The Equipment Update program allows you to add and/or update Equipment Codes for use with the MainTrac module. Equipment Codes are one of five (5) Fixed Assets in MainTrac on which jobs are performed.
Note: Field names on the screen with red labels* are required by the screen design you are using. Mandatory fields in the default Vermont Systems design are noted where appropriate. Your design and mandatory fields may vary.
From the bottom of the screen…
Click Save to save your changes. You will return to the Equipment Management DataGrid.
Click Cancel to return to the Equipment Management DataGrid without saving your changes.
Click Previous or Next to continue to the next tab on this screen. (i.e. If you are on the Core screen, click Next to continue to the PM Plans screen.)
Core
Equipment Code (MTEQUIPMENT_EquipmentCode)
If you are creating a new Equipment record, then enter your Equipment Code in this field. Codes may be alpha and/or numeric. For Example: Truck 01. This is a Mandatory field for the standard VSI Design. Your Design may vary.
If you are updating an existing Equipment Code then you will not visit this field.
DeleteStatus (MTEQUIPMENT_RecordStatus)
Expand the Drop-down list to select the Status that best matches the current disposition of this Record
- Active - The item is active and ready for use. It will appear on DataGrids by default.
- Inactive - The item is inactive and not ready for use. It will appear on DataGrids only if you are opting to include Inactive items.
- Default - See below for definition.
Default Status
Default" status allows you to create exact-copy records upon clicking the Add button from the File Maintenance DataGrid for this program and selecting one of the existing Default Options (provided at least on exists). This creates an exact copy of the "Default" record with exception that the copy's Record Status is Active instead of Default. This allows you to save substantial time when adding new records to your database since all settings on all panels/groups and tabs will be copied from the Default record.
"Default" status records to do not show up in Daily Processing DataGrids. They exist for the purpose of being copied only. If at any time you change the status of a Default record to Active or Inactivethen it will become a "regular record" in your database and thus appear in Daily Processing DataGrids if applicable.
Options for adding Default Records are maintained on the Permissions profile Default Record Permissions Group.
DeletePermissions (MTEQUIPMENT_Permissions)
Click the Combo Box icon to select the Permissions code(s) you want to apply to this Equipment record.
Permissions allow you to control which users can view, add, modify, and/or delete records on browsers and picklists, etc. These are called Access Rights if desired. When this field is blank the system skips the Permissions check for this record. In that event all users will have access to this record provided their Access Rights for the module allow for it.
DeleteDescription (MTEQUIPMENT_Description)
Enter the Description for this Equipment Code. For Example: Ford F450 Super Duty 2007.
DeleteAlternate Lookup (MTEQUIPMENT_AlternateLookup)
Enter an Alternate Lookup for this record, if desired. This is a sortable column on all default Fixed Asset DataGrids.
Generally speaking, an 'Alternate Lookup' is something NOT contained in the Asset Code. For Example: An 'Alternate Lookup' for a piece of Equipment might be the barcode. For a Facility, an 'Alternate Lookup' might be the Job Number. For a Street, an 'Alternate Lookup' might be the street's other name for such instances where Main Street" is also "US Route 7 etc….
DeleteCategory (MTEQUIPMENT_CategoryCode)
Click the Picklist icon to select the Category Code which best describes this Fixed Asset. This field appears on all five (5) Fixed Asset types, so the choice you make is dependent upon the Fixed Asset program in which you are working.
For Example: If this were an Equipment Code, then you might select an Equipment Asset Category Code, such as Truck Trailer Mower General etc…;or If this were a Facility Code, then you might select a Facility Asset Category, such as Parks Athletic Fields Open Areas Trails, Buildings etc…;or If this were a Street Code, then you might select a Street Asset Category Code, such as Street Sidewalk Rail Trail etc…; or If this were a Tree Code, then you might select a Tree Asset Category Code, such as Deciduous Evergreen Broadleaf Evergreen etc…;or If this were a Utility Code, then you might select a Utility Asset Category Code, such as Water Sewage Electric etc….This is a Mandatory field for the default VSI RecTrac Design. Your Design and setup may vary.
Asset Categories are maintained in Asset Category Management. The Type is dependent upon the Fixed Asset with which you are working.
DeleteEquipment Class (MTEQUIPMENT_EquipmentClass)
Click the Picklist icon to select the Equipment Class Code which best describes the class type for this Equipment if desired.
