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Important Points about E-Pool

When the Equipment Pooling or the E-Pool check-box is selected from the Warehouse tab of the Configuration module and from the Sub-Region level of the Maintenance module.

  1. The Assign Asset option in the Order > Item line > right-click is disabled.

  2. The Quote Confirmation feature or Converting to Billing Order will not function.

  3. The Fill & Dispatch option in the Order > Item line > right-click is enabled only when the Shipping Site is the same as the Order Site.

  4. Lot Number is not displayed for the Pool reserved lines.

  5. The following Pool actions cannot be performed, if the Item line is assigned with a Lot Number:

  • Changing the Shipping Site and the Returning Site

  • Reserve Back to Pool

  • Generate Operation Order

  1. For the Item lines with Reserved Status, the Assign operations such as Sub-Rental, Transfer In, Purchase, and Exchange is created  at the Shipping Site of the Item line.

  2. For the Item lines with Pool Status, the Assign operations such as Sub-Rental, Transfer In, Purchase, and Exchange is created at the Sub-Region of the Item line.

  3. The Search Orders window and the Warehouse window displays the Ops column. The Ops check box is selected for the Operation Orders.

  4. The Item lines that are not returned from the linked Operation Order, the turn around time defined in the Item line Edit window is not impacted.

  5. The Operation Order always displays the Quantity of the Non-Serial Kit  header as 1.

  6. The Action [Sell] Items are not allowed in the Operation Order.

  7. The Service Work Order is generated at the Warehouse Site where it is marked as Damaged.

  8. Sale Order: The following are the changes in Sale Order:
    The Returning Site column is not displayed in the Sale Order.
    The Operation Order cannot be generated for the Item lines with Sell Action

  9. Sub Orders cannot be generated for an Operation Order.

  10. The Equipment Pooling check box in the Configuration module and the Maintenance module cannot be unselected once any E-Pool actions are performed.

  11. The Availability for a Sell Item is modified.

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