Equipment Allocation

OBJECtive

Equipment Allocation allows the user to allocate equipment to different locations internally (ex: to a project) and externally (ex: to a customer), to return internal and external allocations, as well as internal repairs (ex: to a project) and external repairs (ex: to a supplier) and return internal and external repairs.

 

PREREQUISITEs

 

ICONS

Equipment Allocation icons

Icon

Title

Used to

Display only entered allocations

Display only the non-transferred allocations in the summary section.

Display only assigned allocations

Display only the allocations with an assigned status in the summary section.

Display only finished allocations

Display only the allocations with an assignment finished status in the summary section.

Equipment Inquiry

Access the equipment inquiry screen.

Modify Expected Return Date

Allows for the modification of the expected return date for the current allocations for a selected project.

If, for example, the duration of a project is extended, it is possible to mass change the date of return of all the equipment (or of some of the equipment) that are assigned to this project.

Filter Data According to Specified Parameters

Allows user to filter the breakdown grid data by the specified parameters entered in the Filter section.

Copy the quantities required in the column “Qty to assign”

Allows user to copy the quantities required to the quantity to assign column, for the equipment selected in the breakdown grid.

Reset column “Qty to assign” to zero

Allows user to reset the quantity to assign column to zero, for the equipment selected in the breakdown grid.

Entry of items by bar code

Allows user to enter items by scanning a bar code.

NOTE: Applicable only for Return transaction types.

Billing Deferral

Makes it possible to avoid booking equipment rental costs to a specific project.

See Billing Deferral section.

Configuration

Allows user to configure the functionality of equipment allocation within maestro*.

Only the icons specific to this window are defined in the table below.

 

Summary

For the procedure to follow, click on the hyperlink to:

 

STEPS

  maestro* > Equipment > Equipment Rental > Processing > Equipment Allocation

 

Create an equipment allocation

It is possible to rent equipment for other companies without having to close the opened company to select another company.

  1. Click the drop-down menu in the lower left corner of the window and select another company.
  2. Save the renting and close the window.
  3. Logging on in another company is not necessary.

Only applicable in multidimensional mode.

 

Internal Rental Type

ClosedInternal rentals are used to allocate equipment to projects.

  1. In the Equipment Allocation window, enter the required information in the Detail tab:

Field

Description

Transaction Type

Select Internal Rental.

Start Date

Select the start date.

Return Date

Select the return date.

Allocation Number

Maestro* generates the allocation number when the internal rental equipment allocation is saved.

NOTE: The allocation number is generated from the number indicated in the Counter field in the Allocation Number section of the Equipment Rental – General tab in General Settings.

Return Number

Applicable only to the return of internal rentals.

Person in Charge

Select the code of the person in charge.

Call No.

Enter the service call number, if applicable.

Requisition

Enter the requisition number, if applicable.

W/O No.

Enter the work order number, if applicable. Also used to display the work order number associated to the requisition if this applies.

Project

Displays the project number associated to the service call, the requisition or the work order selected.

NOTE: It is possible to enter a project number if no requisition number, service call or work order was selected.

  1. Filter section:

Field

Description

Source Site

Allows user to filter the equipment in the breakdown grid, for this source site only.

Source Location

Allows user to filter the equipment in the breakdown grid, for this source location only.

  1. Requisition Details section:

Field

Description

Requisition type

Displays the requisition type.

Entry Date

Displays the entry date of the requisition.

Date Required

Displays the date required.

Requester

Displays the requisition requester.

Processed By

Displays the code of the user who processed the requisition.

Person in Charge

Displays the person in charge.

Specification

Displays the requisition specifications.

  1. Default Values section:

Field

Description

Project

Displays the project number.

Activity

Displays the activity number.

Group

Displays the group number.

Destination

Displays To another project, the default destination of the equipment for an internal rental.

  1. Breakdown grid section:

Field

Description

Equipment

Displays the equipment in the rental from either a requisition, service call or the work order.

NOTE: If no requisition, service call or work order number was entered, the user can either select an equipment and/or add a new line.

Description

Displays the equipment description.

Source Site

Displays the source site for the equipment.

Source Location

Displays the source location for the equipment.

Identification

Displays the identification number for the equipment.