Equipment Class Codes are maintained in System Code Management. The Type = Equipment Class.
DeleteLocation (MTEQUIPMENT_LocationCode)
Click the Picklist icon to select the Location Code which best describes where this Fixed Asset is located, if desired.
Location Codes are maintained in Location Management.
DeleteFixed Asset (MTEQUIPMENT_FixedAsset)
Select this option if this Equipment Code is a Fixed Asset and you want the ability to log Resources against it.
Note: Certain equipment can be classified as both a Resource and a Fixed Asset when viewed in different situations. For Example: A truck can be used to transport equipment to various job sites or for such jobs as snow removal. In these scenariosthe truck would be considered a Resource because it is being used to perform work. However the truck can also go to the garage for scheduled maintenance such as an oil change or tire change etc…. In these scenarios the truck would be considered a Fixed Asset because work is being performed on it.
Parent Asset Type (MTEQUIPMENT_ParentAssetType)
Expand the Drop-down list to select the Parent Asset Type for this Code.
THEN
Click the Picklist icon to select the Parent Code, if applicable. These fields allow you to establish Parent/Child relationships for your Fixed Assets.
- Example 1: Your Facility Code is SB FLD 1 - Bailey" (Softball Field 1 at Bailey Park). Your Parent Asset Type is "Facility" and your Parent Facility Code is "Bailey Park."
- Example 2: Your Street Code is "VT AVE 200" (The 200 block of Vermont Avenue). Your Parent Asset Type is "Street" and your Parent Street Code is "Vermont Avenue."
- Example 3: Your Tree Code is "TREE 1 Bailey" (Tree #1 at Bailey Park). Your Parent Asset Type is "Facility" and your Parent Facility Code is "Bailey Park."
If you do not use Parent/Child relationships or if this Code is a Parent itself then you can leave these fields blank if desired. You do not want to link a Parent Asset to itself.
DeleteParent Asset Code (MTEQUIPMENT_ParentAssetCode)
Expand the Drop-down list to select the Parent Asset Type for this Code.
THEN
Click the Picklist icon to select the Parent Code, if applicable. These fields allow you to establish Parent/Child relationships for your Fixed Assets.
- Example 1: Your Facility Code is SB FLD 1 - Bailey" (Softball Field 1 at Bailey Park). Your Parent Asset Type is "Facility" and your Parent Facility Code is "Bailey Park."
- Example 2: Your Street Code is "VT AVE 200" (The 200 block of Vermont Avenue). Your Parent Asset Type is "Street" and your Parent Street Code is "Vermont Avenue."
- Example 3: Your Tree Code is "TREE 1 Bailey" (Tree #1 at Bailey Park). Your Parent Asset Type is "Facility" and your Parent Facility Code is "Bailey Park."
If you do not use Parent/Child relationships or if this Code is a Parent itself then you can leave these fields blank if desired. You do not want to link a Parent Asset to itself.
DeleteResource (MTEQUIPMENT_Resource)
Select this option if this Equipment Code is a Resource that you will use to perform work on other Fixed Assets.
Note: Certain equipment can be classified as both a Resource and a Fixed Asset when viewed in different situations. For Example: A truck can be used to transport equipment to various job sites or for such jobs as snow removal. In these scenarios the truck would be considered a Resource because it is being used to perform work. However the truck can also go to the garage for scheduled maintenance such as an oil change or tire change etc…. In these scenarios the truck would be considered a Fixed Asset because work is being performed on it.
Rate (MTEQUIPMENT_Rate)
Enter the charge rate per your Charge Basis for this piece of equipment. When you log charges for this Equipment Record, the system will multiply the value you enter here by the Charge Basis/Charge Units values to calculate the amount charged. The Total Charged field will then be updated as a byproduct of logging the charges.
For Example: You charge $0.07/mile for use of this truck. Your Charge Basis is Odometer." Your Charge Units is "Mile." You would enter "0.07" in this field.
DeleteCharge Basis (MTEQUIPMENT_ChargeBasis)
Accept the default entry, or exapnd the Drop-down list and make an alternate selection, if desired. The choice you make here determines the per" unit of measure for your Use Basis. Default selections are:
- Charge Basis = Odometer - Charge Unit = Mile
- Charge Basis = Hour Meter - Charge Unit = Hour
Total Charged (MTEQUIPMENT_TotalCost)
You will not visit this field
This field displays the total (life-to-date) charged for this Equipment code. The first time you log charges for this Equipment the system will prompt you to enter the current life-to-date charged to this Equipment. Every time you log charges against this Equipment after that the system will prompt you for charges (based on your Rate and either Miles or Hours depending on your Use Basis). When you enter subsequent charges (any charges logged after the initial entry the system will also update this field.
