Recurring Charges

The Recurring Charges screen enables you to view recurring charges generated by end-of-month processing as transactional data. The applicable transactions are depreciation, lease expense, monthly, insurance, insurance fixed, replacement, licensing, and other fixed (items 1-3). If you need to adjust a recurring charge after the fact, you can enter a transaction on this screen rather than update the Data -> Equipment Units -> Historical Costs screen.

• Tip: To limit the display of information in the grid and maximize performance, use the filter. You can search on equipment ID, to/from date, charge type, equipment ID, account ID, and department ID.

Detail View Header

Unique ID

Unique identifier of the transaction. This field is display only.

Detail View

Charge type

The type of charge, such as MONTHLY, INSURANCE, etc.

Equipment ID

Identifier of the equipment unit currently selected in the grid. Maximum field length is 20 characters. This field has a list box. The equipment unit year, manufacturer, and model display to the right of the ID. Equipment IDs are created on the Basic Info tab of the Data -> Equipment Units -> Fleet Equipment screen.

Transaction date

The date of the transaction for the end of the month in MM/DD/YYYY format. Actual date if the transaction date falls within the end-of-period month; otherwise, it is the last day of the month. For depreciation, the transaction date is the first day of the month following the month that is being processed for end of period.

Cost amount

Amount of the transaction. Maximum field length is 10 digits, and two digits after the decimal point. Defaults to 0. May be a negative number.

Account ID

Identifier of the general accounting system account associated with the transaction. Maximum field length is 30 characters. This field has a list box. The account description displays to the right of the ID.

Account IDs are defined on the Basic Info tab of the Data -> Setup -> Organization Structure -> Accounts -> Primary Information screen.

Department ID

Identifier of the department associated with the transaction. Displays the department to notify for PM (if listed on the applicable Data -> Equipment Management -> Equipment Due for Service/Inspection screen) or the equipment's department ID (listed on the applicable Assignments tab). Maximum field length is 10 characters. This field has a list box. The department description displays to the right of the ID.

Comment

Free-form text field for comments regarding the transaction. Maximum field length is 60 characters.