KILL OLD REPLACEMENT COST FILE(Y/N)
IF YOU ANSWER Y, THE INFORMATION USED TO PRINT THE REPORT IS DELETED
FROM THE SYSTEM. IF YOU ANSWER N, THE INFORMATION IS KEPT IN A FILE AND
PRINTS EACH TIME YOU REQUEST THE REPORT UNTIL YOU ANSWER Y. IF YOU ARE
DOING MULTIPLE REPLACEMENT COSTS CHANGES THIS ALLOWS YOU TO PRINT OUT
ALL THE CHANGES MADE FOR A PERIOD. IT IS SUGGESTED THAT IF YOU KEEP THE
INFORMATION, YOU PRINT OUT THE INFORMATION AS PART OF THE END OF MONTH
CLOSING PROCESS AND DELETE THE FILE.
1.B.4 EDIT EQUIPMENT TYPE
THIS PROGRAM ALLOWS YOU TO ADD TO OR EDIT THE TYPES OF EQUIPMENT IN THE
EQUIPMENT FILES.
PRESS PF2 IF YOU WANT TO RETURN TO THE "EQUIPMENT TRACKING EXTENSION
MENU".
PRESS 1 THEN ENTER IF YOU WISH TO CHANGE INFORMATION ON AN EXISTING
EQUIPMENT TYPE. A NEW LINE APPEARS.
ENTER OLD EQUIPMENT TYPE NUMBER.
TYPE IN THE NUMBER OF THE EQUIPMENT TYPE YOU WISH TO CHANGE AND PRESS
ENTER. A NEW SCREEN DISPLAYS.
TYPE IN "NEW DESCRIPTION" FOR THE EQUIPMENT TYPE, PRESS ENTER AND THE
COMPUTER UPDATES THE FILE TO SHOW THE NEW DESCRIPTION WHEN THE EQUIPMENT
TYPE NUMBER IS ENTERED.
IF YOU PRESS 2 THEN ENTER AT THE FIRST SCREEN, THE SYSTEM PULLS UP THE
NEXT EQUIPMENT TYPE NUMBER AVAILABLE. TYPE IN THE DESCRIPTION AND PRESS
ENTER. THE SYSTEM ADDS THE EQUIPMENT TYPE TO ITS FILES.
PRESSING 3 THEN ENTER AT THE FIRST SCREEN DISPLAYS A SCREEN SHOWING THE
FIRST 18 EQUIPMENT TYPES IN THE SYSTEM.
THE DOWN ARROW KEY IS USED TO MOVE TO THE NEXT PAGE OF EQUIPMENT
NUMBERS. THE UP ARROW KEY MOVES THE DISPLAY TO A PREVIOUS PAGE. PF2
EXITS TO THE FIRST SCREEN OF THE "EDIT EQUIPMENT TYPE" PROGRAM.
1.B.5 PRINT EQUIPMENT TYPES
THIS REPORT PRINTS A LIST OF EQUIPMENT TYPES. THE INFORMATION IS THE
SAME AS SEEN WHEN YOU VIEW THE EQUIPMENT TYPES IN THE "EDIT EQUIPMENT
TYPE" PROGRAM(1.B.4). THE LISTING IS USEFUL TO DATA ENTRY PERSONNEL AS
REFERENCE FOR INPUT OF NEW EQUIPMENT.
ONCE THE REPORT FINISHES PROCESSING THE "REPORTS SELECTIONS MENU"
APPEARS.
1.B.6 DEPRECIATE EQUIPMENT
THE DEPRECIATE EQUIPMENT PROGRAM DOES EXACTLY WHAT ITS TITLE INDICATES.
IT DEPRECIATES EQUIPMENT BASED ON DEPRECIATION TYPE AND DEPRECIATION
PERIOD.
