Generate equipment quickly in a central location using equipment configurations.
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Select Equipment > Equipment Configuration > Equipment Generation.
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Click New Record.
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Specify the Session description, Organization, Configuration, Equipment Department, Commission Date, Equipment Status, and Store.
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Specify this information:
Generate Count - Specify the number of equipment you want to generate from the selected configuration.
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Select the All Specific check box to indicate that the equipment will be generated in the specific organization of the session. If All Specific is not selected, the equipment will be generated in the organization of the selected configurations and its children.
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Specify the Equipment Location, Equipment Cost Code, Equipment Assigned To, Bin, and Lot.
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Optionally, select the Equipment Parent lookup to define an existing parent equipment for the equipment being generated.
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Optionally, select the Dependent check box to define the equipment being generated dependent upon the selected Equipment Parent.
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Optionally, select the Cost Roll-up check box to define the cost roll-up from the equipment being generated to the selected Equipment Parent.
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Select the Top Level Only check box to generate equipment records for the top-level of the equipment configuration structure only.
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Select the All Dependent check box to generate an equipment structure where all of the children are dependent on their parent.
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Select the All Cost Roll-up check box to generate an equipment structure where all of the children roll up their costs to their parent.
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Select the Create Commissioning WO check box to create a commissioning work order.
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Specify the Commissioning WO Status, Commissioning WO Department, Commissioning WO Location, Commissioning WO Cost Code, Commissioning WO Assigned To, and Commissioning WO Assigned By.
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Specify this information:
Due Date Reference - Specify a due date to offset the due date for the equipment. For example, if the PM frequency is 1 month, the first due date will be one month after the Due Date Reference.
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Select the Comments check box to copy the comments added to the equipment configuration.
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Select the Documents check box to copy the documents attached to the equipment configuration.
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Select the Custom Fields check box to copy the custom fields added to the equipment configuration.
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Select the PM Schedules check box to copy the PM schedules added to the equipment configuration.
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Select the Maintenance Patterns check box to copy the maintenance patterns added to the equipment configuration.
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Select the Safety check box to copy the safety data added to the equipment configuration.
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Select the Permits check box to copy the permits added to the equipment configuration.
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Select the Meters check box to copy the meters added to the equipment configuration.
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Select the Parts Associated check box to copy the parts associated with the equipment configuration.
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Select the Warranties check box to copy the warranties added to the equipment configuration.
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Select the Depreciation check box to copy the depreciation data added to the equipment configuration.
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Select the Calibration check box to copy the calibration data added to the equipment configuration.
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Select the Test Points check box to copy the test points added to the equipment configuration.
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Click Save Record. The system automatically populates Created By, Date Created, and Updated By.