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Equipment, Operating Costs (#503)
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Why:
Use this report to show a record of the maintenance and repair events and
costs (as well as any other explicit operating costs such as fuel purchases)
associated with each of your equipment units.
Focus:
Focus of Report is to track Total Operating Costs for each Equipment
Unit. The historical data for operating costs can then be used when
building up to your standard hourly costs of operating each piece (or each type) of
equipment.
- Report only covers Company-Owned Equipment
- Report includes Employee Expenses and
Miscellaneous Contractor Expenses where those expenses are assigned to equipment units
-- e.g., fuel or parts
- Report includes Payroll costs for
employees or contract laborers where the time slips reflect maintenance work
for the equipment unit
- Employee costs can be reported as direct payroll costs or the employee
fully loaded cost.
Selection Window:
The selection window allows you to filter the report by:
- 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 is only for your equipment; contractor-owned equipment
is not on the list.
- Your report can be sorted by date or by equipment unit. Most users
prefer to see the information sorted by equipment, as shown in the example
report below.
- The "Only Print Raw Data" option generates a report with the
report detail, but with no subtotals or totals.
- The "Fully Loaded Employee Cost" checkbox allows you to
calculate your equipment cost based on your straight payroll (default) or
based on your payroll including your additional load for employee benefits,
etc.
Detailed Description:
The report is based on the time slip entries for maintenance and repair work.
The reports includes time for: (1) Employees and
(2) Contractor Time where the contractor is using your
equipment.
The report determines "maintenance/repair" time using the following criteria: The time must be coded for an activity that has a basic
activity Type where the "Maintenance Time"
field on the Pay Activity Type is non-zero. (You can check this setting
under Setup | Pay Activities (to find out what Pay Activity Type is associated
with the Pay Activity on your time slip) and Setup | Pay Activity Types (to find
out the value of the Maintenance Time field on the relevant activity type).
The report also includes Employee Expenses and Miscellaneous
Expenses where those expenses are coded to specific equipment units. For
example, $100.00 in fuel (a miscellaneous expense) paid to Shell Oil for use in
a feller buncher FB101 would be counted in this report.
The
columns are:
- Eq Code The equipment code for the equipment unit
- Equipment: The description (not code) field for the equipment unit
- Date. The date of the time entry or expense entry (not date paid)
- Activity: Activity coded on the time slip (e.g., "Maint" or
"Repair"). In
the case of Employee Expenses this column will be coded "EMP MISC";
in the case of Miscellaneous Expenses, it will be coded "VEND MISC".
- Paid to: The worker or vendor to which the amount was paid.
- Hours: Hours for time coded against a pay activity that meets the
criteria noted above (that is, has a type whose Maintenance Time field is
non-zero). An
expense line item will have an hours entry of 0.00.
- Payroll Cost: The cost of the line item (whether or not it is a
payroll expense). For employee time,
the cost will be the straight payroll cost or the loaded payroll cost (if
that option is selected); for contractor time, the cost will be the amount
paid to the contractor (excluding tax); for employee or miscellaneous
expenses, the cost is the amount of the expense item (excluding taxes).
- Type: For employee time, the type is "Employee", for
contractor time, the type is "Contractor"; for employee or
miscellaneous expenses, the type is the account code of the expense item.
- Meter: For employee and
contractor time, the value comes from the SERVICE_METER field on the time slip; for miscellaneous
contractor expenses, the value
comes from the same field on the contractor expense item.
- Detail: For employee time, the detail is taken from the description
on the Time Slip; for contractor time, the detail is taken from the
description on the Contractor Time Slip; for employee or miscellaneous
expenses, the detail is the description of the expense item.
At the bottom of each equipment's section of this report, there is an Hours
Summary section for the report. The rows in this section are:
- Available hours: All hours in the relevant date range for the
particular equipment unit except those hours whose pay activity belongs to a
pay activity type of "EQ_MAINT." The idea is that the EQ_MAINT pay
activity type should only be used for routine service that does not "cut
into" the productive hours for a machine.
- Productive Hours: All hours in the relevant date range for the
particular equipment unit whose pay activity belongs to a pay activity type
whose "Production Time" flag is set to True.
- Maintenance Hours: Sum of all hours showing in this report for
this piece of equipment.
The report has a grand total at the bottom that sums up the hours and costs
across all equipment units included in the report.
Key Notes:
- The report will show time slips for employees and contractors where the
pay activity is assigned to a pay activity type where the "Maintenance Time"
field is non-zero. (For most users, the activities whose type is "EQ_MAINT"
or "MAINT-DOWN" meet this criteria.)
- The SERVICE_METER field must be enabled on the time slips and the
employee/contractor miscellaneous expense windows in order for the meter
column to have data.
Report:
Example:
This report shows the report where the sorting selection "Equipment"
was chosen. This version of the report is useful in
that it shows the operating cost for each piece of equipment. Where the
date range selected is an entire year, you can see the annual, direct costs
to operate each piece of equipment.
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Example Report |
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