Project Equipment (tppdm6112s000)

Use this session to maintain project-specific equipment cost objects. These differ from standard equipment cost objects in that they can be used in one project only. Use the session Equipment (tppdm0512m000) to list standard equipment cost objects. Equipment cost objects represent the equipment you need to perform project tasks. You can copy default values from standard equipment cost objects. To do this, enter the code for the standard equipment cost object in the Equipment field, and then confirm that you want to copy the standard equipment data. The rest of the fields on this form are then filled in with details taken from the standard equipment cost object. This session also allows you to view the information in the list detail view. See List Detail session.

Field Information

Project

The code that identifies the project.

Project Description

The description or name of the code.

Project Status

The status of the project.

Equipment

The code that identifies the cost object. To copy details from a previously defined standard equipment cost object, enter the code here and then confirm that you want to copy the standard equipment data. The rest of the fields on this form are then filled in with details taken from the standard equipment cost object.

Equipment
General
Description

The description or name of the code.

Search Key

The search key associated with the cost object.

Item Group

The item group to which the cost object belongs.

Description

The description or name of the code.

Equipment Group

A group of equipment codes, where the project equipment code is made part of

Equipment Group

The description or name of the code.

Responsible Department

The code of the department.

Note: Only departments of type Work Center and Project Management Office can be selected.
Project Order System

This field determines the way the equipment is ordered.

Price Policy

Indicates how equipment costs are calculated.

Allowed values

Standard Cost

The price of the item is calculated based on the standard cost of the item.

Purchase Price

The price of the item is calculated based on the purchase price of the item.

Derived from

The code of the standard equipment cost object from which this project-specific cost object is derived.

Use the session Equipment (tppdm0512m000) to list standard equipment cost objects.

Description

The description or name of the code.

Text

If this check box is selected, the cost object has an associated text.

Purchase
Purchase Statistics Group

The purchase statistics group associated with the cost object.

Description

The description or name of the code.

Purchase Price Group

The purchase price group places to which the equipment belongs. A purchase price group is a group of items for which price and discount agreements can be recorded.

Description

The description or name of the code.

Currency

The currency in which the purchase price is expressed.

Purchase Rate

The default purchase price, per unit, of this cost object.

Final Purchase Rate

If this check box is selected, the purchase price is the final price and cannot be changed by the Update Project Prices and Rates (tppdm6201m000) session. This means that the price remains stable for costs and budgets that reference it.

In Home Currency

If your company uses an independent currency system you can view the purchase price in a different currency.

In Home Currency

home currency

In Home Currency

The description or name of the code.

Purchase Rate Trans. Date

The last date on which the purchase price was changed.

Procurement by

The default option to indicate the type of procurement order that is generated for the cost object.

Allowed values

Purchase Order
Subcontracting Procurement Order
Equipment Procurement Order
Note: 

This field is displayed only if the Services Procurement is set to In Preparation or Active in the Implemented Software Components (tccom0100s000) session.

This field cannot be set to Purchase Order if:

  • The Cost Determination field is set to Rate Only.
  • The Subcontracting is linked to equipment procurement order.
Services Trade

The code of the Services Trade used to categorize cost objects and to match the Buy-from Business Partner (supplier) during the requirements planning.

Note: 
  • This field is displayed only if the Services Procurement field is set to In Preparation or Active in the Implemented Software Components (tccom0100s000) session.
  • You must specify this value if the Procurement by field is set to Equipment Procurement Order.
  • The combination of Services Trade and Buy-from Business Partner must be valid.
  • This value cannot be modified if the equipment is linked to equipment procurement order.
  • The specified Services Trade:
    • Must exist in the Services Trade (tcmcs2113m000) session.
    • Must have the Nature of Supply Type set to Equipment.
Control
Control Code

The control code associated with the cost object. The control code can either be a standard cost object or a project-specific cost object.

Control Code

The control code associated with the cost object. S indicates that the control code is a standard cost object. P indicates that the control code is a project-specific cost object.

Control Code

The control code for the cost object.

Control Function

Indicates the function of this cost object for cost control purposes.

Cost Component

The cost component associated with the cost object.

Note: You can only specify a cost component for which the Component Type is set to Detail or Collect in the Cost Components (tcmcs0148m000) session.
Description

The description or name of the code.

Cost
Cost Rate Currency

The currency in which the cost rate is expressed.

Cost Rate

The default cost rate per unit of this cost object.

Final Cost Rate

If this check box is selected, the cost rate is the final rate used for cost control, and cannot be changed subsequently.

In Home Currency

If your company uses an independent currency system you can view the purchase rate in a home currency.

In Home Currency

home currency

In Home Currency

The description or name of the code.

Cost Rate Transaction Date

The last date that the cost rate was changed.

Unit Data
Cost Determination

Indicates how cost amounts relating to this cost object are calculated in the actual budget.

Allowed values

Quantity

The costs related to the subcontracting cost object are calculated, by quantity-based measure of productivity.

