IDI version 26.8 is now available.  Click here for details: IDI Updates.

Editing Equipment

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Once equipment has been added to an Inventory, you may need to modify some of its properties.

  1. Find the equipment you need to change. See Equipment Search.

  2. Right-click on the piece of equipment you want to change and select Edit. This displays the Edit Equipment window.  

    (Show picture)

    EditOspEquipment

    See Adding Equipment to Inventory for descriptions of the fields on this window.

  3. Make changes to the information on each tab as necessary and click Save to retain the changes.

    Notes:

    • Equipment Type and Inventory cannot be changed.

    • If the equipment status is Assigned, Assigned (In-Use), or Reserved, you cannot change the Status or Available Date.

      The Edit Equipment Actions button menu contains the following options.

      View Customer

      Opens the Customer Account associated with the selected item.

      Note:

      Available only if a Customer reference exists for the selected item.

      See Viewing Customers.

      View History

      Opens the Equipment History window and displays the inventory history for the selected item.

      See Viewing Equipment History.

      View Reservations

      Opens the Reservation Results window associated with the selected item.

      Note:

      Available only if the selected item has a status of Reserved.

      View Journals

      Opens the Equipment Journals Screen and displays the journals for the selected item.

      See Journal Entries, Follow-Ups, & Trouble Tickets

      View Routes

      Opens the Route Search Results window displaying the Routes associated with the selected item.

      See Viewing Line Card Routes.