How to Update the Owning Customer of a Unit

Modified on Thu, 11 Jan at 9:36 AM

1. Open equipment record from General > Equipment search screen.

2. Click Edit.

3. Make sure to set Customer Owned checkbox to true.

4. Enter Customer # or use magnifying glass to search.

Tip: Once customer number has been entered, click Tab to display customer name.

5. Click "Save"

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