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Setting Up EM Allocation Codes

EM Allocation Codes allocate a rate or lump sum to equipment based on cost, hours, revenue, or a variable basis.

Before you start​

  • Equipment and categories you will allocate to are set up.

Steps​

  1. Open EM Allocation Codes.
  2. Create each allocation code.
  3. Choose the basis: cost, hours, revenue, or variable.
  4. Set the rate or lump sum as required.
  5. Save.
  6. Run allocations monthly with Process EM Cost Allocations.

Notes​

  • Review codes before month-end processing so the basis still matches how you track equipment.