Unit Record in RPM –
A quick overview of the RPM Unit –
This video provides an overview of the RPM Unit, which represents individual pieces of equipment for rent, sale, or service, complete with detailed tracking for serial numbers, specifications, ownership, maintenance, and financial data. It emphasizes comprehensive visibility into each unit’s lifecycle through features like meter tracking, inspection history, and lifecycle cost accounting—all designed to optimize asset management and operational control.
Unit Record in RPM
Presented by: Tom from Suite Engine
Summary:
This video provides a comprehensive overview of the Unit Record functionality within Suite Engine’s RPM. It demonstrates how the system manages individual equipment units used for rental, sales, or service, and how it integrates with financials, maintenance, and asset tracking.
What the Video Demonstrates:
1. Unit Identification & Categorization
- Each unit (e.g., Cat 420 E backhoe) has a unique system-generated ID.
- Tracks multiple serial numbers (e.g., chassis and engine).
- Units are categorized by product line and category, with all data flowing to the General Ledger (GL) for financial tracking.
2. Ownership & Customer Association
- Units can be flagged as customer-owned after sale.
- Customer numbers are required for processing transactions like work orders.
3. Fixed Asset Integration
- Units are linked to fixed asset records for depreciation tracking.
- Supports various depreciation methods and book value calculations.
4. Rental Status & Location Tracking
- Displays current rental status, contract number, customer, and shipping details.
- Provides real-time visibility into unit location and usage.
5. Meter Tracking
- Supports multiple meter types (e.g., hour meters, brake wear).
- Meters can be required for shipping/receiving and used to charge for excess usage.
6. Specification Management
- Tracks unit-specific specs like condition, horsepower, and weight.
- Uses customizable dropdowns for consistent data entry.
7. Fleet Management Tools
- Activate/deactivate units in the fleet.
- Transfer units between locations.
- Create RPM documents (contracts, work orders) directly from the unit card.
8. Component & Maintenance Tracking
- Tracks components associated with each unit.
- Supports planned maintenance and inspection types (e.g., off-rent inspections).
9. Historical & Lifecycle Cost Tracking
- Logs all movement, service, cost/revenue, and lifecycle cost entries.
- Tracks total lifecycle costs from various sources (e.g., purchase orders, work orders).
RPM by Suite Engine
RPM by Suite Engine is a comprehensive DMS built within Microsoft Dynamics 365 Business Central, designed specifically for companies that rent, sell, and service equipment. It streamlines operations by integrating rental management with financials, inventory, service, and customer engagement.
Core Capabilities
- Rental Management
- Manage short- and long-term rentals
- Track rental contracts, availability, and utilization
- Automate billing and invoicing
- Service & Maintenance
- Schedule and track planned and reactive maintenance
- Log service history and work orders
- Manage parts, labor, and technician assignments
- Asset Tracking
- Monitor equipment lifecycle
- Track usage via meter readings and service intervals
- Maintain detailed unit records
- Financial Integration
- Seamless integration with Business Central’s accounting
- Real-time cost tracking and profitability analysis
- Customer & Contract Management
- Centralized customer data
- Flexible contract terms and pricing models
Benefits of Using RPM
RPM Helps Equipment Dealers:
- Reduce equipment downtime
- Improve service efficiency
- Ensure compliance with maintenance schedules
- Gain visibility into asset performance and profitability
- Learn more about RPM.
- Get the App on Microsoft AppSource or request a personalized demo!
- Have questions? Discover more in our RPM Knowledge Base.
