Usage |
The Usage screen enables you to apportion equipment usage across multiple work orders.
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Note: Use the Data -> Equipment Activity -> Multi-unit Projects -> Primary Information screen to manage campaigns and other major work that must be performed separately across a large number of equipment units.
The Usage screen has one tab, Basic Info.
Equipment usage to be apportioned across the selected items
Detail View
Parent work order ID
Identifier of the multiple equipment work order currently selected in the grid or that you are inserting (opening). This field is required. May not be closed.
The work order ID is composed of three parts:
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Location identifier of the shop to which the work order is assigned. Defaults to the location ID in the user's Session location ID field on the Basic Info tab of the System Management -> Setup -> Access Rights -> Users screen. This field has a list box of locations that the user has access to as defined on the System Mgmt -> Setup -> Access Rights -> Rights Templates -> Location Access Template screen. The location must support work orders.
If there is a check in the Require match between work order location and equipment access rights location field on the Options tab of the Data -> Shop Activity -> Setup -> Options screen, it must be the equipment ID's access rights location ID specified on the Locations tab of the Data -> Equipment Units -> Fleet Equipment screen. -
Calendar year in which the work order was opened.
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Sequential number in the range from 1 to 9999999.
When you insert (open) a new parent work order, you can assign a work order ID manually or let it be assigned automatically. To have the work order ID assigned automatically, type the location ID where the work order will be filled. The current year fills in automatically and the next sequential number available at that shop is assigned. To change the number, type another number over it.
Task ID
Identifier of the task. This field has a list box. The task ID must consist of valid bar code characters only. You may not post indirect tasks to a work order. This field is required.
If an account ID is entered for the line, the task IDs that display are only those associated with the account. If there are no associated task IDs listed for the account, all active tasks that support that account will display. This does not include accounts that have the Enforce task restrictions for this account option enabled on the Tasks tab of the Accounts Primary Information screen.
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Note: The task may not be defined as PM TASK, INDIRECT, or GENERAL.
Task IDs are defined on the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen.
Date
Date (in MMDDYYYY format) that the equipment usage was posted to the work order. Defaults to the current date, but you can change it. Must be the same as or later than the date that the parent work order was opened and earlier than or equal to the finish date of all associated child work orders. This field is required.
If there is a check in the Allow posting when posting date is one day removed from today or work finished date field on the Options tab of the Data -> Shop Activity -> Setup -> Options screen, usage may be posted one day after the finish date.
The date in this field is compared to an asset's Lease expiration date if the asset's Ownership is set to LEASED and the Require valid lease on usage tickets for leased equipment option on the General Info tab of the Equipment—Setup—Options screen is checked. The Lease expiration date must not be expired.
Hours
Number of hours. Must be greater than or equal to zero. Either this field must have a value, or the Meter 1 begin and Meter 2 begin fields must have values.
Equipment ID
Identifier of the equipment unit. This field has a list box and a zoom button 
to the Data -> Equipment Units -> Fleet Equipment screen, on which equipment IDs are defined. The equipment unit description displays the right of the ID. Must be an equipment unit that has a check in the Usage tickets field on the
Authorization
tab of the Data -> Equipment Units ->
Fleet Equipment screen. This field is required.
Operator ID
Select an operator ID for the parent work order. When this field is populated and the record is saved, any associated child work orders are updated with the selection.
Operator name
This field displays the operator name for the selected operator ID.
Meter 1 begin
Meter reading on the appropriate meter in the equipment unit at the start of this usage; omit tenths. Either this field and the Meter 2 begin field must values, or the Hours field must have a value. If you enter information in this field, you must also enter a value in the Meter 1 end field.
This value must not be greater than the value in the Meter 1 end field. If the meter has rolled over during the usage, you must split the transaction into two entries.
End
Meter reading on the appropriate meter in the equipment unit at the end of this usage; omit tenths. Must be greater than or equal to zero. Must be within the equipment unit's meter edit range and less than the equipment unit's maximum meter value. May not be less than equipment unit's current meter value unless the meter rolled over (and is still within meter edit range). If you enter information in this field, you must also enter a value in the Meter 1 begin field.
