Repair and PM (Equipment - Historical Costs)

The Repair and PM tab enables you to display and define the historical costs relating to repair and preventive maintenance (PM) performed on the equipment unit.

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 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.

To reset the fiscal year, use the Edit Criteria – General tab on the Data -> Setup -> Options screen.

Detail View

Data in the fields in the bottom section of this tab define the historical costs relating to repair and preventive maintenance (PM) performed on the equipment unit. 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.

Repair including user-caused

Labor cost: Cost of the internal labor performed on the equipment unit.

Note: Costs are posted to the Commercial labor cost field.

Parts cost: Cost of internal parts used to repair the equipment unit.

Note: Costs are posted to the Commercial parts cost field.

Commercial labor cost: Cost of the commercial labor performed on the equipment unit.
Commercial parts cost: Cost of the commercial parts used to repair the equipment unit. Commercial labor and parts costs are tracked separately from internal costs on equipment historical costs.
Equipment usage cost: The cost of using the equipment.
Qty repair tasks: Number of repair tasks performed on the equipment unit.
Internal labor hours: Number of hours spent on labor performed internally to repair the equipment unit. You may enter labor hours to two decimal places.

PM

Labor cost: Cost of the internal preventive maintenance labor performed on the equipment unit.

Note: Costs are posted to the Commercial labor cost field.

Parts cost: Cost of internal parts used to perform preventive maintenance on the equipment unit.

Note:Costs are posted to the Commercial parts cost field.

Commercial labor cost: Cost of the commercial labor performed on the equipment unit.
Commercial parts cost: Cost of the commercial parts used to repair the equipment unit.
Equipment usage cost: The cost of using the equipment.
Qty PM services: Number of services performed on the equipment unit for preventive maintenance.
Internal labor hours: Number of hours spent on labor performed internally to perform preventive maintenance on the equipment unit. You may enter labor hours to two decimal places.

User-caused repair

Labor cost: Cost of the user-caused internal labor performed on the equipment unit.

Note: Costs are posted to the Commercial labor cost field.

Parts cost: Cost of internal parts used to repair user-caused damage to the equipment unit.

Note:Costs are posted to the Commercial parts cost field.

Commercial labor cost: Cost of the commercial labor performed on the equipment unit.
Commercial parts cost: Cost of the commercial parts used to repair user-caused damage on the equipment unit.
Equipment usage cost: The cost of using the equipment.
Qty repair tasks: Number of repair tasks performed on the equipment unit to repair user-caused damage.
Internal labor hours: Number of hours spent on labor performed internally to repair user-caused damage to the equipment unit. You may enter labor hours to two decimal places.

Warranty recovery

The Current column displays the total of the settlement amounts for warranty claims on the equipment unit, as specified on the Settlement Data tab of the Data -> Warranty -> Reimbursement Claims screen. The total reflects claims that meet the following conditions on the Claim Data tab of that screen:

The claim status is APPROVED or PARTIALLY APPROVED.
For labor, the claim type specifies EQUIPMENT.
For parts, the claim type specifies PART or CORE.

Core recovery

Total value of costs included in the warranty recovery that were recovered by returning core parts used on the equipment unit. This value displays when you process a core credit from any screen on which you issue a part.