The General tab contains multiple fields that allow you to enter basic information about the piece of equipment. Here, you can include the unit of measure, description, equipment type, account number, project number, and unit cost. If you are creating the Equipment Setup record from within the Fleet or Equipment modules, the Equipment Type field will be automatically filled in with the appropriate type (Fleet or Equipment). A third option, General, is also available for use as needed.
Shared Fields
A shared field is one that shares a field caption and/or pick list with another field. Below is a list of the shared fields in the Equipment module.
Field Name |
Shared Modules |
Unit of Measure |
Work (Work Flow Setup- Categories, Classification, Employees, Equipment, Fluids, Materials, and the Tasks module, Planning- Resource module, Work Orders, PM Template) |
Account # |
Work (Work Orders, PM Template, Work Flow Setup-Contractors, Employees, Equipment, Fluids, Materials, and the Tasks module) |
Proj. No. - Acct. |
Work (Work Orders, PM Template, Work Flow Setup-Contractors, Employees, Equipment, Fluids, Materials, and the Tasks module) |
Department |
Work (Work Orders, Planning- Department and Task modules, Requests, PM Template, Work Flow Setup-Classification, Employees, Equipment, Fluids, Materials, Problems, and Tasks) |
Special Functions
Below is a list of fields in the Equipment module that have special functionality.
Field Name |
Special Function(s) |
Account # Field |
This account # is automatically populated in the Work Orders Resources grid when the piece of equipment is selected as a resource (from here it can be edited). If work options are set to have Work integrate with an outside financial accounting system, the account # field will appear "grayed out" and will not allow data entry. Click on the field caption to receive directions for attaching an account # to a grayed out field. This is not a required field. |
Proj No-Acct Field |
The Proj No - Acct is automatically populated in the Work Orders Resources grid when the piece of equipment is selected as a resource (from here it can be edited). If work options are set to have Work integrate with an outside financial accounting system, the Proj No - Acct field will appear "grayed out" and will not allow data entry. Click on the field caption to receive directions for attaching a Proj No - Acct to a grayed out field. This is not a required field. |
Unit Cost Field
|
When the equipment piece is selected as a resource in a work order, the data in this field is automatically populated in the Default Cost field of the Resource record (from here it can be modified). If the Default Cost field doesn't contain data, you can manually enter a unit cost into this field. Note: If the data in this field resembles (*"***.#*"), then you do not have rights within Security to view the data in this field. Please see your system administrator for details. |
Regular External Rate Field |
This field allows you to include a monetary value for the regular external hourly rate. If this field is filled out, the system will use this rate instead of the multiplier in the Work Time Cost module. Note: The value in this rate field is not a multiplier. |
Journal Entry Import Button |
The Journal Entry button, if marked, signals that this resource will be imported into the EDEN General Ledger. |