Construction Information Systems, Inc.



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Equipment Management

Design Objectives

The Equipment module is designed to meet all the rental computation, historical costing, and maintenance scheduling needs of a company's equipment fleet.  The design assumes that the ownership and operation of equipment will be treated as a separate profit center within a company.  This feature recognizes the non-linear occurrence of equipment repair costs over the life of the equipment, while still allowing for a uniform rental charge to a project for the use of equipment from the equipment pool.

Features

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Multiple types of reporting units (e.g., hours, miles) including operating, idle, weather delayed, repair, etc.

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Physical inventory status and location for each unit of equipment.

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Utilization and availability percentages computed for each unit of equipment.

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Multiple methods of calculating rental charges for a unit of equipment based on reported units, elapsed time and lump sum methods.

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Repair costs can be subdivided by user-defined components, such as electrical systems, engine, and transmission.  Within component, subdivision can occur by cost type, such as labor, repair parts, and outside services.

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Keyword access capability facilitates data entry, processing and reporting functions.

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Attachments can be recognized as separate units of equipment, while requiring that operating hours, etc., be reported only to the primary unit of equipment to which the attachment is currently associated.

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"Repair/replace" type decisions can be evaluated easily.

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Maintains current period, current year, and life-to-date accumulations for all revenue, ownership, repair, operating expenses and utilization data for each unit of equipment.

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Definition of Equipment Maintenance Tasks.

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Multi-level On-line Equipment Inquiry tracks income, expenses, margin, equipment utilization and equipment availability.
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Equipment Inquiry Selection Screen

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Equipment Income Detail

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Equipment Expenses Detail

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Equipment Use Detail

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Bill of materials can be associated with a unit of equipment.

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Transfer Docket capability offers alternative method of computing rentals based on "days at a site".

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Budgets can be established for each maintenance code.

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Multi-level On-line Cost Inquiry tracks units of equipment.
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Equipment Cost Inquiry Selection Screen
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Equipment Master Descriptive Data

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Cost Summary by Fiscal Period
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Equipment Cost Detail

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Work Order Task Cost Detail

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Work Order Transaction Detail

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Bill of Materials
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Bill of Materials Detail

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Inventory Detail

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Maintenance Schedule
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Maintenance Budgets

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Preventive maintenance scheduling applies user-defined maintenance schedules for each class or unit of equipment.

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Generates and prints work orders for scheduled maintenance.

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Equipment Meter Reading reporting computes maintenance due on interval frequency codes.

bulletNotepad facility to record pertinent maintenance information on units of equipment.
 

Module Interfaces

The following System 20/20 modules send ( Þ ) transactions to and receive ( Ü ) transactions from the Equipment module.

 

Module Transactions Sent and Received

Accounts Payable

Þ

Quantities and costs associated with external parts and equipment repair

Accounts Receivable

Þ

Customer billings of equipment rentals

Fixed Assets

Þ

Depreciation charges

General Ledger

Þ

Adjusting journals

Inventory

Þ

Inventory issues

Payroll

Þ

Labor expenses

Receiving

Þ

Received quantities and costs

Work Order

Þ

Equipment repair costs

Accounts Receivable

Ü

Rental Charges

Cost Accounting

Ü

Rental Charges

General Ledger

Ü

Rental revenue, operating and repair expenses

Work Order

Ü

Preventative maintenance work orders, rental charges

Standard Reports

All standard reports provide multiple selection options.

Control File Sections Listings

Equipment Rental Invoice

Equipment Profit and Loss Statement

Equipment Cost Analysis

Equipment/General Ledger Reconciliation

Equipment Utilization Analysis

Equipment Bill of Materials

Equipment Maintenance Master Schedule

Equipment Summary

Maintenance Due

Equipment Status

Maintenance Budget

Equipment Detail

Maintenance Work Orders

Transaction Listings

Maintenance History

Equipment Subledger

Scheduled Maintenance

Equipment Rental Rate

Work Order Detail

Proforma Rental Charge

 

 

 


Construction Information Systems, Inc.

 
Copyright (c) 2001 Construction Information Systems, Inc.
P.O. Box 484
Mill Valley, CA  94942
415-332-5073
info@system2020.com