Account and More Info

The Account and More Info tab tracks account use, equipment type, and component position on equipment units. Data is sorted by equipment ID in ascending order followed by start date and time in descending order, so the current row for each equipment unit displays first.

• Tip: The More Info tab on the Data -> Equipment Units -> Setup -> Options screen includes options to synchronize assigned location, department, or location and department changes from the parent to all attached components.

• Tip: To limit the display of information in the grid and maximize performance, use the filter. You can search on equipment ID; begin/end date and time; department ID, operator ID/name, assigned repair location ID, station location ID, and SLA equipment category, and the new value for each; among other values. The list of searchable fields on the filter is extensive; use the scroll bar to view them all.

Detail View Header

The row you select in the grid area defines the data that displays in the fields in the tab area. All fields are display only; they provide an audit trail for business practices and policies.

Equipment ID

Identifier of the equipment unit. This field has a list box. The equipment year, manufacturer, and model display to the right of the ID. This field also has a zoom button to the Data -> Equipment Units -> Fleet Equipment screen.

• Tip: You can set a zoom button for this field to detect the type of equipment and display the appropriate screen. If you used Administrator Mode to add a zoom button, you will need to use it again to remove your user-defined zoom button for this functionality to work.

User who made this change

Identifier of the user who changed the record. The employee name displays to the right of the ID.

Begin date and time

Date and time (24-hour clock from 00:00 to 23:59) that the assignment began.

End date and time

Date and time that the assignment ended. This field is blank for the current assignment.

Detail View

The fields in the bottom section of this tab display the past and existing accounts, equipment type, and component position for equipment units. All fields are display only.

New value

If there is a check in any of the following fields, the value in the applicable field to the right was changed at the begin date and time. If the corresponding field on this tab is blank on the Assignment History tab of the Data -> Equipment Units -> Setup ->  Options screen, however, updates are not tracked.

• Tip: You can use the New value field in the filter to limit the display to equipment IDs whose information has changed.

Labor account ID

Identifier of the labor account to which the equipment unit was assigned during the period between the Begin and End date and time fields. This field has a list box. The labor account name displays to the right of the ID.

Part issue account ID

Identifier of the part issue account to which the equipment unit was assigned during the period between the Begin and End date and time fields. This field has a list box. The part issue account name displays to the right of the ID.

Commercial  account ID

Identifier of the commercial account to which the equipment unit was assigned during the period between the Begin and End date and time fields. This field has a list box. The commercial account name displays to the right of the ID.

Fuel ticket account ID

Identifier of the fuel ticket account to which the equipment unit was assigned during the period between the Begin and End date and time fields. This field has a list box. The fuel ticket account name displays to the right of the ID.

Usage account ID

Identifier of the usage account to which the equipment unit was assigned during the period between the Begin and End date and time fields. This field has a list box. The usage account name displays to the right of the ID.

Equipment type ID

Identifier of the equipment type to which the equipment unit was assigned during the period between the Begin and End date and time fields. This field has a list box. The equipment type description displays to the right of the ID.

Component position ID

Identifier of the component position to which the equipment unit was assigned during the period between the Begin and End date and time fields. This field has a list box. The position description displays to the right of the ID.

Billing type ID

Identifier of the billing type that was changed during the period between the Begin and End date and time fields. This field has a list box. The billing type description displays to the right of the ID.

Model year

Model year of the equipment.

Manufacturer ID

The identifier of the manufacturer of the equipment.

Model ID

The identifier of the model of the equipment.