DeleteUse Basis (MTEQUIPMENT_UseBasis)
Expand the Drop-down list to select the option that best describes how usage of this item equipment will be measured. Logging usage for this Equipment Code will be reflected in the YTD Usage and Total Usage fields.
- Odometer - Usage for this equipment is tracked by the mile. Generally speaking, you will use this option for motor vehicles.
- Hour Meter - Usage for this equipment is tracked by the hour it is in use. Generally speaking you will use this option for small engine equipment, such as but not limited to, lawn mowers, snow blowers, etc….
- None - This equipment does not require usage to be tracked.
Notes: This option works in conjunction with the Prompt for Equipment Asset Usage and/or Prompt for Equipment Resource Usageoptions on the Combo Log profile. If the Use Basis is set to anything other than 'None' and the requisite Prompt option(s) is/are enabled for the current MainTrac user then users logging time using the Combination Log will be prompted for Usage Due (mileage or hours) when logging Materials for a piece of Equipment.
This option also comes into play when scheduling Preventive Maintenance for Equipment Fixed Assets.Use Basis is also a field on the PM Plan Management DataGrid.
YTD Usage (MTEQUIPMENT_YTDUsage)
You will not visit this field
This field displays the Year to Date usage for this Equipment code. Every time you log usage against this Equipment the system will prompt you for usage (either Miles or Hours depending on your Use Basis). When you enter the usage the system will update this field.
DeleteLast Year Usage (MTEQUIPMENT_LastYearUsage)
You will not visit this field
This field displays Last Year's usage for this Equipment code. This field is updated as a byproduct of running your year-end transfers which takes the amount in the YTD Usage field and puts that value in this field. The transfer then resets the YTD Usage field to "0."
DeleteUsage Unit (MTEQUIPMENT_UsageUnit)
Accept the default entry, or exapnd the Drop-down list and make an alternate selection, if desired. The choice you make here determines the per" unit of measure for your Use Basis. Default selections are:
- Use Basis = Odometer - Charge Unit = Mile
- Use Basis = Hour Meter - Charge Unit = Hour
Total Usage (MTEQUIPMENT_TotalUsage)
You will not visit this field
This field displays the total (life-to-date) usage for this Equipment code. The first time you enter usage for this Equipmentthe system will prompt you to enter the current (life-to-date) usage. Every time you log usage against this Equipment after that the system will prompt you for usage (either Miles or Hours depending on your Use Basis). When you enter subsequent usage (any usage logged after the initial entry the system will update this field as well as the YTD Usage field.
For Example: Your department purchases a used truck with 50 000 miles on it. You enter the truck into MainTrac as Equipment. The first time you log usage for the truck the system will prompt you for the mileage. At that point you enter 50 000. From then on the system asks you every time you log usage. So the next time if you put in 51 0 the Total Usage will be 51 000 and the YTD Usage will be 1 000.
DeleteCharge Unit (MTEQUIPMENT_ChargeUnit)
Expand the Drop-down list to select the option that best describes how charges for this item equipment will be measured. Logging charges for this Equipment Code will be calculated by the per" Unit entered multiplied by the value you enter in the Rate field. This in turn is reflected in the Total Charged field after logging the entry.
- Odometer - Charges for this equipment is tracked by the mile. Generally speaking you will use this option for motor vehicles.
- Hour Meter - Charges for this equipment is tracked by the hour it is in use. Generally speaking you will use this option for small engine equipment such as but not limited to lawn mowers snow blowers etc….
License Number (MTEQUIPMENT_LicenseNumber)
Enter the License Plate number for this piece of equipment, if applicable.
DeleteInspection Expiration Date (MTEQUIPMENT_ExpirationDate)
Click the Calendar icon to select the date on which the current inspection for this piece of equipment will expire, if applicable.
THEN
Enter the Inspection Cost in its field.
Inspection Cost (MTEQUIPMENT_InspectionCost)
Click the Calendar icon to select the date on which the current inspection for this piece of equipment will expire, if applicable.
THEN
Enter the Inspection Cost in its field.
