Equipment Allocation

1. In the Equipment Allocation window, enter the required information in the Detail tab:

Field	Description
Transaction Type	Select Internal Rental.
Start Date	Select the start date.
Return Date	Select the return date.
Allocation Number	Maestro* generates the allocation number when the internal rental equipment allocation is saved. NOTE: The allocation number is generated from the number indicated in the Counter field in the Allocation Number section of the Equipment Rental – General tab in General Settings.
Return Number	Applicable only to the return of internal rentals.
Person in Charge	Select the code of the person in charge.
Call No.	Enter the service call number, if applicable.
Requisition	Enter the requisition number, if applicable.
W/O No.	Enter the work order number, if applicable. Also used to display the work order number associated to the requisition if this applies.
Project	Displays the project number associated to the service call, the requisition or the work order selected. NOTE: It is possible to enter a project number if no requisition number, service call or work order was selected.

1. Filter section:

Field	Description
Source Site	Allows user to filter the equipment in the breakdown grid, for this source site only.
Source Location	Allows user to filter the equipment in the breakdown grid, for this source location only.

2. Requisition Details section:

Field	Description
Requisition type	Displays the requisition type.
Entry Date	Displays the entry date of the requisition.
Date Required	Displays the date required.
Requester	Displays the requisition requester.
Processed By	Displays the code of the user who processed the requisition.
Person in Charge	Displays the person in charge.
Specification	Displays the requisition specifications.

3. Default Values section:

Field	Description
Project	Displays the project number.
Activity	Displays the activity number.
Group	Displays the group number.
Destination	Displays To another project, the default destination of the equipment for an internal rental.

4. Breakdown grid section:

Field	Description
Equipment	Displays the equipment in the rental from either a requisition, service call or the work order. NOTE: If no requisition, service call or work order number was entered, the user can either select an equipment and/or add a new line.
Description	Displays the equipment description.
Source Site	Displays the source site for the equipment.
Source Location	Displays the source location for the equipment.
Identification	Displays the identification number for the equipment.
Date Required	Displays the date required as indicated in the requisition, the service call or the work order.
Start Date	Displays the start date for the allocation. NOTE: It is possible to modify the start date in the breakdown grid for each equipment line.
End Date	Displays the end date for the allocation. NOTE: It is possible to modify the start date in the breakdown grid for each equipment line.
Qty Required	Displays the quantity required from the requisition, the service call or work order.
Qty Available	Displays the quantity available in inventory for this site.
Qty to Assign	Enter the quantity to assign to the internal rental.
Long Description	Displays the long description of the equipment.
Call Number	Displays the service call number.
Destination Site	Displays the default destination site for an internal rental.
Destination Location	Displays the default destination location for an internal rental.
Project	Displays the project code.
Activity	Displays the activity code.
Group	Displays the group code.
Invoicing Method	Displays the invoicing method for the equipment, which comes from Rental Equipment Management. NOTE: Data entry is possible when the view is by summary of transactions in progress, and the status is at 1 - Assigned.
Rate Code	Displays the rate code for the equipment, which comes from Rental Equipment Management. NOTE: Data entry is possible when the view is by summary of transactions in progress, and the status is at 1 - Assigned.
Rate	Displays the hourly rate for the equipment, which comes from Rental Equipment Management. NOTE: Data entry is possible when the view is by summary of transactions in progress, and the status is at 1 - Assigned.
Meter Rate	If applicable, displays the meter rate for the equipment, which comes from Rental Equipment Management. NOTE: Data entry is possible when the view is by summary of transactions in progress, and the status is at 1 - Assigned.
Maximum Billable	Displays the maximum billable amount for the equipment. NOTE: This maximum is the total of the amount from the Rental Equipment Management multiplied by the quantity assigned.

2. Click on Save.
3. Click on Transfer.

The Transaction Transfer report is generated for the internal rentals and is displayed in the Maestro Report Viewer.

There is a validation at the transfer of the allocation transaction in order to ensure that everything went well during the transfer. If this is not the case, a warning message with the error details will be displayed on screen.

