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Users must first select the appropriate item from the Equipment Catalog by clicking on the Search Icon in the 'Catalog' field and selecting an item from the Equipment Catalog tree. Users can also type into the field and press 'Enter' when the tree appears. The Picker auto-completes the items that match the search text.
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In the box labeled 'Owner - Contact', select an Owner from the Contact list by clicking on the Picker. Alternatively, select 'Set Department as Owner' and click the Picker to select a Department Hierarchy. This is only required if the Status is Assigned.
In the box labeled 'Location', select a Location from the Picker. This designation is only required when the corresponding Equipment Catalog entry indicates that it is required.Select the tab labeled 'Expense GLAs'. Click the Manage Entries button located on the Grid Toolbar. Select one or multiple expense accounts to be charged for costs relating to the selected equipment. If the Equipment is designated as 'Assigned', Default GLAs must be specified and must equal 100%.
In the box labeled 'Units', enter an amount for this Equipment. This is only required if the Equipment Catalog specifies 'Has Units'.
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- 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 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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On the data entry form for Equipment the available tabs are Charges, Expense GLAs , Billing, Network, Equipment Children , Ports/Pins/Lens , VLANs , Contacts , Remarks , Activity , Attachments , and User Defined Fields .
Tabs on Equipment
Saving the New Piece Equipment
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Users can edit the equipment's information following the same protocol established in the Creating a New Piece of Equipment article.