Ledger Account Data Entry & Mapping
Access via the Administration Icon : Costing : Ledger Accounts.
Ledger Accounts are part of the Costing System and can not be entered unless the Costing System has been purchased. Please read the Help for Costing - Basics prior to entering Ledger Accounts.
Work Orders can be charged to Charge Codes. Each Charge Code can be associated with one and only one Ledger Account. However, more than one Charge Code can be associated with the same Ledger Account. This allows for the consolidation of costs associated with multiple Charge Codes to one Ledger Account.
Work Orders can also be charged to "Cost Center - Department" combinations. Multiple "Cost Center - Department" combinations can be charged to the same Ledger Account. This allows consolidated totals to be kept for groups of Cost Center - Department combinations. Each "Cost Center - Department" combination should be mapped to a Ledger Account if you wish the total of the Ledger Accounts to represent your total maintenance costs.
Totals include Labor, Inventory, Purchases and Service for the Current Period, Year To Date and Lifetime of the Ledger Account.
If a "Cost Center - Department" combination exists in the Ledger Mapping file all costs charged to the combination will also be charged to the Ledger Account associated with it. Use this selection to map "Cost Center - Department" combinations to a Ledger Account.
For example, "Department A - Production Line 1", "Department B - Production Line 2" and "Department C - Production Line 3" might all be assigned to Ledger Account: "Total Production Costs". Cost Totals for Labor, Inventory, Purchases and Service for the Current Period, Year To Date and Lifetime of Cost Ledger ID "Total Production Costs" will be updated whenever costs are charged to any of the specified Cost Center - Department combinations.
Use the Data Input Instructions to enter the Ledger Account ID and Description.
Inserting and deleting "Cost Center ID- Department ID" combinations.
To Delete - Click on a "Cost Center ID - Department ID" combination to highlight it and then click on the Delete Button.
To Insert - Click on the Insert Button. An Insertion Panel will appear. Use the Lookups to select a Cost Center ID and a Department ID. Click on the Save Button to insert the combination. Click on the Cancel Button to exit without insertion.
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Equipment Type Data Entry
Access via the Administration Icon : Equipment : Equipment Types.
Nameplate information and reports are based on Equipment Type. For example, an Equipment Type might be "HVAC". In the Equipment file, an Equipment Type Lookup can be used to identify air conditioning units as Equipment Type "HVAC".
Nameplate Data
Nameplates contain Manufacturer data pertaining to a piece of Equipment. For example, HVAC Equipment might have Voltage, Amperage and Serial Number Nameplates where as an Automobile might have Manufacturer, Model Number and VIN Number Nameplates.
NameplateTitles can be entered, i.e. VIN Number, for up to six Nameplates for each Equipment Type. Nameplate Titles that are entered here for an Equipment Type will appear on labels in front of data entry boxes on the "Nameplates" Tab of the Equipment Screen. The Equipment Screen can then be used to enter appropriate data for each Nameplate Title.
Use the Data Input Instructions to enter the Equipment Type and Description.
Nameplate # - Enter data for up to six Nameplate Titles.