Setting Up EM Revenue Rates by Equipment

EM Revenue Rates by Equipment maintains per-equipment rates for a revenue code. Use it for exceptions. Most units should inherit from Revenue Rates by Category.

Before you start

• Equipment Master, Categories, Revenue Codes, and Revenue Rates by Category rows already exist for the category/revenue-code pair.
• Know which units need a locked equipment-specific rate versus inherited category rates.

Steps

1. Open EM Revenue Rates by Equipment.
2. Select the equipment and revenue code row (category rate row must already exist).
3. Set Override Rates:
   • Off (unchecked): inherit the category rate and follow later category rate changes.
   • On (checked): store an equipment-specific rate that does not track later category changes.
4. When Override Rates is on, enter the equipment-specific Rate.
5. Complete optional fields as needed:
   • Work Units With Usage / Work U/M for productivity tracking (updates EM/JC tables when used).
   • Update Hour Meter for hour-based codes (hours = posted units × Hours/Time Unit on the revenue code).
   • Revenue Breakdown amounts (totals must match the rate; Vista prompts on save when they do not).
   • Allow Posting Override when operators may change the rate at usage entry.
6. Save.
7. For bulk changes across many units, use File > EM Revenue Rate Update rather than editing every row by hand.

Notes

• Leave Override Rates off unless the unit truly differs from its category. Inherited rows stay aligned when category standards change.
• Related: EM Revenue Rates by Category, EM Revenue Codes, EM Equipment Records, EM Usage Posting.