Creating equipment profiles

Create equipment profiles to use as equipment templates. After creating a profile, use it to quickly create equipment records that require the same information as is contained on the profile.

To create equipment profiles:

  1. Select Equipment > Setup > Profiles.
  2. Click New Record.
  3. Specify this information:
    Organization
    Specify the organization to which the profile belongs if you use multi-organization security.
    Profile
    Specify a unique code identifying the profile, and then specify a description of the profile in the adjacent field.
    Department
    Specify the department of the equipment to define with this profile.
    Type
    Select the type of equipment to define with this profile.
    Status
    Select the status of the equipment to define with this profile
    Class
    Specify the class of the equipment to define with this profile.
    Note: If you specify a Class, the system displays any custom fields associated with that class.
    Category
    Specify the category of the equipment to define with this profile. The system automatically populates Manufacturer and custom fields based on the information you specified on the Categories form.
    GIS Profile
    Select to flag the profile as a GIS profile.
    Note: Once you create a GIS profile, associate it with a GIS layer. See "Defining preferences for the creation of Infor EAM equipment (ESRI)" in Chapter 6 GIS Integration of the System Administrator’s Guide. GIS and Infor EAM use the GIS profile and layer information to create equipment records in the respective systems.
    Equipment Value
    Specify the value of the equipment to define with this profile.
    Meter Unit
    Specify the meter unit of the equipment to define with this profile.
    Manufacturer
    Specify the manufacturer of the equipment to define with this profile.
    Revision
    Specify the revision of the equipment to define with this profile.
    Model
    Specify the model of the equipment to define with this profile.
    Part
    Specify the part code of the equipment to define with this profile. The system automatically populates Part Org.
    Store
    Specify the store of the equipment to define with this profile.
    Variable 1, Variable 2, Variable 3, Variable 4, Variable 5, Variable 6
    Specify any additional information to be included on the equipment to define with this profile.
  4. Click Save Record.