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Control – Tab
The Equipment Costing Control File screen is used to set up the weight measure codes which will default as the user enters transactions. Auto-charge out will use the WM code for daily rate only.
Pgm: EMCTRL – Equipment Costing Control File; standard Treeview path: Equipment Costing > Setup > Local Tables > Control – Control tab
Default Journal
Enter/select a journal code.
The journal code (originally created in the General Ledger module) will default to reports throughout the system for entry identification.
WM Code for Hourly, Daily, Weekly and Monthly Rate
For the correct default into Equipment Costing module screens, enter/select the unit of measure for hourly rate, daily rate, weekly rate or monthly rate.
WM for Equipment Status Inquiry
Enter/select a default WM code for the Equipment Status Inquiry screen. Available options include hourly, daily, weekly or monthly WM.
Default Transaction Code
Enter/select a default revenue type transaction code. This code will default into the Equipment Entry screen.
Define Month – Checkbox
Check the box if determining a set number of days for a month. When the box is checked, the Days field becomes enabled to enter the number of days that will be considered as a month.
This checkbox indicates whether days in a month will be fixed or not for autocharge purposes. If checked (or fixed), the Working Days calendar will be ignored.
NOTE: When using this option, the days set as working, not working or holidays in the Working Days Maintenance screen are ignored during autocharge calculations (standard Treeview path: Equipment Costing > Setup > Local Tables > Working Days).
Allow All Transaction Codes in Journal Entry – Checkbox
Check the box if "E" type journal entries will be able to access both cost and revenue transaction codes in the line detail Transaction code field. With this checkbox checked, the LOV will show both cost and revenue transaction codes no matter if entering a cost transaction batch or a revenue transaction batch.
Automatically Activate New Rates – Checkbox
For the ‘Automatically Activate New Rates’ checkbox to be enabled, the ‘Use Equipment Revenue Rates Types’ checkbox must be checked on the Equipment Costing Control File's Charge/Reconciliation tab, otherwise it will be disabled.
If ‘Automatically Activate New Rates’ is checked, the ‘Active’ checkbox in Equipment Rates By Type screens will automatically default as checked. If left unchecked, the ‘Active’ checkbox in Equipment Rates By Type screens will automatically default as unchecked.
The ‘Active’ checkbox is located on the pop-up screens which are launched by clicking on the [Revenue Types] button on the Rates by Type screens (standard Treeview path: Equipment Costing > Setup > Local Tables > Rates By Type).
The ‘Active’ checkbox will be greyed out if the user does not have the system privilege ‘EMACTRATE: Allows the user to activate or inactivate equipment rates’ (standard Treeview path: System > Security > Users > User Maintenance – System Privileges tab).
Example of ‘Active’ checkbox on pop-up window launched from [Revenue Types] button on Equipment Rates by Type screens
Current Year and Period
These two fields set the current year and current period for the Equipment Costing module. The current year and current period for equipment is independent of the General Ledger module in that it can be ahead of the GL. This year and period cannot be earlier than the GL.
These are not mandatory fields but if set then every application that allows an “E” distribution will check if equipment costing is using a current period and if the transaction being posted falls within the period rules.
Although these are not mandatory fields, when used in conjunction with the ‘Allow to Post to Future Periods’ checkbox (on this Equipment Costing Control File screen) and the Open Periods feature in the General Ledger module, it does help to minimize the number of postings with incorrect dates and therefore speed up month end.
Allow To Post To Future Periods – Checkbox
This field determines if any equipment transaction posted from anywhere within CMiC software can be in a period that is ahead of the current year and period defined in the Equipment Costing module. This is only used if the Current Year and Period fields are not blank. The future period must be an open GL period.
Equipment Transfer Number Is Required – Checkbox
If checked, any equipment transfer transaction will require an equipment transfer number be entered. If unchecked, the equipment transfer number is optional.
The Transfer Number field appears on Actual Location Transfers and Actual Location Adjustment screens.
The transfer number will appear on the Actual Location Transfers and Actual Location Adjustment Edit and Posting Reports. The transfer number will also be included in the Location Tracking Query and the Equipment/Location Query (standard Treeview path: Equipment Costing > Queries).
Pgm: EMALTR – Actual Location Transfer Entry; standard Treeview path: Equipment Costing > Transactions > Actual Location Transfer > Enter Transfer Transactions
Post Auto-Charge In Hours – Checkbox
Indicates if auto-charges should be converted to HRs (hours) during posting.
If checked, the posting of the auto-charges will apply the WM conversion to HRs to the generated transactions (standard Treeview path: System > Global Tables > Weight Measure).
Show Zero Bill Rate Warning On Time Entry – Checkbox
If checked, shows “Bill Rate is Zero” warning message if the Bill Rate field is zero in the Time Entry screen (standard Treeview path: Equipment Costing > Transactions > Time Entry).
Default Post Date – Checkbox
If checked, the system automatically populates the posting date with the current system date.
