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
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Icon
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Title
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Used to
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Display only entered allocations
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Display only the non-transferred allocations in the summary section.
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Display only assigned allocations
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Display only the allocations with an assigned status in the summary section.
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Display only finished allocations
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Display only the allocations with an assignment finished status in the summary section.
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Equipment Inquiry
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Access the equipment inquiry screen.
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Modify Expected Return Date
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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.
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Filter Data According to Specified Parameters
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Allows user to filter the breakdown grid data by the specified parameters entered in the Filter section.
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Copy the quantities required in the column “Qty to assign”
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Allows user to copy the quantities required to the quantity to assign column, for the equipment selected in the breakdown grid.
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Reset column “Qty to assign” to zero
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Allows user to reset the quantity to assign column to zero, for the equipment selected in the breakdown grid.
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Entry of items by bar code
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Allows user to enter items by scanning a bar code.
NOTE: Applicable only for Return transaction types.
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Billing Deferral
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Makes it possible to avoid booking equipment rental costs to a specific project.
See Billing Deferral section.
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Configuration
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Allows user to configure the functionality of equipment allocation within maestro*.
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Only the icons specific to this window are defined in the table below.
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Summary
For the procedure to follow, click on the hyperlink to:
STEPS
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maestro* > Equipment > Equipment Rental > Processing > Equipment Allocation |
Create an equipment allocation
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It is possible to rent equipment for other companies without having to close the opened company to select another company.
- Click the drop-down menu in the lower left corner of the window and select another company.
- Save the renting and close the window.
- Logging on in another company is not necessary.
Only applicable in multidimensional mode.
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Internal Rental Type
Internal rentals are used to allocate equipment to projects.
- In the Equipment Allocation window, enter the required information in the Detail tab:
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Field
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Description
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Transaction Type
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Select Internal Rental.
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Start Date
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Select the start date.
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Return Date
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Select the return date.
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Allocation Number
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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.
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Return Number
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Applicable only to the return of internal rentals.
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Person in Charge
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Select the code of the person in charge.
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Call No.
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Enter the service call number, if applicable.
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Requisition
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Enter the requisition number, if applicable.
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W/O No.
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Enter the work order number, if applicable. Also used to display the work order number associated to the requisition if this applies.
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Project
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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.
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- Filter section:
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Field
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Description
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Source Site
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Allows user to filter the equipment in the breakdown grid, for this source site only.
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Source Location
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Allows user to filter the equipment in the breakdown grid, for this source location only.
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- Requisition Details section:
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Field
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Description
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Requisition type
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Displays the requisition type.
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Entry Date
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Displays the entry date of the requisition.
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Date Required
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Displays the date required.
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Requester
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Displays the requisition requester.
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Processed By
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Displays the code of the user who processed the requisition.
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Person in Charge
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Displays the person in charge.
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Specification
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Displays the requisition specifications.
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- Default Values section:
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Field
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Description
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Project
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Displays the project number.
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Activity
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Displays the activity number.
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Group
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Displays the group number.
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Destination
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Displays To another project, the default destination of the equipment for an internal rental.
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- Breakdown grid section:
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Field
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Description
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Equipment
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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.
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Description
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Displays the equipment description.
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Source Site
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Displays the source site for the equipment.
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Source Location
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Displays the source location for the equipment.
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Identification
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Displays the identification number for the equipment.
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Date Required
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Displays the date required as indicated in the requisition, the service call or the work order.
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Start Date
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Displays the start date for the allocation.
NOTE: It is possible to modify the start date in the breakdown grid for each equipment line.
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End Date
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Displays the end date for the allocation.
NOTE: It is possible to modify the start date in the breakdown grid for each equipment line.
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Qty Required
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Displays the quantity required from the requisition, the service call or work order.
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Qty Available
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Displays the quantity available in inventory for this site.
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Qty to Assign
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Enter the quantity to assign to the internal rental.
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Long Description
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Displays the long description of the equipment.
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Call Number
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Displays the service call number.
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Destination Site
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Displays the default destination site for an internal rental.
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Destination Location
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Displays the default destination location for an internal rental.
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Project
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Displays the project code.
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Activity
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Displays the activity code.
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Group
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Displays the group code.
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Invoicing Method
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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.