1. In the Equipment Allocation window, enter the required information in the Detail tab:

Field	Description
Transaction Type	Select External Rental.
Start Date	Select the start date.
Return Date	Select the return date.
Allocation Number	Maestro* generates the allocation number when the external rental equipment allocation is saved. NOTE: The allocation number is generated from the number indicated in the Counter field in the Allocation Number section of the Equipment Rental – General tab in General Settings.
Return Number	Applicable only to the return of external rentals.
Person in Charge	Select the code of the person in charge.
Requisition	Enter the requisition number, if applicable.
Customer	Displays the customer number associated to the selected requisition. NOTE: It is possible to enter a customer number if no requisition number was selected.

1. Filter section:

Field	Description
Source Site	Allows user to filter the equipment in the breakdown grid, for this source site only.
Source Location	Allows user to filter the equipment in the breakdown grid, for this source location only.

2. Requisition Details section:

Field	Description
Requisition type	Displays the requisition type.
Entry Date	Displays the entry date of the requisition.
Date Required	Displays the date required.
Requester	Displays the requisition requester.
Processed By	Displays the code of the user who processed the requisition.
Person in Charge	Displays the person in charge.
Specification	Displays the requisition specifications.

3. Breakdown grid section:

Field	Description
Equipment	Displays the equipment in the rental from either a requisition, service call or the work order. NOTE: If no requisition, service call or work order number was entered, the user can either select an equipment and/or add a new line.
Description	Displays the equipment description.
Source Site	Displays the source site for the equipment.
Source Location	Displays the source location for the equipment.
Identification	Displays the identification number for the equipment.
Date Required	Displays the required date indicated in the requisition.
Start Date	Displays the start date for the allocation. NOTE: It is possible to modify the start date in the breakdown grid for each equipment line.
End Date	Displays the end date for the allocation. NOTE: It is possible to modify the start date in the breakdown grid for each equipment line.
Qty Required	Displays the quantity required from the requisition, the service call or work order.
Qty Available	Displays the quantity available in inventory for this site.
Qty to Assign	Enter the quantity to assign to the external rental.
Tx 1	Select the tax code 1.
Tx 2	Select the tax code 2.
Long Description	Displays the long description of the equipment.
Call Number	Displays the service call number.
Destination Site	Displays the default destination site for an external rental.
Destination Location	Displays the default destination location for an external rental.
Customer	Displays the customer number.
Invoicing Method	Displays the invoicing method for the equipment, which comes from Rental Equipment Management.
Rate Code	Displays the rate code for the equipment, which comes from Rental Equipment Management.
Rate	Displays the hourly rate for the equipment, which comes from Rental Equipment Management.
Meter Rate	If applicable, displays the meter rate for the equipment, which comes from Rental Equipment Management.
Maximum Billable	Displays the maximum billable amount for the equipment. NOTE: This maximum is the total of the amount from the Rental Equipment Management multiplied by the quantity assigned.

2. Click on Save.
3. Click on Transfer.

The Transaction Transfer report is generated for the external rentals and is displayed in the Maestro Report Viewer.

There is a validation at the transfer of the allocation transaction in order to ensure that everything went well during the transfer. If this is not the case, a warning message with the error details will be displayed on screen.

1. In the Equipment Allocation window, enter the required information in the Detail tab:

Field	Description
Transaction Type	Select Return of Internal Rental.
Rental Cancellation	Check the box to identify this return as a rental cancellation. NOTE: The equipment will automatically be identified as non-billable.
Start Date	Displays the start date.
Return Date	Displays today’s date, by default.
Allocation Number	Only applies to internal rental entries.
Return Number	Maestro* generates the return number when the return of internal rental equipment allocation is saved. NOTE: The return number is generated from the number indicated in the Counter field in the Return Number section of the Equipment Rental – General tab in General Settings.
Person in Charge	Displays the person in charge.

1. Filter section:

Field	Description
Work Order	Select the work order, if applicable.
Service Call	Select the service call, if applicable. NOTE: Displays automatically the project associated to the transactions.
Project	Select the project number.
Site	Select the site.
Location	Select the location, if applicable.
Reservation	Select the reservation, if applicable.

Click on the Filter data according to specified parameters icon.

