Cost Summary - As of Month (Equipment - Historical Costs)

The Cost Summary - As of Month tab displays the historical costs for an equipment unit as of the last day of the month and year specified by the user.

To limit the display of information in the grid and maximize performance, use the filter. You can sort on equipment ID, month, and year. The default sort is year/month in descending order, so the most recent data is listed first.

• Tip: If you are assigned to a user group that has a check in the Grant access to data only for authorized location IDs field on the Special Rights tab of the System Mgmt -> Setup -> Access Rights -> User Groups screen, location-level access control determines whether you can display information on this screen. (Users are assigned to user groups on the Groups Currently Assigned tab of the System Mgmt -> Setup -> Access Rights -> Users screen.)

Detail View Header

The fields in the top section of this tab define the data displays.

Equipment ID

Identifier of the equipment unit currently selected in the grid. This field has a list box. If the ID already exists, the equipment unit 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.

Month

The calendar month during which the costs occurred. May not be earlier than the date in the Delivery date field on the Acquisition tab of the Data -> Equipment Units -> Fleet Equipment screen nor later than the system date.

• Note: If you change the month, the selection in the grid changes to match it.

Calendar year

The calendar year during which the costs occurred. May not be earlier than the date in the Delivery date field on the Acquisition tab of the Data -> Equipment Units -> Fleet Equipment screen nor later than the system date.

• Note: If you change the year, the selection in the grid changes to match it.

Fiscal year

Your organization's fiscal year-end month.

Fiscal year is based on the existing year end at the time of the conversion:

• If the fiscal year-end month = 12, the fiscal year is set to the cost year

• If the fiscal year-end month = 1 to 11, the fiscal year is set to the cost year for rows that have a cost month that is less than or equal to the end month. It is set to the cost year plus 1 for rows with a cost month that is greater than the end month fiscal year.

• Note: With the upgrade to Release 6.4, existing data was converted based on your current setting of fiscal year-end month.

To reset the fiscal year, use the Edit Criteria – General tab on the Data -> Setup -> Options screen.

Detail View

This unlabeled text field displays meter readings, fuel and fluid consumption, fuel and fluid cost, repair and PM cost, downtime and work delay hours, depreciation, capitalization, lease, and various fixed costs.

Information headers include:

• SUMMARY VALUES AS OF [MONTH/YR] displays the values for the month and year of the cost data record.

• YEAR-TO-DATE displays the values for the year to date.

• LIFE-TO-DATE displays summary and detail line item values for the life of the equipment unit, including the month specified by the user.

• DETAIL TOTALS displays detailed information.