Equipment Management

OBJECTIVE

The Equipment Management function is used to create equipment that generates internal equipment usage costs. This function also generates internal revenue for the equipment in question.

The equipment can be used simply for project costs through the various time entries (Time Sheets, Work Order or Enter Hours).

Internal revenue can be posted using the Post Equipment Costs function.

The equipment can be associated with an equipment code for the Define Accumulators function in the Equipment module.

The equipment can also be used in Ticket Management (quarry) for transportation costs in the Tickets module.

ICONS

Only the non-self-explanatory icons or those with special features are defined in the table below.

Icon	Title	Used to
	Print (CTRL+P)	Print the form, list, generator or technical sheet.
	Documents	Access the Document Management screen to display saved documents for the equipment.
	Form Configuration	Access the Form Configuration by Table screen for the equipment.
	Configuration	Configure the behaviour of equipment management. NOTE: The configurations are saved by user.

Steps

maestro* > Time Management > Maintenance > Time Management > Equipment Management

Creating Equipment

Enter the required information in the Main Fields tab:

The Configuration icon is used to define entry options for the Code field.

Field

Description

Code

Equipment code.

Status of hours entries

Indicates if the equipment will be available in the different functions that allows hour entry.

Available values :

Active

In operation.

Inactive

Not operating.

Equipment Type

Indicates the type of equipment.

Name

Equipment name.

If the description of the equipment is changed, the equipment description is also updated in the Equipment Management AND in the Project Management.

NOTE: The modification of the equipment description will update the equipment and also the description of the project, only if the project has the same number as the equipment and that this link is shown in the Project field of the equipment.

Cost (1-4)

Cost associated with the equipment.

Selling

Selling price.

NOTE: The Selling price is only used for Cost+ Invoicing.

Surcharge Type

Specifies the type of surcharge to be used when invoicing tickets on the specific piece of equipment.

NOTE: The fuel surcharge is calculated based on the type of surcharge.

Prioritizes the fuel surcharge according to the following scale:

According to the type of surcharge defined in the Transportation tab in Configuration in the Tickets module.

According to the type of surcharge defined in Truck Management.

According to the type of surcharge defined in Equipment Management.

Supplier

Used to link machinery to a supplier code.

NOTE: If the Supplier Invoice Reconciliation option is installed, it is important to complete the project, activity and group accounting for accrued liabilities identified in the Configuration of the projects, Section Supplier Invoice Reconciliation.

NOTE: If the Supplier Invoice Reconciliation option is installed, the hours entered for machinery linked to a supplier will not generate revenue for the equipment. It will instead create an accrual in the project, activity and group identified in project configurations.

These hours will also be available in Supplier Invoice Reconciliation and will make it possible to reconcile transactions entered in maestro* with the invoice from the supplier.

NOTE: For more information on using this function, refer to the How to document on Reconciling Supplier Hours.

Expense Activity

Default Activity

Default activity to which the expense is allocated.

Group

Default group to which the expense is allocated.

Equipment Revenue Accounting

Revenue Project-Hours

Project to which the revenue generated by the equipment’s usage hours is allocated.

Activ - Hours

Activity to which the revenue generated by the equipment’s usage hours is allocated.

Group - Hours

Group to which the revenue generated by the equipment’s usage hours is allocated.

NOTE: If a project, activity and group are specified, maestro* requires you to enter an income account.

Revenue Account - Hours

Account to which the revenue generated by the equipment’s usage hours is posted.

NOTE: If fringe benefits are used, the revenue account is the same as the one used for fees incurred.

Revenue Project – Quantity

Project to which the revenue generated by the transported quantities is allocated.

Activ - Quantity

Activity to which the revenue generated by the transported quantities is allocated.

Group - Quantity

Group to which the revenue generated by the transported quantities is allocated.

Internal Costs

Cost per Hour

Cost broken down by hour.

NOTE: Used in Ticket Management during invoicing and ticket reconciliation. If an equipment number is entered and the equipment is linked to an equipment code, an additional expense is created for the cost of using the equipment on an hourly basis.

Cost per Km

Cost broken down by kilometre.

NOTE: Used in Ticket Management during invoicing and ticket reconciliation. If an equipment number is entered and the equipment is linked to an equipment code, an additional expense is created for the cost of using the equipment per kilometre.

Material Default Site

Site

Used to define a truck as an inventory location.

If a value is entered in this field, it will be used to determine the site from which the equipment entered in the Return From a Service Call must be taken.

NOTE: Available as soon as one of the following modules is installed: Service Management and/or WorkOrders.

Company Prefix

Allows to indicate the company that corresponds to the material.

If a value is entered in this field, it will be used to determine from which company inventory the material must be taken.

NOTE : Available in multidimensional mode only.

Service Calls and Mobility

Default Returns from a Service Call Activity

Allows to enter a default activity code.

The value entered in this field will be displayed and used in the Activity column of the returns from a service call's Breakdown grid.

NOTE: The default activity defined in this field will replace any other activity entered in the Activity column.

Click Save.

Equipment Management

OBJECTIVE

ICONS

Steps

Creating Equipment

See also