This article provides quick-reference information about the lookup tables we offer, including the fields you can set when adding new records (listed in the Settings column), and where you'll interact with these items in the application (listed in the Interactions column).
To learn more about how to add records to lookup tables, see Edit lookup tables.
Section |
Table |
Description |
Settings |
Interactions |
---|---|---|---|---|
Maintenance |
Asset Event Types |
The events (e.g. power outages or weather events) that you can record in the CMMS. In Scheduled Maintenance, you can automatically create a work order whenever one of these events occurs. |
Event Code Event Name Event Description |
Assets WOs SMs Reports |
Maintenance |
Meter Reading Units |
The units (e.g. hours or liters) you can use when recording meter readings. |
Name Symbol Precision |
Assets WOs SMs |
Maintenance |
Maintenance Types |
The types of maintenance (e.g. preventive or corrective) that you can assign to maintenance work. |
Name Description Color |
Assets WOs SMs Reports |
Maintenance |
Priorities |
The priority levels (e.g. high or low) that you can assign to maintenance work. The order of the list determines the relative priority level, from top to bottom. In others words, the priorities at the top of the list are the most urgent. |
Name |
WOs SMs Reports |
Maintenance |
WO Statuses |
The statuses (e.g. open or in progress) that you can assign to work orders. These statuses represent where the work order is in the maintenance workflow. |
Name Control |
WOs SMs Reports |
Maintenance |
Reason to Set Asset Online |
The reasons (e.g. in production or on standby) that you can assign when you bring an asset online. In other words, they represent why the asset is being brought online. |
Name Description |
Assets Reports |
Maintenance |
Reason to Set Asset Offline |
The reasons (e.g. broken or retired) that you can assign when bringing an asset offline. In other words, they represent why the asset needs to be brought offline. |
Name Description |
Assets Reports |
Maintenance |
Certifications |
The certifications (e.g. safety or hazmat certifications) that you can assign to users. These allow you to track and report on which users have received which certifications, and whether their certifications are up to date. |
Name Description |
Users Reports |
Costing |
Currencies |
The currencies you can record monetary amounts using. These are read-only, and can only be changed by a Fiix representative. |
N/A - Currencies are read-only |
Users Purchasing Reports |
Costing |
Misc Cost Types |
The types of miscellaneous costs (e.g. gas or non-inventory items) that can be recorded in work orders. These represent ad hoc costs that arose during maintenance, that wouldn't already be tracked in other ways. |
Name |
WOs Reports |
Costing |
Accounts |
The accounts that purchases and transactions can be counted against. |
Code Description |
Assets WOs SMs Parts Reports |
Costing |
Charge Departments |
The departments (or cost centers) that add to the cost of running the business. |
Code Description Facility |
Assets WOs SMs Parts Reports |
Purchasing |
RFQ Statuses |
The statuses (e.g. draft or received) that can be assigned to requests for quote (RFQs). |
N/A - RFQ statuses are read-only |
Purchasing |
Purchasing |
PO Statuses |
The statuses (e.g. draft or approved) that can be assigned to purchase orders (POs). |
Name Control Transition Comment Notification |
Purchasing Reports |
Purchasing |
Receipt Statuses |
The statuses (e.g. received or cancelled) that can be assigned to receipts. |
N/A - Receipt statuses are read-only |
Purchasing Reports |
Purchasing |
PO Additional Cost Types |
The additional costs (e.g. courier or environmental costs) associated with a purchase order. |
Name Control Make Default |
Purchasing Reports |
Purchasing |
Billing Terms |
The terms for billing (e.g. net 15 or net 30), which you can include when generating purchase orders. |
Name |
Purchasing |
Purchasing |
Shipping Types |
The shipping method (e.g. ground or air), which you can include when generating purchase orders. |
Name |
Purchasing |
General |
Business Type |
The types (e.g. supplier or manufacturer) that can be assigned to businesses. These represent the relationships between your organization and other businesses. |
Name Relationship Type Set Default Supplier Set Default Manufacturer |
Assets WOs Parts Purchasing Reports |