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EM Revenue Breakdown Codes

Company Tracker action: implementation-setup-em-revenue-breakdown-codes Milestone: Equipment Management / Module Setup (milestone_id=15, core_milestone_id=2) Order: 9 Estimated duration: 0.25 hours Typical owner: Controller

Purpose​

Complete the Equipment Management Module Setup action for EM Revenue Breakdown 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).
  • Know how finance wants rate dollars split (ownership / maintenance / fuel / other).
  • Plan the company default breakdown code before rate setup.
  • Department credit accounts for breakdowns will be mapped on EM Departments.

Vista configuration article​

See the detailed Vista guide:

Configuring EM Revenue Breakdown Codes

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

Implementation guidance​

  • What they are: revenue breakdown codes are a subset of revenue codes. They let the client break out equipment revenue so it can be compared more closely to cost.
  • Standard example: operating versus ownership. The client can see how much revenue relates to operating the equipment and how much relates to owning it.
  • Typical setup: most clients have just one revenue breakdown code unless they have that explicit need.
  • Decide / load / accept: decide whether the client needs more than one breakdown code, key them, and accept with the Controller.

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.