The Dept/Unit History Query frame allows you to display a list of labor, part, fuel, commercial, and other transactions and the costs associated with them by financial period for a specific unit, component, or department.
Run the Query
To run the query enter your selection criteria in the Unit/Dept History Information section at the top of the frame.
Select Unit, Comp, or Dept from the first drop down field. You must enter a value in one of the selection criteria fields. You cannot run the query wide open with no filters.
You can filter by any or a combination of the following:
Unit, Component, or Department Number
Current Using Department
Current Owning Department
Current Maintenance Location
Unit Status
Fiscal Period Range
After you have your selection criteria in place, click the Retrieve button in the bottom right corner of the Unit/Dept History Information section. The Results will display on the following three tabs.
Maintenance
The Maintenance tab will display the maintenance information for the specified filters in a read only format on three separate i-frames.
Fiscal Period – each record displays totals information for a particular fiscal period.
Fiscal Year – each record displays totals information for a particular fiscal year.
Total – one record displays the totals information for the entirety of the time range specified in the filters.
Billed/Fixed
The Billed/Fixed tab will display the specific billing information in a read-only format on the same three i-frames (Fiscal Period, Fiscal Year, Total).
This information will be the billing, capitalization, and depreciation information for the unit, component or department during the specified date range in the selection criteria.
Visit Reason History
The Visit Reason History tab display the visit history along with labor, part, and commercial costs for the unit, component, or department jobs. Reason effemination is displayed in a read-only format on three i-frames for the specified date range.
You can select the Maintenance or Capitalization radio button to display a different list of results. Maintenance will be the default.
To the right of the three i-frames is a list of the Job Reason Codes and their descriptions to be used as a reference. In/Ex column will display I (included) for those reasons that are included.
Only reasons that are marked as Maintenance or Capitalization on the Job Reasons frame will display when their respective radio button is selected.
See the Asset Management Application Training guide for more information.
Last Update: 06/06/2016
NOTE: To view a list of System Flags and Role Privileges that may impact this screen, hover over the screen title in M5 to display the bubble help/tooltip. At the bottom of the bubble help/tool tip, there is a Settings hyperlink. Click that hyperlink to display the list of flags and privileges.
Additional training and technical documents on this subject may be available in the Resource Files area.