Summary

The Composite Equipment Maintenance window is used to combine multiple pieces of equipment into a single, composite piece of equipment. This can help simplify billing transactions on work orders that regularly use combinations of equipment. For example, an organization may have a dump truck with a rate of $35.00 per hour, a snow plow attachment with a rate of $20.00 per hour, and a salt spreader attachment with a rate of $18.00 per hour. Because these three pieces of equipment are consistently used together during the winter, they can be combined into a single piece of composite equipment called a Snowplow with a single rate of $73.00 per hour.

Step by Step

1     View the existing Composite Equipment.

• Open the Composite Equipment Selection window (WO> Maintenance> Composite Equipment).
• The Composite Equipment Selection window will display all of the composite equipment created in the application.
• Highlight a composite equipment item and press DELETE or click the Delete icon to delete the selected composite equipment.
• Highlight a composite equipment item and press ENTER or click the Modify icon to edit the selected composite equipment.
• Press INSERT or click the Create icon to create a new composite equipment item. This will open the Composite Equipment Maintenance window.

2     Create new Composite Equipment.

• Enter a unique Code for the composite equipment item. This required field can be up to 20 characters long.
• Enter an optional Description for the composite equipment item.
• Enter a Default Unit for the equipment item or click the field label to select one from a list.
  • A rate for the specified default unit will need to be attached to each component added to the new composite equipment.
  • Work order units are created and maintained on the WO Unit Maintenance window (WO> Maintenance> Units).
• Click the Create icon to add a piece of equipment to the Components section. This will open the Equipment Selection window.
  • As additional pieces of equipment are added or removed from the Components section, the Rate column total will automatically update with the new total rate value.
    • When a component piece of equipment is set up with more than one metered unit rate, the rate unit selected in the Default Unit field above will be used.
  • Equipment codes are created and maintained on the Equipment Maintenance window (WO> Maintenance> Equipment).
• Click the Save icon when complete to save the new composite equipment item.