Equipment Orders
Equipment Order Lines
3min
Equipment order lines are individual entries within an equipment order that specify the details of each piece of equipment sent to a recipient, as they act as line items within the order.
- Data handling: The order sets overall dates and recipient information, while each line specifies the type of action, equipment details (type, serial number), and individual dates (which can differ from the order-wide dates).
- Date changes: Dates on the equipment order kine will default from values entered into their equipment order but may be changed if required. If the order has not been committed, then order date changes will cascade to its lines. If the order has been committed, you must change dates on the lines individually or use the Change Dates feature.
- Order lines types: There are five types of equipment order lines:
- Assign: Create an assignment for the selected equipment.
- Request: Create an equipment request for the chosen equipment type.
- Reservation: Create an equipment reservation for the specific equipment.
- Loan: Creates an equipment loan for the selected equipment.
- Consumable: Creates an equipment shipment record for consumable items, which are not expected to return.
Consumable equipment requires a separate license. Also, since consumable items aren't returned, they create "Equipment Shipment" records instead of loan records. Hence, for consumables, the equipment and quantity must be specified.
- On the Equipment Order page, select the equipment order you want to create order lines.
- Scroll down to the bottom of the Equipment Order Lines panel and click the New button.
- A New Equipment Order Line window will pop up asking you to provide details for the new order line.
- Click the Save button to finish.
Updated 04 Sep 2024
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