Default Charge Job To Be Auto Checked – Checkbox
If checked, the system will check the ‘Charge Job’ checkbox on the Actual Location Transfer Entry screen (standard Treeview path: Equipment Costing > Transactions > Actual Location Transfer > Enter Transfer Transactions).
Allow Same Day Transfer – Checkbox
This checkbox allows same day transfer of equipment. If checked, the user can transfer the equipment on the same day it is commissioned. If unchecked, the user will be restricted, and transfer of the equipment will not be allowed on the same day it is commissioned.
Allow Multiple Auto Charge Transaction Codes – Checkbox
This checkbox is hidden by default but can be displayed using Lite Editor. By default, the box is unchecked. If unchecked, only one transaction code can be selected for the auto-charge process in the Equipment Maintenance screen.
If checked, the Equipment Maintenance screen will allow multiple transaction codes to be selected for the auto-charge process. If an equipment transaction exists for a company, users will be prevented from unchecking this box and if an attempt is made to uncheck it an error message will be issued to indicate "Update of Allow Multiple Auto Charge Transaction Codes flag is not allowed – Equipment found with multiple auto charge transaction codes."
NOTE: This functionality should not be used with the 28 Day Auto Charge Cycle option. This feature will be available in a future release.
Mobilization Charges – Tab
Pgm: EMCTRL – Equipment Costing Control File; standard Treeview path: Equipment Costing > Setup > Local Tables > Control – Mobilization Charges tab
This tab applies only to customers using the Dispatch module, which has been deprecated.
Charge/Reconciliation – Tab
Pgm: EMCTRL – Equipment Costing Control File; standard Treeview path: Equipment Costing > Setup > Local Tables > Control – Charge/Reconciliation tab
Use Equipment Revenue Types
If checked, the Equipment Costing module will look to rates by type for the equipment costs, revenue, and the billing rates (standard Treeview path: Equipment Costing > Setup > Local Tables > Rates By Type). If unchecked, the Equipment Costing module will look to the standard rate tables for the revenue and billing rates (standard Treeview path: Equipment Costing > Setup > Local Tables > Rates).
Note Settings for this checkbox are set in the Assets tab of the System Options screen by default. However, users can override these settings at the company level on the Charge/Reconciliation tab.
Use Auto Charge Cycle
This box needs to be checked in order to enable the How Many Days, How Many Weeks, and How Many Days in a Billing Cycle fields.
Note Settings for this checkbox are set in the Assets tab of the System Options screen by default. However, users can override these settings at the company level on the Charge/Reconciliation tab.
If the System Options screen for the selected company has the 'Use Billing Revenue Cap' box checked, the default settings for these fields cannot be changed in Equipment Costing.
Suppress Non-Chargeable Records in Review Auto-Charge Out Program
By default, this box is unchecked and hidden on the screen. Lite Editor must be used in order to make this field visible. If the box is checked, the Cut-Off Date field will be enabled and users must specify the cut-off date to purge the non-chargeable equipment list in the Automatic Charge Out screen.
Refer to Purging Non-Chargeable Auto-Charge Transactions for more information.
Cut Off Date
By default, this field is hidden and Lite Editor must be used in order to make this field visible. This field is only enabled when the ‘Suppress Non-Chargeable Records in Review Auto-Charge Out Program’ box is checked.
While processing the auto-charge out, any non-chargeable equipment whose location transfer date is less than the cut-off date will not be generated. Therefore, it will not be displayed in the Non-Chargeable section of the Review Transactions node on the Automatic Charge Out screen.
Refer to Purging Non-Chargeable Auto-Charge Transactions for more information.
Automatic Auto Charge Process - Tab
Pgm: EMCTRL – Equipment Costing Control File; standard Treeview path: Equipment Costing > Setup > Local Tables > Control – Automatic Auto Charge Process tab
This tab contains settings used to automate the existing auto-charge out functionality. Along with the settings located on this screen, this process also involves some setup in the System Data module. Refer to Using Automatic Auto Charge for more information on using the automatic auto-charge feature.
Automatic Auto Charge – Checkbox
If checked, indicates that the company uses automatic process for equipment auto-charge out. Auto-charge out transactions will be created or posted for the company in the weekly job queue process.
If unchecked, equipment from the company will not be included in the weekly job queue for automatic auto-charge out process. By default, the checkbox is unchecked.
Post Automatic Auto Charge – Checkbox
If checked, the transaction created from the automatic routine is posted. Users can review the posting report from the Print Posting Reports screen.
If unchecked, an unposted transaction batch is created and the batch must be manually posted.
Recipients Email
An email will be sent out to recipient(s) based on the process outcome. If multiple recipients are entered in this field, a semi-colon must be used to separate the email addresses.
If the auto-charge is processed successfully, an email indicating the auto charge creation was successful will be sent. The email will include company and batch number details in the subject line.
If the auto-charge process fails, an email indicating the auto charge creation was unsuccessful will be sent. The email will include error message details.