Equipment Costing - Category Codes

Pgm: EMCOMPON –Category Codes; standard Treeview path: Equipment Costing > Setup > Local Tables > Category Codes

Category codes are used to identify cost elements against specific equipment items or types of equipment. This is an optional feature. The system will default “ALL” which represents the processing of transactions against the equipment item. The category “ALL” must be used by the auto charge-out feature for processing of the revenue transactions.

Category Code

Enter a category code, if required.

When category codes are not needed, “ALL” has been defaulted by the system and can be used as the category for every transaction to be processed.

NOTE: “ALL” must be used if using auto charge-out.

Name

Enter a category name.

Controlling Category

Enter/select a controlling category. A two-level hierarchy is allowed.

If a controlling category is not entered in this field, the system will default “ALL”.

Active – Checkbox

This checkbox is applicable to cost categories only. Category “ALL” will always be active and cannot be changed to inactive. The checkbox will default as checked.

If the user unchecks the checkbox, they will be prompted with a message “Do you want to inactivate this category on all pieces of equipment?” If the answer is “Yes”, it will inactivate the category on all existing and future category assignments to equipment. If the answer is “No”, the change will be made at the Master level only and only affect future category assignments to equipment. All existing pieces of equipment with this category already assigned will have the category left as active. The category will not be available to be assigned to existing or future pieces of equipment. If the answer is “Cancel”, no change will be made.

If the user checks the checkbox, the opposite will occur, “Yes” will activate the category on all existing or future equipment. “No” will activate the category on all new entries and “Cancel” will do nothing.

When the ‘Active’ checkbox is activated or inactivated, the change will take effect immediately. Any existing unposted transactions where the category has been used may still be posted; however, the user will not be able to apply the category to the unposted transaction after it has been inactivated.

Queries and reports and report LOVs will show all categories whether active or inactive.

The checkbox can be overwritten for a specific equipment code in the Equipment Maintenance screen (standard Treeview path: Equipment Costing > Setup > Enter Equipment – Transaction Codes tab).

NOTE: A category may not be inactivated globally if the category is being used as default in any company fixed asset control. When a piece of equipment is also a fixed asset, any category used for depreciation, insurance, interest or license against the fixed asset may not be inactivated. If a category is inactivated globally and the user wants to inactivate the category at the equipment level if the piece of equipment is a fixed asset, this may be done only if the category is not used on the fixed asset for depreciation, insurance, interest or license.