Set up the Plant

Owned by Former user (Deleted)
Last updated: Jan 17, 2017 by Workbench (Unlicensed)

MAINTAIN

  • Control Parameter for the Plant Job Type

Plant Group


Plant Location


Note that the Manager has to be a "Plant User" in "People Maintenance". It is this Manager that receives the emailed Reports. Make sure that they have an email address.

Plant Rate Codes


Plant Meters


CREATE A NEW PLANT ITEM:

  • To create a "New" Plant item, go to the "Job Maintenance" Screen and press "New"

ONCE THE PLANT JOB HAS BEEN CREATED YOU NEED TO:

  • Enter the "Plant Details" Tab, then "Detail" Tab to fill out the required information regarding the Plant Item eg. Location, Chassis Number, Make, Model.
  • Enter the "Plant Costs" Tab. This is where the Rate Code for Cost Transfer Rate and Retail is stored.
  • Enter the "Plant Details" Tab, then "Plant Meters" Tab - Accessed through Job Maintenance, enter the Meter Code and required details for the Plant Item.

Make sure that you enter the Road User Charge Activity Code on the appropriate Meter Code.

  • Plant Meters can also be accessed through the "Plant Meters" Tab, Located in "Meters", in the "Plant Management" Screen.

CREATE PLANT POLICIES FOR ONGOING ROUTINE

You will need to create at least one Plant Policy for every type of Service or action.
Eg.

  • 5000km Service,
  • 10000km Service,
  • 250Hr Service,
  • WOF's,
  • COF's,
  • Registration

Example of 5000km Service

Example of COF

SET UP THE ROAD USER CHARGES (RUC)

The concept of Road user Charges for Plant Items applies to New Zealand only.

Charges are made per kilometre travelled by certain classes of vehicle. These Road user charges (RUC's) are purchased in advance representing kilometres purchased by individual vehicle. They are applied to a particular vehicle at time of purchase.

The Plant module manages the recording of these RUC purchases, and the display of the unexpired balance of the RUC's.

  • One meter on the vehicle will be the designated Road User Charge meter, through the attachment of a Road User Charge Activity Code to the meter. Set up the Cumulative Meters
  • Set up the RUC's to still run through Job Adjustments

To establish an opening position, there will need to be a Job Adjustment transaction entered against the Plant Item using the Road User Charges Activity Code. This opening transaction will be the Total RUC's purchased to date.

The quantity on this opening transaction will be:

  • Meter Cumulative Life to Date plus Road User Charges unused at that time

The transaction quantity will be used to create the initial Road User Charges Balance Available.