2. Default Values section:

Field	Description
Project	Displays the project number.
Activity	Displays the activity number.
Group	Displays the group number.
Destination	Select the destination for the return of internal rental NOTE: For a return of internal rental, the default destination is To the inventory.

3. Breakdown grid section:

Select the line for which the return from internal rental is to be created.

Field	Description
Equipment	Displays the equipment.
Description	Displays the equipment description.
Source Site	Displays the source site. NOTE: The source site displayed comes from the destination site in the breakdown grid of the internal rental.
Source Location	Displays the source location. NOTE: The source location displayed comes from the destination location in the breakdown grid of the internal rental.
Reservation	Displays the reservation number.
Identification	Displays the identification number for the equipment.
Start Date	Displays the start date of the internal rental.
Estimated End Date	Displays the estimated end date for the internal rental.
Return Date	The return date will be entered automatically by maestro* once the quantity to return is entered.
Qty Assigned	Displays the quantity assigned.
Qty to Return	Enter the quantity to return.
Long Description	Displays the long description of the equipment.
Call Number	Displays the service call number.
Destination Type	Select the destination type for the return of internal rental. To the inventory (default) To another project To another customer To internal repair To external repair
Destination Site	Displays the destination site based on the destination type selected.
Destination Location	Displays the destination location based on the destination type selected.
Project	Displays the project based on the destination type selected.
Activity	Displays the activity based on the destination type selected.
Group	Displays the group based on the destination type selected.
Supplier	Applicable only to return of external repair.
Customer	Applicable only to return of external rental.
Invoicing Method	Displays the invoicing method for the equipment, which comes from Rental Equipment Management.
Rate Code	Displays the rate code for the equipment, which comes from Rental Equipment Management.
Rate	Displays the hourly rate for the equipment, which comes from Rental Equipment Management.
Meter Rate	If applicable, displays the meter rate for the equipment, which comes from Rental Equipment Management.
Maximum Billable	Displays the maximum billable amount.

2. Click on Save and Transfer.

The Transaction Transfer report is generated for the return of internal rentals and is displayed in the Maestro Report Viewer.

There is a validation at the transfer of the allocation transaction in order to ensure that everything went well during the transfer. If this is not the case, a warning message with the error details will be displayed on screen.

1. In the Equipment Allocation window, enter the required information in the Detail tab:

Field	Description
Transaction Type	Select Return of External Rental.
Rental Cancellation	Check the box to identify this return as a rental cancellation. NOTE: The equipment will automatically be identified as non-billable.
Start Date	Displays the start date.
Return Date	Displays today’s date, by default.
Allocation Number	Only applies to external rental entries.
Return Number	Maestro* generates the return number when the return of external rental equipment allocation is saved. NOTE: The return number is generated from the number indicated in the Counter field in the ReturnNumber section of the Equipment Rental – General tab in General Settings.
Person in Charge	Displays the person in charge.

1. Filter section:

Field	Description
Customer	Select the customer.
Site	Select the site.
Location	Select the location, if applicable.
Reservation	Select the reservation, if applicable.

Click on the Filter data according to specified parameters icon.

2. Default Values section:

Field	Description
Project	Displays the project number.
Activity	Displays the activity number.
Group	Displays the group number.
Destination	Select the destination for the return of external rental NOTE: For a return of external rental, the default destination is To the inventory.

3. Breakdown grid section:

Select the line for which the return from external rental is to be created.

