Job Journal Co. Equipment Tab


This tab enables the user to charge company equipment assets to a Job or Work Order.

Important Fields:

Asset Id:
Enter the company equipment Asset Id you wish to charge to a Job / Work Order. The Other Rate Id (and the associated Cost and Revenue fields) will default from the Asset record’s Operating Other Rate field.

Quantity: Qty Billed:
The quantity (hours, days, mileage) charged for this equipment. The Actual (Used) and Billable Quantities may be specified separately. The Quantity Used will be used for costing, and the Quantity Billed will be used to compute revenue for billing purposes. Note that the Quantity Billed field defaults when you enter the Quantity Used, but may be adjusted by the user if needed.

Period: Effective Date:
These fields from the corresponding fields in the Main tab when you tab out of the Quantity field, but may be changed by the user if needed.

Job Id:
The Id of the Job this line is being entered against. If this is a Service Compute job, the WO Id should be entered first.

Job Cost Code Id: Job Billing Item Id:
Enter the appropriate Id's for this Job or double-click to select from a list.

Cost Category:
The field defaults from the Asset record. Only Cost Categories with a Select Posting Type of Equipment may be selected. This field is required.

This field also supports enhanced filtering provided by the Cost Code's Job Cost Category Usage Filter. Cost Categories are validated (relative to Cost Codes) during data entry upon leaving the Cost Category Id field.  The full relationship is validated again when leaving a child line or saving a record. A registry entry may be implemented to turn the validation error into a warning.

WO Id:
If this line is to be applied to a specific Work Order, enter its Id (or double-click to select from a list). If this is a Service Compute job, the WO Id must be entered.

Equipment Id:
If the user enters a Work Order Id, the system will default in the first piece of equipment on the Work Order’s Equipment tab UNLESS this behavior is disabled via registry.

Unit Cost: Extended Cost:
If needed, enter the costing information into one of these fields. The system will calculate the other.

Revenue Rate: Extended Revenue:
The system calculates the Extended Revenue based on the Revenue Rate, Billing Rate Type, and Quantity.

Other Rate Id:
This field defaults from the Asset record Operating Other Rate field. The Other Rate selected must have the GL Credit field completed. If this entry is being made to log Idle time, click the Magnify button and select the Idle option.

If this entry is for an "extra" (not explicitly included in a contract), check this box (by double-clicking or pressing the Spacebar). Doing so flags this item as eligible for invoicing as a contract extra.

image\magnifybutton.gif Click this button to view additional fields.

o Operating o Idle
This field controls whether the Operating Other Rate or Idle Other rate will default from the asset record.

GL Info:
GL Account Id:
This field defaults from the Cost Category’s Expense Account field but may be change by the user.

GL Credit
GL Account Id: GL Entity Id:
These display-only fields default from the Other Rate record.