File > Inventory Files > Status

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Status

The Status file groups the inventory together by the current location or status of the item.  The status code determines whether it is rented, idle, on loan, in for service, paid out, disposed or no longer in inventory.  The status of an item controls the tracking process through the system.  If the Status file is not set up correctly, the tracking process does not work properly.

 

This is an example of (7) seven status code records.  Status codes are displayed in a grid.

 

To add a status code

 

Click ADD at the top of the status form. Fill in the fields in each column according to the descriptions below.

 

FIELD DESCRIPTIONS - STATUS

Code

This column contains the (3) three character code you assign to each status code record.

Name

The name refers to the name you assign each status code.

Type

The type refers to the status type.  A drop-down box reveals the available status types.  Click on the status type that applies to this status code.

DisposalSecurityLevel

The security level refers to the level a user must be to assign this status to an inventory item.  A drop-down box reveals the available employee levels.  Click on the employee level that applies to this status code.

 

After you add a status record, the grid is refreshed and YOUR new status is listed in alphabetical order.

 

To print a file listing

 

Click PRINT at the top of the form to print a list of the file displayed.

 


Default Status Codes

The default status codes are assigned in Company Setup.  Status codes are used by the Inventory File to group inventory together, based on the current location. The status codes entered in this file are listed in the drop-down box on the Inventory screen.

 

Some frequently asked questions: (click each question for answer)

 

What is a status code?

A status code is, simply, a way to group inventory together based on the inventory's physical location or the circumstances attached to an inventory item.  Active items being items rented to customers, idle items being items in your store, etc.

 

What if I still don't understand?  Why do I have to enter these codes?

These status codes are used automatically by the system.  That means, when you rent an item to a customer it automatically assigns the default status code to the item after it is rented.  If you do not set up these codes, the system does not know which status code to assign to certain functions.  When inventory is added, the system automatically assigns the Default Idle Status Code to the inventory item.

 

Can I add more than one ACTIVE status code?

Yes, you can add over 1,000 different status codes.  The problem is you are not able to easily choose which active status code you want to use.  The system will automatically use the default status code for ACTIVE and you may not change a status code after an item is rented.  In other words, there is only (1) one default ACTIVE status code.

 

Which status type should I use for Active Service Items?

The status type should be set to "C", for Customer Has It, so these items are counted in the BOR totals as being rented.  This status type must also be used, because when the item is returned from service it is returned to the ACTIVE status code.

 

Why can't I add or change the information?

Remember, the system must be open in order to add or change any information.
Click Open the Day to add or make changes in this file.

 

A status code is on the status code file list, why can't I choose it for an inventory item?

A status code has a particular employee level associated with it, and if your employee level is not high enough, you are not allowed to assign that status code to an inventory item.

 

See also:

Status File List

 

 

 

 

 

 

 

 

 

 

 

 

 


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