Why:
You require a detailed report of maintenance time performed (by
employees) on your trucks.
Focus:
Focus of Report is to track maintenance hours and types of maintenance events
performed on each truck. 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 trucks.
This reports is primarily used by those who track WORK_CODE_1 and WORK_CODE_2
on their time slips and use employees to perform most of their truck
maintenance. Generally, WORK_CODE_1 represents the maintenance 'verb',
such as 'replace' or 'change' or 'inspect', and WORK_CODE_2 represent the
'noun', such as 'tire', or 'oil' or 'gasket'
- Report covers both company-owned and contractor trucks
- Report only includes time coded as maintenance time (pay types EQ_MAINT
and EQ_MAINT_DOWN)
- 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. For log trucks, the service meter could be the
odometer. Again, the report relies on this field being enabled and
used for time slip entry
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.
- Note: for report information that is based on load tickets, the report uses the Date Out (not the Date In).
- Truck. You can select any or all trucks. The truck list
includes your trucks and contractor-owned trucks. The list is ordered first by owner
of the truck and then by truck 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 truck 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 truck. 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 all trucks (both company-owned and contractor)
- Report does not require calculators to be run.
- The only hours that will be shown are those for employees (not
contractors) and will only cover time coded as the pay types EQ_MAINT
and EQ_MAINT_DOWN
- No miscellaneous expenses are shown
- The charge-out rate is used to cost the work. The charge out rate
is not the employees pay rate, but is the rate that you would charge
a third-party for the mechanic's time.
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 truck. Where the
date range selected is an entire year, you can see entire maintenance history,
ordered by date, each truck.
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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 truck, 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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