Setting Up EM Cost Codes

EM Cost Codes break equipment costs into components (brakes, transmission, tires, fuel, taxes, insurance, and similar). Posting is limited to configured cost code + cost type combinations. Reporting can break down by both.

Before you start

• EM Cost Types exist.
• Know the detailed cost components you need under each type.
• Decide unit of measure (UM) values used for unit tracking on Cost Detail and Annual Costs.

Steps

1. Open EM Cost Codes.
2. Enter a unique cost code (≤10 characters) and description (≤30 characters).
3. On the Cost Types tab, assign the cost type(s) that control which costs may post for this code. Only configured code + type combinations can post.
4. Set UM when the code tracks units. UM affects Cost Detail and Annual Costs updates.
5. Optionally store a Revenue Breakdown Code on the cost code when you need hourly cost-versus-revenue reporting against the same breakdown used on rates.
6. Save.
7. Map department overrides on EM Departments when a cost code needs a different GL account than its cost type default.

Deletion rules

8. Before deleting a cost code, confirm all of the following:
   • No work-order association
   • No equipment-detail association
   • No cost types remain on the Cost Types tab
9. Remove those links first, then delete the code.

Notes

• Posting fails or is blocked for code/type pairs you never configured. Add the combination before operators enter costs.
• UM is not cosmetic when you track units; it drives Cost Detail and Annual Costs.
• Related: EM Cost Types, EM Departments, EM Revenue Breakdown Codes, Performing EM Cost Adjustments.