I’m trying to figure out the best option for assigning company owned equipment (tools) to employees. I’m not trying to job cost them in projects nor assign to specific service orders. Similiar to assigning a Fixed Asset to a custodian except we don’t have the Fixed Asset module.
Any ideas are greatly appreciated. We have Service Management and Equipment is available but I don’t see how to assign (check out / check in) to specific employees.
Best answer by Kandy Beatty
HI
Without doing a customization, have you thought about using attributes on the equipment? Give all the equipment types an attribute of employee and make it required.
+18HI
Without doing a customization, have you thought about using attributes on the equipment? Give all the equipment types an attribute of employee and make it required.
+20Hello,
I have seen the Location and Custodian elements of Fixed Assets module used to track tools & equipment. Fixed Assets may be used to track assets that do not require depreciation, in addition to depreciable assets.
Laura
+18HI
I think the OP stated that they do not have the Fixed Assets module. I thought of this as well.
+18You can require the employee, however I think one limitation to think about is if it would carry over to Service Order, but you could do just the same on the Service Orders and make the employee and tool required.
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