Adding or Modifying Equipment Records

Before you start

To add, edit, or delete an equipment record:

1. Open Project and Job Costing > PJC Setup > Equipment.

2. If you are adding a new equipment record:

   1. In the Equipment Code field, enter a unique code to identify the piece of equipment, using up to 15 characters.
   2. In the Description field, enter a description of the equipment, using up to 65 characters.
   3. If you use Sage 300 Transaction Analysis and Optional Field Creator and you want to edit optional fields assigned to the record, click the Zoom () button beside the Optional Fields check box, then add or edit equipment optional fields in the screen that appears.
   4. Enter the settings you want to use as defaults for standard projects in the A/R Item No., Unit of Measure, and Unit Cost fields.

      The unit of measure is the type of unit to use for measuring the use of this piece of equipment—for example, hours.

   5. Enter rate at which you bill your customers for each unit of measure. (Time and materials projects and fixed price projects that use the billings and costs or accrual-basis accounting methods require a billing rate.)

      In a multicurrency system, you use the currency table to enter a billing rate for each of your customer's currencies.

   If you are editing an existing equipment record:

   1. Use the Finder or the navigation buttons beside the Equipment Code field to display the record you want.
   2. Make your changes.

   If you are deleting an equipment record:

   1. Use the Finder or the navigation buttons beside the Equipment Code field to display the record you want.
   2. Click Delete, then click Yes to confirm that you want to delete the record.
   3. Skip step 3.
3. Click Add or Save to save the record.
4. To work with another record, use the buttons beside the Equipment Code field to start a new record () or select an existing one () .
5. When you have finished, click Close.

After adding or modifying equipment records