Date Required

Displays the date required as indicated in the requisition, the service call or the work order.

Start Date

Displays the start date for the allocation.

NOTE: It is possible to modify the start date in the breakdown grid for each equipment line.

End Date

Displays the end date for the allocation.

NOTE: It is possible to modify the start date in the breakdown grid for each equipment line.

Qty Required

Displays the quantity required from the requisition, the service call or work order.

Qty Available

Displays the quantity available in inventory for this site.

Qty to Assign

Enter the quantity to assign to the internal rental.

Long Description

Displays the long description of the equipment.

Call Number

Displays the service call number.

Destination Site

Displays the default destination site for an internal rental.

Destination Location

Displays the default destination location for an internal rental.

Project

Displays the project code.

Activity

Displays the activity code.

Group

Displays the group code.

Invoicing Method

Displays the invoicing method for the equipment, which comes from Rental Equipment Management.

NOTE: Data entry is possible when the view is by summary of transactions in progress, and the status is at 1 - Assigned.

Rate Code

Displays the rate code for the equipment, which comes from Rental Equipment Management.

NOTE: Data entry is possible when the view is by summary of transactions in progress, and the status is at 1 - Assigned.

Rate

Displays the hourly rate for the equipment, which comes from Rental Equipment Management.

NOTE: Data entry is possible when the view is by summary of transactions in progress, and the status is at 1 - Assigned.

Meter Rate

If applicable, displays the meter rate for the equipment, which comes from Rental Equipment Management.

NOTE: Data entry is possible when the view is by summary of transactions in progress, and the status is at 1 - Assigned.

Maximum Billable

Displays the maximum billable amount for the equipment.

NOTE: This maximum is the total of the amount from the Rental Equipment Management multiplied by the quantity assigned.

  1. Click on Save.
  2. Click on Transfer.

The Transaction Transfer report is generated for the internal rentals and is displayed in the Maestro Report Viewer.

There is a validation at the transfer of the allocation transaction in order to ensure that everything went well during the transfer.

If this is not the case, a warning message with the error details will be displayed on screen.

 

External Rental Type

ClosedExternal rentals are used to allocate equipment to customers.

  1. In the Equipment Allocation window, enter the required information in the Detail tab:

Field

Description

Transaction Type

Select External Rental.

Start Date

Select the start date.

Return Date

Select the return date.

Allocation Number

Maestro* generates the allocation number when the external rental equipment allocation is saved.

NOTE: The allocation number is generated from the number indicated in the Counter field in the Allocation Number section of the Equipment Rental – General tab in General Settings.

Return Number

Applicable only to the return of external rentals.

Person in Charge

Select the code of the person in charge.

Requisition

Enter the requisition number, if applicable.

Customer

Displays the customer number associated to the selected requisition.

NOTE: It is possible to enter a customer number if no requisition number was selected.

  1. Filter section:

Field

Description

Source Site

Allows user to filter the equipment in the breakdown grid, for this source site only.

Source Location

Allows user to filter the equipment in the breakdown grid, for this source location only.

  1. Requisition Details section:

Field

Description

Requisition type

Displays the requisition type.

Entry Date

Displays the entry date of the requisition.

Date Required

Displays the date required.

Requester

Displays the requisition requester.

Processed By

Displays the code of the user who processed the requisition.

Person in Charge

Displays the person in charge.

Specification

Displays the requisition specifications.

  1. Breakdown grid section:

Field

Description

Equipment

Displays the equipment in the rental from either a requisition, service call or the work order.

NOTE: If no requisition, service call or work order number was entered, the user can either select an equipment and/or add a new line.

Description

Displays the equipment description.

Source Site

Displays the source site for the equipment.

Source Location

Displays the source location for the equipment.

Identification

Displays the identification number for the equipment.

Date Required

Displays the required date indicated in the requisition.

Start Date

Displays the start date for the allocation.

NOTE: It is possible to modify the start date in the breakdown grid for each equipment line.

End Date

Displays the end date for the allocation.

NOTE: It is possible to modify the start date in the breakdown grid for each equipment line.

Qty Required

Displays the quantity required from the requisition, the service call or work order.

Qty Available

Displays the quantity available in inventory for this site.

