How to Setup Equipment that Belongs to a Customer
After creating the Equipment records, simply add a Site Address by clicking the […] button alongside the Site field, which will open the Site Search screen, or simply type in the account code and press the ‘Return’ key.
Then, click on the record, click the drop down list for ‘Status’ where this will show ‘Entry’, and select ‘Customer’s Own’. You will be asked for confirmation. Click ‘Yes’. The status should then change to ‘Customer’s Own.
Note: After amending the status of a piece of Equipment to Customer’s, it is not possible to amend this back to Entry or any other status without completing a process that reflects the change you are trying to make.