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Equip - Frequently Asked Questions
  1. How do I tell Equip to use a customer's business address when creating a Quotation or an Order?
  2. How can I increase the number of rows displayed in the Diary?
  3. How does Equip calculate the Lead and Lag time for an event?
  4. How do I check that I have sufficient stock on a date in the future?
  5. How do I tell Equip that I wish to deliver stock to a location 3 days before the event?
  6. Is there a facility to view events in start date sequence?
  7. How does Equip calculate the quantity of stock required for each event?
  8. I sometimes transfer furniture from one event to another before I dismantle everything else. Can Equip handle this?


1. How do I tell Equip to use a customer's business address when creating a Quotation or an Order?

Open the required Customer Properties window and select the Business tab. Enter the business address in the Business Address text box and click the Use as Order Address checkbox.



2. How can I increase the number of rows displayed in the Diary?

Select the Tools|Options menu option to open the Options Dialog window. Click on the Diary tab and enter the number of rows required in the Rows (Schedules) text box (maximum 99 rows). Click OK to save and exit.

The Options Dialog window can also be opened by right-clicking the mouse on the Diary planner and selecting Options.



3. How does Equip calculate the Lead and Lag time for an event?

When you create an Order, or re-calculate the stock allocated to an Order, Equip uses the build and dismantle times specified for each Structure to determine lead and lag times for each order line. The order line with the maximum lead time denotes the lead time for the Order and the order line with the maximum lag time denotes the lag time for the Order. In a similar way, if there is more than one Order associated with an Event, the maximum lead and lag times determine the lead and lag time for the Event.


4. How do I check that I have sufficient stock on a date in the future?

There are several ways to check if you have sufficient stock:

  1. To check one particular item, open the Diary window and select the Stock Item Usage tab. Select the stock item and date required and usage details will be displayed. If the item is not being used, no details will be shown.
  2. To check several items, create a new Event for the period you are interested in, and create a new Quotation for the Event. Add the items you require to the Quotation and click the Order button, this will convert the Quotation into an Order and will calculate all the stock allocated during the period of the Event. You may now click the Allocations button to get a detailed view of this information.
  3. An alternative method to 2. above is to add extra order lines to an existing Order. Clicking the Apply button will re-calculate allocated stock. Remove the additional order lines when you have finished.


5. How do I tell Equip that I wish to deliver stock to a location 3 days before the event?

Either set the Core Start date and time 3 days before the event actually starts OR ...

1. Create a Structure Category named 'Delivery Time'.
2. Create a Structure named 'Deliver 3 days prior to event', with a build time of 72 hours and a structure category of 'Delivery Time'.
3. Add the new structure to any Orders where you wish to deliver 3 days before the start of an event.

6. Is there a facility to view events in start date sequence?

Yes! Open the Events window (menu View|Events) and click on the column header named Core Start. If you click on the column header again the sort sequence will be reversed.

This sort facility is available in all the 'list' windows.

Click on the Report button

7. How does Equip calculate the quantity of stock required for each event?

Every time you change an Order, Equip re-calculates the stock required to fulfill the Order. Equip does this by processing each line on the Order, breaking down the Structure specified on each order line into its consituent sub-structures and stock items.

Finally Equip adds together the quantity of each stock item required for each Order and each Event (one Event may be linked to several Orders).


8. I sometimes transfer furniture from one event to another before I dismantle everything else. Can Equip handle this?

Yes! Each Structure has its own Build and Dismantle time. When Equip allocates stock to an Event it uses this information to determine when each stock item is required for that Event.

very time you change an Order, Equip re-calculates the stock required to fulfill the Order. Equip does this by processing each line on the Order, breaking down the Structure specified on each order line into its consituent sub-structures and stock items.

Finally Equip adds together the quantity of each stock item required for each Order and each Event (one Event may be linked to several Orders).


   
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