Qty to Assign

Enter the quantity to assign to the external rental.

Tx 1

Select the tax code 1.

Tx 2

Select the tax code 2.

Long Description

Displays the long description of the equipment.

Call Number

Displays the service call number.

Destination Site

Displays the default destination site for an external rental.

Destination Location

Displays the default destination location for an external rental.

Customer

Displays the customer number.

Invoicing Method

Displays the invoicing method for the equipment, which comes from Rental Equipment Management.

Rate Code

Displays the rate code for the equipment, which comes from Rental Equipment Management.

Rate

Displays the hourly rate for the equipment, which comes from Rental Equipment Management.

Meter Rate

If applicable, displays the meter rate for the equipment, which comes from Rental Equipment Management.

Maximum Billable

Displays the maximum billable amount for the equipment.

NOTE: This maximum is the total of the amount from the Rental Equipment Management multiplied by the quantity assigned.

  1. Click on Save.
  2. Click on Transfer.

The Transaction Transfer report is generated for the external rentals and is displayed in the Maestro Report Viewer.

There is a validation at the transfer of the allocation transaction in order to ensure that everything went well during the transfer.

If this is not the case, a warning message with the error details will be displayed on screen.

 

Return of Internal Rental Type

The Closedreturn of internal rentals is used to return the equipment allocated to projects back into inventory.

  1. In the Equipment Allocation window, enter the required information in the Detail tab:

Field

Description

Transaction Type

Select Return of Internal Rental.

Rental Cancellation

Check the box to identify this return as a rental cancellation.

NOTE: The equipment will automatically be identified as non-billable.

Start Date

Displays the start date.

Return Date

Displays today’s date, by default.

Allocation Number

Only applies to internal rental entries.

Return Number

Maestro* generates the return number when the return of internal rental equipment allocation is saved.

NOTE: The return number is generated from the number indicated in the Counter field in the Return Number section of the Equipment Rental – General tab in General Settings.

Person in Charge

Displays the person in charge.

  1. Filter section:

Field

Description

Work Order

Select the work order, if applicable.

Service Call

Select the service call, if applicable.

NOTE: Displays automatically the project associated to the transactions.

Project

Select the project number.

Site

Select the site.

Location

Select the location, if applicable.

Reservation

Select the reservation, if applicable.

Click on the Filter data according to specified parameters icon.

  1. Default Values section:

Field

Description

Project

Displays the project number.

Activity

Displays the activity number.

Group

Displays the group number.

Destination

Select the destination for the return of internal rental

NOTE: For a return of internal rental, the default destination is To the inventory.

  1. Breakdown grid section:

Select the line for which the return from internal rental is to be created.

Field

Description

Equipment

Displays the equipment.

Description

Displays the equipment description.

Source Site

Displays the source site.

NOTE: The source site displayed comes from the destination site in the breakdown grid of the internal rental.

Source Location

Displays the source location.

NOTE: The source location displayed comes from the destination location in the breakdown grid of the internal rental.

Reservation

Displays the reservation number.

Identification

Displays the identification number for the equipment.

Start Date

Displays the start date of the internal rental.

Estimated End Date

Displays the estimated end date for the internal rental.

Return Date

The return date will be entered automatically by maestro* once the quantity to return is entered.

Qty Assigned

Displays the quantity assigned.

Qty to Return

Enter the quantity to return.

Long Description

Displays the long description of the equipment.

Call Number

Displays the service call number.

Destination Type

Select the destination type for the return of internal rental.

To the inventory (default)

To another project

To another customer

To internal repair

To external repair

Destination Site

Displays the destination site based on the destination type selected.

Destination Location

Displays the destination location based on the destination type selected.

Project

Displays the project based on the destination type selected.

Activity

Displays the activity based on the destination type selected.

Group

Displays the group based on the destination type selected.

Supplier

Applicable only to return of external repair.

Customer

Applicable only to return of external rental.

Invoicing Method

Displays the invoicing method for the equipment, which comes from Rental Equipment Management.

Rate Code

Displays the rate code for the equipment, which comes from Rental Equipment Management.

Rate

Displays the hourly rate for the equipment, which comes from Rental Equipment Management.