Registration Number (MTEQUIPMENT_RegistrationNumber)
Enter the Registration number for this piece of equipment, if applicable.
DeleteRegistration Expiration Date (MTEQUIPMENT_RegistrationExpireDate)
Click the Calendar icon to select the date on which the current registration (vehicular or otherwise) for this piece of equipment will expire, if applicable.
THEN
Enter the Registration Cost in its field.
Registration Cost (MTEQUIPMENT_RegistrationCost)
Click the Calendar icon to select the date on which the current registration (vehicular or otherwise) for this piece of equipment will expire, if applicable.
THEN
Enter the Registration Cost in its field.
Resource GL Code (MTEQUIPMENT_ResourceGLCode)
Click the Picklist icon to select the GL Code that will be charged for the use of this Equipment Record when it is being used as a Resource.
GL Codes are maintained in GL Code Management.
DeleteEquipment GL Code (MTEQUIPMENT_EquipmentGLCode)
This field is applicable only if the Use GL Codes option is enabled on your Static Parameters profile and then only if the GL Code Selection Preference for Equipment option is "Fixed Asset."
Click the Picklist icon to select the GL Code you use to track equipment costs incurred when work is being performed on this Fixed Asset.
GL Codes are maintained in GL Code Management.
DeleteMaterial GL Code (MTEQUIPMENT_MaterialGLCode)
This field is applicable only if the Use GL Codes option is enabled on your Static Parameters profile and then only if the GL Code Selection Preference for Materials option is "Fixed Asset."
Click the Picklist icon to select the GL Code you use to track material costs incurred when work is being performed on this Fixed Asset.
GL Codes are maintained in GL Code Management.
DeleteContract GL Code (MTEQUIPMENT_ContractGLCode)
This field is applicable only if the Use GL Codes option is enabled on your Static Parameters profile and then only if the GL Code Selection Preference for Contracts option is "Fixed Asset."
Click the Picklist icon to select the GL Code you use to track contract costs incurred when work is being performed on this Fixed Asset.
GL Codes are maintained in GL Code Management.
DeleteLabor GL Code1 (MTEQUIPMENT_LaborGLCode1)
This field is applicable only if the Use GL Codes option is enabled on your Static Parameters profile.
Click the Picklist icon to select the GL Code you use to track Regular Pay (Salaries) for your employees when work is being performed on this Fixed Asset.
GL Codes are maintained in GL Code Management.
DeleteLabor GL Code2 (MTEQUIPMENT_LaborGLCode2)
This field is applicable only if the Use GL Codes option is enabled on your Static Parameters profile and then only if the GL Code Selection Preference for Labor option is "Fixed Asset."
Click the Picklist icon as needed for each premium or leave pay code you use to track pay for your employees when work is being performed on this Fixed Asset. Up to four (4) separate Pay Codes may be entered. These Pay Codes might include Overtime Double Time Leave Holiday and/or Sick etc….
THEN
Click the Picklist icon in the correspondng GL Code field to select the GL Code you use to track these premimum or leave payments.
Note: You do not want to have a Payroll Code entered without a corresponding GL Code. Likewise you do not want a GL Code listed without a correspondng Payroll Code.
Payroll Codes are maintained in Payroll Code Management. GL Codes are maintained in GL Code Management.
Labor GL Code3 (MTEQUIPMENT_LaborGLCode3)
This field is applicable only if the Use GL Codes option is enabled on your Static Parameters profile and then only if the GL Code Selection Preference for Labor option is "Fixed Asset."
Click the Picklist icon as needed for each premium or leave pay code you use to track pay for your employees when work is being performed on this Fixed Asset. Up to four (4) separate Pay Codes may be entered. These Pay Codes might include Overtime Double Time Leave Holiday and/or Sick etc….
THEN
Click the Picklist icon in the correspondng GL Code field to select the GL Code you use to track these premimum or leave payments.
Note: You do not want to have a Payroll Code entered without a corresponding GL Code. Likewise you do not want a GL Code listed without a correspondng Payroll Code.
Payroll Codes are maintained in Payroll Code Management. GL Codes are maintained in GL Code Management.
Labor GL Code4 (MTEQUIPMENT_LaborGLCode4)
This field is applicable only if the Use GL Codes option is enabled on your Static Parameters profile and then only if the GL Code Selection Preference for Labor option is "Fixed Asset."
