The Equipment Purchase window contains three panes: Class Codes, Equipment List, and a pane with purchase tabs (four tabs that provide information about what was purchased). A date field is also provided so you can show only equipment purchased on or after a certain date.
Class Codes Pane
The Class Codes pane shows a tree view of the equipment classification codes, which are created and maintained in the Setup Equipment Class Code window. You use this pane to select the classification code or codes of the equipment you wish to view in the Equipment List pane.
When this pane is displayed, it shows the selection(s) that you made the last time you used this tab. A check mark in a square indicates those codes that are selected, while an empty square indicates those that can be selected.
To change what is selected, right-click the code and select the desired selection command. You can also simply click a square to select or de-select it. After changing what is selected (and then retrieving data and saving), the system will remember what you selected and will show the same selections the next time the pane is displayed.
When you point to a particular classification code and right-click, a shortcut menu is displayed. This menu contains the common commands along with the following command:
- Buy This Equipment: This command creates a purchase transaction for the type of equipment to which you pointed. The new transaction is shown in the Purchases tab.
Equipment List Pane
The Equipment List pane shows equipment with the selected classifications codes purchased on or after the date shown above the Class Codes pane.
When you right-click the record for a piece of equipment, the system displays a shortcut menu. This menu provides the common commands along with the following command:
- Buy Like: This command create a new purchase record using the selected piece of equipment as the basis of the purchase transaction. The Data and Warranties tabs will also be completed with information from the selected piece of equipment. You then edit the purchase transaction (and any other information) to make it reflect what will actually be purchased.
Purchase Tabs
The Equipment Purchase shows four tabs in the lower right of the window:
- Purchases: This tab lists purchase transactions on or after the date shown above the Class Codes pane. If the check box in the Accepted column is selected, the purchase is approved: and editing is not allowed.
- Name: For the transaction selected in the Purchases tab, this tab shows the name of the equipment.
- Data: For the transaction selected in the Purchases tab, this tab provides details about what was purchased.
- Warranty: For the transaction selected in the Purchases tab, this tab shows the warranty of the equipment.