Meter Rate

If applicable, displays the meter rate for the equipment, which comes from Rental Equipment Management.

Maximum Billable

Displays the maximum billable amount.

  1. Click on Save and Transfer.

The Transaction Transfer report is generated for the return of internal rentals and is displayed in the Maestro Report Viewer.

There is a validation at the transfer of the allocation transaction in order to ensure that everything went well during the transfer.

If this is not the case, a warning message with the error details will be displayed on screen.

 

Return of External Rental Type

The Closedreturn of external rentals is used to return the equipment allocated to customers back into inventory.

  1. In the Equipment Allocation window, enter the required information in the Detail tab:

Field

Description

Transaction Type

Select Return of External Rental.

Rental Cancellation

Check the box to identify this return as a rental cancellation.

NOTE: The equipment will automatically be identified as non-billable.

Start Date

Displays the start date.

Return Date

Displays today’s date, by default.

Allocation Number

Only applies to external rental entries.

Return Number

Maestro* generates the return number when the return of external rental equipment allocation is saved.

NOTE: The return number is generated from the number indicated in the Counter field in the ReturnNumber section of the Equipment Rental – General tab in General Settings.

Person in Charge

Displays the person in charge.

  1. Filter section:

Field

Description

Customer

Select the customer.

Site

Select the site.

Location

Select the location, if applicable.

Reservation

Select the reservation, if applicable.

Click on the Filter data according to specified parameters icon.

  1. Default Values section:

Field

Description

Project

Displays the project number.

Activity

Displays the activity number.

Group

Displays the group number.

Destination

Select the destination for the return of external rental

NOTE: For a return of external rental, the default destination is To the inventory.

  1. Breakdown grid section:

Select the line for which the return from external rental is to be created.

Field

Description

Equipment

Displays the equipment.

Description

Displays the equipment description.

Source Site

Displays the source site.

NOTE: The source site displayed comes from the destination site in the breakdown grid of the external rental.

Source Location

Displays the source location.

NOTE: The source location displayed comes from the destination location in the breakdown grid of the external rental.

Identification

Displays the identification number for the equipment.

Start Date

Displays the start date of the external rental.

Estimated End Date

Displays the estimated end date for the external rental.

Return Date

The return date will be entered automatically by maestro* once the quantity to return is entered.

Qty Assigned

Displays the quantity assigned.

Qty to Return

Enter the quantity to return.

Tx 1

Displays the tax code 1.

Tx 2

Displays the tax code 2.

Long Description

Displays the long description of the equipment.

Call Number

Displays the service call number.

Destination Type

Select the destination type for the return of internal rental.

To the inventory (default)

To another project

To another customer

To internal repair

To external repair

Destination Site

Displays the destination site based on the destination type selected.

Destination Location

Displays the destination location based on the destination type selected.

Project

Displays the project based on the destination type selected.

Activity

Displays the activity based on the destination type selected.

Group

Displays the group based on the destination type selected.

Supplier

Select the applicable supplier for the destination type To external repair.

Customer

Applicable only for return of external rental.

Invoicing Method

Displays the invoicing method for the equipment.

Rate Code

Displays the rate code.

Rate

Displays the rate.

Meter Rate

Displays the meter rate.

Maximum Billable

Displays the maximum billable amount.

  1. Click on Save and Transfer.

The Transaction Transfer report is generated for the return of external rentals and is displayed in the Maestro Report Viewer.

There is a validation at the transfer of the allocation transaction in order to ensure that everything went well during the transfer.

If this is not the case, a warning message with the error details will be displayed on screen.

 

Internal Repair Type

The Closedinternal repairs are used to allocate equipment repairs to a project.

  1. In the Equipment Allocation window, enter the required information in the Detail tab:

Field

Description

Transaction Type

Select Internal Repair.

Start Date

Select the start date.

Return Date

Select the return date.

Allocation Number

Maestro* generates the allocation number when the equipment allocation is saved.

NOTE: The allocation number is generated from the number indicated in the Counter field in the Allocation Number section of the Equipment Rental – General tab in General Settings.

Return Number

Only applies to the return of internal repairs.

Person in Charge

Select the code of the person in charge.

Requisition

Enter the requisition number, if applicable.

