Support for Asset Time Utilization Report and Asset Revenue Utilization Report

Reference No: 29016

Details

Option is provided to generate the Asset Time Utilization report and the Asset Revenue Utilization report from the Reports module.

The statistics scheduler program runs based on Non Chargeable Days settings in the Configuration module > Pricing / Billing tab. Selecting the Non Chargeable Days check box [Sunday] [Monday] [Tuesday] [Wednesday] [Thursday] [Friday] or [Saturday] allows you to exclude the selected days while calculating the Rental Days, Maintenance Days, Transit Days, and Dark Days.

Asset Time Utilization Report

Sample Workflow

Prerequisites

Perform the following the steps:

1. Select the Configuration module > Pricing / Billing tab.

2. Select the Non Chargeable Days [Sunday] and [Saturday] check boxes, as shown in Figure 1.0.
   The Non Chargeable Days section in the Configuration module allows you to exclude the selected days of the week while calculating the Rental Days, Maintenance Days, Transit Days, and Dark Days.

Figure1.0 Configuration module > Pricing / Billing tab > Non Chargeable Days section

3. Save and Exit the Configuration module.

4. Close and relaunch the R2 application.

5. Select the Maintenance module.

6. Create a Serial Item [PHOTOSHOP] and receive some Assets.

7. Select the Statistics check box and tag the Department [DOC], as shown in Figure 1.1.

Figure1.1 Statistics check box selected in the Serial Item [PHOTOSHOP]

8. Click OK.

9. Save and Exit the Maintenance module.

Scenario 1: Dark Days, Transit Days, Rental Days and Combined Total

1. Select the Account module > tag the company [ADOBE].

2. Create a Rental Reservation Order [ORD-304] for the duration of 30 days with the Start Date [01-May-2017] and End Date [31-May-2017].

3. Add the Serial Item [PHOTOSHOP] with the Unit Price [100.00] and Qty [1], as shown in Figure 2.0.

Figure2.0 Rental Reservation Order [ORD-304]

4. Select the Payment tab > select the Pay At drop-down as Periodic Billing.

5. Click the Billing Terms importable button and select the Billing Terms as Monthly.

6. Add Dark Days as [10-May-2017 09:00 AM] to [25-May-2017 09:00 AM] with % of Amount as 100.00, as shown in Figure 2.1.

7. The Order Dates are defined, as shown in Table 1.0.

Table 1.0 Order Dates

Figure2.1 Order Dates window - Dark Days

8. Click OK.

9. Select the Actions menu > Change Dates option > Selected Lines and apply the Dark Days to the Item line.

10. Click the Fill and Ship All icon to Fill and Ship the Rental Reservation Order [ORD-304].

11. The Serial Item [PHOTOSHOP] Status is displayed as Out, as shown in Figure 2.2.

Figure2.2 Filled and Shipped Rental Reservation Order [ORD-304]

12. Select the View menu > Return Order option. The Return Order [ORD-304 Return Order] window is displayed.

13. Select the Asset [PHOTOSHOP-01] and click the Return button. The Asset [PHOTOSHOP-01] Status is displayed as Returned, as shown in Figure 2.3.

Figure2.3 Asset [PHOTOSHOP-01] in Returned Status

14. Click the Close button to close the Return Order [ORD-304 Return Order] window.

15. Select the Rental Reservation Order [ORD-304].

16. Click the Done icon and Invoice the Rental Reservation Order [ORD-304]. The Invoice gets generated, as shown in Figure 2.4.

Figure2.4 Rental Reservation Order [ORD-304] > Done icon > Invoice Generated

17. Click OK. The system prompts a message whether it has to be printed or not. Click No.

18. Select the Invoicing module > Receivables tab.

19. Create a Receivables Batch [ID386472], as shown in Figure 2.5.

Figure2.5 Invoice Batch [ID386472]

20. Exit the Invoice Batch [ID386472] window.

21. Select the Invoicing window > Actions menu > Post Batch option. The Post Batch dialog box is displayed as shown in Figure 2.6.

Figure2.6 Post Batch

22. Click OK and post the Batch [ID386472] in Great Plains format.

23. Exit the Invoicing window.

24. Execute the below Transfer Statistics program or run the Windows Task Scheduler.

exec TransferStatsData.TransferEmployee(0);

Commit;

exec TransferStatsData.TransferSite(0);

Commit;

exec TransferStatsData.TransferRevenue(sysdate);

Commit;

25. Select the Reports module. The Reports Generator window is displayed. A new option Utilization is included to generate the Asset Time Utilization report and Asset Revenue Utilization report, as shown in Figure 2.7.