Amount of Time

The costs related to the subcontracting cost object are calculated, by time-based measure of productivity. Example, the subcontractor can be paid by the hour.

Rate Only

The costs related to the subcontracting cost object are calculated, based on only an agreed rate.

Amount Only

The costs related to the subcontracting cost object are calculated, based on only an amount (lump sum).

Note: The field can be set to Rate Only or Amount Only only if:
  • The Services Procurement is set to In Preparation or Active in the Implemented Software Components (tccom0100s000) session.
  • The Procurement by field is set to Subcontracting Procurement Order.

This value cannot be modified when used for a planned PRP order or when costs are booked based on this value.

Unit Set

This field indicates the default unit set to be used for this equipment cost object. The default is derived from the Project Parameters (tppdm0100s000) session.

Description

The description or name of the code.

Unit

The unit in which you specify quantities of the equipment: for example, when you are ordering it.

Note: The unit must be set to Piece when the Procurement by field is set to Equipment Procurement Order.
Unit Description

The description or name of the code.

Product Class

product class

Product Line

product line

Manufacturer

The items' default manufacturer.

Selection Code

selection code

Technical Coordinator

The employee who is responsible for maintaining the technical item specifications and the requirements for the manufacturer of the item.

Physical Properties
Weight

The item's weight, expressed in the item's weight unit. This information is required on the intrastat report.

Weight Unit

The weight unit in which the item's weight is expressed on the intrastat report. For details, see EU transaction reporting.

Material

The material of which the item is composed. This field is only used for information.

Size

The item's size. This field is only used for information.

Standard

The industrial standard used to produce or purchase the item. For example, NEN3140 or ISO9000. This field is only used for information.

Regulations
Country of Origin

The country where the item was originally manufactured.

This field is used on Intrastat declarations.

EAN Code

The bar code used to register the item.

Environmental Compliance

Worldwide, various regulations exist to limit the use of hazardous chemical substances in electronic equipment preventing environmental pollution.

Companies, in most cases producers of electronic equipment, are legally required to:

  • Set up and control compliancy rules.
  • Verify whether purchased, engineered, manufactured, and serviced material is compliant.
  • Verify whether their work processes are compliant.

This field indicates the item's environmental compliancy. The value in this field can be set by an external software application.

Allowed values

No Data
Pass
Pass with Exemptions
Fail
Conditional Fail
Partial Fail
Not Relevant
Not Applicable
Harmonized System Code

harmonized system code

Critical Safety Item

If this check box is selected, the equipment cost object is considered as a critical safety item.

Note: Critical Safety Item is only available when Handling Units is available.
Extra Information

The additional information about the item.

Options
Characteristics
Operated Equipment

If this check box is selected, the equipment is allocated with an assigned employee to operate the same. This field is only used for information.

Tax Code

The tax code associated with the cost object.

Description

The description or name of the code.

External Equipment

If this check box is selected, the equipment is rented from another company and is ordered with a purchase order. If this check box is cleared, the equipment belongs to your company. If for any reason the equipment is not available when you need it, you can override the no setting here and define the budget equipment line as external. You can then rent the equipment from another company.

Self-Propelled

Indicates if the project equipment (truck or excavator) has self-propelling ability. By default, this check box is cleared.

Serialized

If this check box is selected, the equipment is a serialized item. When a project equipment cost object is added, the item details (if specified) are defaulted from the Equipment (tppdm0112s000) session.

Note: 

This check box is enabled only if:

  • The serial number for the specific equipment is not specified in the Serialized Items (tcibd4501m000) session.
  • The equipment is not used in:
    • Costs
    • Requirement Planning (PRP)
    • Service
Buy-from Business Partner

Indicates the business partner from which you buy the equipment.

Note: When a value is specified, the combination of Services Trade and Buy-from Business Partner must be valid.
Buy-from Business Partner

The description or name of the code.

Planner

The planner.

Note: When you specify a value in this field, Infor LN checks if the specified employee’s data exists in the Employees - People (bpmdm0101m000) session and the employee is Active (based on the First Date of Employment and the Last Date of Employment). Else, a warning message is displayed. You can ignore the message.
Number of Units Available

The number of units of the equipment currently available to the project.

Normal Cap. Utilization by Day

The Normal capacity of this cost object, expressed in hours per day.

Order Lead Time

The order lead time for this cost object.

Calendar

The code that uniquely identifies the calendar code in which you have specified availability of this equipment. This information can be taken into account during project planning.

Description

The description or name of the code.

Picture
Picture

The picture of the project equipment. By default, the picture is also displayed in the Items (tcibd0501m000) session.

  • You can also add the picture using the drag and drop operation.
  • The allowed images extensions are .jpg, .gif, or .png.
Options
Register Progress

If this check box is selected, progress can be recorded for the cost object for the duration of the project.

Billable

If this check box is selected, the selected project equipment cost object can be invoiced to the business partner.