Generating equipment using equipment configurations

Generate equipment quickly in a central location using equipment configurations.

To generate equipment using equipment configurations:

  1. Open the Equipment Generation form.
  2. Click New Record.
  3. Session—The system automatically populates this field. In the adjacent field, enter a description of the session to identify the equipment generation.
  4. Organization—Enter the organization to which the equipment generation belongs.
  5. Configuration—Enter the equipment configuration for which to generate equipment. The system automatically populates the description, Configuration Org., Revision, and Configuration Status.
  6. Equipment Department—Enter the equipment’s department.
  7. Commission Date—Enter the commission date.
  8. Equipment Status—Enter the status of the equipment.
  9. Generate Count—Enter the number of equipment you want to generate from the selected configuration.
  10. All Specific—Select this checkbox 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.
  11. Equipment Location—Enter the location of the equipment.
  12. Equipment Cost Code—Enter the cost code of the equipment.
  13. Equipment Assigned To—Enter the person responsible for the equipment.
  14. Store—Enter the store for the equipment.
  15. Bin—Enter the bin storing the equipment.
  16. Lot—Enter the lot number or batch of the equipment.
  17. Create Commissioning WO—Select this checkbox to create a commissioning work order.
  18. Commissioning WO Status—Enter the status of the commissioning work order.
  19. Commissioning WO Department—Enter the commissioning work order’s department.
  20. Commissioning WO Location—Enter the location of the commissioning work order.
  21. Commissioning WO Cost Code—Enter the cost code of the commissioning work order.
  22. Commissioning WO Assigned To—Enter the person responsible for the commissioning work order.
  23. Commissioning WO Assigned By—Enter the supervisor who assigned the commissioning work order.
  24. Top Level Only—Select this checkbox to generate equipment records for the top-level of the equipment configuration structure only.
  25. All Dependent—Select this checkbox to generate an equipment structure where all of the children are dependent on their parent.
  26. All Cost Roll-up—Select this checkbox to generate an equipment structure where all of the children roll up their costs to their parent.
  27. Comments—Select this checkbox to copy the comments added to the equipment configuration.
  28. Documents—Select this checkbox to copy the documents attached to the equipment configuration.
  29. Custom Fields—Select this checkbox to copy the custom fields added to the equipment configuration.
  30. Meters—Select this checkbox to copy the meters added to the equipment configuration.
  31. Parts Associated—Select this checkbox to copy the parts associated with the equipment configuration.
  32. Warranties—Select this checkbox to copy the warranties added to the equipment configuration.
  33. Click Save Record. The system automatically populates Created By, Date Created, and Updated By.