Fluid (Equipment - Historical Costs) |
The Fluid tab enables you to display and record an equipment unit’s historical fluids consumption and costs.
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 or update 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 that 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
The data in the bottom section of this tab define the equipment unit’s historical fluids consumption and costs. Unless otherwise indicated, these fields are optional.
Current and New
These are the current and new values for the equipment unit’s items, both Units and Cost fields listed below. Values in the Current column are display only. Type the new values in the New column.
Engine oil
Automatic transmission fluid
Brake fluid
Antifreeze
Gear oil
Hydraulic fluid
Refrigerant