THE SYSTEM ASKS YOU TO ENTER THE MONTH, TO CALCULATE DEPRECIATION FOR A
MONTH, OR PRESS ENTER IF FOR THE END OF YEAR. THE SYSTEM CALCULATES
DEPRECIATION THEN RETURNS TO THE "EQUIPMENT TRACKING EXTENSION MENU".
1.B.7 DEPRECIATION REPORT
THE DEPRECIATION REPORT GIVES DETAILED DEPRECIATION INFORMATION ON HOW
THE EQUIPMENT SELECTED IS DEPRECIATED. THE INFORMATION SHOWN INCLUDES
THE TYPE, DEPRECIATION NAME, DEPRECIATION TIME, LAST TIME DEPRECIATED,
ACCUMULATED DEPRECIATION, DEPRECIATION AMOUNT AND DEPRECIATION DATE FOR
THE EQUIPMENT SELECTED.
REPORT OPTIONS DESCRIPTION
PRINT ALL EQUIPMENT PRINTS A LISTING OF ALL EQUIPMENT IN THE SYSTEM.
PRESS 1 THEN ENTER.
PRINT MONTHLY DEPRE- PRINTS A LISTING OF ALL EQUIPMENT IN THE SYSTEM
THAT IS DEPRECIATED MONTHLY. PRESS 2 THEN CIATED EQUIPMENT ENTER.
PRINT YEARLY DEPRE- PRINTS A LISTING OF ALL EQUIPMENT IN THE SYSTEM THAT
IS DEPRECIATED YEARLY. PRESS 3 THEN ENTER.
CIATED EQUIPMENT
END PRESS PF2 TO EXIT THE PROGRAM.
PRESS PF2 IF YOU WISH TO RETURN TO THE "EQUIPMENT TRACKING EXTENSION
MENU".
1.B.E REBUILD ASSET DATABASE
THIS INDEXING UTILITY REBUILDS THE ASSET DATABASE. IT RE-INITIALIZES,
REWRITES, AND REORGANIZES THE FILE. THIS UTILITY IS ONLY RUN BY THE
SYSTEM ADMINISTRATOR WHILE NO OTHER ASSET PROCESSING IS TAKING PLACE.
1.B.F DESIGNATE WAREHOUSES
THIS PROGRAM IS USED TO SET UP SPECIAL ACCOUNTS NEEDED IN ORDER TO MOVE
EQUIPMENT AROUND WITHIN THE SYSTEM. EQUIPMENT MUST BE PLACED IN A
DESIGNATED WAREHOUSE BEFORE IT CAN BE RENTED. MOVING EQUIPMENT TO A
DESIGNATED WAREHOUSE IS USED TO BREAK THE LINK BETWEEN A CUSTOMER AND A
PIECE OF EQUIPMENT. ONE DESIGNATED WAREHOUSE IS SET UP AS THE PRIMARY
DEFAULT WAREHOUSE. IT IS RECOMMENDED THAT THE PRIMARY DEFAULT WAREHOUSE
BE A "NEW EQUIPMENT" OR SIMILAR WAREHOUSE AS THE PRIMARY DEFAULT
WAREHOUSE IS WERE ALL NEW EQUIPMENT ENTERED INTO THE SYSTEM THROUGH
"ADD/EDIT EQUIPMENT"(1.1) IS PLACED BY THE SYSTEM.
THE FIRST SCREEN TELLS YOU HOW MANY DESIGNATED WAREHOUSES HAVE BEEN SET
UP, THE NUMBER OF THE PRIMARY DEFAULT WAREHOUSE, AND THE NUMBER OF THE
STOLEN WAREHOUSE.
PRESS 1 THEN ENTER TO EDIT AN EXISTING WAREHOUSE. THE SYSTEM ADDS A
LINE TO THE SCREEN.
ENTER EDIT NUMBER
TYPE IN THE EDIT NUMBER OF THE WAREHOUSE ACCOUNT THAT YOU WISH TO CHANGE
AND PRESS ENTER.
THE SCREEN DISPLAYS THE ACCOUNT NUMBER AND DESCRIPTION OF THE WAREHOUSE.