Field	Description
Equipment	Displays the equipment.
Description	Displays the equipment description.
Source Site	Displays the source site. NOTE: The source site displayed comes from the destination site in the breakdown grid of the external rental.
Source Location	Displays the source location. NOTE: The source location displayed comes from the destination location in the breakdown grid of the external rental.
Identification	Displays the identification number for the equipment.
Start Date	Displays the start date of the external rental.
Estimated End Date	Displays the estimated end date for the external rental.
Return Date	The return date will be entered automatically by maestro* once the quantity to return is entered.
Qty Assigned	Displays the quantity assigned.
Qty to Return	Enter the quantity to return.
Tx 1	Displays the tax code 1.
Tx 2	Displays the tax code 2.
Long Description	Displays the long description of the equipment.
Call Number	Displays the service call number.
Destination Type	Select the destination type for the return of internal rental. To the inventory (default) To another project To another customer To internal repair To external repair
Destination Site	Displays the destination site based on the destination type selected.
Destination Location	Displays the destination location based on the destination type selected.
Project	Displays the project based on the destination type selected.
Activity	Displays the activity based on the destination type selected.
Group	Displays the group based on the destination type selected.
Supplier	Select the applicable supplier for the destination type To external repair.
Customer	Applicable only for return of external rental.
Invoicing Method	Displays the invoicing method for the equipment.
Rate Code	Displays the rate code.
Rate	Displays the rate.
Meter Rate	Displays the meter rate.
Maximum Billable	Displays the maximum billable amount.

2. Click on Save and Transfer.

The Transaction Transfer report is generated for the return of external rentals and is displayed in the Maestro Report Viewer.

There is a validation at the transfer of the allocation transaction in order to ensure that everything went well during the transfer. If this is not the case, a warning message with the error details will be displayed on screen.

1. In the Equipment Allocation window, enter the required information in the Detail tab:

Field	Description
Transaction Type	Select Internal Repair.
Start Date	Select the start date.
Return Date	Select the return date.
Allocation Number	Maestro* generates the allocation number when the equipment allocation is saved. NOTE: The allocation number is generated from the number indicated in the Counter field in the Allocation Number section of the Equipment Rental – General tab in General Settings.
Return Number	Only applies to the return of internal repairs.
Person in Charge	Select the code of the person in charge.
Requisition	Enter the requisition number, if applicable.

1. Filter section:

Field	Description
Source Site	Allows user to filter the equipment in the breakdown grid, for this source site only.
Source Location	Allows user to filter the equipment in the breakdown grid, for this source location only.

2. Requisition Details section:

Field	Description
Requisition type	Displays the requisition type.
Entry Date	Displays the entry date of the requisition.
Date Required	Displays the date required.
Requester	Displays the requisition requester.
Processed By	Displays the code of the user who processed the requisition.
Person in Charge	Displays the person in charge.
Specification	Displays the requisition specifications.

3. Breakdown grid section:

Field	Description
Equipment	Displays the equipment in the rental from the requisition. NOTE: If no requisition number was entered, the user can either select an equipment and/or add a new line.
Description	Displays the equipment description.
Source Site	Displays the source site for the equipment.
Source Location	Displays the source location for the equipment.
Identification	Displays the identification number for the equipment.
Date Required	Displays the date required indicated in the requisition.
Start Date	Displays the start date for the allocation. NOTE: It is possible to modify the start date in the breakdown grid for each equipment line.
End Date	Displays the end date for the allocation. NOTE: It is possible to modify the start date in the breakdown grid for each equipment line.
Qty Required	Displays the quantity required from the requisition.
Qty Available	Displays the quantity available in inventory for this site.
Qty to Assign	Enter the quantity to assign to the internal repair.
Long Description	Displays the long description of the equipment.
Call Number	Displays the service call number.
Destination Site	Displays the default destination site for an internal repair.
Destination Location	Displays the default destination location for an internal repair.
Invoicing Method	Displays the invoicing method for the equipment, which comes from Rental Equipment Management.
Rate Code	Displays the rate code for the equipment, which comes from Rental Equipment Management.
Rate	Displays the hourly rate for the equipment, which comes from Rental Equipment Management.
Meter Rate	If applicable, displays the meter rate for the equipment, which comes from Rental Equipment Management.
Maximum Billable	Displays the maximum billable amount for the equipment. NOTE: This maximum is the total of the amount from the Rental Equipment Management multiplied by the quantity assigned.

2. Click on Save.
3. Click on Transfer.

The Transaction Transfer report is generated for the internal repairs and is displayed in the Maestro Report Viewer.

There is a validation at the transfer of the allocation transaction in order to ensure that everything went well during the transfer. If this is not the case, a warning message with the error details will be displayed on screen.

