Creating shop records

The shop is one of the fundamental building blocks for setting up the TMT Fleet Maintenance system. You must establish a shop before setting up employees, units, or inventory because the system requires a shop number on all these master records.

To create a shop record:

  1. Go to Menu > Masters > Shops.
    The Shops page opens.

    Show me

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  2. Click Add New.
    The Add New Shop window opens.

  3. In the Shop Number field, enter a new shop number and press TAB.
    Note: You can enter up to 12 alphanumeric characters.

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  4. Make entries in the required fields.
    If you want, you can make entries in all fields. For details about individual fields, see Definition tab.

  5. Click Save.
    The system creates a new shop record based on your entries.

Renumbering a shop

When you renumber a shop, the system updates all records (purchase orders, repair orders, etc.) that contain the old shop ID. Trimble does not recommend renumbering shops.

  1. Renumbering a shop makes major changes to the system. Before proceeding with these steps, contact your company’s system administrator. Do not proceed without understanding the warning message that appears during the procedure.

  2. If you must renumber a shop, Trimble recommends that a system administrator perform these steps at the end of your business day or on the weekend.

  3. Trimble also recommends that your company’s database administrator create a backup of the database and be available during the renumbering process.

  4. If something happens during or after the renumbering process, contact your Trimble support representative immediately.

To renumber a shop:

  1. Go to Menu > Masters > Shops.
    The Shops page opens.

  2. Retrieve the shop you want to renumber.

  3. Click Renumber Shop.
    The Renumber Shop message window opens. This message states, "WARNING: Renumbering a shop is a fundamental change to the system. All other users MUST be out of the system before renumbering a shop. It is HIGHLY recommended a backup of the database is made before renumbering a shop. Renumbering a shop may take some time to complete depending on the size of the database. Do you wish to continue?"

  4. Click Renumber Shop.
    Note: To close this window without renumbering a shop, click Cancel.