Costs in Asset Maintenance with Fleet Management

Repair Shop (Parameters) and Tree (Search Levels)

The search parameters enfold the maintenance type (Preventive, Corrective, Others and All), the time period (already filled out suggesting the 30 days prior to current date) to be considered and the involved inputs.

You must choose which input types to consider in the search. The possibilities are: Tool, Labor, Product, Third Party and Specialty. Besides the types, you can use the FROM/TO fields to filter records, defining a product or range of products for the search.

In the middle of the screen there are parameters FROM/TO for Fueling, Casualty, Document, Tires and Fines. You may choose whether to take such components into account in the search and the period considered.

The search levels are on the left frame of the lower area of the screen. They must be transfered to the frame on the right to participate of the feedback. The levels entered on the left frame (Order of Levels) are viewed in the feedback according to availability.

 

Important:

The System always warns when some organization type cannot occur. The levels currently integrating the routine are: Branch, Mnt Type, Area, Task, Asset, Service, Family, Cost Center and Input Type.

               Tree (level display structure), Chart and Browser (tree item data frame).

 

The search feedback screen is comprised of three frames, one to the left and two to the right, the later being one above and one below. The explanation below refers to each one separately.

The left frame is called Tree and displays a structured representation of chosen search levels. You can browse through levels simply by using the keyboard arrow keys or by clicking the add signs found next to the levels.

Each level contains the sum of the costs of the levels below and may be detailed, targeting the level immediately below it. The levels offer a number of actions. Among them, the five options arranged along the left margin of the frame:

• View register (icon with magnifying glass): It displays on the left hand side of the screen (in place of the chart and browser) the register of the item on which the register is positioned. Only some levels can offer this option.
• View details (icon with pie chart): It returns the chart view and browser when you access a register. It updates the browser and the chart with data on the level being positioned upon.
• Report (icon with printer): It sends the browser data to the printer.
• Filter (icon with funnel):  It accesses the parameter screen used at the beginning of the search and changes it for a new search.
• Caption (icon with a sheet of paper with colored squares): It displays the captions used in the routine and their icons.
• Fines with no accounting entry (icon with exclamation mark): Whenever a fine is not linked to a cost center or fleet vehicle, this option is enabled.

 

Important:

Some items may not have the View Register, View Details and Fines With No Accounting Entry options.

Besides the above actions, you can use the Double Click option to access a given level and send your data to browser and chart.

In the frame on the lower right hand side there is a chart fed by Double Click selected data or via the View Details option. It is the graphical representation of the data viewable in the browser, comparing things forecasted to those accomplished in Service Orders. When the data viewed on the chart refer to any component that does not belong to Repair Shop, the chart compares the current level to the one immediately above it.

The top right frame is called Browser and obtains level data in detail, whenever the View Details option is selected or the Double Click is used.

 

Important:

Be mindful that the information found in the browser can be printed in its entirety.

Previous Registers:

• Assets: Add 2 assets, one with tank and gauge and one of tire type;
• Corrective S.O.: Add a Service Order for each asset. Predict all input types for the asset with tank and gauge, and only product for the tire asset;
• Return Model 2: Finish the registered Service Orders executing part of the inputs;
• Manual Fueling: Register 2 fueling procedures for the asset with tank and gauge.
• Casualty: Add a casualty for the asset with tank and gauge, filling out the fields:

Needs Tow Truck: Yes

Tow Truck Amount: 100

Fleet Damages: Yes

Damage Amount: 200

• Fine: Add 2 fines, one for the asset with tank and gauge and another for an asset not of the fleet. Fill out the fields:
• 1st Fine

(folder1)

Vehicle License Plate: Fill out with license plate of registered asset (with tank and gauge).

Appealable: No.

(folder2)

Payment: Yes.

Fine Amount: 250.

Payment Td.: Current date

Cost Center: Fill it out with the cost center of fined asset.

• 2nd Fine

(folder1)

Vehicle License Plate: BSC0101

Appealable.: No.

(folder2)

Payment: Yes.

Fine Amount: 300.

Payment Td.: Current date

Cost Center: Do not fill this out.

• In Mandatory Document Vehicle: Add a casualty for the asset with tank and gauge. Fill out the fields.

Payment Term: Cash

Procedures:

To generate a Cost Management Query.

1. In Costs, fill out parameters as indicated:
• Maintenance Type: All
• List data From/To: Add a period with the service orders previously registered and completed.
• Tool From/To: Do not fill this out.
• Labor From/To: Do not fill this out.
• Product From/To: Do not fill this out.
• Third Party From/To: Do not fill this out.
• Specialty From/To: Do not fill this out.
2. Transfer all Cost Levels from the left frame to the right frame (Order of Levels).
3. Click OK to confirm it.
4. Check out the correct display of Cost Management Query