Preventive Maintenance - Expense Allocation

Pgm: PRMEXPAL – Expense Allocation; standard Treeview path: Preventive Maintenance > Setup > Local Tables > Expense Allocation

This screen is used to define expense codes used in work orders and specify the equipment transaction code, job category, and GL account to which these expenses are to be applied. The Expense Allocation screen is also available in the Work Order Billing module.

Expense Codes

In the Expense Codes section, specify as many expense codes as desired.

Expense Code

Enter a unique code as an identifier.

Expense Name

Enter a descriptive name for the expense code.

WM

Enter/select a weight/measure code (WM) to be used for quantities ( i.e. hours of labor or equipment usage).

Expense Type

Select an expense type from the drop-down list. The options are:

• Labor

• Materials (consumable)

• Tools (not consumed)

• Vendors (i.e. outside contractors)

• Other

DM Flag – Checkbox

Check this box to indicate if this expense code is to be available for Work Order Billing.

Allocation

In the Allocation section, specify the allocations by company for each expense code.

Company Code

Enter/select the company for which this allocation applies.

Transaction Code

The equipment transaction code is used when posting this expense to the Equipment Costing module.

Category Code

The job category is used when posting this expense to the Job Costing module.

Account Code

The account is used when posting this expense to the General Ledger module.