Equipment

Prerequisites

To use Equipment with EAM, you need to:

Have these user licenses Have these permissions Complete these tasks
and review these topics
before continuing

Introduction

The Equipment object holds records for any item considered an asset. For purposes of EAM, any item that needs maintenance should be added as a record in Equipment.

For example:

  • Buildings

  • Vehicles

  • Machinery

  • Computer/IT equipment

  • Etc.

FX EAM also creates Equipment records for Serialized Inventory items, which link back to a Catalog Item.

Maintenance Schedules

An Equipment record can have one or more Preventative Maintenance Schedules, which can then manually or automatically generate a Work Order with one or more Work Tasks.

Maintenance Crew Members can then be assigned or pick up a Work Task to complete.

Equipment Location

  • Equipment can be assigned to a Service Region to route to the appropriate service team.

  • Separately, assign a Location to the Equipment to know where it can be found. Locations can exist in parent-child hierarchy.

Asset Group

  • Assign an Asset Group to filter Model Work Orders, Standard Work Tasks, or Bills of Material.

    For example, to find the maintenance work and material needed for the maintenance of a particular model of Equipment, create an Asset Group for each model of the Equipment.

  • Asset Groups are user defined.

Equipment Accounting

  • Equipment can be assigned to an Expense Account. Maintenance costs can be directed to a specific cost center by using up to four GL Variables.

    FX EAM assists in creating maintenance cost detail for your accounting system, but it does not offer a full accounting record.

    For example, GL Detail exists to help create credits and debits for costs related to maintenance on an Equipment item, but there is no method for recording depreciation in FX EAM.

New Fields in FX5__Equipment__c

EAM adds 38 fields to the FX5__Equipment__c object. These new fields allow for much greater flexibility in asset management through EAM.

The following table details the new fields available in this object with EAM.

Field Label Field Name Data Type Description

Asset Group

FX5__Asset_Group__c

Lookup (Asset Group)

The Asset Group is used as a filtering parameter to present Model Work Order and Bills of Materials from a Work Order

Asset Location

FX5__Asset_Location__c

Lookup (Location)

Lookup to Locations representing the Equipment’s physical location in the Location Hierarchy

Class

FX5__Class__c

Picklist Values:

  • Agitator

  • Air Conditioner

  • Air Dryer

  • Baler

  • Building

  • Fleet

  • Water System

Asset Class used in Class/SubClass for categorization

Default Planner

FX5__Default_Planner__c

Lookup (User)

Default Planner for the Equipment (Lookup to User and for reference purposes only)

Engine

FX5__Engine__c

Text (30)

Engine Information for a Vehicle Asset Tag type

Expense GL Account

FX5__Expense_GL_Account__c

Lookup (GL Account) a

Used to record Expenses for Parts & Misc. Charges on Purchase Orders

TIP: This GL Account is automatically populated to the Work Order.

External ID

FX5__External_ID__c

Text (255) (External ID) (Unique Case Insensitive)

Unique External ID which can be used to access the Equipment record thru the API

Fuel Type

FX5__eFuel_Type__c

Picklist Values:

  • Gasoline

  • Diesel

  • Flex Fuel

  • Electric: Hybrid-Gas

  • CNG

  • LPG

  • N/A

Fuel type for vehicle type equipment. User defined.

Geolocation

FX5__eGeolocation__c

Geolocation

Latitude and Longitude of the Equipment. Automatically copied to the Work Order.

Geolocation Null

FX5__Geolocation_Null__c

Formula (Checkbox)

If either Latitude or Longitude is Null, resolves to True. Used as an indicator for the Map Component.

GL Variable 1

FX5__GL_Variable_1__c

Lookup (GL Variable)

GL Variables serve to support sub ledger account segments used as a company, cost center, asset, work order, etc.

GL Variable 2

FX5__GL_Variable_2__c

Lookup (GL Variable)

GL Variables serve to support sub ledger account segments used as a company, cost center, asset, work order, etc.

GL Variable 3

FX5__GL_Variable_3__c

Lookup (GL Variable)

GL Variables serve to support sub ledger account segments used as a company, cost center, asset, work order, etc.

