How to create equipment from receipt documents?

Create an equipment reception document

To create an equipment reception document, follow these steps:

1. In the Assets menu, select the Equipment Receptions option;

2. In the list of equipment reception documents, click on Create;

3. On the creation screen, fill in the document details:

   • Description;

   • Date: by default, the current date;

   • Received Equipment section: in each row, fill in:

     • Part (required): you can only add parts of the “part” type that do not move stock (without an inventory extension);

     • Quantity: must be greater than zero;

     • Single Asset: if selected, the row generates only one equipment. Otherwise, it generates equipment according to the quantity entered;

     • Family, Brand and Model: they are not required. The model is filtered according to the selected brand;

     • Remarks;

4. Click on:

   • Save and New, to save the document and start a new record;

   • Save, in the arrow next to the Save and New button, to save only the document.

The list of received equipment must have at least one row with a part, and cannot have more than 50 parts (one part per row).

Create an equipment reception document through the API

To create an equipment reception document through the API, use the POST method: api/{tenantKey}/{orgKey}/assetManagement/equipmentReceptions.

Request body in JSON:

{
  "EquipmentReceptionKey": "0000000011",
  "Description": "desc postman 2",
  "Date": "07/08/2024 15:37",
  "CheckedTotal": "0/25",
  "IsChecked": "false",
  "ReceivedEquipments": [
    {
      "Part": "0009",
      "Quantity": 25,
      "SingleAsset": "false",
      "Family": null,
      "Brand": null,
      "BrandModel": null,
      "Remarks": "Line remarks"
    }
  ],
  "CustomSequence": "",
  "Company": "DEMO",
  "Remarks": "OBS Postman"
}

Generate equipment

To generate the equipment from the equipment reception document, follow these steps:

1. After saving the document, click on Generate Equipment. This button only appears after the document is saved;

2. In the Generated Equipment section, which is below the Received Equipment section, view and/or edit the generated rows.

In the list, the following rules apply:

• Rows in which the State column shows Accepted give rise to equipment or a tool, if the checkbox in the Tool column is selected;

• After a row gives rise to equipment or a tool, it is locked, and does not give rise to any other;

• If the Custom Sequence option is not filled in, the Asset column is left empty. This column becomes required when the State column is changed to Accepted;

• When equipment or a tool is created, a Location History is automatically generated for that asset, with the date of the moment of creation;

• If the Apply automatically by family option is active, when the state is changed to Accepted or Not Accepted, the same value is applied to all elements of the same family that are in the Pending state. Similarly, when the Location column is changed, the value is applied to all elements of the same family. Rows without a family are considered to be from a different family.