Click FIND. Scroll thru records to find vehicle you wish to add to the Transportation Module. To denote a vehicle as a part of the Transportation Module, click on the Additional Info tab of the Fixed Asset window. Find the Type’ in the upper right of the window. ‘Vehicle Click on the drop down and select the appropriate Transportation Type. Click SAVE. Updating Vehicle Setup The step Fixed Assets to a Transportation Type’ will create a temporary ‘Assigning record in the Vehicle Setup window. The vehicle is unable to be Checked Out/Returned until setup is completed. To complete the setup of a vehicle, do the following: Finishing the preceding step of Fixed Assets to a Transportation ‘Assigning Type’. Access SMART Finance. From the menu, select Administration>Application Setup>Transportation Setup>Vehicle Setup. Click Find or query by a specific vehicle ID. NOTE: this window has a setting for Data’ thus it will auto search only for those Active status records. In ‘Active order to see a vehicle recently added, remove the checkmark from the Active box in the bottom right prior to clicking find. Update Vehicle Description Make Enter Model Enter Color Enter Year Enter License Plate Number Enter VIN # Update State Registered if necessary Enter Registration Expiration Date If the vehicle is available to be checked out make sure the on SeR’ ‘Veiwable box is checked. Click Save. Transportation Check Out/Return This section includes instructions of how to enter a transportation tracking record via a calendar. This is accessed via SMART eR.
Click FIND. Scroll thru records to find vehicle you wish to add to the Transportation Module. To denote a vehicle as a part of the Transportation Module, click on the Additional Info tab of the Fixed Asset window. Find the ‘Vehicle Type’ in the upper right of the window. Click on the drop down and select the appropriate Transportation Type. Click SAVE. Updating Vehicle Setup The step ‘Assigning Fixed Assets to a Transportation Type’ will create a temporary record in the Vehicle Setup window. The vehicle is unable to be Checked Out/Returned until setup is completed. To complete the setup of a vehicle, do the following: Finishing the preceding step of ‘Assigning Fixed Assets to a Transportation Type’. Access SMART Finance. From the menu, select Administration>Application Setup>Transportation Setup>Vehicle Setup. Click Find or query by a specific vehicle ID. NOTE: this window has a setting for ‘Active Data’ thus it will auto search only for those Active status records. In order to see a vehicle recently added, remove the checkmark from the Active box in the bottom right prior to clicking find. Update Vehicle Description Make Enter Model Enter Color Enter Year Enter License Plate Number Enter VIN # Update State Registered if necessary Enter Registration Expiration Date If the vehicle is available to be checked out make sure the ‘Veiwable on SeR’ box is checked. Click Save. Transportation Check Out/Return This section includes instructions of how to enter a transportation tracking record via a calendar. This is accessed via SMART eR.
Transportation%20Manual%20v13.2.docx