Click the Picklist icon as needed for each premium or leave pay code you use to track pay for your employees when work is being performed on this Fixed Asset. Up to four (4) separate Pay Codes may be entered. These Pay Codes might include Overtime Double Time Leave Holiday and/or Sick etc….
THEN
Click the Picklist icon in the correspondng GL Code field to select the GL Code you use to track these premimum or leave payments.
Note: You do not want to have a Payroll Code entered without a corresponding GL Code. Likewise you do not want a GL Code listed without a correspondng Payroll Code.
Payroll Codes are maintained in Payroll Code Management. GL Codes are maintained in GL Code Management.
Labor GL Code5 (MTEQUIPMENT_LaborGLCode5)
This field is applicable only if the Use GL Codes option is enabled on your Static Parameters profile and then only if the GL Code Selection Preference for Labor option is "Fixed Asset."
Click the Picklist icon as needed for each premium or leave pay code you use to track pay for your employees when work is being performed on this Fixed Asset. Up to four (4) separate Pay Codes may be entered. These Pay Codes might include Overtime Double Time Leave Holiday and/or Sick etc….
THEN
Click the Picklist icon in the correspondng GL Code field to select the GL Code you use to track these premimum or leave payments.
Note: You do not want to have a Payroll Code entered without a corresponding GL Code. Likewise you do not want a GL Code listed without a correspondng Payroll Code.
Payroll Codes are maintained in Payroll Code Management. GL Codes are maintained in GL Code Management.
Labor Payroll Code1 (MTEQUIPMENT_LaborPayrollcode1)
You will not visit this field.
This field contains your "Regular" Payroll Code by default. Your "Regular" Payroll Code is entered into this field when the record is created.
Note: If you are using GL Codes and this field is NOT populated then it is likely you do not have a "Regular" Payroll Code established in this database. Payroll Codes are maintained in Payroll Code Management.
Labor Payroll Code2 (MTEQUIPMENT_LaborPayrollcode2)
This field is applicable only if the Use GL Codes option is enabled on your Static Parameters profile and then only if the GL Code Selection Preference for Labor option is "Fixed Asset."
Click the Picklist icon as needed for each premium or leave pay code you use to track pay for your employees when work is being performed on this Fixed Asset. Up to four (4) separate Pay Codes may be entered. These Pay Codes might include Overtime Double Time Leave Holiday and/or Sick etc….
THEN
Click the Picklist icon in the correspondng GL Code field to select the GL Code you use to track these premimum or leave payments.
Note: You do not want to have a Payroll Code entered without a corresponding GL Code. Likewise you do not want a GL Code listed without a correspondng Payroll Code.
Payroll Codes are maintained in Payroll Code Management. GL Codes are maintained in GL Code Management.
Labor Payroll Code3 (MTEQUIPMENT_LaborPayrollcode3)
This field is applicable only if the Use GL Codes option is enabled on your Static Parameters profile and then only if the GL Code Selection Preference for Labor option is "Fixed Asset."
Click the Picklist icon as needed for each premium or leave pay code you use to track pay for your employees when work is being performed on this Fixed Asset. Up to four (4) separate Pay Codes may be entered. These Pay Codes might include Overtime Double Time Leave Holiday and/or Sick etc….
THEN
Click the Picklist icon in the correspondng GL Code field to select the GL Code you use to track these premimum or leave payments.
Note: You do not want to have a Payroll Code entered without a corresponding GL Code. Likewise you do not want a GL Code listed without a correspondng Payroll Code.
Payroll Codes are maintained in Payroll Code Management. GL Codes are maintained in GL Code Management.
Labor Payroll Code4 (MTEQUIPMENT_LaborPayrollcode4)
This field is applicable only if the Use GL Codes option is enabled on your Static Parameters profile and then only if the GL Code Selection Preference for Labor option is "Fixed Asset."
Click the Picklist icon as needed for each premium or leave pay code you use to track pay for your employees when work is being performed on this Fixed Asset. Up to four (4) separate Pay Codes may be entered. These Pay Codes might include Overtime Double Time Leave Holiday and/or Sick etc….
THEN
Click the Picklist icon in the correspondng GL Code field to select the GL Code you use to track these premimum or leave payments.
Note: You do not want to have a Payroll Code entered without a corresponding GL Code. Likewise you do not want a GL Code listed without a correspondng Payroll Code.
Payroll Codes are maintained in Payroll Code Management. GL Codes are maintained in GL Code Management.
