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In the box labeled 'Units', enter an amount for this Equipment. This is only required of the Equipment Catalog specifies 'Has Units'.
The 'Equipment ID' becomes required if the Equipment Catalog has the Cabling flag set, and the Equipment Status is either Assigned or Installed.
Equipment Status
There are a number of pre-designated Statuses that can be associated with a piece of Equipment.
- Unassigned - Unassigned Equipment in Inventory is the only Status that can be searched and added through a Service Order. This is Equipment in a Warehouse awaiting an assignment to an Owner/Service. Any Equipment added with a Purchase Order or Bulk Add on either a Warehouse or the Inventory Overview Grid is automatically assigned this Status on creation.
- Assigned - Assigned Equipment is associated with a specific Owner/Service. It is not included in Warehouse Inventory counts.
- Installed - Installed in the field to Equipment are always left at a specific Location (Owner is optional not required). Marking Equipment as Installed removes it from searches when adding Equipment elsewhere in the application preventing duplicate associations. Installed is the Status used by all Cabling Equipment.
- Retired - Retired Equipment is aged Equipment still in the possession of the organization but no longer actively in Service. Marking Equipment as Retired removes it from assignment searches and pickers.
- Broken - Any Broken Equipment is no longer functional. This status can help identify Equipment that is faulty over time or simply note that a piece of Equipment is non-functional and in need of repair/warranty work. Marking Equipment as Broken removes it from assignment searches and pickers.
- Lost - Is associated with Equipment that has gone missing. Marking Equipment as Lost removes it from assignment searches and pickers.
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- Asset Tag - This field is available AND required if the Asset Tag flag is set in the Equipment Catalog and the Equipment record has a Status of Assigned or Installed.
- Asset Tags MUST be unique to only one Equipment record and allow the User(s) to track an individual Equipment throughout PCR-360.
- Asset Tag does not have to be specific expensive Equipment and can be used on any Equipment records that need to be tracked
- Equipment ID - This field is always available and is optional.
- Equipment IDs MUST be unique in a given Location. What is meant by this is that the same Equipment ID, for example, EqpID001 can be used on more than one Equipment record. However, two Equipment records with the same Equipment ID cannot be placed in the same Location.
- the Equipment ID becomes required if the Equipment Catalog has the Cabling flag set, and the Equipment Status is either Assigned or Installed.
- Serial Number - This field is always available and is optional.
- Serial Numbers are typically assigned by manufacturers and are never required to be unique.
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