Use this screen to inquire on or change the quantities for a category/classTwo-part classification for individualized and bulk equipment. Rental rates are entered by category/class, and the ID number for bulk items is the category/class ID. in a specific location.
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This screen appears after you enter a location and a category/class or an item number on the Category/Class Location Maintenance - Launch screen. Review the various quantities and make changes where appropriate. Press Enter to save your changes and exit the program.
The system
automatically updates the quantities shown on this screen. Add or
update quantities under special circumstances only.
To enter information for a particular lot of the category/class, press F7=Lot to return to the Launch screen and enter the lot number. Entering the lot number takes you to a different version of the Category/Class Location Maintenance screen.
Category/Class Location Maintenance - Launch
Category/Class Location Maintenance
Category/Class Lot Maintenance
Displays the location for which you want to review quantities for a category/class.
Displays the code of the category you want to inquire on or change.
Displays the code of the class you want to inquire on or change.
Displays the number that is used when entering a category/class on a rental reservation or when entering bulk items on a rental contract.
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The quantity on rental contracts. This field is updated via Create Rental, Update Rental, Partial Return, Full Return, or Exchange Equipment.
The quantity on incoming transfers to this location. This field is updated via Create, Update, or Receive Transfers.
The quantity inside your shop to be repaired via work orders. This field is updated with Equipment Status Change, Rental Return (Partial and Full), or Exchange Equipment.
The quantity outside your shop to be repaired. This field is updated with Equipment Status Change.
Quantity missing/stolen/junked
The quantities listed as missing - including stolen or junked equipment. This field is updated with Equipment Status Change. Quantities with this status are still considered owned equipment until removed from the system through a sale. To sell the equipment, its status must first be returned to available (A).
The quantity available for rent or sale.
The quantity on closed contracts that has not yet gone through service and been made available for rent.
The quantity on reservations. These quantities are updated through Create Rental Reservation/Quote, Update Rental Reservation/Quote, Create Equipment Sale Reservation/Quote, or Update Equipment Sale Reservation/Quote. This information is also updated when reservations are converted to rental or sales contracts.
The quantity placed on a waiting list.
The quantity listed on pickup tickets. This field is updated through Partial Return, Full Return, and Pickup Ticket.
The quantity currently on rental purchases. This field is updated through Rental Purchase.
The quantity in this category/class that is owned for rental purposes.
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The quantity of new equipment placed on consignment with your company.
The quantity of new equipment not yet placed into the Rental quantity. This is equipment you own, but you have not yet transferred it to your rental inventory.
For bulk inventory, the quantity that is the minimum you should have on hand at all times.
The quantity transferred out, but not yet received in the destination location.
Indicate whether you allow bulk inventory at this location to have a negative balance. Valid values include:
Y - When the bulk inventory is going to have a negative balance, a warning message is displayed, but you can complete the transaction.
N - When the bulk inventory is going to have a negative balance, a hard-halt message is displayed, and you cannot complete the transaction.
Blank - The setting in control record AVLQTY is used to determine if a negative balance is allowed for this category/class at this location.
If applicable, enter the code that represents the days in a cycle count duration that equipment in this category/class at this location should be cycle counted.
Displays the date that equipment in this category/class was last cycle counted.
Function Key |
Description |
F1 |
Help. Place your cursor in a field and press F1 to access online help for that field. Place your cursor outside of any field, and press F1 to access online help at the program level. |
F3 |
Exit. Exit the page or program. |
F7 |
Lot. Return to the Launch screen to enter a lot number (format: catclassyyyymm) for the location and category/class. This puts you in Category/Class Lot Maintenance and allows you to enter quantities and depreciation values for the lot. |
F8 |
Toggle. Toggle between displaying a category and class for the location or displaying the number that is used when a category/class is on a rental reservation or when entering bulk items on a rental contract. |
F10 |
Depreciation. For future use. |
F11 |
Work Order History. For future use. |
F12 |
Cancel/Previous. Exit the program or move back a screen. |
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