PRESS ENTER IF YOU DO NOT WISH TO CHANGE THE ACCOUNT NUMBER OR TYPE IN
THE NEW ACCOUNT NUMBER AND PRESS ENTER.
THE SYSTEM ASKS:
ENTER WAREHOUSE DESCRIPTION
PRESS ENTER IF YOU DO NOT WISH TO CHANGE THE DESCRIPTION OR TYPE IN THE
NEW DESCRIPTION AND PRESS ENTER. THE NEXT QUESTION THE SCREEN DISPLAYS
IS:
ENTER WAREHOUSE TYPE CODE
THE VARIOUS WAREHOUSE TYPE CODES DISPLAY AT THE BOTTOM OF THE SCREEN.
R = READY EQUIPMENT WAREHOUSE, B = REPAIR EQUIPMENT WAREHOUSE, S =
STOLEN EQUIPMENT WAREHOUSE, N = NEW EQUIPMENT WAREHOUSE, X = DELETED
EQUIPMENT WAREHOUSE. TYPE IN THE LETTER OF THE WAREHOUSE TYPE AND PRESS
ENTER OR PRESS ENTER TO KEEP THE CURRENT WAREHOUSE TYPE CODE. THE
COMPUTER RETURNS TO THE FIRST SCREEN DISPLAY.
IF YOU WISH TO ENTER AN ADDITIONAL WAREHOUSE INTO THE SYSTEM, AT THE
FIRST SCREEN PRESS 2 THEN ENTER. A SCREEN DISPLAYS WITH THE NEXT
WAREHOUSE EDIT NUMBER.
TYPE IN THE ACCOUNT NUMBER OF THE WAREHOUSE ACCOUNT YOU WISH TO ADD AND
PRESS ENTER. THE COMPUTER ADDS A LINE.
ENTER WAREHOUSE DESCRIPTION
TYPE IN A DESCRIPTION OF THE WAREHOUSE AND PRESS ENTER. THE COMPUTER
ADDS ANOTHER LINE.
ENTER WAREHOUSE TYPE CODE
TYPE IN THE LETTER OF THE WAREHOUSE TYPE AND PRESS ENTER. THE VARIOUS
WAREHOUSE TYPE CODES ARE DISPLAYED AT THE BOTTOM OF THE SCREEN. R =
READY EQUIPMENT WAREHOUSE, B = REPAIR EQUIPMENT WAREHOUSE, S = STOLEN
EQUIPMENT WAREHOUSE, N = NEW EQUIPMENT WAREHOUSE, X = DELETED EQUIPMENT
WAREHOUSE. YOU ARE RETURNED TO THE FIRST SCREEN.
YOU ALSO NEED TO GO TO "ADD/EDIT CUSTOMER"(SECTION 4.1) AND INPUT THE
INFORMATION ON THE WAREHOUSE TO RESERVE THAT ACCOUNT NUMBER FOR THE
WAREHOUSE. UNLESS YOU INPUT THE DESCRIPTION AS THE CUSTOMER NAME IN
"ADD/EDIT CUSTOMER", WHEN YOU SELECT A WAREHOUSE NUMBER IN THE MOVEMENT
PROGRAM THE LOCATION FIELD IS BLANK.
1.B.G ADD/EDIT MOVEMENT CODES
THE ADD/EDIT MOVEMENT CODES PROGRAM IS DESIGNED TO DEFINE MOVEMENT CODES
FOR EQUIPMENT. YOU MAY ADD A MOVEMENT CODE OR EDIT EXISTING MOVEMENT
CODES. THE MOVEMENT CODES ARE USED TO TELL WHY A PIECE OF EQUIPMENT WAS
MOVED OR WHO MOVED IT. THIS INFORMATION CAN BE USED TO COLLECT DATA ON
HOW MANY AND WHAT THE REASONS FOR EQUIPMENT MOVEMENT ARE EACH MONTH OR
WHO MOVED THE EQUIPMENT.
