Equipment Models

These codes identify valid make/model combinations and can include corresponding descriptions for use in a pop-up pick list. Equipment make codes added to the system appear on the Select Make screen and can be used as a valid make code throughout the Equipment module. If a value is entered in the Model field, then the equipment is considered a model. If the Model field is left blank then the equipment is considered a make.

The Select Make screen can be accessed by clicking on the Search icon next to any searchable Make/Model field.

Note:  The following fields and buttons may change depending on if you click on a make or model code or if you add a missing equipment model to the list.

How to Add an Equipment Model

  1. Click the Need to create a new equipment model? Click here to add link.

  2. Fill in the fields referring to the table below.

  3. Click one of these buttons:

    • Save to save the model code and close the modal.

    • Save & New to save the model code and enter another.

    • Close to close the modal.

How to Modify an Equipment Model

  1. On the Equipment Model screen, search for a code by filling out the appropriate fields and clicking the Go >> link.
    The Equipment Model screen refreshes listing the generated search results.

  2. Click on a Make or Model.
    The Equipment Model modal opens.

  3. Edit any of the available fields.

  4. Click one of these buttons:

    • Save to save any changes made to the code.

    • Copy to copy this code. You can then make edits to it. You cannot save the copy until the Code has been altered to be unique.

    • Save & Next to save any changes made to the code and continue to the next code on the list without closing the modal.

    • Delete to delete the current code. The Confirmation screen appears. Click Yes if you are sure you want to delete the code.

    • Close to close the modal without saving.

Screen Description

The fields are:

Field Description
Make

The equipment make code.

If you are loading valid make/model combinations, enter the make and corresponding model leaving the description field blank.
Model

The equipment model code.

If you are loading valid make/model combinations, enter the make and corresponding model leaving the description field blank.

To allow any Model to be associated to the Make, set this field to *ALL and leave the description blank.
Description

A brief description of the equipment.

If you are loading make descriptions, enter the make and description leaving the model field blank.

Used Evaluation Breaks Tells the system where to cause a line break in the used equipment evaluation system on the Features tab. By default, the system adds a line break on the first digit but some manufacturer options have two or even three digits that uniquely identify a clear "sectional" break in the options.
Apply SLA Warranty Adjustment

Allows you to post warranty adjustments to a different premium code then the SLA. See Special Warranty Adjustment for more information on this option.

  • None—no adjustments made
  • Hours Worked— adjusts the time on the segment back to the original hours worked by the technician.
  • Job Code Hours—adjusts the time on the work order to match the ‘Supplier job code hours’ listed on the job code.
Active for System

Controls whether the equipment model code is active for use within the system. Select this check box to activate, or reactivate, the equipment model code. If unselected, the equipment model code is deactivated in the system.

Data Source: PFWTAB

Security: 999 Configuration

Revision: 2025.02