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Equipment Maintenance (#505)
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Why:
You are looking for a report showing all maintenance time (and
corresponding descriptions) recorded for a piece of equipment, where the hours
are valued at the employee's charge-out rate to provide a market valuation of
the costs incurred to maintain the piece of equipment.
The report is good for reviewing costs associated with your own
equipment. Alternatively, if you have a mechanic whom you charge out when
he does repair work for third-party-owned equipment, the report provides a nice
listing of time spent and corresponding costs (based solely on the employee
mechanic's charge-out rate.
Focus:
Focus of Report is to track maintenance hours and types of maintenance events
performed on each piece of equipment. The report uses two optional fields
(WORK_CODE_1 and WORK_CODE_2) on time slips to categorize maintenance
activities. The cost of the activity is measured based on employee
charge-out rates and provides a market-based valuation of the cost of
maintaining your equipment.
Selection Window:
The selection window allows you to filter the report by:
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Date Range: You can either select a pay period, or you can simply enter the start and end date directly into the selection criteria window. The Period selection is merely a short-cut for entering a date range, so you can always edit the start and end dates to be any date you choose. For example, you can pick a period defined as 8/1/2004 to 8/12/2004, and then extend the end date by three days to 8/15/2004. If you leave the end time blank, the program will assume you want the entire day for the end date. In the example below, the start date/time is 8/1/2004 00:00:00 (a blank is assumed to be time 00:00:00) and the end date/time is 8/15/2004 00:00:00. Because the end date time is blank (or 00:00:00), the program assumes you want the whole day of the 15th and makes the end date/time 8/16/2004 00:00:00. In the selection query, the program returns records whose start date/time is greater than OR equal to the start/date time and strictly less than the end date/time.
- Equipment Unit. You can select any or all equipment units. The
equipment unit list includes your equipment and contractor-owned equipment.
The list is ordered first by owner and then by equipment code..
- Your report can be sorted by date or by work code 2.
- The "Only Print Raw Data" option generates a report with the
report detail, but with no subtotals or totals.
Detailed Description:
The selection criteria determine the date range and equipment that appear in
the report. The report is based on the time entries exclusively for Employees;
Contractor Time entries are excluded. The time must be coded for an activity that has the basic
activity type "Maintenance" -- no other time entries will be
recognized.
The report shows the maintenance events for all company owned equipment. The
columns are:
- Date. The date of the time entry or expense entry (not date paid)
- Worker: Employee code on the time slip
- Slip #: Time slip number -- must be enabled for time slip entry
- Service Meter: Value recorded in FLOAT_ITEM_1
- Hours: Hours on the time slip
- Work Code 1: Value of WORK_CODE_1 on time slips
- Work Code 2: Value of WORK_CODE_2 on time slips
- Charge Out Rate: The employee's charge out rate
- Amount: Hours multiplied by Charge Out Rate -- This reflects the
cost of the work performed based on the charge-out rates used in your
business
- Comments: For employee time, the detail is taken from the description
entry on the time slip.
Key Notes:
- Report covers both company-owned and contractor equipment
- Report only includes time coded as maintenance time (Activity has a Pay
Activity Type = EQ_MAINT under Setup | Pay Activities)
- Report only covers time reported on employee time slips (no contractor
time slips)
- The fields WORK_CODE_1 and WORK_CODE_2 should be enabled to enhance the
value of the report
- The field FLOAT_ITEM_1 is used for the "Service Meter" column of
the report. Again, the report relies on this field being enabled and
used for time slip entry.
- For users using the time sheet configuration that allows a single time
sheet to contain productive time as well as service time, down time, etc.,
the service meter will only be captured on time cards where the pay activity
selected directly on the time slip (using the drop down Activity list) is of
type Maintenance. It will not pick up meter readings on time sheets
where the service (maintenance) time is not the primary activity of the time
slip.
- You do not need to run the calculators in order for this report to work.
Report:
Example One:
Example Report 1 shows the report where the selection "Sort by
Date" has been selected This version of the report is useful in
that it shows the maintenance events for each piece of equipment. Where the
date range selected is an entire year, you can see entire maintenance history,
ordered by date, each piece of equipment.
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Example Report 1 |
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Example Two:
Example Report 2 shows the report where the selection "Sort by Work Code
2" has been selected This version of the report is useful in
that it shows the maintenance events for each piece of equipment, where the
events are first ordered by type of event (WORK_CODE_2), and then by date.
This ordering allows you easily to identify the history of specific type of
regular events, like fluid changes, etc.
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Example Report 2 |
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