zenduitsupport

            Lookup Tables


            Overview

            This procedure demonstrates how to use the lookup tables section of the ZenduMA. The lookup tables module is used to modify, and create new fields in the ZenduMA.  The only fields listed in the lookup tables that cannot be changed are the Currencies, RFQ and Receipt Statuses.

            Steps:

            To navigate to the lookup tables, select  Settings, CMMS Settings,  and  Lookup Tables


            Maintenance:

            Lets begin with the  Maintenance  Lookup Tables.

            The fields that are customizable here are:

            • Asset Event Types
            • Meter Reading Units
            • Maintenance Types
            • Priority
            • Work Order Status
            • Reason To Set Asset Online
            • Reason To Set Asset Offline
            • Certification


            Example: Work Order Status

            1. To create a new work order status, click the  New  Work Order Status button


              2. Add a  Name,  select a  Control,  and click  OK

              3. The new work order status will be displayed in the lookup table, and will now be available for selection in the work order form


            This process can be copied for each of the fields. Simply click the  New  button and enter the necessary information.

            Costing:

            Costing covers the following fields:

            • Currency
            • Misc Cost Type
            • Account
            • Charge Department

            Note:-   It is important to note that you cannot add custom currencies


            Example: Misc Cost Type

            1. To create a new miscellaneous cost type, click the Misc Cost Type  New  button


              2. Clicking   New  will bring up the following popup box. Fill in your new Misc Cost Type, and click   OK

            Purchasing

            The Purchasing Lookup tables can be a bit more complex, so as such, will be dealt with in their own article found here in the  Purchasing Lookup Tables  procedure.

            Edit an Existing Field:

            To edit an existing field, click on a field


            Edit the information, and click  OK

            Updated: 17 Apr 2017 12:33 AM
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