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EM Allocation Codes

Company Tracker action: implementation-setup-em-allocation-codes Milestone: Equipment Management / Module Setup (milestone_id=15, core_milestone_id=2) Order: 16 Estimated duration: 0.5 hours Typical owner: Controller

Purpose​

Complete the Equipment Management Module Setup action for EM Allocation Codes so decide/load/accept is clear before live EM. Form field detail stays on the Vista article.

Prerequisites​

  • Optional capability: enable only when in scope (otherwise hide via Tracker visibility).
  • EM Cost Codes, cost types, and GL accounts for debit/credit posting exist.
  • Know the allocation basis (Costs, Hours, Revenue, or Variable) and whether calc is by month or date range.
  • Decide scope: All, Assigned, or Prompted for equipment, department, and category.

Vista configuration article​

See the detailed Vista guide:

Setting Up EM Allocation Codes

Field meanings and form steps live there. Do not restate them on this page.

Implementation guidance​

  • What they're for: allocation codes let the client assign a flat rate or spread a dollar amount across their equipment.
  • How common: not usually used in implementations. Mark this action N/A or hide it in the Tracker unless the client needs to spread costs across equipment.
  • Decide / load / accept: if the client needs allocations, agree the allocation codes with the Controller, key them, and accept.

Done when​

  • In-scope setup for this action is loaded (or explicitly N/A / hidden when optional and out of scope).
  • Owner accepts the decide/load result for go-live.
  • Linked Vista configuration matches what was accepted.