Setting Up EM Revenue Codes
EM Revenue Codes define how equipment usage is billed (hourly, daily, monthly, hourly standby, and work-unit styles). Rates themselves come from Revenue Rates by Category or Revenue Rates by Equipment, not from this form.
Before you start
- EM Company Parameters hour UOM and Usage options are decided.
- Know which codes are hour-based versus unit-based, and which are monthly auto-usage codes.
- Material Sales haul charge / surcharge needs are known if MS is in play.
Steps
- Open EM Revenue Codes.
- Enter the revenue code (≤10 characters) and description (≤30 characters). Common examples: HRS, DAY, MOS. Work-unit examples: EA, CY, SF.
- Set Revenue Basis:
- Hour: complete Time U/M and Hours/Time Unit (for example daily code with 8 hours per day).
- Unit: complete Work U/M for productivity-style units.
- Monthly Revenue Code: when checked, the code uses automatic-usage monthly rounding and Hours/Time Unit is disabled. Use this for month-based rental or ownership-style auto usage.
- Set Update Hour Meter when posted units should calculate meter hours (hours = posted units × Hours/Time Unit). This flag also defaults into revenue-rate setup for the code.
- Optionally set Based on MS Haul Charge / Surcharge when the code pulls haul-code values or surcharge revenue from Material Sales.
- Save. Create the matching rate rows on category (and equipment override) forms before live usage posting.
Notes
- Rates are not stored on this form. Finish Revenue Rates by Category (and equipment overrides) or usage posts without a rate.
- Hour-meter updates on usage require Update Hour Meter here (and meter rules on EM Company Parameters).
- Related: EM Company Parameters, EM Revenue Rates by Category, EM Revenue Rates by Equipment, EM Usage Posting.