Adding a New Asset – Goods In – To Inventory

Notes: As a Yard Manager/Admin, if a new asset/equipment has been purchased, you would use this method to add the new assets to the RentalResult system. This is assuming that you have already completed another Swinerton approved method for Purchase Orders in order to have purchased the asset.

STEP 1: Click Asset Ops

STEP 2: Click Goods In - To Inventory

STEP 3: Click New

STEP 4: Choose Transaction Type

Notes: Add Equipment to Inventory – This is for any equipment that has never been previously added to RentalResult and has been newly purchased.

Notes: Restore Asset to Inventory – This is for any equipment that has been previously added to Rental Results, but were thought to be lost and has since been found. In the interim, while thought to be lost, the asset was “disposed of” within the RentalResult system using a “Goods Outs – From Inventory

STEP 5: Enter Reference

Notes: If you make a mistake when entering data in the “Reference” Field you can change it in the next screen.

STEP 6: Click Tab or Enter

STEP 7: Click OK

STEP 8: The Date field will default to the current date.  Adjust as necessary

STEP 9: Click Lines tab

STEP 10: Click Add

STEP 11: Enter the Item Code

Notes: If you don't know the item code you can search via the Magnifying glass and searching for a word in the Description (See Screenshot below)

STEP 12: Enter the number of quantity of the item

STEP 13: Enter the total value of all assets for that line

Notes: For example, if there were 3 assets with item code 1243 and they were valued at $10,000 each, enter $30,000 in the “Value” field.

Notes: Per company policy, all assets over $5000.00 each in value are capitalized assets, although you are able to capitalize assets under $5000.00

STEP 14: Enter any additional information, if necessary

Notes: Any text here will be added for ALL items on this line.

STEP 15: Click Tab or Enter

STEP 16: Click Sublines: Add asset detail

STEP 17: Click Add

Notes: If required, E-code will auto generate

STEP 18: Type in Ref/Serial Number of item

Notes: For vehicles, this would be the VIN number

STEP 19: Validate the Status is Available

STEP 20: Click Notes tab

STEP 21: Type any notes you might want, this is a free form field

STEP 22: Click Text Tab

Notes: The “Lease Plan” field is for items with a rental definition of RFVEH. This would be only for leased vehicles.

STEP 23: Enter Alternate E-code if applicable

Notes: This would be a separate user-defined E-code as e-codes are auto-generated by the Rental Result system

STEP 24: Click Analysis Sets tab

STEP 25: Enter Business Unit that owns the asset

STEP 26: Enter Phase Code used to acquire the asset

STEP 27: Choose Yes/No for Capitalized or No

Notes: Will this asset be depreciated? If yes, enter “YES” in the “Capitalized” field and send an email to ALEUNG@SWINERTON.COM letting Alan know that a capitalized asset has been added to Rental Result that needs to be confirmed. Make sure to also include the Item Code, E-code, Ref/Serial Number, and document number for your Goods In document

STEP 28: Enter Company and Branch that owns the items

STEP 29: Click Close or Add (if you have more than 1 of that specific item)

STEP 30: Click Save and Close

STEP 31: Click Yes

STEP 32: Choose Output Options