A table that contains inventory information for a particular asset type is handled differently than other types of tables. An inventory table is created in the Asset Type Window. (The application also automatically creates a class codes table to categorize the items in inventory when the inventory table is created.) Once this is accomplished, the names of the inventory and class codes tables will appear in the Tables window. You may then create windows to display the data from these tables along with supporting status and PM windows if desired.

Use following steps to create an inventory and other supporting windows:

  1. Open the Asset Types window and enter the name of the inventory table for the asset type as described in Create an Asset Type.
  2. Open the Tables window.
  3. In the Tables tab, locate the record for the class codes table for the asset type. Right-click this record and select Apply Changes. The class codes table now exists in the database.
  4. In the Tables tab, locate the record for the inventory table for the asset type. Right-click this record and select Apply Changes. The inventory table now exists in the database.
  5. If your application uses LRS transactions, you must create an inventory details table that is associated with the inventory table. (For applications that do not use LRS transactions, it is optional whether you create an inventory details table.) To create an inventory details table, perform the following steps:
    1. In the Tables tab, right-click and select Insert. The application displays a dialog box.
    2. Click the radio button beside New.
    3. Click the arrow for the drop-down list and select Inventory Details.
    4. In the lower part of the dialog box, enter the internal name of the new table in the text field. This name must end in _INVEN_DET.
    5. Click OK. The application closes the dialog box and adds a new record to the table.
    6. In the new record, enter the name of the new table in the Table Label column and, optionally, any additional information in the Comments column.
    7. Click the Columns tab. This tab shows the default columns for the table.
    8. Right-click the table in the Columns tab and then select the appropriate command: either Add New Column if the column does not exist in the database or Add Existing Column if the column does exist.
    9. Repeat the previous step for each column.
    10. If desired, click the Index tab and create an index for the table.
    11. Click the Tables tab.
    12. Right-click the record for the new table and select Apply Changes. The application now creates the table in the database with the columns specified in the Columns tab.
    13. Click the  icon.
  6. In the list of tables, find the record for the inventory table. Right-click this record and select Make Window. The application displays a new window. The default selection in the dialog box is to create an inventory window.
  7. Since the inventory table option is already selected, just click Next. The application displays a second new window.
  8. In the second new window, check that the window title is what you want. If necessary, modify the title as desired. (The Editable? check box is already selected as is appropriate.)
  9. In the lower part of the dialog box, expand the menu hierarchy to locate the parent menu item under which a new menu item for all windows (inventory, class codes, status, etc.) associated with the asset type will be placed.
  10. Right-click the parent menu item and select Add Branch. The application displays a new dialog box so you may enter the name of the menu item.
  11. In the dialog box, in the New Menu ID field enter the internal ID for the menu item under which the menu items to open all the windows associated with the asset type will appear. (This ID should be lower case and not contain spaces.) Also, in the New Menu Name field, enter the name of the menu item that will be displayed in the menu hierarchy.
  12. Click OK to close the dialog box. A new node is added subordinate to the parent menu item you right-clicked in step 10. Note: The application automatically selects this node, so you will need to de-select it to continue.
  13. Click the square beside the name of the new menu item to remove the check mark from it.
  14. Right-click the new menu item created in step 10 and select Add Branch. The application displays a new dialog box so you may enter the name of the menu item that will display the inventory window for the asset type.
  15. In the dialog box, in the New Menu ID field enter the internal ID for the menu item that will open the inventory window. (This ID should be lower case and not contain spaces.) Also, in the New Menu Name field, enter the name of the menu item that will be displayed in the menu hierarchy.
  16. Click OK to close the dialog box. A new node is added subordinate to the menu item you right-clicked in step 12. This node is automatically selected, which is appropriate this time.
  17. Click OK. The window and menu item for the display of the asset type's inventory is now created. If you created an inventory details table that is associated with the inventory table, the system automatically splits the inventory window into two panes (the upper pane shows inventory information and the lower pane shows the details). Otherwise, the window is not split.
  18. Now create a status window to categorize the items in inventory. To start, right-click the record for the inventory table and select Make Window. The application displays a new window.
  19. The Main radio button is already selected as required, so click the down arrow to display the list and select Status Window.
  20. Click the Next button. The application displays a second new window.
  21. In the second new window, check that the window title is what you want. If necessary, modify the title as desired. (The Editable? check box is already selected as is appropriate.)
  22. In the lower part of the dialog box, expand the menu hierarchy to locate the menu item created in step 10 under which all windows associated with the asset type will be placed.
  23. Repeat steps 12 through 15. The Status window and menu item are now created.
  24. If you would like to perform PM activities on items in inventory, you may create a PM by Inventory window and menu item as described in the following steps:
    1. Right-click the record for the inventory table and select Make Window. The application displays a new window.
    2. The Main radio button is already selected as required, so click the down arrow to display the list and select PM by Inventory.
    3. Click the Next button. The application displays a second new window.
    4. In the second new window, check that the window title is what you want. If necessary, modify the title as desired. (The Editable? check box is already selected as is appropriate.)
    5. In the lower part of the dialog box, expand the menu hierarchy to locate the menu item created in step 10 under which all windows associated with the asset type will be placed.
    6. Repeat steps 12 through 15. The PM by Inventory window and menu item are now created.
  25. In various windows of the application, you may select a portion of a map and display information for items of a selected asset type that fall within the selected area. If you would like to have this capability for this particular asset type, perform the following steps:
    1. Right-click the record for the inventory table and select Make Window. The application displays a new window.
    2. Click the Popup radio button. The Popup list field is activated.
    3. Click the down arrow to display the list and select Inventory Popup.
    4. Click the Next button. The application displays a second new window.
    5. In the second new window, check that the displayed information is correct. Modify or add any information that is needed.
    6. Click OK to complete the process.
  26. You now need to create the window and menu item to display the information in the class codes table that is associated with this asset type's inventory. Locate the record for the class codes table, right-click this record, and select Make Window. The application displays a new window. The default selection in the dialog box is to create a class codes window.
  27. Since the class codes table option is already selected, just click Next. The application displays a second new window.
  28. In the second new window, check that the window title is what you want. If necessary, modify the title as desired. (The Editable? check box is already selected as is appropriate.)
  29. In the lower part of the dialog box, expand the menu hierarchy to locate the menu item created in step 10 under which all windows associated with the asset type will be placed.
  30. Right-click the menu item and select Add Branch. The application displays a new dialog box so you may enter the name of the menu item that will display the class codes window.
  31. In the dialog box, in the New Menu ID field enter the internal ID for the menu item that will open the class codes window. (This ID should be lower case and not contain spaces.) Also, in the New Menu Name field, enter the name of the menu item that will be displayed in the menu hierarchy.
  32. Click OK to close the dialog box. A new node is added subordinate to the menu item you right-clicked. This node is automatically selected, which is appropriate.
  33. Click OK. The window and menu item for the display of the asset type's class codes is now created.
  34. If you would like to perform PM activities on items in inventory by using class codes, you may create a PM by Class Codes window and menu item as described in the following steps:
    1. Right-click the record for the class codes table and select Make Window. The application displays a new window.
    2. The Main radio button is already selected as required, so click the down arrow to display the list and select PM by Class Code.
    3. Click the Next button. The application displays a second new window.
    4. Repeat steps 26 through 31. The PM by Class Code window and menu item are now created.

The process for creating inventory and associated windows and menu items is now complete.

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