WO> Equipment Readings
Equipment Readings
Summary
Equipment readings allow you to track the usage of equipment that has been created in the Work Orders
module. The primary function of entering equipment readings on an asset is to automatically generate work orders
based on the usage of that asset. An example of this would be creating a work order to change the oil of a
car each time the car reaches 3000 miles. If you attach a maintenance job to the asset type that is
attached to the asset, work orders will be generated for the
maintenance of that asset as equipment readings accumulate.
Related Links
Click here for information on Equipment Code Maintenance.
Click here for information on Unit Maintenance.
Step by Step
1 Open or create an Equipment Readings batch.
- Select the Equipment Readings palette in WO> Equipment Readings. This will expand the palette and display the steps of the batch process.
- Modify an existing batch or create a new Equipment Readings batch.
- Select a batch number from the drop-down menu at the top of the Equipment Readings palette to select an existing batch.
- Select New from the Equipment Readings batch number drop-down menu to create a new batch. This will open the New Batch window. Click here for information on the New Batch window.
- Click here for general information on processing batches.
- If there are open batches in the Equipment Readings process, you can create a new batch without affecting the open batches.
- Enter a Batch Month and Batch Year. These fields default to the current calendar period and are for reference only. The fiscal period of the transactions in the batch is determined by the Journal Entry Date entered during the Generate step.
- Click the Generate icon
to populate the Batch Number field with the next available batch number. Batch numbers are limited to five digits and must be unique within the batch month of the batch year.- You can also manually create a new batch by entering a Batch Number and clicking the Save icon
.
- Highlight the batch in the batch number drop-down menu on the Equipment Readings palette and press DELETE to delete a batch. Any uncommitted equipment readings in the batch will be deleted.
2 Generate the Equipment Readings batch.
- Open the Generate window (WO> Equipment Readings> Generate).
- Click the Confirm icon
to generate the batch immediately or select a date from the drop-down menu if you would like the batch to generate at a later time.
3 Import existing readings.
- Open the Import Equipment Readings window (WO> Equipment Readings> Import).
- Enter a File Name path or click the field label to browse to the import file.
- The import file must be in comma-separated value (.csv) format.
- Click the Display icon
to display the expected .csv file layout.
- Click the Import icon
to import the equipment readings.
4 Edit the equipment readings.
- Open the Edit window (WO> Equipment Readings> Edit).
- The new row grid design of this window allows the user to quickly tab through the columns, key in the equipment reading information, and press ENTER to begin creating the next equipment reading line item.
- Click the Ellipsis icon
in the Equipment Code field to select the equipment that will be included in the readings batch.
- Click the Ellipsis icon in the Unit Type field to select the unit of measure that the reading will refer to.
- The Date field will default to today's date but can be edited.
- The Sequence field will automatically populate with the sequence number of the new reading.
- The first equipment reading for a piece of equipment associated with a particular read date will be zero. Each sequential reading on that piece of equipment for that particular read date will increase by one.
- Enter the Current Reading on the equipment.
- The Consumption field will automatically update after the current reading is entered. Consumption is calculated by subtracting the Previous Reading value from the Current Reading value.
- Enter any optional Notes related to the equipment reading.
- This field can accommodate up to 1000 characters, but only 60 will display on the proof list and only 30 will display on the equipment history record.
- Once the line item is complete, simply press ENTER to add the equipment reading line item to the data grid and begin creating a new line item.
- If an equipment reading line item is deleted, any dependent readings will automatically update. Current readings will remain the same, but consumption amounts will be recalculated to reflect the total consumption between the first Previous Reading and the last Current Reading. For example, a piece of equipment could have three readings:
- 1 - Previous Reading = 0, Current Reading = 25, Consumption = 25.
- 2 - Previous Reading = 25, Current Reading = 35, Consumption = 10.
- 3 - Previous Reading = 35, Current Reading = 55, Consumption = 20.
- If reading number two is deleted, the recalculated equipment readings would look like this:
- 1 - Previous Reading = 0, Current Reading = 25, Consumption = 25.
- 2 - Previous Reading = 25, Current Reading = 55, Consumption = 30.
- After all of the equipment readings have been entered, click the Save icon to continue to the next step.
5 Print the proof list.
- Open the Proof List window (WO> Equipment Readings> Proof List).
- Click the Print icon
to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time.
You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs). Click here for information on the Jobs Viewer window.
- The Proof List will display the Equipment Code, Unit Type, Consumption Date, Previous Read, Consumption, Current Read, and Notes.
6 Commit the Equipment Reading batch.
- Open the Batch Commit window (WO> Equipment Readings> Commit).
- Click the OK button to commit the batch.
- The new equipment readings will display on the Equipment Maintenance window (WO> Maintenance> Equipment> Meter History tab).
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