Purchase Tab

The Purchase tab allows users to enter information about equipment purchases, such as the vendor, purchase date, cost, and the dates the equipment was received or replaced.  Users may also track insurance information here, such as the name of the insurer and the expiration date of the policy.

At the bottom of the tab is the Warranties grid, used to track warranties that apply to the equipment.

A sample of the grid appears below. Sort records in the grid by clicking on the headings.  An arrow (highlighted in orange below) indicates whether data appear in ascending or descending order. The functions in the grid allow user to view, add, edit, or delete the record.

• Right-click in the grid to add a record.
• Right-click on an existing record for options to View Record, Add Record, Edit Record, or Delete Record.
• Double-click on an existing record to open it.
• The records in this grid can be viewed through the menu Equipment > Warranties > Warranty.

  Note:  New warranty records can be added only from the Asset Inventory modules; they cannot be added from the Warranty module.  When a warranty record is added, the header information will be completed automatically by the system.

How To Add a Warranty

1. Right-click in the grid and select Add Record. The following window will appear:

   

2. Enter the Warranty Number (required).
3. Complete all other desired fields.
4. Save and close the record. The warranty will appear in the grid.

   More information about Warranty records