Equipment Tracking
The Equipment Tracking module is used to charge company equipment, small tools and inventory to a job. Use this module to start and stop chargeable standby billing that depends on location. Online inquiries are available both in summary and detail formats and various billings are supported, including both weekly and partial periods. This module integrates with Equipment Control, Job Cost, Inventory Control, and General Ledger. In addition, Equipment Tracking is integrated with Document Imaging to scan and retrieve equipment documents.
To set up Equipment Tracking, follow these steps:
- Configure default settings and enter rate brackets for hourly, daily, weekly or monthly rates. (see Equipment Tracking Installation below).
- Set up transaction codes, and apply standby rates and operating rates to equipment. (see Wquipment Tracking Maintenance below).
- Issue and return equipment and enter recurring equipment charge transactions. (see Equipment Tracking Data Entry below).
Refer to the following sections for details.
Equipment Tracking Installation
Go to to set up the Equipment Tracking module. Options include default
properties, rate brackets for hourly, daily, weekly or monthly rates, default phase and
transaction codes, and user-defined fields.
- Complete the Equipment Tracking Installation screens.
Equipment Tracking Maintenance
Use the Maintenance screens to set up transaction codes, and apply
standby rates and operating rates to equipment. Some of these screens have been
pre-configured in the default company, but you can add additional items for your
company's equipment as needed.
- Use the Transaction Code Maintenance screen to classify a transaction as billable, and set the G/L debit account code for transactions.
- Use the Equipment Charge Rates screen to add standby rates for a specific piece of equipment.
- Use the Job-Specific Equipment Charge Rates screen to add operating rates for a specific piece of equipment.
Equipment Tracking Data Entry
Use the Data Entry screens to issue and return equipment, and enter
recurring equipment transactions for current jobs.
- Use the Deployment Log screen to issue and return equipment.
- Use the Recurring Equipment Charge Processing screen to enter recurring equipment transactions for current jobs.
Equipment Control Reports
Use the Report screens to review the Deployment Log Report, Recurring
Equipment Transaction Report, and Requisition User-Defined Fields Report.
