If equipment is assigned to a labor resource, allocating the labor resource will automatically generate the allocations for the equipment. However, user must select the equipment to have the allocations display in the grid. If equipment has been auto-allocated through the schedule, user must select the equipment to have the allocations display in the grid.
Refer to Show Descriptions for Cost Objects feature for more information on how to enable or disable this feature.
Hover a mouse pointer over the Allocations menu link to display its drop-down menu.
Slide a mouse pointer over to the Allocations to display its menu.
Click Equipment Hours/Costs to open the Allocate Equipment Hours/Other Costs screen.
Depending on the selected timesheet date, the equipment VINs or Unique IDs with the available hours and other costs are displayed in the Equipment list box.
Clicking the Equipment Hours button will open the Equipment Hours screen. Refer to the View Equipment Hours for more information.
Clicking the Acceptance button will open the Accept Equipment Hours/Other Costs screen. Refer to the Accept Equipment Hours and Other Costs for more information.
The available hours are displayed in the Hours Allocation grid.
Enter the numbers of available hours into the Allocated Base (Hrs), Allocated Over (Hrs), and/or Allocated Idle (Hrs) text boxes.
The available other equipment costs are displayed in the Other Costs Allocation grid.
Enter the amount of the available other equipment costs into the Allocated text box.
After the allocations is completed, the detail allocations appear in the Allocation Detail grid.
If applicable, select a location from the Location drop-down list located at the menu bar.
From the Allocate Equipment Hours/Other Costs screen, select the organization from the Organization drop-down list.
Select an agreement from the Agreement drop-down list.
The All Groups option in the Group drop-down list is selected by default. Select a specific equipment group from the Group drop-down list. Otherwise, proceed to the next step.
The All Types option in the Type drop-down list is selected by default. Select specific equipment type from the Type drop-down list to display its equipment VINs/Unique IDs in the Equipment list box.
Enter the timesheet date into the Allocation Date text box to display the equipment with the available hours and other costs in the Equipment list box.
Select one or more equipment VINs or Unique IDs from the Equipment list box to display the available hours in the Hours Allocation grid and its other equipment costs in the Other Costs Allocation grid.
After selecting an equipment with the hours and other costs, the next process is to allocate these hours and other costs. The cost objects are displayed as text boxes by default. Before continuing with the allocations, click the Drop Down List? link to enable the cost objects as drop-down lists. Otherwise, proceed with the allocations. The following instruction uses the text boxes for the cost objects.
From the Allocate Equipment Hours/Other Costs screen, select an order type from the Order Type drop-down list.
Enter the cost object information into the appropriate text boxes.
Enter additional information, up to 50 characters, into the Extra text box or leave the text box empty.
Select an area ID and GL account from the Area and GL Account drop-down lists, if applicable.
From the Hours Allocation grid, enter the number of available hours into the Allocated Base (Hrs), Allocated Over (Hrs), and/or Allocated Idle (Hrs) text boxes.
From the Other Costs Allocation grid, enter the amount of the available other costs into the Allocated text boxes.
Click the Allocate link to allocate and display the allocated equipment hours and other costs in the Allocation Detail grid.
From the Allocate Equipment Hours/Other Costs screen, enter the timesheet date into the Allocation Date text box to display the equipment that are assigned to an operator in the Equipment list box.
Select one or more equipment from the Equipment list box. If the selected equipment is assigned to an operator, then the hours automatically displays in the Hours Allocation grid, according to the assigned operator activity.
Verify that each equipment received the correct number of hours based on the operator activity.
Select an order type from the Order Type drop-down list.
Enter the cost object information into the appropriate text boxes.
Enter additional information into the Extra text box, if applicable.
Select an area ID and GL account from the Area and GL Account drop-down lists, if applicable.
Click the Allocate link to allocate and display the allocated equipment hours in the Allocation Detail grid.
User can only edit the equipment hours by a line item. If the hours and other costs allocation appears on the same line item, user must delete the line item then reallocate with the hours and other costs.
From the Allocation Detail grid, click the Edit icon on a line item to enable the Base (Hrs), Over (Hrs), or Idle (Hrs) text boxes.
Make changes to the equipment hours in the appropriate text boxes.
Click the Update icon to save the modifications.
If the allocated equipment hours and costs have not been accepted, Track user may delete these equipment hours and costs.
From the Allocation Detail grid, click the Delete icon on a line item. The delete confirmation pop-up message appears.
Click OK to delete the selected allocated equipment hours and displayed the available hours back into the Hours Allocation grid. If the line item also has other costs, then the other costs are deleted and displayed back into the Other Costs Allocation grid.
If the allocations are rejected, they are shaded and displayed in the Allocate Equipment Hours/Other Costs screen's Allocate Detail grid. These allocations must be resolved, using one of the methods listed below. When the rejected allocations are resolved, then the letter R, representing Rejections, will no longer appear in the Accept Equipment Hours/Other Costs screen's Equipment Hours/Other Costs Listing.
There are two methods to resolve the rejected equipment hours and other costs.
If the rejected allocations need changes to the number of the equipment hours and other costs, then follow the Edit Equipment Hours to allocate these hours and other costs.
If the rejected allocations need changes to the work orders, then the allocations must be deleted and reallocated.
From the grid, click the Delete icon on a line item. The pop-up message appears.
Click OK to delete the selected allocation.
Follow the Allocate Equipment Hours and Other Costs instruction to allocate these hours and other costs.