Add or Edit Equipment

Authorized users can use the Equipment Maintenance page to enter and maintain work order equipment that can be assigned to a work order task. Equipment is an item that can be reused, unlike a material item which is one-time use. Multiple pieces of equipment may be used on the same work order or multiple work orders. 

To add or manage equipment items, follow the steps below.

  1. Go to Maintenance > Financial Management > Work Orders > Equipment.
  2. To edit an existing equipment item, click the Edit icon next to the item listed. To add a new equipment item, click New.
  3. In Equipment Category, select the category to assign to the equipment item, e.g., heavy equipment, tools, etc. The category values are defined in a Validation Set.
  4. In Equipment Number, type the equipment part, model, or serial number (if known) to further describe the equipment.
  5. In Description, type text to describe the equipment.
  6. Select the Active check box to identify the equipment item as active in the system.
  7. In Unit of Measure, select the unit of measure that should be used for the item.
  8. In Associate Asset, select an asset you want to associate with the equipment item. Click the Search Assets icon to open the Asset Prompt Search dialog box. This page gives you the ability to search for asset items that you can tie to the equipment selected.
  9. In Effective Date, select the date when the equipment is effective. The effective date format is the date thru <open>. To create a new effective date, click Copy and select a new date in the Enter New Start Date dialog box. Click OK to save your changes. The previous effective date now has an end date that is the day before the new effective date you created.
  10. In Starting Date, select the date when the equipment can first be used. By default, it is set to the current date when you create a new equipment item.
  11. In Rate/Unit, type the cost to use the equipment, which coincides with the Unit of Measure selected.
  12. Click Save to save the equipment in the system. Click Save/New to save the equipment and create another equipment item.

While editing an equipment item, click Reset at any time to return to the previous state the page was in before you made changes.

At the bottom of the saved page, a Rate History by Customer Category grid displays the rate histories based on the Effective Date selected.

For more information on using the Equipment Maintenance page, expand a category below: 

Your municipality charges a standard default rate for a piece of equipment. If your municipality charges different rates depending on the customer or type of job performed, use the Rate Override to change that cost. These rates are tied to the Customer Category Codes.

  1. Click the Rate Overrides tab.
  2. Select a Customer Category in the drop-down list to view rates applicable to the category selected.
  3. Click New to create a new rate override. The Equipment Override Rates dialog box opens.
  4. Select a Customer Category from the drop-down list.
  5. In Start Date, select the date when the rate override can first be applied. The current date is the default.
  6. In Override Rate/Unit, type the new rate to use for the cost of the equipment, which coincides with the Unit of Measure selected.
  7. Click OK to save the data.

The ability to delete is based on user authority and may not be available.

  1. Click Delete. A confirmation window displays.
  2. Click OK to confirm and delete the equipment.
See Also

Equipment List

Add or Edit Material

Work Order Setup