  1. Filter section:

Field

Description

Source Site

Allows user to filter the equipment in the breakdown grid, for this source site only.

Source Location

Allows user to filter the equipment in the breakdown grid, for this source location only.

  1. Requisition Details section:

Field

Description

Requisition type

Displays the requisition type.

Entry Date

Displays the entry date of the requisition.

Date Required

Displays the date required.

Requester

Displays the requisition requester.

Processed By

Displays the code of the user who processed the requisition.

Person in Charge

Displays the person in charge.

Specification

Displays the requisition specifications.

  1. Breakdown grid section:

Field

Description

Equipment

Displays the equipment in the rental from the requisition.

NOTE: If no requisition number was entered, the user can either select an equipment and/or add a new line.

Description

Displays the equipment description.

Source Site

Displays the source site for the equipment.

Source Location

Displays the source location for the equipment.

Identification

Displays the identification number for the equipment.

Date Required

Displays the date required indicated in the requisition.

Start Date

Displays the start date for the allocation.

NOTE: It is possible to modify the start date in the breakdown grid for each equipment line.

End Date

Displays the end date for the allocation.

NOTE: It is possible to modify the start date in the breakdown grid for each equipment line.

Qty Required

Displays the quantity required from the requisition.

Qty Available

Displays the quantity available in inventory for this site.

Qty to Assign

Enter the quantity to assign to the internal repair.

Long Description

Displays the long description of the equipment.

Call Number

Displays the service call number.

Destination Site

Displays the default destination site for an internal repair.

Destination Location

Displays the default destination location for an internal repair.

Invoicing Method

Displays the invoicing method for the equipment, which comes from Rental Equipment Management.

Rate Code

Displays the rate code for the equipment, which comes from Rental Equipment Management.

Rate

Displays the hourly rate for the equipment, which comes from Rental Equipment Management.

Meter Rate

If applicable, displays the meter rate for the equipment, which comes from Rental Equipment Management.

Maximum Billable

Displays the maximum billable amount for the equipment.

NOTE: This maximum is the total of the amount from the Rental Equipment Management multiplied by the quantity assigned.

  1. Click on Save.
  2. Click on Transfer.

The Transaction Transfer report is generated for the internal repairs and is displayed in the Maestro Report Viewer.

There is a validation at the transfer of the allocation transaction in order to ensure that everything went well during the transfer.

If this is not the case, a warning message with the error details will be displayed on screen.

 

External Repair Type

The Closedexternal repairs are used to allocate equipment repairs to a supplier.

  1. In the Equipment Allocation window, enter the required information in the Detail tab:

Field

Description

Transaction Type

Select External Repair.

Start Date

Select the start date.

End Date

Select the return date.

Allocation Number

Maestro* generates the allocation number when the equipment allocation is saved.

NOTE: The allocation number is generated from the number indicated in the Counter field in the Allocation Number section of the Equipment Rental – General tab in General Settings.

Return Number

Only applies to the return of external repairs.

Person in Charge

Select the code of the person in charge.

Requisition

Enter the requisition number, if applicable.

Supplier

Enter the supplier number.

  1. Filter section:

Field

Description

Source Site

Allows user to filter the equipment in the breakdown grid, for this source site only.

Source Location

Allows user to filter the equipment in the breakdown grid, for this source location only.

  1. Requisition Details section:

Field

Description

Requisition type

Displays the requisition type.

Entry Date

Displays the entry date of the requisition.

Date Required

Displays the date required.

Requester

Displays the requisition requester.

Processed By

Displays the code of the user who processed the requisition.

Person in Charge

Displays the person in charge.

Specification

Displays the requisition specifications.

  1. Breakdown grid section:

Field

Description

Equipment

Displays the equipment in the rental from the requisition.

NOTE: If no requisition number was entered, the user can either select an equipment and/or add a new line.

Description

Displays the equipment description.

Source Site

Displays the source site for the equipment.

Source Location

Displays the source location for the equipment.

Identification

Displays the identification number for the equipment.

Date Required

Displays the date required indicated in the requisition.

Start Date

Displays the start date for the allocation.

NOTE: It is possible to modify the start date in the breakdown grid for each equipment line.

End Date

Displays the end date for the allocation.

