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EM Company Parameters

Company Tracker action: implementation-setup-em-company-parameters Milestone: Equipment Management / Module Setup (milestone_id=15, core_milestone_id=2) Order: 1 Estimated duration: 0.25 hours Typical owner: Controller

Purpose​

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

Prerequisites​

  • The EM company already exists as a valid company in HQ Company Setup. EM Company Parameters is required before EM processing.
  • GL company (and journal when interfacing) exists. GL Co# is required even if you will not interface to GL yet.
  • IN, JC, and PR companies exist when those defaults will be used (they remain overridable during entry).
  • Know Depreciation close mode (Monthly / Annual / None) and initial Last Month Calculated / Last Year Budgeted values.
  • Decide Usage GL interface level (No Update / Summary / Detail), whether operators may change rates, hour UOM, and the default Revenue Breakdown Code (required even if you do not use breakdown).
  • You have permission to change EM company parameters.

Vista configuration article​

See the detailed Vista guide:

Configuring EM Company Parameters

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

Implementation guidance​

  • GL interface flags: set them to Detail, the same as in the other modules.
  • Depreciation calculations (Calculations Required, shown as close mode in the Vista article): choose Monthly if the client wants to force depreciation to be posted every month. If they don't care, choose None for flexibility.
  • Fuel defaults: Fuel Cost Code and Fuel Cost Type only matter for clients who track fuel on their equipment. Clients who don't track fuel can skip them. When fuel posts, each line takes its cost code and cost type from the equipment record first, then from these company defaults if the equipment has none. The user can override them on the line.
  • Other fuel-related settings: a default inventory company, Use Tax on Materials on the Parts tab (turns on a tax code on fuel lines, for reporting only), Allow GL Account Override (lets users change the GL account on fuel lines), and the fuel posting meter update rule.
  • Decide / load / accept: decide these settings with the Controller, enter them before any EM processing, and accept before go-live.

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.