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Configuring EM Revenue Breakdown Codes

EM Revenue Breakdown Codes define how a revenue rate splits across components such as ownership, maintenance, and fuel. At least one code must be the default on EM Company Parameters. New category, equipment, and template rates initially assign the full amount to that default; the Rev Breakdown grid can then override the split.

Before you start​

  • 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.

Steps​

Define breakdown codes​

  1. Open EM Revenue Breakdown Codes.
  2. Enter each breakdown code and description used to split revenue rates.
  3. Save the codes you need (for example ownership, maintenance, fuel, other).

Company default​

  1. On EM Company Parameters, set the default Revenue Breakdown Code. A default is required even if you rarely split rates.
  2. When you create new category, equipment, or template rate rows, Vista initially puts the full rate on the default breakdown. Use the Rev Breakdown grid on the rate form to redistribute amounts.

Amounts must sum to the rate​

  1. Breakdown amounts must equal the revenue rate. Example:
    • Rate $85 split $40 / $15 / $10 / $20.
    • For 4 hours posted, EMRD shows $160 / $60 / $40 / $80 totaling $340.
  2. Vista prompts to reconcile mismatches when breakdown totals do not equal the rate. Fix the grid before saving live rates.

Cost Codes and Department GL credits​

  1. Optionally store the breakdown code on EM Cost Codes when you need hourly cost-versus-revenue reporting against the same split.
  2. Map credit GL accounts for breakdown posting on EM Departments. When a breakdown is assigned on the rate or usage path, breakdown accounts take precedence over Revenue Code accounts.

Notes​