Equipment Costing: Equipment Listing

This option prints a Master Equipment List along with all cost categories that have been assigned to each piece of equipment. Either a summary or a complete listing may be generated. The report generator allows the printing of a selected listing based on limits of class codes and/or Equipment IDs.

This can be accessed through Reports on the Equipment Costing File Main Menu.

Click on any column header to sort the listed items. This will be useful when the list of reports has grown.

Add or Change (button)

To modify the information used in generating the report, press the Add button or highlight the desired report title and press the Change button. For more information, see Add or Change a Equipment Listing.

Delete (button)

Press the Delete button and the following screen comes into view. Press the Yes button and the highlighted record will be deleted and the previous screen comes into view. If the No button is pressed, the program returns to the previous screen.

Print (button)

To print a report, press the Print button. For more information, see Printing Reports.

Note: If the message "Nothing to Print" comes into view when the Print button is pressed, there are two main causes:
 A. There is no information within the selected limits. Remove all limits, then, one at a time, reinsert the limits. If the report still will not print, insert a new report title.
 B. No report title is selected. The report title is used to store the selected limits. A report title must be selected in order for the report to print.

Four reports are possible.

1.

Report Description: Equipment Listing (Master)

 

Report Sample: Equipment Listing (Master)

2.

Report Description: Equipment Listing (Complete)

 

Report Sample: Equipment Listing (Complete)

3.

Report Description: Equipment Listing (Summary)

 

Report Sample: Equipment Listing (Summary)

4.

Report Description: Equipment Listing (Data Sheet)

 

Report Sample: Equipment Listing (Data Sheet)

Close (button)

This button closes the program and returns to the main screen.

Help (button)

see How to use Help

Add or Change an Equipment Listing Report

To Add or Change an Equipment Listing Report, press the appropriate button and the following screen will come into view. This screen displays the possible limits that may be set. No limits should be set if a complete listing of all equipment is desired. Several limits may be set to narrow the list down to a very small range of transactions.

Report Title

The title of the report. Warning: The title is used to store the selected limits. If no title is entered for the report, the message "Nothing to Print" will come into view when trying to print the report.

Equipment ID

This field allows the selection of the piece of equipment or the range of equipment that is desired. If the Select Equipment box is not checked, all pieces of equipment will be listed.

All, Range, List (radio buttons)

Select the All radio button to ignore Equipment ID reporting limits. Select Range to enter a range of Equipment IDs in the From and To fields. Select List to report on a list of selected Equipment IDs.

These fields will be available if the Range radio button is selected.

From

Selects the first piece of equipment in a range of equipment or a single piece of equipment. Enter the Equipment ID number or press the lookup button and the Equipment File Maintenance screen comes into view. Highlight the desired equipment ID and press the Select button.

To

Selects the last piece of equipment in a range of equipment or a single piece of equipment. Enter the Equipment ID or press the lookup button and the Equipment File Maintenance screen comes into view. Highlight the desired equipment ID and press the Select button.

Edit List (button)

Click the Edit List button to add or remove Equipment IDs from the list of Equipment IDs to be included in the report. The following screen will come into view.

Retrieve a Saved List / Save This List for Future Use (buttons)

Use these buttons to save the current list of included records for future use, or to retrieve a previously saved list. See Saved Report Limit Lists for more details.

Available Records

All Available Equipment IDs that are not included in the list are displayed in these columns.

Included Records

All Included Equipment IDs are listed in these columns. Use the arrows to move selected records or all records between the Available and Included areas.

Include Inactive Equipment (check box)

Select this option to include inactive equipment on the report.

Equipment Classes

In equipment entry, each piece of equipment may be classified into any category desired. For example: all back hoes may be given the class name BHOE. The class code option allows the selection of any combination of classes to be printed. If the Select Classes box is not checked, all equipment classes will be listed.

Select Classes

Activates the ranges which are defined on the next lines. To select only one class, check this box and enter that number in both the From and To fields.

From

Selects the first class in a range of classes or a single class.

To

Selects the last class in a range of classes or a single class.

Report Format

Three types of reports may be generated. The default report is a Master Equipment Listing.

Master (check box)

The default report is a Master Equipment Listing and no cost codes are included.

Summary (check box)

This report includes the Equipment ID, Cost Codes and Descriptions.

Complete (check box)

This type of listing is a complete printout of all data associated with each Equipment ID.

Data Sheet (check box)

This report provides a brief summary of each piece of equipment.

Orientation

Portrait (radio button)

Specifies how the report is positioned on the page when printed. Portrait is the standard. Portrait is printed vertically.

Landscape (radio button)

Specifies how the report is positioned on the page when printed. Landscape is printed horizontally.

Save and Print (button)

Click this button to save the current settings and print the report immediately, without having to return to the Report Title browse window.

Report Description - Equipment List (Master)

The default report is the Equipment List in the Master format. No cost codes are listed. A Master listing includes: 1. Equipment ID and Description 2. Class code 3. Billing Rate- Internal and Rental 4. Current Meter 5. Vehicle License and ID # 6. Location and 7. Control Account -Internal and External.

Report Description - Equipment List (Complete)

A complete listing includes the equipment ID and description, class code, billing rate and cost categories. The unit, debit and credit accounts for the cost codes are also listed. The Complete List is printed in alphabetical and numerical order based on the equipment ID number.

Report Description - Equipment List (Summary)

This listing prints: 1. Equipment ID and Description 2. Category ID and Description 3. Unit and 4. Debit and Credit Control Accounts. The Summary List is printed in alphabetical and numerical order based on the equipment ID number.

Report Description - Equipment List (Data Sheet)

This listing prints: 1. Equipment ID and Description 2. VIN 3. Class Code 4. License Plate 5. License Code 6. Purchase Date 7. Purchase Value 8. Active or Inactive And 9. User Defined Items. The Summary List is printed in alphabetical and numerical order based on the equipment ID number.

Report Sample - Equipment List (Master)

Report Sample - Equipment List (Complete)

Report Sample - Equipment List (Summary)

Report Sample - Equipment List (Data Sheet)