1. Equipment Cost Analysis Implementation Guide
  2. Defining Groups, Subgroups, and Search Filters

Defining Groups, Subgroups, and Search Filters

Access the Define Group/Subgroup - Equipment or the Define Group/Subgroup - Asset form.

Equipment Group

Enter the name of the specific equipment group to analyze.

Equipment Subgroup

Enter the name of the specific equipment subgroup, within an equipment group, to analyze.

Date From

Enter the beginning date for which the transaction or code is applicable.

Date Thru

Enter the ending date for which the transaction or code is applicable.

Analysis Type

Enter the equipment cost analysis type. Equipment cost analysis types control the accounts that the system includes in the analysis and which columns are available. Enter a value from UDC 13/CT (Equipment Cost Analysis).

Include Children

Specify whether to include children (components) with their parent equipment. Values are:

On: Include children.

Off: Do not include children.

If you selected the Include Children option, you can expand parent assets to display their components.

Asset Number (ASII)

Enter the identification code that represents an asset. You enter the identification code in one of these formats:

1: Asset number (a computer-assigned, eight-digit, numeric control number).

2: Unit number (a 12-character alphanumeric field).

3: Serial number (a 25-character alphanumeric field).

Every asset has an asset number. You can use unit number and serial number to further identify assets. If this is a data entry field, the first character that you enter indicates whether you are entering the primary (default) format that is defined for the system, or one of the other two formats. A special character (such as ÷ or ÃÂ) in the first position of this field indicates which asset number format you are using. You assign special characters to asset number formats in the fixed assets system constants.

Business Unit

Enter the alphanumeric code that identifies a separate entity within the business for which you want to track costs. For example, a business unit might be a warehouse location, job, project, work center, branch, or plant.

You can assign a business unit to a document, entity, or person for purposes of responsibility reporting. For example, the system provides reports of open accounts payable and accounts receivable by business unit to track equipment by responsible department.

Business unit security might prevent you from viewing information about business units for which you have no authority.

Site

Enter the address book number for the lessor, renter, or lending institution.

Location

Enter the current physical location of an asset. The location must have a valid business unit or job number in the Business Unit Master table (F0006).

Equipment Status

Enter the status of the equipment. The system uses this code to identify the equipment or disposal status of an asset, such as available, down, or disposed. Enter a value from UDC 12/ES (Status or Disposal Code).

Company

Enter the identification number of the specific organization, fund, or other reporting entity. The company code must already exist in the Company Constants table (F0010) and must identify a reporting entity that has a complete balance sheet. At this level, you can have intercompany transactions.

Note: You can use company 00000 for default values such as dates and automatic accounting instructions (AAIs). You cannot use company 00000 for transaction entries.
Product Model

Specify the code that classifies an inventory item into a model for customer service.

Some examples include Laser Printer, InkJet, or Fax. Enter a value from UDC 17/PM (Product Model).

Product Family

Specify the code that classifies an inventory item into a group for customer service.

Some examples include Laser Printer, InkJet, or Fax. Enter a value from UDC 17/PA (Product Family).

Branch

Specify the high-level business unit. Use this code to refer to a branch or plant that might have departments or jobs, which represent lower-level subordinate business units. For example:

  • Branch/Plant (MMCU)

  • Dept A (MCU)

  • Dept B (MCU)

  • Job 123 (MCU)

Business unit security is based on the higher-level business unit.

Display Children

Specify whether you want children (components) to display with their associated parent assets. The balance of this statement as printed is deleted. Values are:

On: Display both children and parent assets.

Off: Display only parent assets.

Major Accounting Class

Specify a value from UDC 12/C1 (Major Accounting Class) that the system uses to determine the accounting class category code. You use this accounting category code to classify assets into groups or families (for example, 100 for land, 200 for vehicles, and 300 for general office equipment).

We recommend that you set up major class codes that correspond to the major general ledger object accounts to facilitate the reconciliation to the general ledger.

Note: If you do not use the major accounting class code, you must set up a value for blank in the UDC table.
Major Equipment Class

Specify a value from UDC 12/C2 (Major Equipment Class) that the system uses to classify assets into groups or families. You use the equipment category code as a subclass to further define the accounting class (for example, 310 for copy equipment, 320 for projectors, and 330 for typewriters) within the accounting class for general office equipment.

Note: If you do not use the major equipment class, you must set up a value for blank in the UDC table.
Manufacturer

Specify a value from UDC 12/C3 (Manufacturer) that the system uses to classify assets into groups or families. You use the manufacturer category code to further define subclass codes. For example, you can define an International Harvester, single-axle within the subclass for trucks.

Model Year

Specify a value from UDC 12/C4 (Model Year) that the system uses to classify assets into groups or families. You use the model year category code to further define the subclass codes. For example, you can define a 1990 International Harvester, single-axle within the subclass for trucks.

Usage Miles or Hours

Specify a value from UDC 12/C5 (Usage Miles or Hours) that the system uses to classify assets into groups or families. You use the usage category codes to further define the subclass codes.