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Rate Code
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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.
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Rate
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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.
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Meter Rate
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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.
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Maximum Billable
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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.
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- Click on Save.
- Click on Transfer.
The Transaction Transfer report is generated for the internal rentals and is displayed in the Maestro Report Viewer.
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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.
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External Rental Type
External rentals are used to allocate equipment to customers.
- In the Equipment Allocation window, enter the required information in the Detail tab:
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Field
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Description
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Transaction Type
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Select External Rental.
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Start Date
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Select the start date.
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Return Date
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Select the return date.
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Allocation Number
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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.
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Return Number
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Applicable only to the return of external rentals.
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Person in Charge
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Select the code of the person in charge.
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Requisition
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Enter the requisition number, if applicable.
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Customer
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Displays the customer number associated to the selected requisition.
NOTE: It is possible to enter a customer number if no requisition number was selected.
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- Filter section:
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Field
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Description
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Source Site
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Allows user to filter the equipment in the breakdown grid, for this source site only.
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Source Location
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Allows user to filter the equipment in the breakdown grid, for this source location only.
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- Requisition Details section:
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Field
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Description
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Requisition type
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Displays the requisition type.
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Entry Date
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Displays the entry date of the requisition.
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Date Required
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Displays the date required.
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Requester
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Displays the requisition requester.
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Processed By
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Displays the code of the user who processed the requisition.
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Person in Charge
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Displays the person in charge.
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Specification
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Displays the requisition specifications.
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- Breakdown grid section:
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Field
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Description
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Equipment
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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.
|
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Description
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Displays the equipment description.
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Source Site
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Displays the source site for the equipment.
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Source Location
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Displays the source location for the equipment.
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Identification
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Displays the identification number for the equipment.
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Date Required
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Displays the required date indicated in the requisition.
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Start Date
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Displays the start date for the allocation.
NOTE: It is possible to modify the start date in the breakdown grid for each equipment line.
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End Date
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Displays the end date for the allocation.
NOTE: It is possible to modify the start date in the breakdown grid for each equipment line.
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Qty Required
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Displays the quantity required from the requisition, the service call or work order.
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Qty Available
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Displays the quantity available in inventory for this site.
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Qty to Assign
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Enter the quantity to assign to the external rental.
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Tx 1
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Select the tax code 1.
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Tx 2
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Select the tax code 2.
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Long Description
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Displays the long description of the equipment.
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Call Number
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Displays the service call number.
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Destination Site
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Displays the default destination site for an external rental.
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Destination Location
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Displays the default destination location for an external rental.
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Customer
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Displays the customer number.
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Invoicing Method
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Displays the invoicing method for the equipment, which comes from Rental Equipment Management.
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Rate Code
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Displays the rate code for the equipment, which comes from Rental Equipment Management.
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Rate
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Displays the hourly rate for the equipment, which comes from Rental Equipment Management.
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Meter Rate
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If applicable, displays the meter rate for the equipment, which comes from Rental Equipment Management.
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Maximum Billable
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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.
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- Click on Save.
- Click on Transfer.
The Transaction Transfer report is generated for the external rentals and is displayed in the Maestro Report Viewer.
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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.
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Return of Internal Rental Type
The return of internal rentals is used to return the equipment allocated to projects back into inventory.
- In the Equipment Allocation window, enter the required information in the Detail tab:
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Field
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Description
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Transaction Type
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Select Return of Internal Rental.
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Rental Cancellation
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Check the box to identify this return as a rental cancellation.
NOTE: The equipment will automatically be identified as non-billable.
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Start Date
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Displays the start date.
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Return Date
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Displays today’s date, by default.
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Allocation Number
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Only applies to internal rental entries.
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Return Number
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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.
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Person in Charge
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Displays the person in charge.
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- Filter section:
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Field
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Description
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Work Order
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Select the work order, if applicable.
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Service Call
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Select the service call, if applicable.
NOTE: Displays automatically the project associated to the transactions.
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Project
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Select the project number.
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Site
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Select the site.
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Location
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Select the location, if applicable.
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Reservation
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Select the reservation, if applicable.
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Click on the Filter data according to specified parameters icon.
- Default Values section:
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Field
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Description
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Project
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Displays the project number.
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Activity
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Displays the activity number.