THE NEXT AVAILABLE EQUIPMENT MOVEMENT CODE NUMBER IS DISPLAYED AT THE
TOP OF THE SCREEN. YOU MAY EXIT THIS PROGRAM AT ANY TIME BY PRESSING
PF2. TO VIEW OR PRINT A LISTING OF THE EQUIPMENT MOVEMENT CODES IN THE
SYSTEM PRESS PF3. THE "REPORT SELECTIONS" MENU APPEARS. TO ENTER A NEW
EQUIPMENT MOVEMENT CODE PRESS ENTER. TO EDIT AN EXISTING EQUIPMENT
MOVEMENT CODE, TYPE IN THE NUMBER OF THE EQUIPMENT MOVEMENT CODE AND
PRESS ENTER.
SCREEN FIELDS DESCRIPTION
EQUIPMENT MOVE CODE THE NUMBER OF THE EQUIPMENT MOVEMENT CODE.
DESCRIPTION THIS FIELD IS FOR A SHORT DESCRIPTION OF THE
MOVEMENT CODE. EX: PICKUP/CANCEL,PICKUP/WATER
ONLY. THE INFORMATION ENTERED HERE APPEARS AT THE
BOTTOM OF THE SCREEN IN "MOVE EQUIPMENT" AND ON
REPORTS.
COMMENT FIVE COMMENT LINES ARE PROVIDED FOR A MORE DETAILED
EXPLANATION OF THE MOVEMENT CODE. YOU MAY ENTER OR
EDIT ANY INFORMATION HERE THAT YOU WANT ATTACHED TO
THE REASON FOR A MOVE.
1.B.H UPDATE EQUIP VALUE FOR ACCOUNTS
THE PROGRAM GOES THROUGH EACH CUSTOMER ACCOUNT IN THE SYSTEM AND LOOKS
AT REPLACEMENT COST. THE SYSTEM THEN TOTALS THE REPLACEMENT COST FOR
ALL EQUIPMENT ATTACHED TO THE ACCOUNT AND WRITES THE INFORMATION INTO A
FIELD IN THE MASTER FILE. THIS FIELD IS USED AS PART OF THE RETURN ON
INVESTMENT CALCULATION FOR THE ACTIVITY REPORT.(4.B.E)
THE UPDATE PROCESS STARTS AS SOON AS THE PROGRAM IS SELECTED.
THIS SHOULD BE DONE AS PART OF THE END OF MONTH CLOSING PROCEDURE BEFORE
YOU CLOSE RECIEVALBLES.
1.B.I REBUILD CUSTOMER POINTERS
THIS PROGRAM WILL ACTIVATE THE ASTPOINT PROGRAM TO RESET THE CUSTOMER
AND EQUIPMENT LINK POINTERS. DURNING THIS PROGRAMS OPERATION THERE
SHOULD BE NO ACTIVITY IN THE EQUIPMENT OR CUSTOMER ACCOUNT FILES.
1.D EQUIP.WORK SHEETS
THE EQUIPMENT WORK SHEETS PROGRAM PROVIDES A LIST OF EQUIPMENT BY
CUSTOMER LOCATION. ALL EQUIPMENT FOR A CUSTOMER IS GROUPED TOGETHER.
IT WAS DESIGNED TO HELP WHEN A VISUAL CHECK OF ALL EQUIPMENT AT A
CUSTOMER LOCATION IS REQUIRED.
REPORT OPTIONS DESCRIPTION
1 EQUIPMENT RANGE DEFAULT IS ALL. TO SELECT A SINGLE PIECE OF
EQUIPMENT OR A RANGE OF EQUIPMENT, PRESS 1 THEN
ENTER. TYPE IN THE BEGINNING EQUIPMENT NUMBER AND
PRESS ENTER. TYPE IN THE ENDING EQUIPMENT NUMBER
AND PRESS ENTER. IF YOU WANT THE REPORT TO PRINT A
SINGLE PIECE OF EQUIPMENT, THE BEGINNING AND ENDING
EQUIPMENT NUMBER MUST BE THE SAME.
