Category/Class
Maintenance Category/Class
MaintenanceUse this screen to view, update, or create a category/classTwo-part classification for individualized and bulk equipment. Rental rates are entered by category/class, and the ID number for bulk items is the category/class ID. master record.
Click a link to advance to that section of the topic.
Access this screen by entering a category ID and a class ID on the Category/Class Maintenance - Launch screen. Enter the details of the category/class record. Use the function keys to access other information like equipment messages and specifications and general ledger distribution for equipment associated with this category/class.
Category/Class Maintenance - Launch
Category/Class Maintenance
G/L Revenue Distribution Inquiry
Equipment Specification Maintenance
Category/Class Location Maintenance
G/L Revenue Distribution Maintenance
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Displays the code of the category that you are creating, updating, or reviewing.
Displays the code of the class that you are creating, updating, or reviewing.
Enter a brief description of the category/class.
Enter one or two words to be used as search words for this category/class in primary searches and alphabetical sorts on reports.
When
creating search words for any of the entities in the system, it is recommended
that you develop a standard format for them and remain consistent as you
assign them.
Enter the NC8/NGP code combination associated with this category/class. If you do not know the code, press F4 to search for it. NC8/NGP codes are set up in Equipment Name Listing, and they are used in the European Union to classify products.
Indicate whether this category/class is for bulk itemItem that is kept in inventory in bulk quantities and rented to customers. For example, drill bits and chisels.s. You must create a category/class location record for bulk items.
Set this field to Y if the category/class is a rental kitCollection of category/class components that are always rented together. A kit can be entered as one item on a rental contract., and you set the Kit field to Y.
Enter the unit of measure for this category/class - such as LF - linear foot or SF - square foot. In conjunction with the Multiplier field, you can analyze productivity of yard personnel for all locations based on movement or on profit (since pricing may vary by different market areas).
Enter the value to multiply against the quantity of the item for productivity analysis. For example, if the category/class is for 9' planks and you enter LF - linear foot in the Unit field, enter 9 as the multiplier. If a quantity of 10 is entered for this category/class on a rental contract, that is multiplied by 9 to arrive at 90 linear feet, and that is the amount used when analyzing productivity of yard personnel.
Indicate if this category/class is a
Use the Charge SMM/EPA Tax field to indicate whether you want environmental (non-SMM) charges to default on rental contracts for equipment in this category/class. In order for this functionality to work, you must also set the Use EPA charge field to Y in control record EPACHG to automatically add an environmental charge item to rental contracts.
If
the Select certain equipment field
in the EPACHG control record is set to Y,
the system looks at the setting in the Charge
SMM/EPA tax field when a rental reservation/quote is entered to
determine whether it should calculate an estimate of the SMM/EPA charges
for the reservation/quote.
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Reservation item number or bulk
Enter the number to use when entering this category/class on a rental reservation or when entering bulk items on a rental contract. This number can be a combination of the category and class codes, or you can create a new number.
Enter the code that represents the material type for this category/class when it is rented. This code can be used to classify the category/class for VATValue added tax. The tax structure used outside of North America. purposes.
Enter the replacement value of equipment in this category/class. For bulk equipment, if the unit cost of bulk for this category/class is zero, the system will use this amount for the cost of goods sold and relief of inventory (dollar value per unit) when it writes the general ledger entry. This field is also the second choice for unit selling price if used price (SURE) is zero for bulk equipment.
When a piece of equipment is added to the equipment master file whose cost is greater than this replacement value in its corresponding category/class master record, this value is updated by the system for equipment that is not type O (owned) and the Bulk field is equal to N.
The replacement value is useful information if the equipment is lost or damaged.
Enter the code that represents the material type for this category/class when it is sold. This code can be used to classify the category/class for VAT purposes.
Enter the sales stock code associated with the equipment in this category/class. If equipment in this category/class is sold, this stock class code is used to determine the general ledger category from which to determine sales revenue distribution.
If applicable, enter the code that represents the days in a cycle count duration that equipment in this category/class should be cycle counted.
Enter the item number from your sales inventory to use when new equipment is transferred into this category/class.
Enter the percentage of the maximum billed amount per unit that calculates for the length of a rental contract. This percentage is based on the equipment's replacement value, so for example, if a piece of equipment has a replacement value of $100,000, what is the percentage of that amount that you would want as the maximum amount you would bill a customer for renting it.
