Equipment Costing - Maximum Charge Cap %

Overview

Charge cap percentage can be set up at the equipment level and at the job level.

  • Exceeding the cap amount will result in the Equipment Time Entry transactions not being posted.

  • Time Entry will flag the amount as needing a “Cap Reduction”.  Users may have to return to the Time Entry program and manually correct any cap amount.

  • Auto Charge will cap the amount. The reduced amount will be posted and flagged.

Hierarchy of Job Max Amount

The following hierarchy (lowest level takes the precedence) is used when determining the maximum charge cap amount. The Job Level % value takes the highest precedence in calculation, if not found, then the next higher level value is used and so on.

Highest Level Equipment Level %
  Equipment/Job/Class Level %
  Equipment/Job Level Max. Amount
Lowest Level Job Level %

The following screens show the setup at these four different levels.

Equipment Level %

Pgm: EMEQUIP – Equipment Maintenance; standard Treeview path: Equipment Costing > Setup > Enter Equipment – General tab

The Charge Cap % and the equipment value on which the cap amount will be calculated, can be defined at the Equipment level.  The maximum allowable percentage is 999.99.  The charge cap maximum applies to equipment charges posted to every job.  This is the highest level and the percentage defined here will be used to determine the charge cap, only when there are no definitions at lower levels.

Equipment / Job / Class Level %

Pgm: EMCLASSJOBRATE – Equipment Rates By Class/Job; standard Treeview path: Equipment Costing > Setup > Local Tables > Rates > Job/Class

Enter the Job/Class level Maximum %, if required.

This is the second level of the hierarchy, which will be used to calculate the charge cap when the lower two levels do not have any charge cap defined.

The user can set up the maximum percentage on Job/Class level. The percentage will be applied on all equipment for the specified class.

Equipment / Job Level Maximum Amount

Screenshot of Equipment Job Rate Maintenancewith Job Max. Amount highlighted

Pgm: EMEQJBRT – Equipment Job Rate Maintenance; standard Treeview path: Equipment Costing > Setup > Local Tables > Rates > Job

Enter the Job level charge cap amount, if required.  This is the third level of definition for Charge Cap and note that, contrary to other levels, this screen allows for entry of a maximum $ amount and not as a % value.

Job Level %

Pgm: JCJOBFM – Job Setup; standard Treeview path: Job Costing > Job > Enter Job – Job Detail tab

The Job level Equipment Max Charge Out % is the lowest in hierarchy and will take precedence over any other level when determining the Charge Cap Amount.

The user can enter a percentage value of charge cap for each piece of equipment that may be charging the job.  The maximum % allowed for entry is 999.99%.  The field may be left null as well.

Controlling Jobs

The maximum charge cap % entered in this field will be used when determining the maximum amount for each of the equipment used to charge this job. 

The Job Max Amount is calculated as Job Equipment Max. Charge out % * Maximum Amount as entered in the Equipment Value field in the Equipment Maintenance screen.

Pgm: EMEQUIP – Equipment Maintenance; standard Treeview path: Equipment Costing > Setup > Enter Equipment – General tab

Sub-Jobs

The maximum charge-out % entered against sub-jobs will be used to derive the maximum charge cap from the calculated maximum cap amount of the Controlling Job.

Controlling Job Max Charge Cap Amount (Calculated Value) * Sub-Job Equipment Max Charge Out %.

NOTE: The maximum amount applicable on a controlling job may be used up when required.