NOTE: It is possible to modify the start date in the breakdown grid for each equipment line.

Qty Required

Displays the quantity required from the requisition.

Qty Available

Displays the quantity available in inventory for this site.

Qty to Assign

Enter the quantity to assign to the external repair.

Long Description

Displays the long description of the equipment.

Call Number

Displays the service call number.

Destination Site

Displays the default destination site for an external repair.

Destination Location

Displays the default destination location for an external repair.

Supplier

Displays the supplier.

Invoicing Method

Displays the invoicing method for the equipment, which comes from Rental Equipment Management.

Rate Code

Displays the rate code for the equipment, which comes from Rental Equipment Management.

Rate

Displays the hourly rate for the equipment, which comes from Rental Equipment Management.

Meter Rate

If applicable, displays the meter rate for the equipment, which comes from Rental Equipment Management.

Maximum Billable

Displays the maximum billable amount for the equipment.

NOTE: This maximum is the total of the amount from the Rental Equipment Management multiplied by the quantity assigned.

  1. Click on Save.
  2. Click on Transfer.

The Transaction Transfer report is generated for the external repairs and is displayed in the Maestro Report Viewer.

There is a validation at the transfer of the allocation transaction in order to ensure that everything went well during the transfer.

If this is not the case, a warning message with the error details will be displayed on screen.

 

Return of Internal Repair Type

The Closedreturn of internal repairs are used to return allocated repaired equipment to a project back into inventory.

  1. In the Equipment Allocation window, enter the required information in the Detail tab:

Field

Description

Transaction Type

Select Return of Internal Repair.

Start Date

Displays the start date.

Return Date

Displays today’s date, by default.

Allocation Number

Only applies to internal repair entries.

Return Number

Maestro* generates the return number when the return of internal repair equipment allocation is saved.

NOTE: The return number is generated from the number indicated in the Counter field in the Return Number section of the Equipment Rental – General tab in General Settings.

Person in Charge

Displays the person in charge.

  1. Filter section:

Field

Description

Site

Select the site.

Location

Select the location, if applicable.

Reservation

Select the reservation, if applicable.

  1. Default Values section:

Field

Description

Project

Displays the project number.

Activity

Displays the activity number.

Group

Displays the group number.

Destination

Select the destination for the return of internal repair

NOTE: For a return of internal repair, the default destination is To the inventory.

  1. Breakdown grid section:

Field

Description

Equipment

Displays the equipment from the internal repair.

Description

Displays the equipment description.

Source Site

Displays the source site.

NOTE: The source site displayed comes from the destination site in the breakdown grid of the internal repair.

Source Location

Displays the source location.

NOTE: The source location displayed comes from the destination location in the breakdown grid of the internal repair.

Reservation

Displays the reservation number.

Identification

Displays the identification number for the equipment.

Start Date

Displays the start date of the internal repair.

Estimated End Date

Displays the estimated end date for the internal repair.

Return Date

The return date will be entered automatically by maestro* once the quantity to return is entered.

Qty Assigned

Displays the quantity assigned.

Qty to Return

Enter the quantity to return.

Long Description

Displays the long description of the equipment.

Call Number

Displays the service call number.

Destination Type

Select the destination type for the return of internal repair.

To the inventory (default)

To another project

To another customer

To internal repair

To external repair

Destination Site

Displays the destination site based on the destination type selected.

Destination Location

Displays the destination location based on the destination type selected.

Project

Displays the project based on the destination type selected.

Activity

Displays the activity based on the destination type selected.

Group

Displays the group based on the destination type selected.

Supplier

Applicable only to return of external repairs.

Customer

Applicable only to return of external rentals.

Invoicing Method

Displays the invoicing method for the equipment.

Rate Code

Displays the rate code.

Rate

Displays the rate.

Meter Rate

Displays the meter rate.

Maximum Billable

Displays the maximum billable amount.

  1. Click on Save and Transfer.

The Transaction Transfer report is generated for the return of internal repairs and is displayed in the Maestro Report Viewer.

There is a validation at the transfer of the allocation transaction in order to ensure that everything went well during the transfer.

If this is not the case, a warning message with the error details will be displayed on screen.