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Group
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Displays the group number.
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Destination
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Select the destination for the return of internal rental
NOTE: For a return of internal rental, the default destination is To the inventory.
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- Breakdown grid section:
Select the line for which the return from internal rental is to be created.
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Field
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Description
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Equipment
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Displays the equipment.
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Description
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Displays the equipment description.
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Source Site
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Displays the source site.
NOTE: The source site displayed comes from the destination site in the breakdown grid of the internal rental.
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Source Location
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Displays the source location.
NOTE: The source location displayed comes from the destination location in the breakdown grid of the internal rental.
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Reservation
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Displays the reservation number.
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Identification
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Displays the identification number for the equipment.
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Start Date
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Displays the start date of the internal rental.
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Estimated End Date
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Displays the estimated end date for the internal rental.
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Return Date
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The return date will be entered automatically by maestro* once the quantity to return is entered.
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Qty Assigned
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Displays the quantity assigned.
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Qty to Return
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Enter the quantity to return.
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Long Description
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Displays the long description of the equipment.
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Call Number
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Displays the service call number.
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Destination Type
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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
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Destination Site
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Displays the destination site based on the destination type selected.
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Destination Location
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Displays the destination location based on the destination type selected.
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Project
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Displays the project based on the destination type selected.
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Activity
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Displays the activity based on the destination type selected.
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Group
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Displays the group based on the destination type selected.
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Supplier
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Applicable only to return of external repair.
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Customer
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Applicable only to return of external rental.
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Invoicing Method
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Displays the invoicing method for the equipment, which comes from Rental Equipment Management.
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Rate Code
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Displays the rate code for the equipment, which comes from Rental Equipment Management.
|
|
Rate
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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
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Displays the maximum billable amount.
|
- 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 return of external rentals is used to return the equipment allocated to customers back into inventory.
- In the Equipment Allocation window, enter the required information in the Detail tab:
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Field
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Description
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Transaction Type
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Select Return of External Rental.
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Rental Cancellation
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Check the box to identify this return as a rental cancellation.
NOTE: The equipment will automatically be identified as non-billable.
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Start Date
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Displays the start date.
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Return Date
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Displays today’s date, by default.
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Allocation Number
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Only applies to external rental entries.
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Return Number
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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.
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Person in Charge
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Displays the person in charge.
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- Filter section:
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Field
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Description
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Customer
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Select the customer.
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Site
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Select the site.
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Location
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Select the location, if applicable.
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Reservation
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Select the reservation, if applicable.
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Click on the Filter data according to specified parameters icon.
- Default Values section:
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Field
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Description
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Project
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Displays the project number.
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Activity
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Displays the activity number.
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Group
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Displays the group number.
|
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Destination
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Select the destination for the return of external rental
NOTE: For a return of external rental, the default destination is To the inventory.
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- Breakdown grid section:
Select the line for which the return from external rental is to be created.
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Field
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Description
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Equipment
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Displays the equipment.
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Description
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Displays the equipment description.
|
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Source Site
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Displays the source site.
NOTE: The source site displayed comes from the destination site in the breakdown grid of the external rental.
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Source Location
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Displays the source location.
NOTE: The source location displayed comes from the destination location in the breakdown grid of the external rental.
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Identification
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Displays the identification number for the equipment.
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Start Date
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Displays the start date of the external rental.
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Estimated End Date
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Displays the estimated end date for the external rental.
|
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Return Date
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The return date will be entered automatically by maestro* once the quantity to return is entered.
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Qty Assigned
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Displays the quantity assigned.
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Qty to Return
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Enter the quantity to return.
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Tx 1
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Displays the tax code 1.
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Tx 2
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Displays the tax code 2.
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Long Description
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Displays the long description of the equipment.
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Call Number
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Displays the service call number.
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Destination Type
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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
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Destination Site
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Displays the destination site based on the destination type selected.
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Destination Location
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Displays the destination location based on the destination type selected.
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Project
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Displays the project based on the destination type selected.
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Activity
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Displays the activity based on the destination type selected.
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Group
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Displays the group based on the destination type selected.
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Supplier
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Select the applicable supplier for the destination type To external repair.
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Customer
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Applicable only for return of external rental.
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Invoicing Method
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Displays the invoicing method for the equipment.
