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Contents
List of Figures
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
1
Overview to Equipment Billing
1.1
System Integration
1.2
System Features
1.2.1
Equipment Information and Search
1.2.2
Equipment Location Tracking
1.2.3
Charging for Equipment Use
1.2.3.1
Location Billing
1.2.3.2
Time Billing
1.2.4
Detailed Equipment Cost Accounting
1.2.5
Reporting
1.3
Equipment Billing System Flow
1.4
Equipment Billing Tables
1.4.1
Primary Tables and Descriptions
1.4.2
Secondary Tables
Part I Equipment Identification
2
Overview to Equipment Identification
2.1
Objectives
2.2
About Equipment Identification
2.2.1
Types of Equipment Identification Information
2.2.1.1
Equipment Master Information
2.2.1.2
Supplemental and Specification Data
2.2.1.3
Message Logs
2.2.2
Category Codes and Equipment Identification
2.2.3
Equipment Identification Numbers
2.2.4
Parent and Component Relationships
3
Create an Equipment Master Record
3.1
Create an Equipment Master Record
3.1.1
What You Should Know About
3.1.2
Processing Options
4
Enter Detailed Information
4.1
Entering Specification Information
4.1.1
Before You Begin
4.2
Entering Permit and License Information
4.3
Working with Supplemental Information
4.3.1
Before You Begin
4.3.2
Entering Supplemental Information
4.3.3
What You Should Know About
4.3.4
Reviewing Supplemental Information by Data Type
4.3.5
Reviewing Supplemental Information by Equipment
5
Search for Equipment Information
5.1
Searching for Equipment by Field
5.2
Searching for Equipment by Query
5.2.1
Processing Options
6
Work with Message Logs
6.1
Entering an Equipment Message
6.1.1
What You Should Know About
6.1.2
Processing Options
6.2
Viewing Equipment Messages
7
Locate Parent and Component Information
7.1
Reviewing Parent and Component History
7.2
Reviewing Current Equipment Components
7.2.1
What You Should Know About
7.2.2
Processing Options
Part II Process G/L to Equipment
8
Process G/L to Equipment
8.1
Objectives
8.2
About Processing G/L to Equipment
9
Work with G/L Journal Entries
9.1
Revising Unposted Journal Entries
9.1.1
What You Should Know About
9.1.2
Processing Options
9.2
Splitting Unposted Journal Entries
9.2.1
What You Should Know About
9.3
Printing a Journal Entries Report
9.3.1
What You Should Know About
9.3.2
Processing Options
10
Post G/L Journal Entries to Equipment
10.1
Posting a Batch of Journal Entries
10.2
Verifying the Post Process
10.2.1
Processing Options
Part III Equipment Cost Tracking
11
Equipment Cost Tracking
11.1
Objectives
11.2
About Equipment Cost Tracking
12
Review Equipment Costs
12.1
Reviewing Equipment Costs by Cost Account
12.2
Reviewing Equipment Costs by Repair Code
12.2.1
What You Should Know About
12.2.2
Processing Options
13
Review Shop Costs
13.1
Reviewing Shop Costs by Repair Code
13.1.1
What You Should Know About
13.1.2
Processing Options
13.2
Reviewing Shop Costs by Cost Account
13.2.1
What You Should Know About
13.2.2
Processing Options
Part IV Equipment Time Billing
14
Equipment Time Billing
14.1
Objectives
14.2
About Equipment Time Billing
14.2.1
Before You Begin
15
Enter Charges Using Time Accounting
15.1
Entering Equipment Billing Information
15.1.1
What You Should Know About
15.1.2
Processing Options
15.2
Generating Equipment Timecard Journals
15.2.1
What You Should Know About
15.2.2
Processing Options
15.3