Labor Payroll Code5 (MTEQUIPMENT_LaborPayrollcode5)
This field is applicable only if the Use GL Codes option is enabled on your Static Parameters profile and then only if the GL Code Selection Preference for Labor option is "Fixed Asset."
Click the Picklist icon as needed for each premium or leave pay code you use to track pay for your employees when work is being performed on this Fixed Asset. Up to four (4) separate Pay Codes may be entered. These Pay Codes might include Overtime Double Time Leave Holiday and/or Sick etc….
THEN
Click the Picklist icon in the correspondng GL Code field to select the GL Code you use to track these premimum or leave payments.
Note: You do not want to have a Payroll Code entered without a corresponding GL Code. Likewise you do not want a GL Code listed without a correspondng Payroll Code.
Payroll Codes are maintained in Payroll Code Management. GL Codes are maintained in GL Code Management.
Make (MTEQUIPMENT_Make)
Enter the Make for this Equipment Code, if desired. For Example: Ford.
DeleteModel (MTEQUIPMENT_Model)
Enter the Model for this Equipment Code, if desired. For Example: F Series.
DeleteColor (MTEQUIPMENT_EquipmentColor)
Enter the color for this Equipment Code, if desired. For Example; Blue/Silver two tone
DeleteModel Number (MTEQUIPMENT_ModelNumber)
Enter the Model Number for this Equipment Code, if desired. For Example: F450 Super Duty .
DeleteYear (MTEQUIPMENT_Year)
Enter the Model Year for this Equipment Code, if desired. For Example: 2007.
DeleteSerial Number (MTEQUIPMENT_SerialNumber)
Enter the Serial Number for this Equipment Code, if desired. For vehicles, this can be the VIN. For other pieces of equipment, this can be the serial number or bar code, etc…
DeleteGross Weight (MTEQUIPMENT_GrossWeight)
Enter a value in this field, if desired.
THEN
Expand the Drop-down list for Weight Unit to select the Weight measurement code which corresponds to the value you entered. The value you enter is the gross weight rating for this piece of equipment. For Example: 14000" and "Pounds."
Note: The entries in the Drop-down list are maintained in Unit Management. Type = Weight.
DeleteWeight Unit (MTEQUIPMENT_WeightUnit)
Enter a value in the Gross Weight field, if desired.
THEN
Expand this Drop-down list to select the Weight measurement code which corresponds to the value you entered. The value you enter is the gross weight rating for this piece of equipment. For Example: 14 000" and "Pounds."
Condition (MTEQUIPMENT_ConditionCode)
Click the Picklist icon to select the Condition Code which best describes the current state of this Fixed Asset, if desired.
Condition Codes are maintained in System Code Management. The Type = <Fixed Asset Type> Condition.
DeleteEngine Size (MTEQUIPMENT_EngineSize)
Enter a value in this field, if desired.
THEN
Expand the Drop-down list for Engine Unit to select the Volume measurement code which corresponds to the value you entered. The value you enter is the size of the engine for this piece of equipment. For Example: 6.7" and "Liters."
Note: The entries in the Drop-down list are maintained in Unit Management. Type = Volume.
DeleteEngine Unit (MTEQUIPMENT_EngineUnit)
Enter a value in the Engine Size field, if desired.
THEN
Expand this Drop-down list to select the Volume measurement code which corresponds to the value you entered. The value you enter is the size of the engine for this piece of equipment. For Example: 6.7" and "Liters."
Note: The entries in the Drop-down list are maintained in Unit Management. Type = Volume.
DeleteKey Code (MTEQUIPMENT_KeysCode)
Click the Combo Box icon to select the Key Code(s) for this Equipment Code, if applicable.
Keys are maintained in Key Management.
DeleteFeatures (MTEQUIPMENT_Features)
Click the Combo Box icon to select the Feature Code(s) you want to list for this Fixed Asset, if any. Multiple selection is allowed.
Feature Codes are maintained in System Code Management. The Type = <Fixed Asset Type> Feature.
DeleteAdjustments (MTEQUIPMENT_Adjustments)
Click the Combo Box icon to select the Adjustment Code(s) you want to link to this piece of Equipment, if any. Multiple selection is allowed. Adjustment Codes can be use to detail the various settings to which this piece of equipment may be adjusted.
Feature Codes are maintained in System Code Management. The Type = Equipment Adjustment.