Figure2.7 Reports Generator window > Utilization menu > Asset Time Utilization and Asset Revenue Utilization

26. Select the Utilization menu > Asset Time Utilization option. The Asset Time Utilization window is displayed, as shown in Figure 2.8.

Figure2.8 Asset Time Utilization window

27. The Asset Time Utilization window displays the following field options:

Table 1.0 Details of the Asset Time Utilization

NOTE: The Calendar Days will exclude Saturday and Sunday in the Invoice line duration from the Dark Days based on the Non Chargeable Days selected in the Configuration module > Pricing / Billing tab.
Credit Memo / Debit Memo will not impact the Dark Days.

Dark Days

28. Generate the Asset Time Utilization report for the Utilization Type [Dark Days].

29. Enter the details in the Asset Time Utilization window, as shown in Figure 2.9.

Figure2.9 Details of the Asset Time Utilization window - Dark Days

30. Click the Run button. The AssetTimeUtilizationDarkDays.csv is generated in the selected path [D:\PRINTS\REPORTS], as shown in Figure 2.10.

Figure2.10 AssetTimeUtilizationDarkDays.csv generated in the path mentioned

31. Open the AssetTimeUtilizationDarkDays.csv generated for Dark Days, as shown in Figure 2.11.

Figure2.11 AssetTimeUtilizationDarkDays.csv Dark Days Details

32. From the above report, the Dark Days is calculated as follows:

• The defined Dark Days defined is from 10-May-2017 09:00 AM and 25-May-2017 09:00 AM = 16 days.

• The Non Chargeable Days defined in the Configuration module > Pricing / Billing tab are Saturday and Sunday = 4 days

• The Dark Days is defined as  = 16 days - 04 days = 12 days.

Transit Days

33. Generate the Asset Time Utilization report for the Utilization Type [Transit Days].

34. Enter the details in the Asset Time Utilization window, as shown in Figure 2.12.

Figure2.12 Details of the Asset Time Utilization window - Transit Days

35. Click the Run button. The AssetTimeUtilizationTransitDays.csv is generated in the selected path [D:\PRINTS\REPORTS], as shown in Figure 2.13.

Figure2.13 AssetTimeUtilizationTransitDays.csv generated in the path mentioned

36. Open the AssetTimeUtilizationTransitDays.csv generated for Transit Days, as shown in Figure 2.14.

Figure2.14 AssetTimeUtilizationTransitDays.csv Transit Days Details

37. From the above report, the Transit Days is calculated as follows

• The difference between the Order line Prep Date [01-May-2017 09:00 AM] and the Ship Date [02-May-2017 09:00 AM] is 01 days.

• The difference between the Order line Pickup Date [29-May-2017 09:00 AM] and the Return Date [30-May-2017 09:00 AM] is 01 days.

• The Transit Days are defined as 01 days + 01 days = 02 days.

Rental Days

38. Generate the Asset Time Utilization report for the Utilization Type [Rental Days].

39. Enter the details in the Asset Time Utilization window, as shown in Figure 2.15.

Figure2.15 Details of the Asset Time Utilization window - Rental Days

40. Click the Run button. The AssetTimeUtilizationRentalDays.csv is generated in the selected path [D:\PRINTS\REPORTS], as shown in Figure 2.16.

Figure2.16 AssetTimeUtilizationRentalDays.csv generated in the path mentioned

41. Open the AssetTimeUtilizationRentalDays.csv generated for Rental Days, as shown in Figure 2.17.

Figure2.17 AssetTimeUtilizationRentalDays.csv Rental Days Details

42. From the above report, the Rental Days is calculated as follows

• Total number of product rental days = 30 days with the Start Date [01-May-2017] and End Date [31-May-2017].

• The Non Chargeable Days defined in the Configuration module > Pricing / Billing tab are Saturday and Sunday = 08 days

• The Rental Days is defined as 30 days - 08 days = 22 days.

Combined Total

43. Generate the Asset Time Utilization report for the Utilization Type [Combined Total].

44. Enter the details in the Asset Time Utilization window, as shown in Figure 2.18.

Figure2.18 Details of the Asset Time Utilization window - Combined Total

45. Click the Run button. The AssetTimeUtilizationCombinedTotal.csv is generated in the selected path [D:\PRINTS\REPORTS], as shown in Figure 2.19.

