30 Overview to System Setup

This chapter contains these topics:

30.1 Objectives

  • To set up the information necessary to use Equipment Billing features

30.2 About System Setup

Before you can use Equipment Billing, you must define certain information that the system uses when it processes equipment billing functions.

System setup consists of the following tasks:

  • Setting up equipment constants

  • Setting up user defined codes

  • Setting up automatic accounting instructions

  • Setting up next numbers

  • Setting up depreciation account rules

  • Setting up ledger depreciation rules

  • Mapping category codes

  • Setting up equipment billing

  • Setting up supplemental data

  • Setting up shop cost inquiry

  • Setting up the accounting rules table

  • Setting up journal summary rules

30.2.1 What Do These Setup Features Do?

Feature Description
Equipment constants Establish system basics, such as:

  • The default business units for equipment cost, accumulated depreciation, depreciation expense, and revenue accounts for a piece of equipment

  • The number of category codes that display on the equipment search and other entry forms

  • The symbols that identify the three types of equipment numbers, including your primary number

  • The equipment category code number that you use to define the equipment class for use in the supplemental data base
User defined codes Define custom codes, such as:

  • Equipment category codes, including major accounting class and major equipment class

  • Finance methods

  • Equipment status codes

  • Equipment message types
Automatic accounting instructions Define accounting information, such as:

  • Accounts and general ledger relationships for Equipment Billing interaction with the General Accounting system

  • Default debit and credit accounts for Equipment Time Billing
Next numbers Enable the system to automatically assign numbers to various items in the system that require unique numbers
Depreciation account rules Simplify the creation of new equipment masters by establishing values for the Master Information screen, such as:

  • Major accounting class

  • Major equipment class

  • Depreciation accounts

  • Revenue account
Ledger depreciation rules Assign specific depreciation rules to ledger types according to any combination of:

  • Company

  • Accounting category

  • Depreciation category

  • Asset cost account
Mapping category codes Assigns default values from business unit category codes to equipment category codes
Equipment billing Defines various billing codes and rules, such as:

  • Valid rate codes

  • Billing rate codes

  • Rental rates

  • Rental rules

  • Account derivation rules
Supplemental data Stores additional information about equipment. When you set up supplemental data, you can:

  • Define the types of supplemental information you want to keep track of

  • Determine which data types appear for groups of equipment

  • Define specification information

  • Limit user access to supplemental and specification information
Shop cost inquiry Establishes the parameters by which the system summarizes and displays equipment costs by job, such as:

  • Maintenance costs

  • Revenue by job phase
Time Accounting rules table Defines debit accounts for equipment billing when you charge for the use of equipment using Time Accounting or Payroll
Journal summary rules for Time Accounting Controls how equipment transactions are summarized when you use Time Accounting or Payroll