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.