EM Cost Codes
Company Tracker action: implementation-setup-em-cost-codes
Milestone: Equipment Management / Module Setup (milestone_id=15, core_milestone_id=2)
Order: 3
Estimated duration: 0.5 hours
Typical owner: Controller
Purpose
Complete the Equipment Management Module Setup action for EM Cost Codes so decide/load/accept is clear before live EM. Form field detail stays on the Vista article.
Prerequisites
- EM Cost Types exist.
- Know the detailed cost components you need under each type.
- Decide unit of measure (UM) values used for unit tracking on Cost Detail and Annual Costs.
Vista configuration article
See the detailed Vista guide:
Field meanings and form steps live there. Do not restate them on this page.
Implementation guidance
- What they are: cost codes track finer detail of the cost posted to equipment. For example, under a Parts cost type the client could have cost codes for brakes, tires, belts and fans.
- GL posting: on EM Departments the client can post all costs for a cost type to one GL account, and can also post an individual cost code to its own GL account. The cost type is the default, and a cost code overrides it when they want something more specific.
- Allowed cost types: on each cost code, set which cost types can be used with it. This controls which combinations users can post. For example, a parts cost code shouldn't allow the Depreciation cost type. Depreciation usually gets its own cost code that is linked only to the Depreciation cost type.
- Decide / load / accept: agree the cost codes and their allowed cost types, key them, and accept with the Controller before operators post costs.
Tips and gotchas
- Set up the cost code and cost type links carefully. They're what stops bad combinations, like depreciation posted against a parts code.
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.