Configuring EM Revenue Rates by Category

EM Revenue Rates by Category sets the standard rate for each category + revenue code combination used for equipment usage. Changing a category standard rate updates assigned equipment only where that standard rate has not been overridden. Equipment-specific rates are maintained on Revenue Rates by Equipment when Override Rates is enabled there.

Before you start

• EM Categories and EM Revenue Codes exist.
• Default Revenue Breakdown Code is set on EM Company Parameters.
• Know standard rates, whether operators may override at posting, and whether work units or hour-meter updates apply.

Steps

1. Open EM Revenue Rates by Category.
2. Add a row for each Category and Revenue Code pair you will post.
3. Enter the Rate.
4. Set optional controls the form exposes:
   • Allow Posting Override: when checked, operators may change the rate during usage posting.
   • Work Units With Usage / Work U/M: track productivity units with usage.
   • Update Hour Meter: for hour-based codes, meter hours follow posted units (aligned with the revenue code flag).
   • Revenue Breakdown Code and Amount: split the rate across breakdown components.
5. Breakdown amounts must equal the total revenue rate. Vista prompts when they do not match; reconcile before saving.
6. Save. New equipment that inherits the category picks up these standard rates unless Override Rates is on for that unit.
7. Optional Material Sales surcharge behavior applies when revenue codes are based on MS haul charge / surcharge.

Propagation rule

8. After go-live, if you change a category standard rate, Vista updates equipment rate rows only where the standard rate was not overridden. Equipment with Override Rates on keeps its equipment-specific rate.

Notes

• Create categories and revenue codes first; this form only stores rates for existing pairs.
• Related: EM Categories, EM Revenue Codes, EM Revenue Breakdown Codes, EM Revenue Rates by Equipment, EM Usage Posting.