2. EQUIPMENT STATUS DEFAULT IS ALL. YOU MAY SELECT ONE EQUIPMENT
STATUS BY PRESSING 2 THEN A
C FOR CORPORATE EQUIPMENT
R FOR RENTED EQUIPMENT
P FOR PURCHASED EQUIPMENT
L FOR LOANED EQUIPMENT
THEN PRESSING ENTER.
3 ROUTE DEFAULT IS ALL. TO SELECT ONE ROUTE'S EQUIPMENT TO "LIST
BY LOCATION" OR A RANGE OF ROUTES PRESS 3 THEN ENTER.
TYPE IN THE BEGINNING ROUTE NUMBER AND PRESS ENTER. TYPE
IN THE ENDING ROUTE NUMBER AND PRESS ENTER. IF YOU WANT
THE REPORT TO PRINT FOR ONE ROUTE THE BEGINNING AND
ENDING ROUTE NUMBER MUST BE THE SAME.
4 PRIMARY SALESMAN DEFAULT IS ALL. TO SELECT A REPORT FOR ONE
SALESMEN OR A RANGE OF SALESMEN PRESS 4 THEN ENTER.
TYPE THE BEGINNING SALESMEN NUMBER AND PRESS ENTER.
TYPE IN THE ENDING SALESMAN NUMBER AND PRESS ENTER.
IF YOU WANT THE REPORT TO PRINT FOR A SINGLE
SALESMAN THE BEGINNING AND ENDING SALESMAN NUMBER
MUST BE THE SAME.
5 SECONDARY SALESMAN DEFAULT IS ALL. TO SELECT A REPORT FOR ONE
SALESMEN OR A RANGE OF SALESMEN PRESS 5 THEN
ENTER. TYPE THE BEGINNING SALESMEN NUMBER AND
PRESS ENTER. TYPE IN THE ENDING SALESMAN
NUMBER AND PRESS ENTER. IF YOU WANT THE
REPORT TO PRINT FOR A SINGLE SALESMAN THE
BEGINNING AND ENDING SALESMAN NUMBER MUST BE
THE SAME.
6 ACCT RANGE DEFAULT IS ALL. YOU MAY SELECT A SINGLE ACCOUNT OR
A RANGE OF ACCOUNTS BY PRESSING 6 THEN ENTER. TYPE
IN THE BEGINNING ACCOUNT NUMBER AND PRESS ENTER.
TYPE IN THE ENDING ACCOUNT NUMBER AND PRESS ENTER.
IF YOU WANT THE REPORT TO PRINT FOR A SINGLE
ACCOUNT THE BEGINNING AND ENDING ACCOUNT NUMBER
MUST BE THE SAME.
7 ALPHA/NUMERIC DEFAULT IS NUMERIC. THIS PRINTS THE LIST IN
NUMERIC ORDER. IF YOU WISH THE LIST TO PRINT IN
ALPHABETIC ORDER, PRESS 7. THE DISPLAY CHANGES TO
ALPHA.
8 FIELD/CAPITAL ASSETS DEFAULT IS ALL. TO HAVE THE REPORT PRINT ONLY
FIELD OR ONLY CAPITAL EQUIPMENT, PRESS 3 THEN
F IF YOU WANT THE FIELD ASSETS OR C IF YOU
WANT THE CAPITAL ASSETS AND THEN ENTER.
1.E SORTED LIST BY TYPE
THE SORTED LIST BY TYPE PROGRAM PROVIDES A LIST OF EQUIPMENT SHOWING THE
EQUIPMENT NUMBER, DESCRIPTION, AND CURRENT LOCATION OF EQUIPMENT BY
EQUIPMENT TYPE.