Meter validation
Specifies whether and how meter validation is performed on the meter 1 reading at the time of dispatch. This field has a list box of either EQ UPD or NO EQ UPD. Refer to meter validation fields.
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Tip: Meter 2 entries apply only if the equipment unit is assigned to a class with two meters.
Meter 2 begin
Meter reading on the appropriate meter in the equipment unit at the start of this usage; omit tenths. Either this field and the Meter 1 begin field must values, or the Hours field must have a value. If you enter information in this field, you must also enter a value in the Meter 2 end field.
This value must not be greater than the value in the Meter 2 end field. If the meter has rolled over during the usage, you must split the transaction into two entries.
End
Meter reading on the appropriate meter in the equipment unit at the end of this usage; omit tenths. Must be greater than or equal to zero. Must be within the equipment unit's meter edit range and less than the equipment unit's maximum meter value. May not be less than equipment unit's current meter value unless the meter rolled over (and is still within meter edit range). If you enter information in this field, you must also enter a value in the Meter 2 begin field.
Meter validation
Specifies whether and how meter validation is performed on the meter 2 reading at the time of dispatch. This field has a list box of either EQ UPD or NO EQ UPD. Refer to meter validation fields.
Business usage - no charge
Enter the number of meter units of business use by the operator on this ticket. This field does not require a meter entry on the usage ticket and is informational only. The value entered in this field must be greater than or equal to zero (0).
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Alert: This field is not intended for use with rental agreements that are configured for minimum charges. If a minimum charge is set, then that value will be applied to informational usage tickets.
Individual usage - no charge
Enter the number of meter units of individual use by the operator on this ticket. This field does not require a meter entry on the usage ticket and is informational only. The value entered in this field must be greater than or equal to zero (0).
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Alert: This field is not intended for use with rental agreements that are configured for minimum charges. If a minimum charge is set, then that value will be applied to informational usage tickets.
Account ID
Identifier of the general accounting system account associated with the equipment usage. This field has a list box. The Edit Criteria - General tab of the Data -> Setup -> Options screen specifies whether this information is required, optional, or not required.
If a task ID is entered for the line, the account IDs that display are only those associated with the task. If there is no associated account ID listed for the task, all active accounts that support that task will display.
Reversal
A check in this field reverses the charges posted in this entry from the work order.
Approved
Check this checkbox field to require values for the Approved by user ID and Date and time approval fields on the usage ticket. When checked, the current user's ID and the current date and time will be defaulted in the Approved by user ID and Date and time approval fields. To clear these fields, uncheck the checkbox and the values will be deleted.
Approved by user ID
Enter a User ID or select a User ID from the choicelist for the user approving the usage ticket, if different from the current user. The user's User name will populate in the field to the right.
Date and time approval
Enter a date and time or select from the Date and time picker to set an approval date and time for the usage ticket, if different from the current date and time.
Finalized
Check this checkbox field to require values for the Finalized by user ID and Date and time finalized fields on the usage ticket. When checked, the current user's ID and the current date and time will be defaulted in the Finalized by user ID and Date and time finalized fields. To clear these fields, uncheck the checkbox and the values will be deleted.
Finalized by user ID
Enter a User ID or select a User ID from the choicelist for the user finalizing the usage ticket, if different from the current user. The user's User name will populate in the field to the right.
Date and time finalized
Enter a date and time or select from the Date and time picker to set a finalized date and time for the usage ticket, if different from the current date and time.
Select all
If this field has a check, usage charges are posted to all the work orders in the screen group.
Basic Info Screen Group Data Table
Select
If this field has a check, the usage charge is posted to the work order in this row.
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Note: Business usage - no charge and Individual usage - no charge values will be evenly distributed across the selected work orders. In the event of a remainder, the remainder will be added to the last row. For example, if Business usage - no charge is set to 5 and being applied to two work orders, the first row will be set to 2 and the second row will be set to 3.
Equipment ID
Identifier of the equipment unit assigned to the child work order. This field has a list box. This field is display only.
Work order ID
Identifier of the child work order. This field populates automatically when the parent work order ID is specified. This field is display only.