Equipment

The Equipment screen allows you define pieces of equipment. This is used to track equipment that is used when tracking units including a project / task reference for cost recovery.

Examples of equipment include capital assets such a vehicle, computer, or soil ventilation system.

General

In the General area, define the equipment.

Field		Description
	Code	Enter a unique alphanumeric key to identify the document. Once a code has been entered and the document has been submitted to final, it typically cannot be changed.
	Name	Enter a name to describe the document. The name does not have to be unique.
	Posting Group	Enter or select an equipment posting group. This used when units are posted with the equipment to retrieve the necessary accounts.
	Home Company	Enter or select the company that owns the equipment. Only active or pending active companies that are active in the Posting Group can be selected. If this field is edited, the Home Organization field is cleared.
	Home Organization	Enter or select the organization that owns the equipment. Only active or pending active organizations that belong to the Home Company can be selected.
	Type	Enter or select an equipment type. This is used for classification purposes.
	Project	Enter or select the project to be credited for cost recovery for this equipment. The project must be active and the Effective Revenue Rule must be Non-Chargeable. The project company must match home company of the equipment.
	Task	Enter or select the task within the project to be credited for cost recovery for this equipment. Required only when project is entered. The task must be active and allow Input, specifically for regular expenses. The fee type on the task must be Non-Chargeable.
	Status	Select the status of the document.

Note: A validation error will appear when the project / task is entered and the associated Posting Group does not specify Project Cost Recovery accounts.