Groups and Subgroups

To determine what equipment to include in an equipment cost analysis, you set up equipment groups and subgroups, and associate them with an analysis type code. You specify a date range to indicate the period for which you want to retrieve equipment costs from the Account Balance File table (F1202) and the Account Ledger table (F0911). The system stores group and subgroup definitions are stored in the Equipment Analysis Group table (F1380).

To include equipment components that are set up in the equipment hierarchy in the equipment cost analysis, you can select an option to expand parent equipment to its more discrete levels. The equipment components are included in the equipment cost analysis even though they might not match the equipment filters that you define. When you perform the equipment cost analysis, the costs of these equipment components are rolled up to the parent equipment.

When you review or copy an existing group or subgroup definition, the system retrieves the associated equipment filter from the Equipment Analysis Filters table (F1381). At this point, you can review and update the group and subgroup definitions as needed.