1. In the Equipment Allocation window, enter the required information in the Detail tab:

Field	Description
Transaction Type	Select External Repair.
Start Date	Select the start date.
End Date	Select the return date.
Allocation Number	Maestro* generates the allocation number when the equipment allocation is saved. NOTE: The allocation number is generated from the number indicated in the Counter field in the Allocation Number section of the Equipment Rental – General tab in General Settings.
Return Number	Only applies to the return of external repairs.
Person in Charge	Select the code of the person in charge.
Requisition	Enter the requisition number, if applicable.
Supplier	Enter the supplier number.

1. Filter section:

Field	Description
Source Site	Allows user to filter the equipment in the breakdown grid, for this source site only.
Source Location	Allows user to filter the equipment in the breakdown grid, for this source location only.

2. Requisition Details section:

Field	Description
Requisition type	Displays the requisition type.
Entry Date	Displays the entry date of the requisition.
Date Required	Displays the date required.
Requester	Displays the requisition requester.
Processed By	Displays the code of the user who processed the requisition.
Person in Charge	Displays the person in charge.
Specification	Displays the requisition specifications.

3. Breakdown grid section:

Field	Description
Equipment	Displays the equipment in the rental from the requisition. NOTE: If no requisition number was entered, the user can either select an equipment and/or add a new line.
Description	Displays the equipment description.
Source Site	Displays the source site for the equipment.
Source Location	Displays the source location for the equipment.
Identification	Displays the identification number for the equipment.
Date Required	Displays the date required indicated in the requisition.
Start Date	Displays the start date for the allocation. NOTE: It is possible to modify the start date in the breakdown grid for each equipment line.
End Date	Displays the end date for the allocation. NOTE: It is possible to modify the start date in the breakdown grid for each equipment line.
Qty Required	Displays the quantity required from the requisition.
Qty Available	Displays the quantity available in inventory for this site.
Qty to Assign	Enter the quantity to assign to the external repair.
Long Description	Displays the long description of the equipment.
Call Number	Displays the service call number.
Destination Site	Displays the default destination site for an external repair.
Destination Location	Displays the default destination location for an external repair.
Supplier	Displays the supplier.
Invoicing Method	Displays the invoicing method for the equipment, which comes from Rental Equipment Management.
Rate Code	Displays the rate code for the equipment, which comes from Rental Equipment Management.
Rate	Displays the hourly rate for the equipment, which comes from Rental Equipment Management.
Meter Rate	If applicable, displays the meter rate for the equipment, which comes from Rental Equipment Management.
Maximum Billable	Displays the maximum billable amount for the equipment. NOTE: This maximum is the total of the amount from the Rental Equipment Management multiplied by the quantity assigned.

2. Click on Save.
3. Click on Transfer.

The Transaction Transfer report is generated for the external repairs and is displayed in the Maestro Report Viewer.

There is a validation at the transfer of the allocation transaction in order to ensure that everything went well during the transfer. If this is not the case, a warning message with the error details will be displayed on screen.

1. In the Equipment Allocation window, enter the required information in the Detail tab:

Field	Description
Transaction Type	Select Return of Internal Repair.
Start Date	Displays the start date.
Return Date	Displays today’s date, by default.
Allocation Number	Only applies to internal repair entries.
Return Number	Maestro* generates the return number when the return of internal repair equipment allocation is saved. NOTE: The return number is generated from the number indicated in the Counter field in the Return Number section of the Equipment Rental – General tab in General Settings.
Person in Charge	Displays the person in charge.

1. Filter section:

Field	Description
Site	Select the site.
Location	Select the location, if applicable.
Reservation	Select the reservation, if applicable.

2. Default Values section:

Field	Description
Project	Displays the project number.
Activity	Displays the activity number.
Group	Displays the group number.
Destination	Select the destination for the return of internal repair NOTE: For a return of internal repair, the default destination is To the inventory.

