Use the toolbar options to manage
equipment items.
Contents
Field | Description |
Save
|
Click this option to save your entries on the form.
|
New
|
After you click this option, select one of the following:
- Click
New
Equipment to open a blank
Equipment form and enter a new
equipment item record.
- Click
Copy Current
Equipment to copy the current
equipment item. Edit the copied item to create a new
equipment item.
- Click
Select
Equipment to Copy to open the
Equipment lookup and select an
equipment item to copy to create a new item. Edit the copied item to create a new
equipment item.
|
Delete
Equipment
|
Click this option to delete the
equipment item that is currently displayed on the
Equipment form. You cannot delete an
equipment item that was created from a purchase order. If a purchase order is cancelled, any
equipment items that were created from it will be deleted automatically in the
Equipment hub.
|
Print
|
Use this option to print or view an
equipment or asset report from the
Equipment Reporting dialog box. This dialog box has the same reports and options that display when you access
equipment reports in
.
First you complete one of the following actions on the
Equipment form to select the asset and/or
equipment items to include in the report:
- In the
Search field, select one or more asset or
equipment items to include in the report.
- Do not select any asset or
equipment items if you prefer to select the items from the report options dialog box as described for the
Select
Equipment to Print option described below.
Click
Print, and then click one of the following items from the submenu:
- Print Current
Equipment: On the
Equipment Reporting dialog box that opens, select the report that you want to print or view for the
equipment or asset item currently displayed on the
Equipment form.
- Print Active Group: On the
Equipment Reporting dialog box that opens, select the report that you want to print or view for the multiple
equipment or asset items currently selected on the
Equipment form.
- Select
Equipment to Print: On the
Equipment Reporting dialog box that opens, select the report that you want to print or view. Then, in the
Selection field, select the
equipment or asset items that you want to include in the report.
On the
Equipment Reporting dialog box, click in the
Options field for the selected report, make any changes to the report options in the report options dialog box, and click
Apply. On the toolbar of the
Equipment Reporting dialog box, click
Preview to preview the report. In the report preview screen, click
to print the report.
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List View/Detail View
|
-
List View: Click this option to display the information in a grid format on the form. The fields for each record are displayed in columns in a grid rather than on separate tabs. In the grid, you can display one or more records at a time. You can add, remove, or change the order of the columns in the grid by clicking the
Select Columns option on the grid toolbar.
-
Detail View: Click this option to display the information on tabs on the form. This is the default view.
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