Equipment Balances
The Equipment Balance Report provides comprehensive tracking of equipment transactions between your business and other locations. This report displays all transactions based on your configured Equipment Types, enabling you to:
- Monitor equipment you owe to other businesses
- Track equipment due to be returned to you
- View transaction history by location
- Identify equipment balances across all receiving business locations
Manage equipment transactions
- Go to Reports > Operational Tasks > Equipment Balances.
Note: To see the Equipment module, make sure it is enabled. Go to Configuration > TransVirtual Account > Rates and Modules.
- You will see a screen as shown below.
- This page allows you to filter through your Equipment Types and see all transactions made using that Equipment Type. The Location name listed is the business that the transaction was made against.
- To add a new equipment transaction, click the
button in the top right-hand corner of the window.
- A pop-up window will appear. Fill in the equipment transaction details and then click Create to save it.
- You can filter this list by Equipment Type and/or Headport.
- To filter by Equipment Type, click the section at the top of the page:
- This requires that you have Equipment Types set up in your account.
- To filter by Headport, use the filter at the top-right of the page:
- Filtering by Headport shows transactions made in the selected Headport. This requires that you have Headports configured in your account.
- To download or print this list, click the
button at the top-right.
- To export the results from the grid, use the export button at the bottom-left of the page. This gives you the data listed in the grid.
- Double-click on an entry or row to see more details about that transaction.
- Clicking this opens the transaction detail screen as shown below.
Notes
When double-clicking on a location and viewing its transaction history, you will see this field:
| Transaction Type | Description |
|---|---|
| Exchange to Entity (Off) | Equipment you are physically transferring to a customer or receiver. |
| Exchange to Entity (On) | Equipment that the receiver is giving back to you. |
| Customer Owned | Specialised equipment types that the customer or receiver owns. Example: Kegs placed on special plastic pallets owned by the customer for keg-based deliveries. |
| Transfer to Entity (Off) | You are electronically transferring equipment to a customer or receiver's account. They may be charged for these items if required. |
| Transfer to Entity (On) | A customer or receiver electronically transfers your equipment, and you may be required to pay for these items if applicable. |