Customer/Equipment
- Date Acquired
Specify the date that the asset was acquired.
This date is typically the start depreciation date, but you can specify a different start depreciation date on the Depreciation Information form.
If you are using the half-year convention, you must adjust the start depreciation date manually.
- Installation Date
Enter the date that the contract for the asset was put into effect.
- Allow Work Order and Contracts
(Release 9.2 Update) Select this check-box to allow creation of work orders and contracts for this equipment. If you leave this check-box blank, the system displays an error when you create a work order or a contract for this equipment.
- Allow Meter Schedules
Enter a code that indicates whether you can use meters to schedule preventive maintenance tasks for this piece of equipment.
- Proof of Purchase
Enter a code that indicates whether a customer has supplied a proof of purchase.
Blank: The system enables the Date field.
If you enter a value, the system disables the Date field. If you write a billable contract for an equipment record, the system disables the Proof of Purchase and Date fields.
- Parent Number
Enter a parent number that groups related components together.
You can associate each item of property and piece of equipment with a parent item. For example, you can associate a mobile telephone with a specific automobile (the parent), a printer with a computer (the parent), or a flat bed with a specific truck chassis (the parent).
Note: If this is a data entry field, the default value is the asset number. For example, if the asset number is 123, the system assigns 123 as the default parent number.- Company Owned
Select this option to indicate whether an equipment record is company owned.
This is optional.