Follow

Lookup table library

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

 
Was this article helpful?
0 out of 0 found this helpful

Comments