Enter the code of the Unit of Measure screen for the equipment classification or click to select the unit of measure from a Lookup List. This indicates the units at which equipment item associated with the equipment classification will be used—for example, hours, days, or weeks.

Click to select the status of the equipment classification.

• Active - The equipment classification is available for use and appears in lookup lists.

• Inactive - The equipment classification is not available for use and does not appear in lookup lists on other screens. However, it persists in previous selections.

Select the checkbox to prevent the equipment classification from being used for posting under the cost type.

Displays the name of the cost type.

Enter the Chart of Accounts screen for the cost type under the equipment classification or click to select the account from a Lookup List.

Enter the overhead allocation as a percentage with up to two decimal places. If you enter a value to this field, you must also enter the cost type, cost account, and accrual account for the overhead allocation.

If the cost type category is Labor, enter the overhead allocation as an hourly rate. If you enter a value to this field, you must also enter the cost type, cost account, and accrual account for the overhead allocation.

Enter the code of the Cost Type screen for overhead allocation or click to select the cost type for overhead allocation from a Lookup List.

Enter the code of the Chart of Accounts screen for posting costs of calculated overhead or click to select the general ledger account from a Lookup List.

Enter the code of the Chart of Accounts screen for posting accruals of calculated overhead or click to select the general ledger account from a Lookup List.

Displays the name of the general ledger account selected in the Account field.

Displays the name of the general ledger account selected in the Overhead Cost Account field.

Displays the name of the general ledger account selected in the Overhead Accrual Account field.

Enter a code of up to eight alphanumeric characters with a dot (.) delimiter in the format xxxx.xxxx to identify the cost code.

Enter a name for the cost code.

Click to select the status of the cost code.

• Active - The cost code is available for use and appears in lookup lists.

• Inactive - The cost code is not available for use and does not appear in lookup lists on other screens. However, it persists in previous selections.

Click to indicate if this cost code will be used for grouping or posting.

• Grouping

• Posting

  Note: Only cost codes at level 3 can be set to Grouping. All cost code levels before the last level must be set to Grouping and the last level must be set to Posting.

Enter any comments or notes about the cost code.

Select the checkbox to prevent the cost code from being used for posting under the cost type.

Displays the cost type.

Enter the Chart of Accounts screen for all equipment costs posted to this cost type or click to select a general ledger account from a Lookup List.

Enter the overhead allocation as a percentage with up to two decimal places. If you enter a value to this field, you must also enter the cost type, cost account, and accrual account for the overhead allocation.

If the cost type category is Labor, enter the overhead allocation as an hourly rate. If you enter a value to this field, you must also enter the cost type, cost account, and accrual account for the overhead allocation.

Enter the code of the Cost Type screen for overhead allocation or click to select the cost type for overhead allocation from a Lookup List.

Enter the code of the Chart of Accounts screen for posting costs of calculated overhead or click to select the general ledger account from a Lookup List.

Select the checkbox to prevent the equipment classification from be used for posting under the equipment usage type.

Enter the Chart of Accounts screen for the equipment classification under the usage type or click to select a general ledger account from a Lookup List.

Enter the usage rate to be charged for the equipment classification under the equipment usage type. If you modify the usage rate of an existing equipment classification, the rate is updated for all equipment items associated with the equipment classification except for those equipment items with a usage rate set on the Equipment screen.

Displays the code of the unit of measure for the equipment classification under the equipment usage type. This indicates the units that an equipment item associated with the equipment usage type will be used—for example, hours, days, or weeks.

Enter the billing rate to be charged for the equipment classification under the equipment usage type when it is used on a time & material invoice. If you modify the billing rate of an existing equipment classification, the rate is updated for all equipment items associated with the equipment classification except for those equipment items with a billing rate set on the Equipment screen.

Enter the code of the Equipment Maintenance Work Item screen for the equipment classification or click to select the maintenance work item from a Lookup List.

Displays the name of the maintenance work item.

Select the checkbox to override the default settings for the equipment maintenance work item, including frequency units, frequency interval, and description. Any changes you make the maintenance work item are applied to the equipment classification; they are not applied to the equipment maintenance work item.

Displays the units for the frequency at which the work item should be scheduled set on the equipment maintenance work item. If you selected the Override checkbox, click to select the frequency unit for the maintenance work item for the equipment classification.

Displays the interval for the frequency at which the work item should be scheduled set on the equipment maintenance work item. If you selected the Override checkbox, click to select the frequency interval for the maintenance work item for the equipment classification.

Displays the detailed description entered on the equipment maintenance work item. If you selected the Override checkbox, modify the description as needed for the equipment classification. You can enter formatted text in this field. Click to open the Formatted Text Editor.

Displays the status of the maintenance work item. If needed, click to select the status of the maintenance work item for the equipment classification.