Add Asset as Equipment

Add Asset as Equipment

If equipment assets will be used on work orders or service requests for job costing purposes, use the Add as Equipment feature to generate an equipment record from the asset record. Note - the asset record and equipment record are not linked in the system.  

 

Video Overview

 

Add Asset as Equipment

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  1. Open the desired Asset Record. 
  2. Click the Action dropdown in the upper right hand corner. 
  3. Select Add as Equipment. 
  4. Add a Number (if not using autogenerated number) and a Name.
  5. If desired, add a Manufacturer, Rate Unit, Comments, and department/division.
  6. Click Save. 

Note - more equipment details can be added once the equipment record is generated. 

 


 


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