3. Breakdown grid section:

Field	Description
Equipment	Displays the equipment from the internal repair.
Description	Displays the equipment description.
Source Site	Displays the source site. NOTE: The source site displayed comes from the destination site in the breakdown grid of the internal repair.
Source Location	Displays the source location. NOTE: The source location displayed comes from the destination location in the breakdown grid of the internal repair.
Reservation	Displays the reservation number.
Identification	Displays the identification number for the equipment.
Start Date	Displays the start date of the internal repair.
Estimated End Date	Displays the estimated end date for the internal repair.
Return Date	The return date will be entered automatically by maestro* once the quantity to return is entered.
Qty Assigned	Displays the quantity assigned.
Qty to Return	Enter the quantity to return.
Long Description	Displays the long description of the equipment.
Call Number	Displays the service call number.
Destination Type	Select the destination type for the return of internal repair. To the inventory (default) To another project To another customer To internal repair To external repair
Destination Site	Displays the destination site based on the destination type selected.
Destination Location	Displays the destination location based on the destination type selected.
Project	Displays the project based on the destination type selected.
Activity	Displays the activity based on the destination type selected.
Group	Displays the group based on the destination type selected.
Supplier	Applicable only to return of external repairs.
Customer	Applicable only to return of external rentals.
Invoicing Method	Displays the invoicing method for the equipment.
Rate Code	Displays the rate code.
Rate	Displays the rate.
Meter Rate	Displays the meter rate.
Maximum Billable	Displays the maximum billable amount.

2. Click on Save and Transfer.

The Transaction Transfer report is generated for the return of internal repairs and is displayed in the Maestro Report Viewer.

There is a validation at the transfer of the allocation transaction in order to ensure that everything went well during the transfer. If this is not the case, a warning message with the error details will be displayed on screen.

1. In the Equipment Allocation window, enter the required information in the Detail tab:

Field	Description
Transaction Type	Select Return of External Repair.
Start Date	Displays the start date.
Return Date	Displays today’s date, by default.
Allocation Number	Only applies to external repair entries.
Return Number	Maestro* generates the return number when the return of external repair equipment allocation is saved. NOTE: The return number is generated from the number indicated in the Counter field in the Return Number section of the Equipment Rental – General tab in General Settings.
Person in Charge	Displays the person in charge.

1. Filter section:

Field	Description
Supplier	Select the supplier.
Site	Select the site.
Location	Select the location, if applicable.
Reservation	Select the reservation, if applicable.

2. Default Values section:

Field	Description
Project	Displays the project number.
Activity	Displays the activity number.
Group	Displays the group number.
Destination	Select the destination for the return of external repair NOTE: For a return of external repair, the default destination is To the inventory.

3. Breakdown grid section:

Field	Description
Equipment	Displays the equipment from the external repair.
Description	Displays the equipment description.
Source Site	Displays the source site. NOTE: The source site displayed comes from the destination site in the breakdown grid of the external repair.
Source Location	Displays the source location. NOTE: The source location displayed comes from the destination location in the breakdown grid of the external repair.
Reservation	Displays the reservation number.
Identification	Displays the identification number for the equipment.
Start Date	Displays the start date of the external repair.
Estimated End Date	Displays the estimated end date for the external repair.
Return Date	The return date will be entered automatically by maestro* once the quantity to return is entered.
Qty Assigned	Displays the quantity assigned.
Qty to Return	Enter the quantity to return.
Long Description	Displays the long description of the equipment.
Call Number	Displays the service call number.
Destination Type	Select the destination type for the return of external repair. To the inventory (default) To another project To another customer To internal repair To external repair
Destination Site	Displays the destination site based on the destination type selected.
Destination Location	Displays the destination location based on the destination type selected.
Project	Displays the project based on the destination type selected.
Activity	Displays the activity based on the destination type selected.
Group	Displays the group based on the destination type selected.
Supplier	Displays the supplier code.
Customer	Applicable only to return of external rentals.
Invoicing Method	Displays the invoicing method for the equipment.
Rate Code	Displays the rate code.
Rate	Displays the rate.
Meter Rate	Displays the meter rate.
Maximum Billable	Displays the maximum billable amount.

2. Click on Save and Transfer.

The Transaction Transfer report is generated for the return of external repairs and is displayed in the Maestro Report Viewer.

There is a validation at the transfer of the allocation transaction in order to ensure that everything went well during the transfer. If this is not the case, a warning message with the error details will be displayed on screen.