Summary

The Equipment Maintenance window is used to create and maintain equipment in the application. Equipment can be attached to timesheets in the Payroll module to record the use of the equipment (PR> Timesheets).

Step by Step

1     View the equipment.

• Open the Equipment Selection window (SS> Maintenance> Equipment).
• The Equipment Selection window displays all of the equipment that has been created in the application.
• Enter information into the fields in the Search Criteria section and click the Refresh icon to locate a specific piece of equipment.
• Highlight a piece of equipment and click the Delete icon or press DELETE to delete the selected record.
• Highlight a piece of equipment and click the Modify icon or press ENTER to maintain the selected record.
• Click the Create icon or press INSERT to create a new piece of equipment. This will open the Equipment Maintenance window.

2     Create or modify a piece of equipment.

• The Equipment Maintenance window is used to create a new piece of equipment.
• The Code field is used to identify a unique piece of equipment. This is the field that will be used to identify a specific piece of equipment when it is selected on timesheets, so make sure the Code field is descriptive.
  • The Code field can be up to 20 alphanumeric characters long.
• The Description field is used to enter a description of the equipment. Enter a description of the equipment that is less than 32 characters long.
• The Department drop-down menu is used to associate a piece of equipment with a department. This is used for reference only.
  • This is an optional field. Leave this field blank if you do not want to associate a department with the piece of equipment.
• The GL Account field is used to attach a GL account to the piece of equipment. For example, if you would like to use a specific GL account to record the use of the equipment.
  • Click the GL Account field label to select a GL account from a list.
  • This is an optional field. Leave this field blank if the equipment should not be associated with a specific GL account.
• Click the PM Type field label to associate the equipment with a Project Management type code.
  • The LEMS field will automatically populate with the LEMS code attached to the selected PM Type code. Type codes are created and maintained, and LEMS codes are attached to type codes, on the Type Code Maintenance window (PM> Maintenance> Type).
• The Make, Model, Year, Color and VIN fields are optional fields used to enter more information on the equipment.
• The Hourly Rate field is used to enter an hourly rate on the equipment. This is the rate at which the usage of the equipment will be expensed when used.
• Press ENTER or click the Save icon when complete to save the equipment.