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 |
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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.
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Buildings
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Vehicles
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Machinery
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Computer/IT equipment
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Etc.
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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
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Equipment can be assigned to a Service Region to route to the appropriate service team.
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Separately, assign a Location to the Equipment to know where it can be found. Locations can exist in parent-child hierarchy.
Asset Group
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Assign an Asset Group to filter Model Work Orders, Standard Work Tasks, or Bills of Material.
Example 2. To find maintenance work and material for particular equipmentCreate an Asset Group for each model of the Equipment to find the maintenance work and material needed for the maintenance of a particular model of Equipment.
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Asset Groups are user defined.
Equipment Accounting
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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:
|
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:
|
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 |
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) |
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:
|
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:
|
Status of the Equipment in the lifecycle |
SubClass |
FX5__SubClass__c |
Picklist Values:
|
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:
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Transmission type for vehicle type Equipment. User defined. |
Type |
FX5__eType__c |
Picklist Values:
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User defined Equipment type for categorization purposes |
VIN |
FX5__eVIN__c |
Text (17) |
Vehicle Identification Number |
Wheel Drive |
FX5__Wheel_Drive__c |
Picklist Values:
|
Wheel drive for vehicle type equipment |