Creating and Deleting Equipment Maintenance Records

Use the Equipment Maintenance screen to create equipment maintenance records for vehicles and other equipment you use to operate your business, such as delivery trucks and forklifts. You can enter the following information for the vehicle:

Use subledger accounts to track equipment G/L postings.

To create an equipment maintenance record:

  1. From the Whse Mgt > Equipment Maintenance menu, select Equipment Maintenance to display the Equipment Maintenance screen.

  2. In the Equip ID field, enter the new ID and press Enter.

  3. At the prompt, select New and press Enter.

  4. In the Branch field, enter the branch or territory to which the vehicle or piece of equipment belongs.

  5. Enter optional, additional information in the following fields:

Field

Entry

Description

Description of the vehicle.

Make

The name of the manufacturer who made the vehicle.

Year

The year the vehicle was made.

Model

The model name for the vehicle.

Vin /Ser#

The Vehicle Identification Number (VIN) of the displayed vehicle or the serial number of the displayed equipment.

License

The license plate number if the equipment is a vehicle.

Next Maint Date

The next date the vehicle requires maintenance.

  1. Press Esc to save all changes.

To delete an equipment maintenance record:

  1. From the Whse Mgt > Equipment Maintenance menu, select Equipment Maintenance to display the Equipment Maintenance screen.

  2. In the Equip ID field, enter the new ID in the field and press Enter.

  3. Use the Delete hot key to delete the record

  4. At the prompt, confirm the deletion to remove the equipment maintenance record.

  5. Press Esc to save all changes.

See Also:

Equipment Maintenance Overview

Tracking Equipment Costs and Usage

Tracking Users' Hours with Equipment

Verifying Equipment A/P and Journal Entry Postings