Product Make and Model List - Master List

The product Model Number can be used in the Inventory Search for rental and sales products.
The purpose of maintaining a "master list" of Makes and Models to assign to products in the Make/Model and Re-Order Information window, is to help standardize the keywords to use in the search.

Validating the Make and Model against this master list is optional for sales products and rental inventory, however a warning is generated when the Make or Model of a non-bulk rental product does not conform to the descriptions your firm defines in this master Product Make and Model List.
If there are no records in this master Make and Model table, then no validation warning is triggered for non-bulk rentals as this feature is considered not in use.

If any Make/Models exist in this table, the Make and Model values are validated against this master list on inventory updates generated from Inventory Clean-Up Import or from the Update Product Make & Model import action.

To help ensure this information is available the Mandatory Make/Model/Manufacture Date feature can also be activated in the Company Inventory Parameters to enforce the capture of Makes and Models for non-bulk rental equipment.

The prompts in this Make and Model master list include:

TYPE

Select one of the following field types:

• Click Model to maintain the list of descriptions to include in the Make and Model Search window for selecting and assigning a Model number to a product.
• Click Make to maintain the list of descriptions to include in the Make and Model Search window for selecting and assigning a Make to a product.

KEYWORD

Leave this field blank to include all descriptions of the Make or Model or to narrow the search enter any few characters in the description.

FORM ID

This search filter only applies to the Model search.
Enter a partial description for an Inspection Form or select a form from the Inspection Form Search window.

Details:

SEQ

Accept the auto-assigned sequence number to track the records in the table.

DESCRIPTION

Enter the descriptions that your firm considers useful for standardization.
Model descriptions can be up to 15 characters and Make descriptions can be up to 20 characters.

These Make and Model descriptions are optional for sales and rentals, and can be selected from the Make and Model Search window in the Make/Model and Re-Order Information and Re-Order Information when assigning the Make and Model numbers to the products.

INSPECTION FORMS

This window only applies to the Model table and can be used to define Inspection Forms associated with service on Rental Inventory that have been assigned this Model in the Make/Model and Re-Order Information.
Inspection Forms can also be assigned to the Models in bulk using the Model Inspection Form Export/Import.

The fields include:

SEQ

The sequence number tracks the records in the table.

FORM

Enter the Inspection Forms or select it from the Inspection Form Search window.

FORM NAME

The Form name displays.

WORK ORDER

When Texada Web is activated in Logistics, specific Inspection Forms that are associated with a Model can be automatically added to a Work Order.

Check this box if this Inspection Form should be automatically added to a Work Order when rental products of this Model are serviced on the W.O.
Uncheck this box if this Inspection Form should not be automatically added to a Work Order. It can always be added to the W.O. manually.

Refer to Inspection Forms for more information on this feature.

INSPECTION

When Texada Web is activated in Logistics, specific Inspection Forms that are associated with a Model can be automatically added to an 'Inspection' type form, where no Work Order is required.

This processing is used in FL on the Mobile device in the from 'Asset Management' when the user clicks "Complete Inspection" for an Asset so that any default inspection forms (based on asset, group, class - as configured in SRM) are populated to be completed.
The user has the ability to change inspection forms if they are completing a non-default inspection form by clicking "Change Form" button.
SRM is updated when the user completes the inspection form and submits it.

From within FL Dispatch view the Asset in Inventory and both the Work Order History table as well as the Inspection Form History table are displayed.

DELIVERY

When Texada Web is activated in Logistics, specific Inspection Forms that are associated with a Model can be automatically added to an 'Delivery' Ticket type form.

PICKUP

When Texada Web is activated in Logistics, specific Inspection Forms that are associated with a Model can be automatically added to an 'Pickup' Ticket type form.

Note: If an Inspection Form is no longer useful and it is deleted from the Inspection Forms table, deleting the form will also remove it from any Groups or Models.

Finished?

Click ACCEPT to accept the records and return to the Type radio group.
Click CANCEL to exit the screen.

The Make and Model assigned to the non-bulk equipment are printed on the spreadsheet output of the Equipment Summary Report.

ACTIONS:
Additional actions provided by buttons on the Product Makes & Models screen include:

• Manage the Makes and Models in the Master List:
  Click on the UTILITIES button to access the Product Make & Model Utilities that provide tools to export/import make and model descriptions to populate the valid Make and Model master list for your firm.

• Manage the Inspection Forms associated with the Models:
  Click on the INSP EXPORT button to access the Model Inspection Form Export/Import menu that provides tools to export/import the Inspection Forms associated with the Models.