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Equipment List Views

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Overview

An Equipment List is a class of element definition used to assign equipment to dates, locations, or times. Pull Sheets, Manifests, and Transfer Orders are all Equipment List elements, so the settings in this article apply to each of them.

Each Equipment List element definition has a set of Views. A view appears as a tab along the top of the element and controls which fields show in its header (the Header Block Columns) and which columns show for its line items (the Detail Block Columns). The view you have selected also controls the layout of the Default Equipment List report.

This article covers what is specific to Equipment Lists. Views for other element definitions classes are configured in the Views Tab of that element definition. The general Element Definitions article section called Views Tab covers views for all element classes. 

Equipment List Views

Equipment List definitions come with the following views, in this order. Each one can be edited, and you can add your own.

[Element Definition Name] (e.g. Pull Sheet or Manifest): Matches the Default Equipment List report as it was set up before views were introduced, so your reports look the same as before. This view is only created if your system included Field Types or Custom Fields in the equipment list header. Otherwise, the list starts with the Default view.

  • Header: The same fields as the Default view, followed by your enabled Field Types and Custom Fields.
  • Details: Quantity, Description, Notes, and a scanning user column for each scanning step the definition uses.

Default: The standard equipment list layout.

  • Header: Name, Number, Account Manager, Entered By, Last Modified By, Date Modified, Status, Warehouse, Start Date, End Date
  • Details: Quantity, Description, Notes, and a scanning user column for each scanning step the definition uses.

Logistics: A shipping-focused layout.

  • Header: Name, Number, Start Date, End Date, Business Location, Estimated Total Weight, Shipping Method, Return Method
  • Details: Resource Type, Quantity, Description, Subrental Quantity, Subrental Vendor, Transfer Quantity, Transfer Location, Backorder Quantity, Backorder Vendor, Weight Extended

Change View: Shows who created and last modified each line.

  • Header: Name, Entered By, Entered Date, Account Manager, Status
  • Details: Quantity, Description, Created By, Created Date, Modified By, Modified Date
The scanning user columns (Prep, Ship, Deprep, and Return) are captioned using the scanning terms set on your element definition. If a definition doesn't use one of these steps, that column isn't added.

Adding a View

To add a new view:

  1. On the Projects menu, click Element Definitions.
  2. Double-click the Equipment List definition that you want to edit (e.g. Pull Sheet).
  3. Click the Views tab, located to the right of the Equipment List Options tab.
  4. Click the Add New View icon (in the bottom right footer).
  5. Enter the view settings on the General Settings tab.
    • Name: The name of the view. This is the tab name users see on the element.
    • Conflict Column Enabled: If Yes, the conflict column shows on the element's line items in this view. Defaults to Yes.
  6. Configure the Header Block Columns and Detail Block Columns.
  7. Click OK.

New Equipment List views start with Quantity, Description, and Notes detail columns, plus a scanning user column for each scanning step the definition uses.

Configuring Header Block Columns

Header block columns control which fields appear in the Header tab of the element and in the header of the Default Equipment List report.

  1. Open the view you want to edit.
  2. Click the Header Block Columns tab.
  3. Click the Add Header Column icon to add a field, or double-click an existing field to edit it.
  4. Enter the field information.
    • Row: The header row the field is added to. Numbering starts at 0 for the first row and goes up to 9.
    • Caption: The label shown for the field.
    • Field Type: The information that populates the field.
      • Only enabled Field Types and Contact Associations are listed. Custom Fields are listed by their caption.
    • Format Mask: The display format for date fields.
    • Print Enabled: If Yes, the field prints on the Default Equipment List report.
    • Width Factor: The width of the field. If text runs outside the field on the report, increase the width.
  5. Click OK.
A Custom Field that is used in a view's header can't be disabled. If you try, Flex will tell you which views use it. Remove the field from those views' Header Block Columns first, then disable it.

Configuring Detail Block Columns

Detail block columns control which columns appear for line items in the Details tab of the element and on the Default Equipment List report.

  1. Open the view that you want to edit.
  2. Click the Detail Block Columns tab.
  3. Click the Add Detail Column icon to add a column, or double-click an existing column to edit it.
  4. Enter the column information.
    • Caption: The column heading.
    • Field Type: The information that populates the column. See Available Detail Fields below.
    • Width Factor: The width of the column. If text runs outside the column on the report, increase the width.
    • Alignment: The alignment of the information in the column.
  5. Click OK.

Available Detail Fields

These fields can be categorized into the following types of information (although they are listed alphabetically in the dropdown menu). Only Quantity, Description, and Notes can be edited from the element's line items. All other detail fields are read-only and display information only. Pricing and cost fields aren't available for Equipment Lists.

Editable

  • Quantity, Description, Notes

Item Information

  • Resource Type, Part Number, Resource Number, Short Name, Short Hand, Barcode, Serial, Bin Location, Weight Each, Weight Extended

Dates and Locations

  • Pickup Date, Return Date, Pickup Location, Return Location

Shortages and Conflicts

  • Subrental Quantity, Subrental Vendor, Subrented, Backorder Quantity, Backorder Vendor, Backordered, Transfer Quantity, Transfer Location, Conflict Resolution Method, Conflict Resolved

Scanning

  • Prepped Quantity, Shipped Quantity, Deprepped Quantity, Returned Quantity
  • Prep User, Ship User, Deprep User, Return User
  • Prep Time Each, Prep Time Extended, Deprep Time Each, Deprep Time Extended

Change Tracking

  • Created By User, Created By Date, Last Edit By, Last Edit Date

How Views Affect the Default Equipment List Report

The Default Equipment List report uses the header and detail block columns of the view you have selected when you generate it. Only header fields with Print Enabled set to Yes are printed.

  • When you generate the report from an open element (see Generating Reports Within an Element), it uses the view tab currently selected.
  • When you generate the report from a scanning screen, it uses the first view in the definition's Views list.
The Include Field Settings In Default Equipment List Header setting has been removed from the Equipment List Options tab. If you used it, your enabled Field Types and Custom Fields were carried over to the [Element Definition Name] view mentioned above. To change which fields appear on the report, edit that view's Header Block Columns instead.

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