Fluid Setup Fields

The fields described below have special functions. For a complete list of available fields, see the Lucity Data Dictionary.

ID Fields

Fluid**	Serves as the user-defined, unique ID for the substance that will be used to complete work.
Fluid Text	Identifies the substance by its common name.
Fluid Status	Describes the fluid's current operational condition (e.g., operational, non-operational, etc.) using a user-defined code-description field.
Fluid Rec #	Indicates the unique, system-generated ID for the Fluid Setup record.
Active Fluid	Indicates whether this substance is currently an option for users to select as a Resource on a Work Order or PM.
Special ID	Enables users to assign an alternate identifier for the fluid.

* Required.
* Must be unique.

General Fields

Purpose	Specifies the primary use of the fluid.
Make	Identifies the brand or manufacturer of the fluid.
Model No	Identifies the manufacturer's identifying name or number for the fluid.

Departmental Fields

Department	Identifies the organizational unit, if any, that is associated with this Fluid by default. For example, primer might be associated with the Maintenance Department's Painting Division.
Division
Sub-Division
Area
Sub-Area

Account Fields

Account #

Indicates the reference number for the general account billed, by default, when the fluid is used.

When a user adds this Fluid as a Resource on a Work Order or PM, this value is carried over to the Account # field on the Work Order or PM record.

The system can be configured to handle account numbers in various formats. The format dictates how users complete this field.

More information about Account Number formats

Proj No- Acct

Indicates the reference number for a specific project account that should be billed, by default, when the fluid is used.

When a user adds this Fluid as a Resource on a Work Order or PM, this value is carried over to the Proj No - Acct field on the Work Order or PM record.

An agency can configure Lucity to handle project numbers in various formats. The configuration determines how users complete this field.

More information about Project Account Number formats

Journal Entry Import

Directs the system to export a journal entry for this fluid resource from Lucity into the Ledger of an integrated financial system.

This field only applies to agencies that integrate Lucity with an outside financial software such as Finance Enterprise. More information about the Finance Enterprise integrations.

Cost Fields

Unit Cost

Indicates the default amount charged for the fluid per unit.

If the Fluid is not linked to a Part record, when you add this Fluid as a Resource on a Work Order or PM, this value is carried over to the Default Unit Cost field on the Work Order or PM resource record.
If the Fluid is linked to a Part record, when you add this Fluid as a Resource on a Work Order or PM, this value is carried over to the Unit Cost Esimate field on the Work Order or PM resource record.

Unit of Measure

Identifies how this item is measured for a Work Order Task (e.g., Gallons, Liters, etc.).

CS Integration Fields

The following fields relate to records in CentralSquare's Finance Enterprise (FE) system. More information about the Finance Enterprise integration.

Note: In certain Lucity modules, these fields may require specific values or combinations based on FE Ledger configuration.

CS General Ledger	Identifies a General Ledger (GL) record in FE.
CS General Key	Identifies a GL Key record in FE.
CS General Object	Identifies a GL Object record in FE.
CS Job Ledger	Identifies Job Ledger (JL) record in FE.
CS Job Key	Identifies a JL Key record in FE.
CS Job Object	Identifies a JL Object record in FE.

CS Fixed Asset

Identifies a Fixed Asset in the Finance Enterprise (FE) system.

Important: This field supports manual entry but will only validate against Fixed Asset records in FE when selecting a value from the lookup.
Note: This field is only used in inventory modules.