Toolbar of Equipment Form

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 Reporting > Equipment. 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.
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.