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Equip - Frequently Asked
Questions
- How do I tell Equip to use a customer's
business address when creating a Quotation or an Order?
- How can I increase the number of rows
displayed in the Diary?
- How does Equip calculate the Lead and Lag
time for an event?
- How do I check that I have sufficient stock
on a date in the future?
- How do I tell Equip that I wish to deliver
stock to a location 3 days before the event?
- Is there a facility to view events in start
date sequence?
- How does Equip calculate the quantity of
stock required for each event?
- 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:
- 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.
- 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.
- 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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