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EM Revenue Rates by Equipment

Company Tracker action: implementation-setup-em-revenue-rates-by-equipment Milestone: Equipment Management / Module Setup (milestone_id=15, core_milestone_id=2) Order: 11 Estimated duration: 0.5 hours Typical owner: Controller

Purpose​

Complete the Equipment Management Module Setup action for EM Revenue Rates by Equipment 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).
  • Equipment Master, Categories, Revenue Codes, and Revenue Rates by Category rows already exist for the category/revenue-code pair.
  • Know which units need a locked equipment-specific rate versus inherited category rates.

Vista configuration article​

See the detailed Vista guide:

Setting Up EM Revenue Rates by Equipment

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

Implementation guidance​

  • What it does: an equipment rate overrides the category rate for a specific piece of equipment. It replaces the category rate entirely, for that revenue code.
  • Decide / load / accept: set equipment rates only for units that need a different rate from their category, and accept with the Controller. Hide this action in the Tracker if category rates are enough.

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.