Edit/Add/Copy Equipment Defaults
Equipment defaults add extended information to a model code as set up on the Equipment Models screen.
Note:
The fields and buttons on this modal change depending on the equipment default screen that is chosen, such as edit, add, or copy.
The fields on the Equipment Defaults screen are:
| Field | Description |
|---|---|
| Location | The location where equipment is held. |
| Type | The type of equipment. Either new or used. |
| Make | The manufacturer of the unit. |
| Status | The status of the equipment that applies to the account number. |
| Group Code | The group code for the unit. This field can be used to help select off units for reporting purposes. |
| Inventory Account | The inventory account number for the selected unit. |
| Sales Account | The sales account number. |
| Expense Account |
The expense account number used on work orders as the account default. If the equipment is a fixed asset it uses the maintenance expense account instead. |
| Depreciation Account | The depreciation account number. |
| Depreciation Expense Account | The depreciation expense account number. |
| Maintenance Expense Account | The maintenance expense account number. |
| Rental Revenue Account |
The rental revenue account number. The rental revenue account is set based on equipment unit instead of the category and class. This should be configured the same way that equipment accounts are configured, and correspond to each location. In Rental, when you add a unit to the contract it checks for a matching rental revenue account. If one is found, it is used for the sale account on the contract detail. If no match is found, it loads the sale account from the category and class of the unit. |