Resource Equipment: General Information
In MYOB Advanced, you can enter and keep information about equipment that staff members use to perform services—resource equipment. Resource equipment is a physical resource of your company. You can enter the equipment's parameters, such as its serial number, registration information, manufacturing settings, purchase information, owner, and location.
Equipment types are categories that are used for grouping equipment and associating a group of equipment with a service. You create equipment types, specify the appropriate type for each resource equipment, and assign equipment types to services. This ensures that the right equipment will later be selected to perform these services.
In this chapter, you will learn how to create equipment types, and assign them to equipment and services in the system, how to add resource equipment to the system, and how to assign it to appointments.
Learning Objectives
In this chapter, you will learn how to do the following:
- Create equipment types
- Assign the equipment types to services
- Create equipment records
- View the equipment history
Applicable Scenarios
You create resource equipment records in the system if your company wants to keep information about equipment that staff members use to perform services.
Creating Equipment Types
Equipment types structure the data in the system and make it easier to select the right equipment for performing services. Equipment of one equipment type is used to perform similar types of work. For instance, if your company provides installation services, you might create the first equipment type for all drills of the company and the second equipment type for screwdrivers. You assign an equipment type to every piece of resource equipment in the system, so that when you create a service document, the system automatically sorts the list of resource equipment by the types assigned to services, and you can easily select the necessary equipment from the list.
Creation of Resource Equipment
You add each specific entity of resource equipment (for example, a specific screwdriver or drill) that you are going to use to perform services on the Equipment (FS205000) form. You have to specify to the system that this item is resource equipment by selecting the Resource Equipment check box. Then you specify the type of equipment and indicate that you are an owner by selecting the Company option button on the form (under Owner in the Summary area).
All the equipment recorded in the system with the Active status can be assigned to an appointment.
Specification of Attributes
To give users the ability to specify additional information for a piece of equipment so that your company can track this information, attributes have to be defined for the related equipment type on the Equipment Types (FS200800) form.
When you create a piece of equipment on the Equipment (FS300100) form and select its equipment type, the system populates the Attributes tab with the attributes (and any default values) defined for the equipment type on the Equipment Types form. You can specify or modify equipment attribute values in the Values column. If the Required check box is selected for an attribute, the value has to be specified before you save the new equipment you are creating.
Also on the Attributes tab of the Equipment (FS300100) form are the Image set of elements, which you can use to attach an image of the piece of equipment.
Assignment of Equipment Types to Services
You can specify which equipment types are needed for each service. Services are defined in the system as non-stock items of the Service type on the Non-Stock Items (IN202000) form. You assign the appropriate equipment types to the service on the Resource Equipment Types tab of this form.
Assignment of Resource Equipment to Appointments
You can assign the necessary equipment to the appointments of a particular service order on the Service Orders (FS300100) form or to a particular appointment on the Appointments (FS300200) form. You assign the resource equipment on the Resource Equipment tab of either form. On this tab, for each equipment entity you want to add, you add a row and select the necessary equipment entity from the list in the Equipment ID column.
Viewing of Equipment Details
On the Equipment Summary (FS400200) form, you can view the list of all equipment added to the system and its key settings, such as type, description, serial number, owner information, model, and installation date. You can filter the list by equipment type, customer (for equipment that customers own), customer location, and model (stock item ID).
To view the details of particular equipment, you can click an equipment number in the Equipment Nbr. column, which causes the system to bring up its details on the Equipment form. Also, on the History tab, you can view the list of service orders to which the equipment is related, and the details of each service order.