Figure2.19 AssetTimeUtilizationCombinedTotal.csv generated in the path mentioned

46. Open the AssetTimeUtilizationCombinedTotal.csv generated for Combined Total Days, as shown in Figure 2.20.

Figure2.20 AssetTimeUtilizationCombinedTotal.csv Combined Total Details

47. From the above report, the Combined Total is calculated as follows

• Total number of product rental days = 30 days with the Start Date [01-May-2017] and End Date [31-May-2017].

• The Non Chargeable Days defined in the Configuration module > Pricing / Billing tab are Saturday and Sunday = 08 days

• The Combined Total is defined as 30 days - 08 days = 22 days.

The column details of the Asset Time Utilization report is as follows:

Table 2.0 Column Details of the Asset Time Utilization Report

Scenario 2: Maintenance Days

1. Select the Account module > click the WorkOrder icon. The Service Work Order window is displayed.

2. Create a Service Work Order [WO055].

3. Modify the Status drop-down to Scheduled. The Set Date prompt is displayed. Select the Date [01-May-2017].

4. Modify the Service Work Order [WO055] Dates as follows:

Table 1.0 Service Work Order Dates

5. The system will prompt a dialog box with the message "This will Complete the Service. Do you want to proceed ?"

6. Select Yes. The Service Work Order [WO055] Dates get modified.

7. Click the Done icon to generate the Invoice. The Invoice [INV-081] is generated.

8. Execute the below Transfer Statistics program or run the Windows Task Scheduler.

exec TransferStatsData.TransferEmployee(0);

Commit;

exec TransferStatsData.TransferSite(0);

Commit;

exec TransferStatsData.TransferRevenue(sysdate);

Commit;

9. Select the Reports module. The Reports Generator window is displayed.

10. Select the Utilization menu > Asset Time Utilization option. The Asset Time Utilization window is displayed.

11. Generate the Asset Time Utilization report for the Utilization Type [Maintenance Days].

12. Enter the details in the Asset Time Utilization window, as shown in Figure 2.21.

Figure2.21 Asset Time Utilization for Maintenance Days

13. Click the Run button. The AssetTimeUtilizationMaintenanceDays.csv is generated in the selected path [D:\PRINTS\REPORTS], as shown in Figure 2.22.

Figure2.22 AssetTimeUtilizationMaintenanceDays.csv generated in the path mentioned

14. Open the AssetTimeUtilizationMaintenanceDays.csv generated for Maintenance Days, as shown in Figure 2.23.

Figure2.23 AssetTimeUtilizationMaintenanceDays.csv Maintenance Days Details

15. From the above report, the Maintenance Days is calculated as follows:

• The Maintenance Days is defined as 22 Days, which is the difference between the Service Work Order Start Date [01-May-2017 09:00 AM] and the End Date [31-May-2017 09:00 AM] that is 30 days subtracted with the Non Chargeable Days [8 days].

 Asset Revenue Utilization Report

1. Repeat the Steps from 1 through 25.

2. Select the Reports module > Utilization menu > Asset Time Utilization option, as show in Figure 3.0.

Figure3.0 Reports > Utilization > Asset Revenue Utilization

3. The Asset Revenue Utilization window is displayed, as shown in Figure 3.1.

Figure3.1 Asset Revenue Utilization window

4. The Asset Time Utilization window displays the following field options:

Table 3.0 Details of the Asset Time Utilization

NOTE: The Billed Days will exclude Saturday and Sunday in the Invoice line duration based on the Non Chargeable Days selected in the Configuration module > Pricing / Billing tab.
Credit Memo / Debit Memo will not impact the Dark Days.

5. Click the Run button. The AssetRevenueUtilization.csv is generated in the selected path [D:\PRINTS\REPORTS], as shown in Figure 3.2.

Figure3.2 AssetRevenueUtilization.csv generated in the path mentioned

6. Open the generated AssetRevenueUtilization.csv, as shown in Figure 3.4.

Figure3.4 AssetRevenueUtilization.csv Details

7. From the above report, the Asset Revenue is calculated as 22 Days, which is the difference between the Order Start Date [01-May-2017 09:00 AM] and the End Date [31-May-2017 09:00 AM] that is, 30 days subtracted with the Non Chargeable Days [8 days].

8. The column details of the Asset Revenue Utilization report is as follows:

Table 4.0 Column Details of the Asset Revenue Utilization Report