Adding A Finance Record

There are three main methods for creating Finance Records in the system:

1. Manage Finance (Finance Records tab)
   This is the main console for Finance Records. You can create a finance record here and optionally link it to an Asset and/or Maintenance Event.

2. Maintenance Grid
   Finance Records can be created directly from the Maintenance Grid, where they are automatically attached to the relevant Maintenance Event.

3. Asset View
   Finance Records can also be added from the Asset View page, where the record is automatically attached directly to a specific Asset.

Adding Finance Records using Manage Finance

Here is the standard procedure for creating a finance record.

Go to the Finance Records page to see how to get here.

1. Click the Add Finance Record button in the table toolbar.

   1. The editor dialog will open.

2. Fill out all relevant fields.

3. Click the Save button in the toolbar.

The finance record has been created.

Required Fields

The Save button will become active once all required fields have been filled out. Required fields are marked with a * and will turn red if left blank.

Adding Finance Records using the Maintenance Grid

This method of adding Finance Records involves attaching it directly to the affected Maintenance Event.

Go to the The Maintenance Grid to see how to get here.

1. Click the Maintenance Event block from the maintenance planner.

   1. The editor will open.

2. Click the Finance tab.

3. Click Add at the bottom of the dialog.

   1. The finance editor dialog will open.

4. Fill out all relevant fields.

5. Click the Save button.

The finance record has been created.

Maintenance Event → Finance Record Tab

The Finance Record tab on Maintenance Events or Defects allows you to record financial information and associate it with a specific event and asset.

Left-hand panel: Event financial details

The left-hand side displays financial fields stored directly against the maintenance event, such as the Estimated Cost and Estimated Cost Currency.

Charges can also be marked as Not Required, indicating that no finance records are expected for this event. When Charges Not Required is enabled, the Add button is disabled and no finance records can be attached. Likewise, an event cannot be marked as Charges Not Required if finance records are already attached.

Right-hand panel: Finance Records

The right-hand side lists the actual finance records recorded against the event. Each row represents an individual finance record, showing details such as the date, cost, quantity, state, and notes.

At the bottom of the table, the Actual Cost is displayed as a total, allowing for easy comparison against the Estimated Cost shown on the left.

Adding Finance Records using an Asset’s View

This method of adding Finance Records involves attaching it directly to the affected Asset.

Go to Asset View to see how to get here.

1. Click the Finance Records heading from the sidebar

2. Click the + icon.

   1. The editor dialog will open.

3. Fill out all relevant fields.

4. Click the Save button.

The finance record has been created.