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Rate Code
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Displays the rate code.
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Rate
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Displays the rate.
|
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Meter Rate
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Displays the meter rate.
|
|
Maximum Billable
|
Displays the maximum billable amount.
|
- 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 internal repairs are used to allocate equipment repairs to a project.
- In the Equipment Allocation window, enter the required information in the Detail tab:
|
Field
|
Description
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|
Transaction Type
|
Select Internal Repair.
|
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Start Date
|
Select the start date.
|
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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.
|
- 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.
|
- 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.
|
- 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.
|
- Click on Save.
- 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 external repairs are used to allocate equipment repairs to a supplier.
- 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
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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.
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Return Number
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Only applies to the return of external repairs.
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Person in Charge
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Select the code of the person in charge.
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Requisition
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Enter the requisition number, if applicable.
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Supplier
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Enter the supplier number.
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- Filter section:
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Field
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Description
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Source Site
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Allows user to filter the equipment in the breakdown grid, for this source site only.
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Source Location
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Allows user to filter the equipment in the breakdown grid, for this source location only.
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- Requisition Details section:
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Field
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Description
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Requisition type
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Displays the requisition type.
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Entry Date
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Displays the entry date of the requisition.
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Date Required
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Displays the date required.
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Requester
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Displays the requisition requester.
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Processed By
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Displays the code of the user who processed the requisition.
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Person in Charge
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Displays the person in charge.
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Specification
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Displays the requisition specifications.
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- Breakdown grid section:
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Field
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Description
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Equipment
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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.
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Description
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Displays the equipment description.
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Source Site
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Displays the source site for the equipment.
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Source Location
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Displays the source location for the equipment.
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Identification
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Displays the identification number for the equipment.
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Date Required
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Displays the date required indicated in the requisition.
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Start Date
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Displays the start date for the allocation.
NOTE: It is possible to modify the start date in the breakdown grid for each equipment line.
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End Date
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Displays the end date for the allocation.
NOTE: It is possible to modify the start date in the breakdown grid for each equipment line.
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Qty Required
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Displays the quantity required from the requisition.
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Qty Available
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Displays the quantity available in inventory for this site.
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Qty to Assign
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Enter the quantity to assign to the external repair.
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Long Description
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Displays the long description of the equipment.
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Call Number
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Displays the service call number.
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Destination Site
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Displays the default destination site for an external repair.
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Destination Location
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Displays the default destination location for an external repair.
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Supplier
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Displays the supplier.
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Invoicing Method
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Displays the invoicing method for the equipment, which comes from Rental Equipment Management.
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Rate Code
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Displays the rate code for the equipment, which comes from Rental Equipment Management.
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Rate
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Displays the hourly rate for the equipment, which comes from Rental Equipment Management.
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Meter Rate
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If applicable, displays the meter rate for the equipment, which comes from Rental Equipment Management.
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Maximum Billable
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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.
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- Click on Save.
- Click on Transfer.
The Transaction Transfer report is generated for the external repairs and is displayed in the Maestro Report Viewer.
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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.
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Return of Internal Repair Type
The return of internal repairs are used to return allocated repaired equipment to a project back into inventory.
- In the Equipment Allocation window, enter the required information in the Detail tab:
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Field
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Description
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Transaction Type
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Select Return of Internal Repair.
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Start Date
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Displays the start date.
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Return Date
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Displays today’s date, by default.
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Allocation Number
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Only applies to internal repair entries.
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Return Number
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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.
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Person in Charge
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Displays the person in charge.
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- Filter section:
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Field
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Description
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Site
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Select the site.
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Location
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Select the location, if applicable.
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Reservation
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Select the reservation, if applicable.
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- Default Values section:
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Field
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Description
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Project
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Displays the project number.
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Activity
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Displays the activity number.
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Group
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Displays the group number.
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Destination
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Select the destination for the return of internal repair
NOTE: For a return of internal repair, the default destination is To the inventory.
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- Breakdown grid section:
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Field
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Description
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Equipment
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Displays the equipment from the internal repair.
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Description
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Displays the equipment description.
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Source Site
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Displays the source site.
NOTE: The source site displayed comes from the destination site in the breakdown grid of the internal repair.
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Source Location
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Displays the source location.