 

Return of External Repair Type

The Closedreturn of external repairs are used to return allocated repaired equipment to a supplier back into inventory.

  1. In the Equipment Allocation window, enter the required information in the Detail tab:

Field

Description

Transaction Type

Select Return of External Repair.

Start Date

Displays the start date.

Return Date

Displays today’s date, by default.

Allocation Number

Only applies to external repair entries.

Return Number

Maestro* generates the return number when the return of external repair equipment allocation is saved.

NOTE: The return number is generated from the number indicated in the Counter field in the Return Number section of the Equipment Rental – General tab in General Settings.

Person in Charge

Displays the person in charge.

  1. Filter section:

Field

Description

Supplier

Select the supplier.

Site

Select the site.

Location

Select the location, if applicable.

Reservation

Select the reservation, if applicable.

  1. Default Values section:

Field

Description

Project

Displays the project number.

Activity

Displays the activity number.

Group

Displays the group number.

Destination

Select the destination for the return of external repair

NOTE: For a return of external repair, the default destination is To the inventory.

  1. Breakdown grid section:

Field

Description

Equipment

Displays the equipment from the external repair.

Description

Displays the equipment description.

Source Site

Displays the source site.

NOTE: The source site displayed comes from the destination site in the breakdown grid of the external repair.

Source Location

Displays the source location.

NOTE: The source location displayed comes from the destination location in the breakdown grid of the external repair.

Reservation

Displays the reservation number.

Identification

Displays the identification number for the equipment.

Start Date

Displays the start date of the external repair.

Estimated End Date

Displays the estimated end date for the external repair.

Return Date

The return date will be entered automatically by maestro* once the quantity to return is entered.

Qty Assigned

Displays the quantity assigned.

Qty to Return

Enter the quantity to return.

Long Description

Displays the long description of the equipment.

Call Number

Displays the service call number.

Destination Type

Select the destination type for the return of external repair.

To the inventory (default)

To another project

To another customer

To internal repair

To external repair

Destination Site

Displays the destination site based on the destination type selected.

Destination Location

Displays the destination location based on the destination type selected.

Project

Displays the project based on the destination type selected.

Activity

Displays the activity based on the destination type selected.

Group

Displays the group based on the destination type selected.

Supplier

Displays the supplier code.

Customer

Applicable only to return of external rentals.

Invoicing Method

Displays the invoicing method for the equipment.

Rate Code

Displays the rate code.

Rate

Displays the rate.

Meter Rate

Displays the meter rate.

Maximum Billable

Displays the maximum billable amount.

  1. Click on Save and Transfer.

The Transaction Transfer report is generated for the return of external repairs and is displayed in the Maestro Report Viewer.

There is a validation at the transfer of the allocation transaction in order to ensure that everything went well during the transfer.

If this is not the case, a warning message with the error details will be displayed on screen.

 

Billing Deferral

This feature makes it possible to defer equipment billing during a specific period; maestro* will no longer generate equipment rental costs to the project.

  1. Click the Billing Deferral icon. The Parameter Selection is displayed.
  2. Enter the number of the project for which the equipment billing will be deferred. Click the button to open a project selection window.
  3. Enter the Start of the deferral period date.
  4. Enter the End of the deferral period date.

If the start and end dates are specified, billing for all equipment allocated to the project will be deferred for that period and will automatically resume on the date indicated as the end of the deferral period. No other procedure is required.

If only the start date is indicated, billing for all equipment allocated to the project will be deferred until the user repeats this procedure and indicates an end date to the deferral period. Equipment billing is therefore deferred indefinitely.

If only the end date is specified, billing that was previously deferred for all equipment allocated to the project will resume starting on the end of the deferral period date. Equipment billing will be reactivated after a deferral.

  1. Click the Accept icon to start processing the data.
  2. The Confirmation of the equipments that needs to be deferred window is displayed. All the project’s equipment targeted by the deferral is listed in the grid; default parameters select all equipment.
  3. If needed, uncheck the box in the Defer column to avoid deferring billing for a specific equipment.
  4. Click the Apply icon.
  5. A confirmation request will be displayed on the screen. The transactions will be generated as soon as the user confirms the equipment billing deferral.

 

See also

 

Last modification: November 07, 2024