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ERP History Menu

The ERP History menu provides a consolidated, read-only view of an asset’s hire and servicing records, synchronised directly from your ERP system. This section is essential for operational tracking, audit readiness, and lifecycle management of assets, enabling users to quickly verify contract details and service events without switching systems.

Centralising this information within the asset view, teams can review all relevant hire and maintenance data in one place—streamlining coordination between operations, maintenance, and compliance stakeholders.

 

Rental History

The Rental History tab lists every hire contract associated with the asset, sorted in reverse chronological order (most recent at the top). Each rental record is grouped into an expandable card with:

  • Rental Number – Identifier for the hire record.

  • Contract Status – Displays the current ERP status (e.g. Current, Posted), providing context on whether the contract is active or closed.

  • Contract Dates – Includes contract start and end times, as defined in your ERP system.

  • Customer & Site Info – Shows customer name, branch, and the job site address where the asset was deployed.

  • Rental Details – Lists the hire line status (Off Rent, Returned), line start and return dates, and any adjusted terms.

This unified view makes it easy to track where the asset has been, for how long, and under which contract—all without needing to access the ERP directly.

 

Servicing History

The Servicing History tab displays a list of all scheduled or completed maintenance jobs related to the asset, also sorted with the most recent first.

Each entry contains:

  • Job Metadata – Description, job category (e.g. Quarterly Inspection, Annual Inspection), and job type (Internal or External).

  • Branch & Meter Reading – Indicates which branch submitted the job, the meter value at the time of servicing, and the job’s posted timestamp.

  • Job Status – Typically Posted, helping confirm job entry completion from the ERP side.

Tracking servicing history alongside rental records allows users to validate that inspections and compliance checks align with hire cycles or operational usage.

 

Why This Matters

The ERP History menu eliminates the need for cross-referencing external ERP records or requesting reports from other teams. It empowers users to:

  • Investigate discrepancies in contracts or downtime

  • Validate that servicing is up to date before re-hire

  • Provide proof of service for compliance and audit needs

  • Confirm when and where an asset was last deployed

Having all this information in a single, searchable location streamlines communication across teams and enhances data transparency.

Interface Tips

  • Tab Selector – Switch between Rental History and Servicing History via the top tab navigation.

  • Expandable Records – Use the arrow on the right-hand side of each row to expand or collapse individual entries.

  • Sidebar Navigation – Quickly switch to other menus like Snapshot, Events, or Geofences using the left-hand menu.

  • Search Bar – Use the top search bar to look up other assets or menus.

 

If your ERP records appear to be out of sync or are missing, please contact our support team at servicedesk@perspio.io for assistance.