Enter the code that represents that status of equipment in this category/class when it is returned. The equipment stays at this status until the Number of prep days expires, or until someone changes the status in Equipment Status Change.
Enter the number of days necessary to prepare the equipment for the next rental. This setting is used to determine availability of equipment for rental contracts.
If you are operating in Canada, enter the percentage of the cost to salvage the item if it is damaged beyond repair. If you operate in the United States, enter the salvage value as a monetary amount (not a percentage) for each piece of equipment in the equipment master file.
If you are integrated with a tax software package, and if applicable, enter the tax product category/number that groups this category/class of equipment for special taxation.
Enter the code that represents how you will depreciate equipment in this category/class.
Enter the code for the analysis group into which you want to place this category/class. Analysis groups are collections of category/classes and are used for reporting and analysis purposes.
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Enter the number of months of life for depreciation purposes for equipment in this category/class.
Indicate whether this category/class is a major category. This setting is used for analysis reporting and setting sales representative commissions.
Indicate the type of shift differential to use to bill the customer who rents equipment in this category/class:
single shift (S)
double shift (D)
triple shift (T)
Enter the code for the highest shift differential allowed for this category/class.
If applicable, enter the amount of sales tax paid for the equipment at the time it was purchased.
If applicable, enter the category or group code from a legacy software system for this category/class. If control record RAINV3 is set to use this old category/group number, equipment messages that print for a rental contract will change each time this number changes on the contract rather than when the category/class changes.
Enter a user-defined number to use for custom queries.
Enter the code that represents the general ledger type for revenue distribution when this category/class is rented. Use control record RAECCM to protect this field from change. If the control record is set to Y, the code in the field defaults from the PME type, and you cannot change it.
Enter the code that represents how equipment in this category/class is metered for usage. Valid codes include:
M - Miles
H - Hours
U - Usage
Indicate whether you want the system to create utilization records for equipment in this category/class. Enter Y or leave the field blank if you want to create utilization records.
Enter the selling price for used equipment in this category/class.
Enter the page number for this category/class in your customized rate book. This setting can be used with the Rate Book with Specs Listing and the Equipment Rental Rates Listing.
Enter the sequence that determines the printing order on the page in your customized rate book.
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Enter the cost per unit for bulk items only. This is the amount (per unit) that will be used for the cost of goods sold and relief of inventory when the system creates the general ledger entry for sale of equipment.
If applicable, enter the Canadian tax code for this category/class.
Enter the weight per unit for equipment in this category/class.
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Function Key |
Description |
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F1 |
Help. Place your cursor in a field and press F1 to access online help for that field. Place your cursor outside of any field, and press F1 to access online help at the program level. |
|
F3 |
Exit. Exit the page or program. |
|
F4 |
Search. Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen. |
|
F5 |
Refresh. Refresh the screen and remove entered data. |
|
F6 |
G/L Distribution. Advance to G/L Revenue Distribution Inquiry. |
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F7 |
Equipment Specifications. Advance to Equipment Specification Maintenance. |
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F8 |
Category/Class Locations. Advance to the Category/Class Maintenance - Locations screen. |
|
F9 |
Equipment Messages. Advance to Equipment Message Maintenance. |
|
F10 |
Tax/AMT Depreciation. Advance to the Tax/AMT Depreciation Defaults screen. |
|
F11 |
Off/On Hold. Put the current category/class on hold. If it is already on hold, press F11 to take it off hold. Equipment from a category/class that is on hold cannot be rented or sold. |
|
F12 |
Cancel/Previous. Exit the program or move back a screen. |
|
F15 (Shift + F3) |
G/L Revenue Distribution Maintenance. Advance to G/L Revenue Distribution Maintenance. |
|
F17 (Shift + F5) |
Prompt Charges. Advance to the Prompt Charges screen. |
|
F23 (Shift + F11) |
Flag Record as Deleted. Mark the record for deletion. Press F23 again to confirm deletion. |
|
F24 (Shift + F12) |
More Keys. Display more available function keys for the program. |
Category/Class Location Maintenance
Setting Up Environmental Charges
Multiple Prompt Charges quick guide
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