NOTE: The source location displayed comes from the destination location in the breakdown grid of the internal repair.
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Reservation
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Displays the reservation number.
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Identification
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Displays the identification number for the equipment.
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Start Date
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Displays the start date of the internal repair.
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Estimated End Date
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Displays the estimated end date for the internal repair.
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Return Date
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The return date will be entered automatically by maestro* once the quantity to return is entered.
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Qty Assigned
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Displays the quantity assigned.
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Qty to Return
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Enter the quantity to return.
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Long Description
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Displays the long description of the equipment.
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Call Number
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Displays the service call number.
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Destination Type
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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
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Destination Site
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Displays the destination site based on the destination type selected.
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Destination Location
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Displays the destination location based on the destination type selected.
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Project
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Displays the project based on the destination type selected.
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Activity
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Displays the activity based on the destination type selected.
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Group
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Displays the group based on the destination type selected.
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Supplier
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Applicable only to return of external repairs.
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Customer
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Applicable only to return of external rentals.
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Invoicing Method
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Displays the invoicing method for the equipment.
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Rate Code
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Displays the rate code.
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Rate
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Displays the rate.
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Meter Rate
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Displays the meter rate.
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Maximum Billable
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Displays the maximum billable amount.
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- 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.
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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.
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Return of External Repair Type
The return of external repairs are used to return allocated repaired equipment to a supplier back into inventory.
- In the Equipment Allocation window, enter the required information in the Detail tab:
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Field
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Description
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Transaction Type
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Select Return of External Repair.
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Start Date
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Displays the start date.
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Return Date
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Displays today’s date, by default.
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Allocation Number
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Only applies to external repair entries.
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Return Number
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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.
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Person in Charge
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Displays the person in charge.
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- Filter section:
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Field
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Description
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Supplier
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Select the supplier.
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Site
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Select the site.
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Location
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Select the location, if applicable.
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Reservation
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Select the reservation, if applicable.
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- Default Values section:
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Field
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Description
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Project
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Displays the project number.
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Activity
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Displays the activity number.
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Group
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Displays the group number.
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Destination
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Select the destination for the return of external repair
NOTE: For a return of external repair, the default destination is To the inventory.
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- Breakdown grid section:
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Field
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Description
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Equipment
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Displays the equipment from the external repair.
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Description
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Displays the equipment description.
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Source Site
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Displays the source site.
NOTE: The source site displayed comes from the destination site in the breakdown grid of the external repair.
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Source Location
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Displays the source location.
NOTE: The source location displayed comes from the destination location in the breakdown grid of the external repair.
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Reservation
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Displays the reservation number.
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Identification
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Displays the identification number for the equipment.
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Start Date
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Displays the start date of the external repair.
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Estimated End Date
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Displays the estimated end date for the external repair.
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Return Date
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The return date will be entered automatically by maestro* once the quantity to return is entered.
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Qty Assigned
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Displays the quantity assigned.
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Qty to Return
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Enter the quantity to return.
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Long Description
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Displays the long description of the equipment.
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Call Number
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Displays the service call number.
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Destination Type
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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
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Destination Site
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Displays the destination site based on the destination type selected.
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Destination Location
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Displays the destination location based on the destination type selected.
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Project
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Displays the project based on the destination type selected.
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Activity
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Displays the activity based on the destination type selected.
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Group
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Displays the group based on the destination type selected.
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Supplier
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Displays the supplier code.
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Customer
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Applicable only to return of external rentals.
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Invoicing Method
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Displays the invoicing method for the equipment.
|
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Rate Code
|
Displays the rate code.
|
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Rate
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Displays the rate.
|
|
Meter Rate
|
Displays the meter rate.
|
|
Maximum Billable
|
Displays the maximum billable amount.
|
- 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.
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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.
- Click the Billing Deferral icon. The Parameter Selection is displayed.
- Enter the number of the project for which the equipment billing will be deferred. Click the … button to open a project selection window.
- Enter the Start of the deferral period date.
- Enter the End of the deferral period date.
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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.
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- Click the Accept icon to start processing the data.
- 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.
- If needed, uncheck the box in the Defer column to avoid deferring billing for a specific equipment.
- Click the Apply icon.
- 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: March 19, 2025