REPORT OPTIONS DESCRIPTION
1 EQUIPMENT RANGE DEFAULT IS ALL. TO SELECT A SINGLE PIECE OF
EQUIPMENT OR A RANGE OF EQUIPMENT, PRESS 1 THEN
ENTER. TYPE IN THE BEGINNING EQUIPMENT NUMBER AND
PRESS ENTER. TYPE IN THE ENDING EQUIPMENT NUMBER
AND PRESS ENTER. IF YOU WANT THE REPORT TO PRINT A
SINGLE PIECE OF EQUIPMENT, THE BEGINNING AND ENDING
EQUIPMENT NUMBER MUST BE THE SAME.
2. EQUIPMENT STATUS DEFAULT IS ALL. YOU MAY SELECT ONE EQUIPMENT
STATUS BY PRESSING 2 THEN
C FOR CORPORATE EQUIPMENT
R FOR RENTED EQUIPMENT
P FOR PURCHASED EQUIPMENT
L FOR LOANED EQUIPMENT
THEN ENTER.
3 FIELD/CAPITAL ASSETS DEFAULT IS ALL. TO HAVE THE REPORT PRINT ONLY
FIELD OR ONLY CAPITAL EQUIPMENT, PRESS 3 THEN
ENTER. TYPE IN F IF YOU WANT THE FIELD ASSETS
OR C IF YOU WANT THE CAPITAL ASSETS AND PRESS
ENTER.
4 ACCT RANGE DEFAULT IS ALL. TO SELECT A SINGLE ACCOUNT OR A
RANGE OF ACCOUNTS PRESS 4 THEN ENTER. TYPE IN THE
BEGINNING ACCOUNT NUMBER AND PRESS ENTER. TYPE IN
THE ENDING ACCOUNT NUMBER AND PRESS ENTER. IF YOU
WANT THE REPORT TO PRINT FOR A SINGLE ACCOUNT, THE
BEGINNING AND ENDING ACCOUNT NUMBER MUST BE THE
SAME.
5 REPORT FORMAT DEFAULT IS NORMAL. NORMAL FORMAT SHOWS CUSTOMER
NAME AND ACCOUNT NUMBER IN EQUIPMENT NUMBER
ORDER.PRESS 5 THEN ENTER TO SELECT SIMPLE OR
EXPANDED. PRESS S FOR SIMPLE OR E FOR EXPANDED
AND PRESS ENTER. SIMPLE FORMAT SHOWS EQUIPMENT
NUMBER ACCOUNT AND CUSTOMER NAME SORTED BY CUSTOMER
NAME. EXPANDED FORMAT SHOWS MORE FIELDS THAN
NORMAL AND IS IN COMPRESSED PRINT.
6 EQUIPMENT TYPE DEFAULT IS ALL. TO SELECT A SINGLE EQUIPMENT TYPE
OR A RANGE OF TYPES PRESS 6 THEN ENTER. TYPE IN
THE BEGINNING EQUIPMENT TYPE AND PRESS ENTER. TYPE
IN THE ENDING EQUIPMENT TYPE AND PRESS ENTER. IF
YOU WANT THE REPORT TO PRINT FOR A SINGLE EQUIPMENT
TYPE THE BEGINNING AND ENDING EQUIPMENT TYPE MUST
BE THE SAME.
7 PRIMARY SALESMAN DEFAULT IS ALL. TO SELECT A REPORT FOR ONE
SALESMEN OR A RANGE OF SALESMEN PRESS 7 THEN ENTER.
TYPE IN THE BEGINNING SALESMEN NUMBER AND PRESS
ENTER. TYPE IN THE ENDING SALESMAN NUMBER AND
PRESS ENTER. IF YOU WANT THE REPORT TO PRINT FOR A
SINGLE SALESMAN THE BEGINNING AND ENDING SALESMAN
NUMBER MUST BE THE SAME.
A SORT BY ACCT NAME DEFAULT IS NO. TO SORT BY ACCOUNT NAME, PRESS
A THEN ENTER. THE DISPLAY CHANGES TO YES.