Other (Equipment - Historical Costs)

The Other tab enables you to display and define some of an equipment unit’s historical costs, including depreciation, capitalization, lease, and various fixed costs (e.g., insurance, replacement, licensing).

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.)
Warning: Use this screen with caution; it directly modifies the historical cost totals for equipment units. The data you enter is not checked. The historical repair and PM costs entered on this screen are not posted to the work order cost tables (Labor [LAB_MAIN], Parts Issues [PTD_MAIN], and Commercial Detail [CML_MAIN]), so inconsistencies in the application database may result. Access to this screen should be granted only to the equipment manager or an equivalent position.

Detail View Header

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. 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.

Detail View

Data in the fields in the bottom section of this tab define some of the equipment unit’s historical costs, including depreciation, capitalization, lease, and various fixed costs. Unless otherwise indicated, these fields are optional.

Current and New

Current and new values for the equipment unit’s items that follow. Values in the Current column are display only. Type the new values in the New column.

Depreciation

Values for the equipment unit’s depreciation costs.

Capitalized cost

Total value of capital improvements or repairs made to the equipment unit.

Lease expense

Cost of leasing the equipment unit, per month. This cost is apportioned when you perform end-of-period processing for end of month and end of year on the System Mgmt -> End of Period screen.

Fixed monthly cost

Monthly amount allocated to fund the costs of the equipment unit that are not included in one of the other monthly cost items.

Fixed insurance cost

Monthly amount allocated to fund the cost of insuring the equipment unit.

Fixed replacement cost

Monthly amount allocated to fund the cost of replacing the equipment unit.

Fixed licensing cost

Fixed costs to license and register the equipment unit.

Fixed cost 1, 2, and 3

Additional fixed monthly costs.

Fees

Values for the equipment unit’s fee costs.

Populated by information from the Data -> Equipment Activity -> Special Fees -> Special Fees screen.

Licenses

Values for the equipment unit’s license expenses.

Populated by information from the Data -> Equipment Activity -> Special Fees -> Special Fees screen.

Miscellaneous

Other costs incurred by the unit for items such as small parts, washing, and minor repair.

Unless otherwise indicated, this field is populated by data from the Miscellaneous (or Misc) cost field on the following screens:

Automated Fuel Systems (Other Transactions tab)
Commercial (Multi-unit Work Order menu)
Direct Charges – No Work Order – Commercial (Labor cost, Parts cost, and Miscellaneous cost fields)
Direct Issues (see note below this list)
External Fuel Tickets
Internal Fuel Tickets
Linear Work Order (Commercial tab)
Multi-State Usage (Other charges field)
Usage Tickets
Work Order Center (Commercial tab)
Work Order Short Form (Commercial tab)
Miscellaneous costs are from the MISC_COST column in the EQ_COST_DATA table.

Direct issue parts

Cost for parts issued directly to equipment units (without a work order).

Insurance recovery

Total amount recovered through insurance claims on the equipment unit.

Rental revenue

Total income received from renting the equipment unit. Includes one-way charge for motor pool vehicles returned to a location other than the dispatch location.

Account ID assigned - end of month snapshot

Snapshot of the assignment/work order account assigned to the equipment unit for the month and year. This field populates automatically when you run end of period processing for the month. This field is display only.