Equipment Control Data Conversion

Below is a summary of the steps needed to complete installation.

It is important that these steps be performed in the order listed.

  1. Complete the Equipment Control Installation screen.

  2. Complete the Equipment Control portion of the Processing Date Change screen.

  3. Set the processing dates for the new period using Processing Date Change.

  4. Enter the equipment types using Equipment Type File Maintenance. Print the Equipment Type File Listing and check for accuracy.

  5. Enter the cost category codes using Cost Category File Maintenance. Print the Cost Category File Listing and check for accuracy.

  6. Enter the fuel and oil codes using Fuel / Oil File Maintenance. Print the Fuel/Oil File Listing and check for accuracy.

  7. Enter the equipment status codes using Equipment Status File Maintenance. Print the Equipment Status File Listing and check for accuracy.

  8. Enter Equipment Area codes using Equipment Area File Maintenance. Print the Equipment Area File Listing and review for accuracy.

  9. Enter yard codes using Yard File Maintenance. Print the Yard File Listing and review for accuracy.

  10. Enter equipment file information using Equipment. Print the Equipment File Listing and review for accuracy.

  11. Enter quick equipment setup information, if desired, using Quick Equipment Setup Maintenance.

  12. Enter the special job rates for equipment usage, if applicable, using Job-Specific Equipment Charge Rates. Print the Job/Equipment Rate File Listing and check for accuracy.

  13. Confirm that there are no equipment transaction entries in progress, using Transaction Report and G/L Detail Report.

  14. In General Ledger Installation, confirm that the Post to G/L checkbox is not selected for Equipment Control .

  15. Enter the equipment cost and usage to-date as of the conversion date using Transaction Entry.

  16. Print and update the Transaction Report (retain the printout), then post to G/L using G/L Detail Report.

If the Fixed Assets module is present on the system and should be converted in conjunction with Equipment Control depreciation conversion, please refer to the Fixed Assets Conversion Worksheet contained in the User's Guide.

  1. Calculate depreciation, licensing, and insurance as of the conversion date using Build Ownership Cost Transactions.

  2. Enter the actual life-to-date cost for the equipment depreciation, license, and insurance using DLI Entry. Print the Depreciation, License and Insurance Edit List and check for accuracy using DLI Edit List.

  3. Update the depreciation, license, and insurance to Equipment Control records using Update DLI Cost.

  4. Update the depreciation, license, and insurance to General Ledger records using DLI G/L Detail Report and Update.

  5. Select the Equipment Control transactions checkbox on the General Ledger Installation screen's Properties tab, if the General Ledger module is present.

  6. If converting at fiscal year-end, set the new year's balances using Open Forward Balance Update.

Note: To create the Equipment Revenue History file without falsifying the job, create a temporary conversion job with one phase with an Equipment cost type. For example, "E". Use this job in the Equipment Transaction Entry screen, by Job. After updating the Equipment Transaction Report screen, change the temporary conversion job status to Complete, and add an actual complete date in Job File Maintenance. Run the Deleted Completed Job update in the Period End Processing menu of Job Cost.