EQUIPMENT
DESIGN CONCEPTS
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
  • • Multiple types of reporting units (e.g., hours, miles) including operating, idle, weather delayed, repair, etc.
  • • Utilization and availability percentages computed for each unit of equipment.
  • • Multiple methods of calculating rental charges for a unit of equipment based on reported units, elapsed time and lump sum methods.
  • • 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.
  • • Keyword access capability facilitates data entry, processing and reporting functions.
  • • Attachments can be recognized as separate units of equipment, while requiring that operating hours, etc., are reported only to the primary unit of equipment to which the attachment is currently associated.
  • • "Repair/replace" type decisions can be evaluated easily.
  • • 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.
  • • Definition of Equipment Maintenance Tasks.
  • • Multi-level On-line Equipment Inquiry tracks income, expenses, margin, equipment utilization and equipment availability.


                Equipment Inquiry Selection Screen
                        Equipment Income Detail
                        Equipment Expenses Detail
                        Equipment Use Detail

  • • Bill of materials can be associated with a unit of equipment.
  • • Transfer Docket capability offers alternative method of computing rentals based on "days at a site".
  • • Budgets can be established for each maintenance code.
  • • Multi-level On-line Cost Inquiry tracks units of equipment.

                Equipment Cost Inquiry Selection Screen
                        Equipment Master Descriptive Data
                              Cost Summary by Fiscal Period
                                       Equipment Cost Detail
                                                 Work Order Task Cost Detail
                                                          Work Order Transaction Detail
                        Bill of Materials
                              Bill of Materials Detail
                                       Inventory Detail
                        Maintenance Schedule
                              Maintenance Budgets

  • • Preventive maintenance scheduling applies user-defined maintenance schedules for each class or unit of equipment.
  • • Generates and prints work orders for scheduled maintenance.
  • • Equipment Meter Reading reporting computes maintenance due on interval frequency codes.
  • • Notepad facility to record pertinent maintenance information on units of equipment.


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



 

 

                         TRANSACTIONS
      Accounts Payable 

Quantities and costs associated with external parts and equipment repair

     

Accounts Receivable

Customer billings of equipment rentals

     

Fixed Assets

Depreciation charges

     

General Ledger

Adjusting journals

     

Inventory

Inventory issues

     

Payroll

Labor expenses

     

Receiving

Received quantities and costs

     

Work Order

Equipment repair costs

     

Accounts Receivable

Rental Charges

   

 

Cost Accounting

 

Rental Charges

   

 

General Ledger

 

Rental revenue, operating and repair expenses

   

 

Work Order

 

Preventative maintenance work orders, rental charges

 

 
 


REPORTS

Control File Section 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