Processing Equipment Timecard Journals
15.3.1
Reviewing and Approving Timecard Journals
15.3.2
What You Should Know About
15.3.3
Posting Timecard Journals to the G/L
16
Enter Charges Using Payroll
16.1
Entering Equipment Billing Information
16.1.1
What You Should Know About
16.1.2
Processing Options
16.2
Generating Equipment Timecard Journals
16.2.1
What You Should Know About
16.3
Processing Equipment Timecard Journals
16.4
Reviewing and Approving Timecard Journals
16.4.1
What You Should Know About
16.4.2
Posting Timecard Journals to the G/L
17
Enter Charges Using Equipment Time Entry
17.1
Entering Equipment Time Billing Information
17.1.1
Processing Options
17.2
Working with a Model Time Entry
17.2.1
Before You Begin
17.3
Processing Equipment Time Entries
17.4
Reviewing and Approving Equipment Time Entries
17.4.1
What You Should Know About
17.5
Posting Equipment Time Entries
17.5.1
Posting Time Entries to the G/L
17.5.2
Processing Options
17.5.3
Posting G/L Entries to Equipment
17.5.4
Processing Options
17.6
Printing Equipment Time Reports
17.6.1
Printing the Posting Edit Report
17.6.2
Processing Options
17.6.3
Printing the Posting Journal Report
17.6.4
Processing Options
17.7
Posting Journal Report
17.7.1
Printing the Time Entry Journal Report
17.7.2
Processing Options
Part V Equipment Location Tracking
18
Overview to Equipment Location Tracking
18.1
Objectives
18.2
About Equipment Location Tracking
19
Enter Location Information
19.1
Entering Location Information Without Inquiry
20
Review Location Information
20.1
Reviewing Location Information
20.2
What You Should Know About
20.3
Processing Options
21
Revise Location Information
21.1
Revising Location Information
21.1.1
What You Should Know About
21.1.2
Processing Options
Part VI Equipment Location Billing
22
Overview to Equipment Location Billing
22.1
Objectives
22.2
About Equipment Location Billing
22.2.1
Before You Begin
23
Create Location Billings
23.1
Verifying the Location Billing
23.1.1
What You Should Know About
23.1.2
Processing Options
24
Process Location Billings
24.1
Reviewing a Location Billing
24.2
Approving a Location Billing Batch
24.3
Posting Location Billings
24.3.1
Processing Options
25
Revise Location Billings
25.1
Revising Unposted Location Billings
25.2
Revising Posted Location Billings
25.2.1
Before You Begin
Part VII Equipment Billing Reports
26
Overview to Equipment Billing Reports
26.1
Objectives
26.2
About Equipment Billing Reports
27
Print Standard Reports
27.1
Printing the Billing Rates Report
27.1.1
Processing Options
27.2
Printing the Location Tracking Report
27.2.1
Processing Options
27.3
Printing Supplemental Data Reports
27.4
Printing the Data by Item Number Report
27.4.1
Processing Options
27.5
Printing the Data by Data Type Report
27.5.1
Processing Options
27.6
Printing the Specification Data Report
27.6.1
Processing Options
28
Print Analytical Reports
28.1
Printing the Equipment Cost Analysis Report
28.1.1
Equipment Cost Analysis - Detail
28.2
Printing the Equipment Variance Report
28.2.1
Equipment Variance Report - By Job
28.2.2
Processing Options
28.3
Printing the Transaction Ledger Report
28.3.1
Processing Options
29
Print Other Reports
29.1
Working with Report Writer
29.2
Working with World Writer
Part VIII System Setup
30
Overview to System Setup
30.1
Objectives
30.2
About System Setup
30.2.1
What Do These Setup Features Do?