GL Variable 4

FX5__GL_Variable_4__c

Lookup (GL Variable)

GL Variables serve to support sub ledger account segments used as a company, cost center, asset, work order, etc.

Gross Vehicle Weight

FX5__Gross_Vehicle_Weight__c

Text (15)

Used for Vehicle type Equipment. User defined.

Hierarchy Display

FX5__Hierarchy_Display__c

Text (255)

Field Displayed on the Equipment Hierarchy. Can be manually edited or updated with Field Update Workflows capturing values from other fields thereby enabling the display text to be customer specific.

Hierarchy Sort Order

FX5__Hierarchy_Sort_Order__c

Number (5,0)

Controls the sort order for an Equipment position within a node on the Equipment Hierarchy

ID & Description

FX5__ID_Description__c

Formula (Text)
Formula: Name & " " & ****__Description__c

Equipment ID & Description (concatenated - used for easy grouping on Reports)

Inventory Location

FX5__Inventory_Location__c

Lookup (Inventory_Location)

Represents the Inventory Location where serialized Equipment is stored while being counted as On Hand Qty in inventory management

Location

FX5__Location_text__c

Text (255)

User defined description of the physical location of the Equipment

Mfg Date

FX5__Manufactured_Date__c

Date

Date the Equipment was manufactured

Nameplate Data

FX5__Nameplate_Data__c

Long Text Area (1000)

User defined, multi-line nameplate data

Number of Doors

FX5__Doors__c

Picklist Values:

  • 2

  • 3

  • 4

  • 5

  • N/A

Number of doors for vehicle type Equipment

Number of Passenger Seats

FX5__Passenger_Seats__c

Number (3,0)

User defined number of passenger seats for vehicle type Equipment

Parent Asset ID

FX5__Parent__c

Lookup (Equipment)

Reference to parent equipment in a physical or logical parent-child hierarchy

Parent Description

FX5__Parent_Description__c

Formula (Text)

Description of the parent Equipment

PO Number

FX5__PO_Number__c

Text (50)

PO Number for the purchase of the Equipment

Search

FX5__Search__c

Text (2)

Default: "as". Provides a searchable field for looking up Equipment

Service Region

FX5__Service_Reg__c

Lookup (Service_Region)

Lookup to Service Region, which provides an ability to organize Equipment in a distributed workforce environment. Service Region is copied to the Work Order.

Space

FX5__Space__c

Lookup (Space)

Location of the Equipment in the Building-Floor-Space hierarchy

Status

FX5__eStatus__c

Picklist Values:

  • CIP

  • Disposed

  • Idle

  • In Service

  • In Transit

  • Out for Repair

  • Pending Install

  • Repaired

  • Retired

  • Stock Inventory

  • Stored

Status of the Equipment in the lifecycle

SubClass

FX5__SubClass__c

Picklist Values:

  • Sub Class 1

  • Car

  • Truck

  • Trailer

  • Motorcycle

  • Lift Station

  • Storm Water Drain

  • Manhole

  • Freon

Dependent picklist Equipment SubClass in Class/SubClass categorization. User defined. SubClass values controlled by class value.

Top Level Parent

FX5__Top_Level_Parent__c

Lookup (Equipment)

The Top Level Parent represents the uppermost Parent Asset in the Equipment Hierarchy. The Top Level Parent enables you to create reporting summaries for all Equipment within a hierarchy.

Transmission

FX5__Transmission__c

Picklist Values:

  • Automated 3 Speed

  • Automatic 4 Speed

  • Manual 3 Speed

  • Manual 4 Speed

  • Manual 5 Speed

  • Manual 6 Speed

  • CVT

Transmission type for vehicle type Equipment. User defined.

Type

FX5__eType__c

Picklist Values:

  • Facility

  • Machinery

  • Vehicle

  • Furnishings

  • IT/Computing

  • Instrumentation

User defined Equipment type for categorization purposes

VIN

FX5__eVIN__c

Text (17)

Vehicle Identification Number

Wheel Drive

FX5__Wheel_Drive__c

Picklist Values:

  • FWD

  • RWD

  • AWD

  • 4WD

  • N/A

Wheel drive for vehicle type equipment