Summary

The Equipment Analysis batch process is used to generate the Equipment Analysis report required by the Wisconsin Department of Transportation.

Step by Step

1     Create an Equipment Analysis batch.

• Select the Equipment Analysis palette in WO> Equipment Analysis. This will expand the palette and display the steps of the batch process.
• Modify an existing batch or create a new Equipment Analysis batch.
  • Select a batch number from the drop-down menu at the top of the Equipment Analysis palette to select an existing batch.
  • Select New from the Equipment Analysis batch number drop-down menu to create a new batch. This will open the New Batch window.
  • If there are open batches in the Equipment Analysis process, you can create a new batch without affecting the open batches.
  • Enter a Batch Month and Batch Year. These fields default to the current calendar period and are for reference only. The fiscal period of the transactions in the batch is determined by the Journal Entry Date entered during the Generate step.
  • Click the Generate icon   to populate the Batch Number field with the next available batch number. Batch numbers are limited to five digits and must be unique within the batch month of the batch year.
    • You can also manually create a new batch by entering a Batch Number and clicking the Save icon  .
• Highlight the batch in the batch number drop-down menu on the Equipment Analysis palette and press DELETE to delete a batch. Any uncommitted equipment analyses in the batch will be deleted.

2     Generate the Equipment Analysis batch.

• Open the Generate window (WO> Equipment Analysis> Generate).
• Select the Year you would like to report on.
• The Insurance Cost field is used to enter the total amount paid for on-road vehicle insurance in the selected year. For reporting purposes, this amount will be distributed equally among all the vehicles in the fleet.
• The Shop Overhead field is used to enter the overhead percentage that will be applied to the total labor costs for the selected year.
  • This percentage cannot exceed 1000%.
• Check the Include active equipment with no transactions toggle to report on all active equipment regardless of transaction history.
• Check the Calculate insurance costs by WO Detail amount toggle to disable the editable Insurance Cost field and collect insurance amounts via the Equipment Analysis process for inclusion in the Sundry amount.
• Click the Confirm icon to generate the batch immediately or select a date from the drop-down menu if you would like the batch to generate at a later time.

3     Edit the equipment analysis.

• Open the Edit window (WO> Equipment Analysis > Edit).
• Each eligible piece of equipment will be displayed when the Edit window is opened. While the values in the columns are populated when the window is opened, these values can be edited.
  • The Fuel column value is calculated by tracking the fuel inventory issued to the piece of equipment through inventory transactions.
  • The Labor column value is calculated by tracking labor activity on maintenance work orders for the piece of equipment.
  • The Materials column value is calculated by tracking the materials issue to the piece of equipment through inventory transactions.
    • The Lube, Tires and Sundry column values are materials values differentiated by the user-defined misc_attribute_1 field attached to each of the materials subcategories.
  • The Overhead column value is calculated by tracking overhead amounts attached to usage activity on any work orders that include the piece of equipment.
  • The Depreciation column value is calculated by the Fixed Asset module and represents the total depreciation on the piece of equipment for the selected year.
  • The Hours Used column value is calculated by tracking equipment usage activity on any work orders that include the piece of equipment.
  • The Revenue column value is calculated by tracking the total amount billed for usage activity on any work orders that include the piece of equipment.
• Make any desired changes and click the save icon to proceed to the next step.

4     Print the Equipment Analysis report.

• Open the Proof List window (WO> Equipment Analysis> Proof List).
• Check the Include Depreciation in Total Value toggle include depreciation in the standard Equipment Analysis calculation of Fuel + Lube + Labor + Materials + Overhead + Tires + Sundry.
• Click the Print icon   to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
  • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
  • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report).
• The Equipment Analysis report will display the Equipment Year and Code/Description as well as the amounts specified during the Edit step for Fuel, Lube, Labor, Materials, Overhead, Tires, Sundry, Depreciation, Hours Used and Revenue. Totals will be provided for each column in the report and a Total Value amount will be provided for each piece of equipment included in the batch.

5     Commit the Equipment Analysis batch.

• Open the Batch Commit window (WO> Equipment Analysis> Commit).
• Click the Confirm icon to commit the batch.