Units master records

Units can include, but are not limited to, these items:

Construction equipment, such as dozers, forklifts, or cranes
Personal vehicles, such as cars, vans, or trucks
Public transportation vehicles, such as busses or taxi fleets
Trucking industry equipment, such as reefers, tractors, or trailers

A Unit master record is a critical part of TMT Fleet Maintenance. You must have a unit master record before you can assign that unit to a repair order (RO). The unit’s functionality depends on your TMT Fleet Maintenance license.

You use the Units page to:

Create unit records
Update unit information
Remove units

Go to Menu > Masters > Units to open the Units page.

Unit categories

There are four unit categories:

Company units (full units)

Company units belong to your company. They also count against your unit licenses.
Non-Company units (retail units)

Non-Company units are units you work on, but you do not own them. For example, if you run a repair shop and fix a customer’s vehicle, that vehicle is a non-company unit. Non-Company units do not count against your unit licenses.
Miscellaneous units

You use miscellaneous units to track non-rolling, non-road based equipment, such as:
- Trash containers and roll off boxes in the waste industry
- Pallet jacks, dock plates, and forklift batteries in warehouses
- EMS equipment on emergency vehicles
- Lawn mowers and weed trimmers in maintenance shops
- Other low valued assets
Miscellaneous units have their own unit limits, which you can purchase separately from standard units.

Reports Only units

Reports Only units are units that you no longer have physically but that you want to run unit cost reports on. Reports Only Units do not count against the Unit Limit Count (that is, your license count). You can make Reports Only Units active again if needed, as long as reactivating the unit would not cause you to exceed the unit count.

The tabs and fields you see on the Units page depend on which category the unit belongs to.

Layout of the Units page

This illustration shows the Units page.

Pages are designed so that menus and functionality areas appear the same way throughout the application. While some elements are not part of every page, the basic layout of the page is consistent.

The Units page provides easy access to the:

Menu that lists application menu items
User menu that lists user-specific menu items
Command buttons that allow you to Delete, Add, Reset, and Save unit records
Functionality area that you use to enter information into the system
Navigation pane includes the Unit lookup field and the Search icon

The identification number used to look up a unit is user defined. You can enter up to 24 alphanumeric characters in this field.

The tabs available on the Units page depend on the unit you select. This table lists the unit categories and which tabs they have available.

Tabs	Company Unit	Non-Company Unit	Miscellaneous Unit
Definition	Yes	Yes	Yes
Meters/Fluids	Yes	Yes	Meters only
Specs	Yes	No	No
PM	Yes	No	Yes
Warranty	Yes	Yes	No
Cost	Yes	No	Yes
Shifts	Yes	No	Yes
History	Yes	No	Yes
Licenses	Yes	No	No
Misc	Yes	No	Yes
Taxes	Yes	Yes	No
Assignments	Yes	No	No
Parts	Yes	No	No
User Fields	Yes	Yes	Yes

Tabs

Company Unit

Non-Company Unit

Miscellaneous Unit

Definition

Yes

Meters/Fluids

Yes

Meters only

Specs

Yes

Warranty

Yes

Cost

Yes

Shifts

Yes

History

Yes

Licenses

Yes

Misc

Yes

Taxes

Yes

Assignments

Yes

Parts

Yes

User Fields

Yes

Definition tab

The Definition tab includes three sections:

Unit Details
Unit Information
User Defined

Unit Details section

This section contains the unit’s description and specific vehicle details. It also identifies the user who had last modified the file.

Unit Information

This section identifies the unit type and the unit’s associated categories.

Meters/Fluids tab

The Meters/Fluids tab includes two sections: Meter Information and Fluid Information.

This illustration shows the Meters/Fluids tab sections.

Meter Information

This section provides information for a unit’s meter details.

Fluid Information

This section provides information for a unit’s fluid details.

Specs tab

The Specs tab includes the Unit Specifications by Component Code section. It lists information about each unit specification based on the component code listed.

This illustration shows the Specs tab section.

PM tab

The PM tab has three sub tabs: the PM Due, Work Pending, and Schedules sub tabs. When you select the PM tab, the system displays the PM Due sub tab automatically.

Warranty tab

The Warranty tab has three sections:

OEM Warranty
Extended Warranty Information
This section is shown by default.
Aftermarket Warranty Information
To view this section, click the Aftermarket Warranty sub tab.

This illustration shows the Warranty tab with the Extended Warranty sub tab selected.

This illustration shows the Warranty tab with the Aftermarket Warranty sub tab selected.

Cost tab

The Cost tab has three sections: Purchasing, Depreciation, and Repair Orders.

This illustration shows the Cost tab sections.

History tab

The History tab has five sub tabs:

Repairs

When you select the History tab, the system shows the Repairs sub tab automatically.
Invoice
Meters
Location
Groups
Renumbers

Licenses tab

The Licenses tab has the Unit Licenses Information section.

This illustration shows the Licenses tab sections.

Misc tab

The Misc tab has three sections: Unit Information, Parking Information, and Additional Information.

This illustration shows the Misc tab sections.

Assignments tab

The Assignments tab has two sub tabs: Drivers and Units. When you select the Assignments tab, the system displays the Drivers sub tab automatically.

This illustration shows the Assignments tab sections.

Parts tab

The Parts tab has four sub tabs: Accessories, Parts, Serialized, and Tires. When you select the Parts tab, the system displays the Accessories sub tab automatically.

This illustration shows the Parts tab sections.