8 Equipment Information Tracking

This chapter contains these topics:

8.1 Objectives

  • To enter and revise location transactions for equipment

  • To track costs at the business or shop level

  • To track costs at the equipment level

8.2 About Equipment Information Tracking

Use Equipment Information Tracking to control equipment movement and review equipment costs. For example, you can use various location programs to:

  • Record equipment relocations from one job or business unit to another.

  • Create location transactions for single pieces of equipment or groups of equipment.

  • Relocate equipment with a quantity greater than one from a single location to multiple locations.

  • Relocate equipment from multiple locations to a single location to consolidate multiple tracking records.

  • Review historical, current and planned location tracking information

  • Record equipment relocations out of sequence.

  • Add text to equipment location transactions.

You can also record simple relocations for single pieces of equipment or more complex relocations for multiple pieces of equipment.

You can assign equipment to multiple current locations or relocate equipment from multiple current locations to one location. You can also record equipment relocations out of sequence. For example, you can use the system's planning capability to record the relocation of equipment from a location where it does not currently reside.

When you enter relocation information for a parent piece of equipment, the system automatically transfers all components that are at the same location to the new location.

You can use cost tracking programs to:

  • Review maintenance costs by shop or by piece of equipment.

  • Review one subledger or all subledgers for a piece of equipment.

  • Display detailed or summarized account balance information.

  • Display equipment costs in currency amounts or in units and per unit costs.

Equipment information tracking consists of the following tasks:

  • Tracking equipment location

  • Reviewing maintenance costs

Permit and License tracking provides the ability to store and track permit, license and certificate information about equipment. Information is sorted first by state and next by license number. This allows you to include license dates in sort criteria. The ability to sort by license date makes it easier to quickly locate licenses, and minimizes the chance of overlooking pending renewal dates.