Product Support - Equipment Profile
To access the Work With Security Switches screen, click the link for the desired system or switch. You can control access to the security switch for individual users or user groups.
Security Switches -Equipment Profile | |
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Access | Gives the user access to the Equipment Listing screen at Product Support > Equipment > Equipment Profile. |
Add Equipment | Allows the user to add a new equipment on the Equipment Listing screen. When enabled, the Need to create a new machine? Click here to add link appears. |
Change Equipment | Allows the user to save equipment profile changes. When enabled, a Save button appears on the Equipment Profile. |
Delete Equipment | Allows the user to delete a newly created equipment profile on the Profile tab. When enabled, a Delete button appears. |
Access Attachments | Gives the user access to the Attachments tab on the Equipment Profile screen. |
Modify Attachments | Allows the user to save changes on the Attachments tab. When enabled, a Save button appears. |
Modify Memos | Allows the user to save changes on the Memos pop-up. When enabled, a Save button appears. |
Access Parts List | Gives the user access to the Parts List tab on the Equipment Profile screen. |
Modify Parts List | Allows the user to save changes on the Parts List tab. When enabled, a Save button appears. |
Access eSales | Gives the user access to the MyDealer tab through the Update/View Profile link on the Machine Details screen. |
Modify eSales | Allows the user to save changes on the MyDealer tab. When enabled, a Save button appears. |
Access Multimedia | Gives the user access to the Multimedia tab on the Equipment Profile screen. |
Add Multimedia | Allows the user to add a new multimedia link on the Multimedia tab. When enabled, the link Click here to add new link appears. |
Modify Multimedia | Allows the user to save changes on the Add Link screen. When enabled, a Save button appears. |
Apply Base and Option Changes | Allows the system to update base and option charges to the unit the user is editing. |
Allow Copy of Equipment | Allows the user to copy equipment on the Equipment Listing screen. When enabled, the Copy piece of equipment link appears. |
Allow Stock Number to be Changed | Allows a user to change a unit's stock number when the status goes from On Order to Inventory. |
Access GPS | Gives the user access to the GPS tab on the Equipment Profile screen. |
Modify GPS | Allows the user to save changes on the GPS tab. When enabled, a Save button appears. |
Access Custom Screens | Gives the user access to any custom screen created for Equipment Profile. |
Modify Custom Screens | Allows the user to save changes on any custom screen created for Equipment Profile. |
Protect Supplier/Financial Information | When enabled, the Supplier/Financial Information section on the Profile tab is not displayed. |
Access Warranty Dates | Gives the user access to the Warranty Dates tab on the Equipment Profile screen. |
Modify Warranty Dates | Allows the user to save changes on the Warranty Dates tab. When enabled, a Save button appears. |
Access Units in Other Divisions | Allows the user to search for and access units within other division locations. |
Include 60% Rental Revenue in Sales Cost | When enabled, this field appears in the Sales Cost column on the Equipment Costing screen and adds 60% of the unit's rental revenue into the unit's equipment costs. |
Include HS Records in Sales Cost | By selecting the check box you are requesting that the system add an HS ( History - Service) value under the Sales Cost column of the Equipment Costing screen. That HS value is taken from matching G/L Accounts that have included salesperson costs. |
Allow Quick Add on Order Units | Allows the user access to the Quick Add on Order Units screen through the Equipment Listing screen. When enabled the Quick add on order units link appears. |
Allow Delete Quick Add on Order Units | Allows the user access to the Delete Quick Add on Order Units screen through the Equipment Listing screen. When the switch is turned on the Delete quick add on order units link appears. |
Price To Load On Equipment Listing Screen |
When enabled, allows the user access to the equipment value field that is displayed on the Equipment Listing screen; either None, List price, Cost, Net Book value, or Reference amount. Note: If Cost or Net Book value are selected, and the user is configured to see Sales Cost Only (as specified in the Equipment Costing field on the User Profiles screen), the value displayed on the Equipment Listing screen will be the same value that is calculated for the Sales Cost field on the Equipment Costing screen. |
Mandatory Sale Account | If the Cost Of Sales account is loaded on the Sale Account in the Chart of Accounts, it would be added to the Sale Account field in an Equipment Invoice. |
Update Supplier Invoice Amount | |
Show Telematics on Main tab | When activated the unit telematics for an equipment listing is displayed on the main tab of the Equipment Profile. |
Show Telematics on GPS tab | When activated the unit telematics for an equipment listing is displayed on the GPS tab of the Equipment Profile. |