EM Departments
Company Tracker action: implementation-setup-em-departments
Milestone: Equipment Management / Module Setup (milestone_id=15, core_milestone_id=2)
Order: 5
Estimated duration: 1 hours
Typical owner: Controller
Purpose
Complete the Equipment Management Module Setup action for EM Departments so decide/load/accept is clear before live EM. Form field detail stays on the Vista article.
Prerequisites
- EM Company Parameters exists with a valid GL company.
- GL accounts for equipment revenue, usage, and costs exist. Department GL accounts need Sub Ledger Code E-Equipment or blank.
- EM Cost Types, EM Cost Codes, EM Revenue Codes, and EM Revenue Breakdown Codes are planned (you can stub departments first, then finish account maps).
- Know whether mechanics' timecard earnings and liabilities will post through EM department tabs.
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: departments group equipment, mainly to control how it posts to the general ledger. Department is a required field on each piece of equipment.
- GL control: departments control which GL accounts equipment costs and internal revenue post to overall.
- Small clients: they may have just one equipment department with all their equipment assigned to it.
- Larger clients: a big company with equipment locations across the country may set up separate departments so it can track cost and internal revenue separately on the GL.
- Decide / load / accept: agree the departments and their GL accounts, create at least one before entering equipment, and accept with the Controller.
Tips and gotchas
- Both Department and Category are required on every equipment record, so set both up before loading equipment.
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.