Equipment Page - Equipment Sub-Module - Common Page

To add equipment:

1. Click Add Item.

   This displays in the Actions menu on the right side of the page.

   The fields on the page clear of any data.

2. Enter the asset's name in the Name field.

3. Select the appropriate values from each of the following fields:

   • Operational Status: Operational status from this field.

     Create a new group or category.

   • Asset Group: Asset group this asset belongs to.

     Create a new group or category.

     Groups are the first level of organization in Lucernex. Groups are the parents of types, and grandparents of categories. Groups, types, and categories are used to simplify reporting.

   • Asset Type: Type of asset.

     If you want to create a new type, follow the Add a Type procedures.

     Types are the second level of organization in Lucernex. Types are the children of groups, and parents of Categories. Groups, types, and categories are used to simplify reporting.

   • Maintenance Category: Maintenance category of the asset.

     Maintenance categories are used in work orders. To learn more about maintenance categories, see the Maintenance Categories page.

4. Complete these fields:

   • Asset Serial #

   • Asset Number

   • Barcode Number

   • Move in Date: Install date of the asset.

     You can also click Calendar to open the Date Picker and select the appropriate date.

   Note:

   The Associated Entity displays the entity that the asset is associated with. This field automatically populates with the name of the entity you are currently viewing.

5. Select the appropriate values from each of the following fields:

   • Contract : Equipment contract this asset should be associated with from this field.

   • Is Short Term: Yes if this asset is short-term.

   • Is Low Asset Value: Yes if the asset is low value.

6. Enter details about the asset's location in the Location Details field.

7. Enter the floor where the asset is located in the Floor field.

8. Select the appropriate values from each of the following fields:

   • Asset Department: Asset department.

     Create a new group or category.

   • Purchase Date

   • In-Service Date

     You can also click Calendar to open the Date Picker and select the appropriate date.

9. Complete these fields:

   • Purchase Order Description

   • Purchase Order Number

   • Purchase Order Reference

   • Sales Person Name

   • Vendor PO Number

   • Years of Depreciable Life: Number of years the asset will be usable.

   • First Year Bonus Depreciation: If the asset will depreciate at a different rate within the first year, enter a flag for indicating additional first year depreciation, or enter the first year depreciation amount in this field.

   • Residual Value: Estimated value of the asset at the end of the lease.

   • Depreciation End Date: Depreciation end date.

     You can also click Calendar to open the Date Picker and select the appropriate date.

10. Select the compounding frequency from the Compounding Frequency field.

11. Complete these fields:

    • Expected Life: Notes about the expected life of the asset.

    • Insurance Agent

    • Insurance Policy Number

    • Insurance Term

12. Select the insurance term unit from the Term Unit field.

    An example of a term unit could be days, weeks, months, or years.

13. Enter the following dates:

    • Insurance Begin Date

    • Insurance End Date

    • Insurance Alert Date

    • Insurance Tickler Date

    • Disposition Date: Date the asset was sold.

    • UCC Expiration Date: Date when the UCC filing was originally going to expire.

    • UCC File Date: Origination date of the UCC filing.

      You can also click Calendar to open the Date Picker and select the appropriate date.

14. Select the Has Buyout Option? check box if there is a buyout option associated with the asset.

15. Select the Plan to Buy At the End of Term? check box if you plan to buy the asset at the end of the term.

16. Enter the sale price of the asset in the Asset Sale Price if the asset has been sold.

17. Enter any comments in the Comments field.

18. Click Save Changes.

    This displays in the Actions menu on the right side of the page.

    The page refreshes. Your changes are saved.

    The first entry in the Asset History table appears. The first entry notes that you created the equipment record on this entity.

To edit an equipment record:

1. Select the equipment record you want to edit from the Equipment List at the top of the page.

   The equipment data populates on the page.

2. Make your changes.

3. Click Save Changes.

   This displays in the Actions menu on the right side of the page.

   The page refreshes. Your changes are saved.

To delete an equipment record:

1. Select the equipment record you want to delete from the Equipment List at the top of the page.

   The equipment data populates on the page.

2. Click Delete Item.

   This displays in the Actions menu on the right side of the page.

   A dialog opens, asking you to confirm your choice.

3. Click Yes.

   The dialog box closes. The equipment record is deleted.

To move a piece of equipment to another entity:

1. Select the equipment record you want to move from the Equipment List at the top of the page.

   The equipment data populates on the page.

2. Click Move Asset.

   This displays in the Actions menu on the right side of the page.

   A window opens.

3. Enter the date of the move in the Date of Move field.

   Today's date automatically populates in this field.

   You can also click Calendar to open the Date Picker and select the appropriate date.

4. Select the destination entity from the Destination Entity field.

   For example, you may decide to move the equipment to a new facility or site.

5. Select the contract the asset should be associated with from the Contract Responsibility field.

6. Enter notes in the Notes field.

7. Click Move Asset.

   The window closes. The asset is moved to the entity you selected from the Destination Entity in step 5. A new event is added to the Asset History table.