DeleteSettings (MTEQUIPMENT_Settings)
Click the Combo Box icon to select the Setting Code(s) you want to link to this piece of Equipment, if any. Multiple selection is allowed. Setting Codes can be use to detail how this piece of equipment may be set.
Feature Codes are maintained in System Code Management. The Type = Equipment Settings.
DeleteRental Item Link (MTEQUIPMENT_RentalItemCode)
Click the Picklist icon to select RecTrac Rental Item you wish to associate with this MainTrac Equipment Code, if applicable. This field is used to reserve rental items that will be under maintenance.
RecTrac Rental Items are maintained in Rental Item Management.
DeleteVendor (MTEQUIPMENT_VendorCode)
Click the Picklist icon to select the Vendor from whom you purchased this equipment, if desired.
Vendor Codes are maintained in Vendor Management.
DeleteVendor PO (MTEQUIPMENT_VendorPO)
Enter the Purchase Order number for this piece of equipment, if desired.
DeleteWarranty Date (MTEQUIPMENT_WarantyDate)
Click the Calendar icon to select the date on which the warranty, if any, for this Equipment Code will expire.
DeleteYTD Labor Costs (MTEQUIPMENT_YTDLaborCosts)
You will not visit this field.
This field displays the current Year-to-Date labor costs for work performed on this Fixed Asset.
DeleteYTD Equipment Costs (MTEQUIPMENT_YTDEquipmentCosts)
You will not visit this field.
This field displays the current Year-to-Date equipment costs for work performed on this Fixed Asset.
DeleteYTD Material Costs (MTEQUIPMENT_YTDMaterialCosts)
You will not visit this field.
This field displays the current Year-to-Date material costs for work performed on this Fixed Asset.
DeleteYTD Contract Costs (MTEQUIPMENT_YTDContractCosts)
You will not visit this field.
This field displays the current Year-to-Date contract costs for work performed on this Fixed Asset.
DeleteLYR Labor Costs (MTEQUIPMENT_LYRLaborCosts)
You will not visit this field.
This field displays the last year's labor costs for work performed on this Fixed Asset.
DeleteLYR Equipment Costs (MTEQUIPMENT_LYREquipmentCosts)
You will not visit this field.
This field displays the last year's equipment costs for work performed on this Fixed Asset.
DeleteLYR Material Costs (MTEQUIPMENT_LYRMaterialCosts)
You will not visit this field.
This field displays the last year's material costs for work performed on this Fixed Asset.
DeleteLYR Contract Costs (MTEQUIPMENT_LYRContractCosts)
You will not visit this field.
This field displays the last year's contract costs for work performed on this Fixed Asset.
DeleteLife Labor Costs (MTEQUIPMENT_LifeLaborCosts)
You will not visit this field.
This field displays the lifetime-to-date labor costs for work performed on this Fixed Asset.
DeleteLife Equipment Costs (MTEQUIPMENT_LifeEquipmentCosts)
You will not visit this field.
This field displays the lifetime-to-date equipment costs for work performed on this Fixed Asset.
DeleteLife Material Costs (MTEQUIPMENT_LifeMaterialCosts)
You will not visit this field.
This field displays the lifetime-to-date material costs for work performed on this Fixed Asset.
DeleteLife Contract Costs (MTEQUIPMENT_LifeContractCosts)
You will not visit this field.
This field displays the lifetime-to-date contract costs for work performed on this Fixed Asset.
DeletePurchase Date (MTEQUIPMENT_PurchaseDate)
Click the Calendar icon to select the date on which this Equipment was purchased.
DeletePurchase Price (MTEQUIPMENT_PurchasePrice)
Enter the amount for which this Equipment was purchased.
DeletePurchase Usage (MTEQUIPMENT_PurchaseUsage)
If this piece of equipment was purchased used, then enter the amount the equipment was used previous to the purchase.
For Example: Your department purchases a used truck with 50,000 miles on it. You would enter 50000" in this field.
DeleteAdded Value (MTEQUIPMENT_Addedvalue)
Enter the estimated dollar value that has been added to this Equipment due to modifications that have been made since its purchase, if any.
DeleteUseful Life (MTEQUIPMENT_UsefulLife)
Enter a value in this field that equates to the number of years that this Equipment is expected to function.
DeleteSalvage Value (MTEQUIPMENT_SalvageValue)
Enter the salvage price (aka: scrap value) for this Equipment record. This is the amount for which this asset can be sold at the end of its useful life.
