Accounts |
Note: Non-linear assets do not display on this screen. Use the Data -> Equipment Units -> Fleet Equipment screen.
The Accounts tab enables you to specify separate default account IDs for labor transactions, part issues, commercial transactions, usage tickets, and fuel tickets. Accounts can have a separate external identifier for a credit account and a separate external identifier for a debit account for interface and reporting purposes. You can also specify the account apportionment for billing.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on equipment ID, model information, class information, segment ID, to/from marker ID, and to/from offset, among other values. The list of searchable fields on the filter is extensive; use the scroll bar to view them all. If you specify a range, any record that crosses any part of that range will be displayed.
The Primary Information screen supports location-level access control, so you must belong to a user group with the applicable authorizations to make changes or updates.
The field in the top section of this tab defaults from the information entered on the Basic Info tab. The field is read only.
Equipment ID
Identifier of the equipment unit currently selected in the grid. This field has a list box. The equipment unit year, manufacturer, and model display to the right of the ID.
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.
Asset type
The type of asset.
Data in the fields in the bottom section of this tab specify account IDs for specific transactions, such as part issues and labor postings. The Basic Info tab on the Data -> Setup -> Organization Structure -> Accounts -> Primary Information screen specifies whether an account ID may be assigned to equipment units, departments, operators, parts issues, or purchase orders. The Edit Criteria - General tab on the Data -> Setup -> Options screen specifies whether account IDs are required, optional, or not required.
Assignment/WO: Identifier of the account for assignments and work orders. This field has a list box. The account name displays to the right of the ID.
Labor postings: Identifier of the account for labor postings. This field has a list box. The account name displays to the right of the ID.
Part issues: Identifier of the account for part issues. This field has a list box of account IDs flagged as part issue accounts. The account name displays to the right of the ID.
Commercial postings: Identifier of the account for commercial postings. This field has a list box. The account name displays to the right of the ID.
Usage tickets: Identifier of the account for usage tickets. This field has a list box. The account name displays to the right of the ID.
Revenue account ID
The general accounting system’s revenue account ID associated with this equipment unit. This field is intended for use as the credit entry to offset the allocations of equipment costs charged to various expense accounts. This field has a list box. The revenue account name displays to the right of the ID.
The Revenue account ID field on the General Info tab of the Data -> Equipment Units -> Setup -> Options screen specifies whether information in this field is required.
The account ID must have a status of ACTIVE. If there is information in this field, you cannot change the status of the account ID to INACTIVE. (Account status is defined on the Data -> Setup -> Organization Structure -> Accounts -> Primary Information screen.)
The fields in the Account apportionment for billing screen group specify account IDs and the percentage of equipment units' costs or revenues to charge each. The information in these fields is for reporting purposes only.
Delete
To delete the entries in the fields to the right, place a check in this field and click Save.
Account ID
Identifier of the account that is charged a portion of the equipment unit's billing. Information in this field is always optional, even if the Account ID field on the Edit Criteria - General tab of the Data -> Setup -> Options screen specifies that account IDs are REQUIRED. If set to NOT REQUIRED, it must be a defined and active ID.
Account IDs are defined on the Data -> Setup -> Organization Structure -> Accounts -> Primary Information screen.
Note: If you specify one or more account IDs, the Percentage field must total 100.
Account name
Name of the account. Display only from the Data -> Setup -> Organization Structure -> Accounts -> Primary Information screen.
Percentage
Percentage of billing for the equipment unit charged to the account ID. If there is a value in the Account ID field, this column must total 100.