Equipment Tab of Project Review Form

This tab displays only if you have the Purchasing application activated in Vision.

Equipment Grid Toolbar

Field	Description
Equipment on File Drop-Down Arrow	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "`Drag a column header here to group by that column`," drag and drop column headers into this field, in the sequence that you want them to display. Not all options are available on all grids.

Field

Description

Equipment on File Drop-Down Arrow

Click the drop-down arrow on a grid header to complete any of the following actions:

To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer.
To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally.
To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display.

Not all options are available on all grids.

This grid displays information from the Equipment Info Center for a project's equipment items.

Field	Description
Equipment Number	This field displays the equipment number for an equipment item, which is specified in the Equipment Number field on the General tab of the Equipment form in the Equipment Info Center. The equipment number that displays in this field is a hyperlink that opens the equipment item record in the Equipment Info Center.
Item Number	This field displays the item number of an equipment item, which is specified in the Item Number field on the General tab of the Equipment form in the Equipment Info Center.

Field	Description
Description	This field displays an equipment item's description, which is specified in the Description field on the General tab of the Equipment form in the Equipment Info Center.

Field	Description
Purchase Order Number	If an equipment item was created automatically from a purchase order or change order line item, this field displays the purchase order or change order number. This is retrieved from the PO / CO Number field on the Purchase Order tab of the Equipment form in the Equipment Info Center. The purchase order or change order number that displays in this field is a hyperlink that opens the purchase order or change order record in the Purchasing application.
Purchase Order Amount	If an equipment item was created automatically from a purchase order or change order line item, this field displays the net amount for the line item. This is retrieved from the Amount field on the Purchase Order tab of the Equipment form in the Equipment Info Center.
Vendor	If an equipment item was created automatically from a purchase order or change order line item, this field displays the vendor name from the purchase order or change order. This is retrieved from the Vendor field on the Purchase Order tab of the Equipment form in the Equipment Info Center. The vendor name that displays in this field is a hyperlink that opens the vendor record in the Vendor Info Center.