31
Set Up Equipment Constants
31.1
Set Up Equipment Constants
32
Set Up User Defined Codes
32.1
Major Accounting Class (12/C1)
32.2
Major Equipment Class (12/C2)
32.3
Additional Class (12/C3-C0, 12/F1-F0, 12/21, 12/22, 12/23)
32.4
Equipment Status (12/ES)
32.5
Equipment Message Type (12/EM)
32.6
Equipment Billing Rate (00/RC)
32.7
Rental Rate Tables (13/TB)
32.8
Finance Methods (12/FM)
32.9
Ledger Types for Equipment Journal Entries (12/LT)
32.9.1
What You Should Know About
33
Set Up Automatic Accounting Instructions
33.1
About Automatic Accounting Instructions
33.1.1
AAI Ranges
33.2
Working with AAI Screens
33.2.1
Processing Options
34
Set Up Next Numbers
34.1
Setting Up Next Numbers
35
Set Up Depreciation Account Rules
35.1
Setting Up Depreciation Account Rules
35.1.1
What You Should Know About
36
Set Up Ledger Depreciation Rules
36.1
Setting Up Ledger Depreciation Rules
36.1.1
What You Should Know About
37
Map Category Codes
37.1
Mapping Category Codes
37.1.1
What You Should Know About
38
Set Up Equipment Billing
38.1
Setting Up Billing Rate Code Hierarchy
38.1.1
Before You Begin
38.2
Defining Rental Rates for Equipment
38.2.1
Before You Begin
38.2.2
What You Should Know About
38.3
Defining Rental Rules
38.3.1
What You Should Know About
38.4
Setting Up Account Distribution Rules
38.4.1
What You Should Know About
39
Set Up Supplemental Data
39.1
Setting Up Data Types
39.1.1
What You Should Know About
39.1.2
Defining Supplemental Data Types
39.1.3
Defining Specification Data Types
39.2
Assigning Data Types to Equipment
39.2.1
Before You Begin
39.2.2
What You Should Know About
39.3
Setting Up Supplemental Data Security
40
Set Up Shop Cost Inquiry
40.1
Defining Inquiry Columns
40.1.1
What You Should Know About
40.2
Defining Inquiry Formats
40.2.1
Processing Options
40.3
Defining Inquiry Paths
40.3.1
Processing Options
41
Set Up the Accounting Rules Table
41.1
Set Up the Accounting Rules Table
41.1.1
Before You Begin
42
Set Up Journal Summary Rules
42.1
Setting Up Journal Summary Rules
Part IX Global Updates
43
Global Updates
43.1
Objectives
43.2
About Global Updates
44
Update the Message Log
44.1
Update the Message Log
45
Update Equipment Billing Rates
45.1
Update Equipment Billing Rates
45.1.1
What You Should Know About
46
Update the Search Word Table
46.1
Update the Search Word Table
46.1.1
What You Should Know About
47
Update Fixed Asset Information
47.1
Updating Company Numbers and Accounts
47.2
Reposting Damaged Account Balances
47.2.1
Before You Begin
47.2.2
Processing Options
47.3
Updating the Item Number
47.4
Updating Planned Equipment Locations
47.4.1
Processing Options
47.5
Purging Selected Asset Information
47.5.1
Before You Begin
47.5.2
What You Should Know About
47.5.3
Processing Options
Part X Processing Options
48
Equipment Identification Processing Options
48.1
Item Master Information (P1201)
48.2
Item Search Original Display Format (P1204)
48.3
Assembly Components and NBV (P12011)
48.4
Item Message Entry - Actual (P1205)
49
Process G/L to Equipment Processing Options
49.1
Post Unposted F/A Entries (P12800)
49.2
Revise Unposted Entries (P12102)
49.3
Unposted F/A Transactions (P12301)
50
Equipment Cost Tracking Processing Options
50.1
Cost Summary by Account Code (P122101)
50.2
Job Status Inquiry (P512000)
50.3
Account Balance Comparison (P092121)
51
Equipment Time Billing Processing Options
51.1
Time Entry by Job (Business Unit) (P051161)
51.2
Equipment Time Entry (P12110)
51.3
Generate Timecard Journals (P062901)
51.4
Time Entry by Job (Business Unit) (P061161)
51.5
General Ledger Post (P09800)
51.6
Time Billing Journal - Posted F/A (P12310)
52
Equipment Location Tracking Processing Options
52.1
Location Transfer Processing (P12115)
52.2
Location Inquiry (P12215)
53
Equipment Location Billing Processing Options
53.1
Location Billings - Proof (P1304)
54
Equipment Billing Reports Processing Options
54.1
Equipment Billing Rates (P12426)
54.2
Location Tracking Report (P12460)
54.3
Fixed Assets Supplemental Data (P12400)
54.4
All Item Numbers by Data Type - Alpha/Item Number (P12440)
54.5
Specification Data Report (P12416)
54.6
Equipment Cost Analysis (P12424)
54.7
Equipment Variance Report - by Job (P13400)
54.8
Fixed Asset Ledger - Posted (P12420)
55
System Setup Processing Options
55.1
AAIs - Fixed Assets (P00121)
55.2
Define Formats - Job Status Inquiry (P5193)
55.3
Define Paths - Job Status Inquiry (P51941)
56
Global Updates Processing Options
56.1
Item Balance Repost (P12910)
56.2
Location Code Batch Update (P12810)
56.3
Purge Item Master and Item Balance Files (P12912)
Index
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