Replacement/Disposition (Fleet Equipment) |
Note: Linear assets do not display on this screen. Use the Data -> Equipment Units -> Linear Assets -> Primary Information screen.
The Replacement/Disposition tab enables you to display and define data related to equipment unit replacement and disposition.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can search on equipment ID, serial number, asset category ID, SLA equipment category, assigned repair location ID, and department ID, among other values. The list of searchable fields on the filter is extensive; use the scroll bar to view them all.
Note: Filtering data based on fuel/fluid type uses the information in the Supported fuel/fluid types screen group on the Codes tab.
The Fleet Equipment screen supports location level and department-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 defines the data that displays.
Equipment ID
Identifier of the equipment unit currently selected in the grid or that you are defining. This field has a list box. The equipment unit year, manufacturer, and model display to the right of the ID.
When you insert an equipment unit with an asset category that supports automatic numbering and this field is blank, The system generates an equipment ID that follows the format specified in the Custom ID structure field on the Data -> Equipment Units -> Setup -> Asset Categories screen. If you specify an ID and the equipment’s asset category supports automatic numbering, the ID is not overwritten.
Whether an asset category supports automatic numbering is specified on the Data -> Equipment Units -> Setup -> Asset Categories screen.
The data in the fields in the bottom section of this tab define the replacement and disposition information. All fields are optional.
Month: Month of planned replacement for the unit.
Year: Year of planned replacement for the unit. It cannot be earlier than 1900.
Meter: Meter reading at planned replacement for the unit.
Cost: Current estimated replacement cost of the unit. The maximum field length is 11 characters, which includes 2 decimal places. Cannot be less than zero
Code: Any user-defined value.
Planned retirement date
Planned date to retire the unit.
Retirement date
Date the equipment unit was retired. It must be the current system date or earlier.
Disposition date
Date the unit was sold or otherwise disposed of. It must be the current system date or earlier.
Gross sale price
Gross sale price of the unit. The maximum field length is 10 characters, with two decimal places.
Buyback code
Buyback code for this unit.
Expenses
Expenses associated with the equipment sale. The maximum field length is 10 characters.
Commission
Commission associated with the equipment sale. The maximum field length is 10 characters.
Net sale price
Net sale price of the unit. The maximum field length is 10 characters, and decimal places are not allowed.
Transferee name
Entity to which the unit was transferred upon the sale or other disposal.
Transferee address ID
The identified of the address used for this transferee.
Transferee address
Address of the transferee.
Disposal reason
Reason for the equipment's disposal.
Disposal method
Manner by which the organization disposed of the equipment unit.
Disposal authority
Text description of the disposal authorization.
Disposal comments
Text field for comments regarding the disposal.
Replaced by equipment ID
Valid identifier of the component that replaced this unit. This field has a list box. It must be different from the ID in the Equipment ID field. It also cannot be an equipment ID that already has a value in the Replaces equipment ID field. If the vehicle was designated the actual replacement on the Equipment Replaced tab of the Data -> Equipment Management -> Equipment Planning -> Projects screen, this field auto-populates once the project is approved
Note: When you update the Replaced by equipment ID field, the Replaces equipment ID field updates automatically with the applicable information.
Replaces equipment ID
Valid identifier of the component that this unit is replacing. This field has a list box. It must be different from the ID in the Equipment ID field. It also cannot be an equipment ID that already has a replaced by equipment ID value.
If there is a check in the Do not allow overlap of replaces and replaced by equipment field on the General Info tab of the Data -> Equipment Units -> Setup -> Options screen, the same equipment ID may not be used to replace two or more equipment IDs.
Note: When you update the Replaces equipment ID field, the Replaced by equipment ID field automatically updates with the applicable information.