On this tab, view all the equipment items that are assigned to a project.
This tab displays only if you have the Purchasing application activated in Vision.
Contents
Equipment Grid Toolbar
| Field | Description |
|---|
| Equipment on File Drop-Down Arrow
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
|
Equipment on File Grid Fields
This grid displays information from the Equipment Info Center for a project's equipment items.
| Field | Description |
|---|
| Equipment Number
|
This field displays the equipment number for an equipment item, which is specified in the
Equipment Number field on the General tab of the Equipment form in the Equipment Info Center.
The equipment number that displays in this field is a hyperlink that opens the equipment item record in the Equipment Info Center.
|
| Item Number
|
This field displays the item number of an equipment item, which is specified in the
Item Number field on the General tab of the Equipment form in the Equipment Info Center.
|
| Description
|
This field displays an equipment item's description, which is specified in the
Description field on the General tab of the Equipment form in the Equipment Info Center.
|
| Purchase Order Number
|
If an equipment item was created automatically from a purchase order or change order line item, this field displays the purchase order or change order number. This is retrieved from the
PO / CO Number field on the Purchase Order tab of the Equipment form in the Equipment Info Center.
The purchase order or change order number that displays in this field is a hyperlink that opens the purchase order or change order record in the Purchasing application.
When the Asset Management module is activated but the Purchasing module is not, this field does not display.
|
| Purchase Order Amount
|
If an equipment item was created automatically from a purchase order or change order line item, this field displays the net amount for the line item. This is retrieved from the
Amount field on the Purchase Order tab of the Equipment form in the Equipment Info Center.
When the Asset Management module is activated but the Purchasing module is not, this field does not display.
|
| Vendor
|
If an equipment item was created automatically from a purchase order or change order line item, this field displays the vendor name from the purchase order or change order. This is retrieved from the
Vendor field on the Purchase Order tab of the Equipment form in the Equipment Info Center.
The vendor name that displays in this field is a hyperlink that opens the vendor record in the Vendor Info Center.
When the Asset Management module is activated but the Purchasing module is not, this field does not display.
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