DeleteReplacement Cost (MTEQUIPMENT_ReplacementCost)
Enter the cost estimate for replacing this Equipment.
DeleteSale Date (MTEQUIPMENT_SaleDate)
Click the Calendar icon to select the date on which this Equipment was sold.
DeleteGIS Map ID (MTEQUIPMENT_GISMapID)
Enter the Geographic Information Services (GIS) Map ID you wish to use for this record, if desired. When displaying this Fixed Asset / Location / Customer on a map, the value you enter here will be used to identify it.
DeleteGIS Y Coordinate (MTEQUIPMENT_GISYCoordinate)
Enter the Geographic Information Services (GIS) 'Y' Coordinate (Latitude) for this record. For locations in North America, this will be a positive value. For Example: 38.889280.
DeleteGIS X Coordinate (MTEQUIPMENT_GISXCoordinate)
Enter the Geographic Information Services (GIS) 'X' Coordinate (Longitude) for this record, if desired. For locations in North America, this will be a negative value. For Example: -77.050213.
DeleteNotes (MTEQUIPMENT_Notes)
Enter notes and comments, as needed, to list specific issues pertaining to this Fixed Asset. Notes entered here print on Work Orders for this Fixed Asset. This field will accept up to 30,000 characters.
DeleteSpecial Instructions (MTEQUIPMENT_SpecialUseNotes)
Enter notes and comments, as needed, to list specific instructions regarding the use and/or operation of this piece of Equipment. Notes entered here print on Work Orders. This field will accept up to 30,000 characters.
DeletePM Plans
PM Plans (MTEQUIPMENTUpdate_PMDatagrid)
The Preventive Maintenance Plans (PM Plans) DataGrid allows you to Add Change Delete and view all applicable PM Plans linked to this Fixed Asset. By default the PM Plans DataGrid displays the PM Code Date of Last Maintenance Due Date Due Usage and Usage Due for each PM Plan linked to this Fixed Asset. Your set up may vary.
From the bottom of the DataGrid….
Click Add to continue to the PM Plan Update screen where you may Add a new Preventive Maintenace plan to this Fixed Asset.
Highlight/select a record in the DataGrid and click Change to continue to the PM Plan Update screen where you can edit settings for the plan.
Highlight/select a record and click Delete to remove it from the DataGrid.
Notes: PM Plans can also be Added to Changed and/or Deleted from Fixed Assets using the PM Plan Management program. A PM Plan created in PM Plan Management and linked to a Fixed Asset will show up in this DataGrid. Similarly a PM Plan created from this DataGrid will show up in the PM Plan Management DataGrid. The same holds true in the event you Delete a PM Plan.
Linked Tasks
Linked Tasks (MTEquipmentUpdate_LinkedTasksDataGrid)
The Linked Tasks DataGrid allows you to Add Change Delete and view all applicable Tasks linked to this Fixed Asset. By default the Linked Tasks DataGrid displays the Task Type Category Estimated Time Monthly Estimated Time Notes and Inspection Form Code for each Task linked to this Fixed Asset. Your set up may vary.
Notes: Tasks can be linked to Fixed Assets themselves or they can be linked to Asset Category Codes. Tasks linked to Asset Category Codes appear "grayed out" in this DataGrid. The Asset Category Code for this Fixed Asset is defined in the Category field on the Core screen. Asset Category Codes are maintained in Asset Category Management.
From the bottom of the DataGrid….
Click Add to continue to the Asset Tasks Update screen where you may Add a new Task to this Fixed Asset.
Highlight/select a record in the DataGrid and click Change to continue to the Asset Tasks Update screen where you can edit settings for the Task.
Highlight/select a record and click Delete to remove it from the DataGrid.
Note: Task Codes are maintained in Task Code Management.
Documents
Documents (MTEquipmentUpdate_DocDataGrid)
The Documents DataGrid allows you to Add Change Delete and View all applicable Documents linked to this record. By default the DataGrid displays the Document Category Description As of Date Expiration Date and Filename for all Documents linked to this record. Your set up may vary.
From the bottom of the DataGrid….
Click Add to continue to the Document Update screen where you may Add a new Document to this record.
Highlight/select a record in the DataGrid and click Change to continue to the Document Update screen where you can edit information about the Document.Highlight/select a record and click Delete to remove it from the DataGrid.
Highlight/select a record in the DataGrid and click View to see it.
Delete