Maintain Equipment Request

This activity allows you to create Equipment Request Number. You can also raise request for the combination of multiple equipment type. You can specify the Numbering Series, Equipment Request Date, Usage Location, Location Person In-Charge, Preferred Supplier and Remarks in the Equipment Request Details group box. You can also set the default values for From Required Date, To Required Date, Daily Standard Hours, Project OU, Project Code and Std. Rate/Hour in the Default Value group box and create the Equipment Request Number. In the multiline, you can specify the Equipment Type, Purpose, Operated By, Fuel By, Maintenance By, From Required Date, To Required Date, Required Quantity, Standard Rate/Hour, Overtime Rate/Hour and Breakdown Rate/Hour details. You can Confirm, Amend, Cancel and Delete the Equipment Request Number.

Select the “Maintain Equipment Request” activity under the “Transport Request” business component.

The “Maintain Equipment Request” page appears.

Note: Clicking this icon available near certain fields takes you to the help page of the respective field.

The system displays the following details in the header.

Status

The status of the equipment request. The status can be “Fresh”, “Confirmed”, “Under Amendment”, “Cancelled”, or “Deleted”.

Enter the following details in the “Equipment Request Details” group box:

Equipment Request No.	A unique number identifying the equipment request.
Numbering Series	Use the drop-down list box to select the numbering series. The combo is loaded with the values defined in the Transaction Type – Equipment Request in Numbering Class Component.
Amendment No.	Use the drop-down list box to view the equipment amendment details.
Equipment Request Date	The date on which the request is created. This date can be system date or earlier than the system date.
Usage Location	The location where the equipment will be used. This should be an “Active” location. Mandatory.
Location Person In-Charge	The person who is in-charge of the location where the equipment will be used.
Persons In-Charge Contact No.	The contact number of the in-charge person.
Preferred Supplier	The proposed supplier from whom the Equipment is obtained / requested frequently.
Equipment Request Remarks	Any remarks pertaining to the equipment request.

Enter the following details in the “Default Values” section.

From Required Date	The starting date range from which the equipment is required.
To Required Date	The ending date range until which the equipment is required. This date should be greater than the “From Required Date”.
Daily Std. Hours	The requested equipments daily standard usage hours. This should be non-negative and non-zero.
Project OU	Use the drop-down list box to select the project organization unit
Project Code	A unique code identifying the project. The Project Code should be in “Approved”/”Under Revision” status.
Std.Rate/ Hour	The equipments standard usage rate / hour. This should be non-negative.

Click the “Default” pushbutton.

The system displays the specified values in the multiline.

Enter the following details in the multiline:

Equipment Type

Use the drop-down list box to select the Equipment Type. The combo is loaded with all the “Vehicle Types” defined in the “Codes Masters” Component.

The system displays the following details in the multiline.

Description

The detailed description of the equipment type.

Enter the following details in the multiline:

Purpose	The reason for requesting the equipment.
Operated By	Use the drop-down list box to select the equipment operator details. The combo is loaded with “Self” and “Supplier”. The system displays “Supplier” by default on launch of the page.
Fuel By	Use the drop-down list box to select the equipments fuel provider details. The combo is loaded with “Self” and “Supplier”. The system displays “Supplier” by default on launch of the page.
Maintenance By	Use the drop-down list box to indicate the equipments maintenance details. The combo is loaded with “Self” and “Supplier”. The system displays “Supplier” by default on launch of the page.
From Required Date	The date from which the equipment is required.
To Required Date	The date until which the equipment is required
Required Qty	The quantity of equipments required. This should be non-negative and non-zero.
Daily Std. Hours	The daily standard usage of the equipment. This is mandatory and it should be non-negative and non-zero.
Project Code	A unique code identifying the project.
Project OU	Use the drop-down list box to select the organization unit at which the project is created. The combo is loaded with all the organization units at which the project is created. The system displays blank by default on launch of the page.
Standard Rate/Hour	The equipments standard usage rate / hour. This should be non-negative and non-zero, if specified.
Overtime Rate/Hour	The rate /hour for extra usage of the equipment more than the daily standard hour. This should be non-negative, if specified
Breakdown Rate/Hour	The rate /hour for the breakdown duration of the equipment. This should be non-negative, if specified.
Currency	Use the drop-down list box to select the currency. The combo is loaded with all the currencies mapped for the login company. The system displays the base currency set as default.
Equipment Remarks	Any remarks pertaining to the equipment request.

Click the “Maintain” pushbutton.

The system generates the Equipment Request Number in “Fresh” status based on the Numbering Series.

Click the “Confirm” pushbutton.

The system updates the Equipment Request Number as “Confirmed”.

Note: “Fresh” and “Under-Amendment” status of the Equipment Request Number can be confirmed.

Click the “Delete” pushbutton.

The system deletes the Equipment Request Number and updates the status as “Deleted”.

Note: Only “Fresh” status of the Equipment Request Number can be deleted.

Click the “Amend” pushbutton.

The system updates the Equipment Request Number status as “Under Amendment”.

Note: Only “Confirmed” status of the Equipment Request Number can be amended.

Click the “Cancel” pushbutton.

The system cancels the Equipment Request Number and updates the status as “Cancelled”.

Note: Only “Confirmed” status of the Equipment Request Number can be cancelled.

To proceed, carry out the following

Select the “Company Provided Facilities” link at the bottom of the page to specify the facilities details provided to the supplier.
Select the “Attach Notes” link at the bottom of the page to specify notes details.