Assets – Tab

Pgm: SYSOPT – System Options; standard Treeview path: System > Setup > System Options – Assets tab

General

Automatic Switch to Direct Tax – Checkbox

Checking this box enables the feature to automatically change taxes on PO invoices from indirect to direct taxes.

Use Billing Revenue Cap – Checkbox

This option is available for the standard auto-charge functionality when billing rates are used in the Equipment Costing module.

If checked, the Billing Cap tab becomes available on the Enter Equipment screen, as shown below. For further details, please refer to the Equipment Costing reference guide.

Pgm: EMEQUIP – Equipment Maintenance; standard Treeview path: Equipment Costing > Setup > Enter Equipment – Billing Cap tab

NOTE: The 'Use Billing Revenue Cap' box must be unchecked to enable the charge cap fields on the General tab of the Enter Equipment screen (standard Treeview path: Equipment Costing > Setup > Enter Equipment – General tab). For more information, please refer to Equipment.

Equipment

Create $0 Over Charge Cap Transaction – Checkbox

Indicate if $0 transactions are to be created for amounts over the charge cap, by checking the ‘Create $0 Over Charge Cap Transaction’ checkbox (by default, this is un-checked). Zero dollar transactions will also be created if there are transactions with dates outside of the valid date range for the equipment charge rates.

NOTE: When ‘Use Auto Charge Cycle’ checkbox is checked, the system will apply the relevant charge out procedure directly for all equipment regardless of the existing charge status of those equipment. That means if there are some previously uncharged or missed gaps the auto-charge will not be charged for them if there is an existing charge out after those gaps.

Use Auto Charge Cycle – Checkbox

This functionality gives CMiC the ability to generate equipment rental transactions using a similar method as equipment rental companies do.

By default, the ‘Use Auto Charge Cycle’ checkbox is unchecked. When checked, the following fields are enabled:

How Many Days = 1 Week = a number 2 thru 7. The number entered represents the minimum number of days that will be considered as a week for the purposes of auto-charging. It is the number of days before the charge rate is switched to weekly rate.

How Many Weeks = 1 Month = a number 2 thru 3. The number entered represents the minimum number of weeks that will be considered as a month for the purposes of auto-charging. It is the number of weeks before the charge rate is switched to the monthly rate.

How Many Days in a Billing Cycle = a number 18 thru 31. The number entered represents the minimum number of days that will be considered as a month for the purposes of auto-charging. It is the number of days that define the billing cycle.

NOTE: The settings and values defined here for the 'Use Auto Charge Cycle' checkbox will be defaulted when creating a new company but users can override them at the company level in the Equipment Costing Control File (standard Treeview path: Equipment Costing > Setup > Local Tables > Control – Charge/Reconciliation tab).

Use Equipment Revenue Types – Checkbox

If checked, the Equipment Costing module will look to rates by type for the equipment costs, revenue and potentially 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). Please refer to the Equipment Costing guide for more information on equipment revenue types.

NOTE: Sliding scale will be ignored when ‘Use Equipment Revenue Types’ is used.

NOTE: The setting defined here for the 'Use Equipment Revenue Types' checkbox will be defaulted when creating a new company but users can override it at the company level in the Equipment Costing Control File (standard Treeview path: Equipment Costing > Setup > Local Tables > Control – Charge/Reconciliation tab).

Restrict Sub Class Only on Equipment – Checkbox

This option is used to prevent a class from being entered as both a controlling class on the Equipment Classes screen (standard Treeview path: Equipment Costing > Setup > Local Tables > Equipment Classes) and as a class on the Equipment Maintenance screen (standard Treeview path: Equipment Costing > Setup > Enter Equipment) at the same time.

If checked, when a class has been entered in the Class field for a piece of equipment on the Equipment Maintenance screen, then that same class can’t be entered as a controlling class in the Controlling Class field on the Equipment Classes screen. Following that same logic, if a class is entered as a controlling class in the Equipment Classes screen, that same class can’t be entered as a class for a piece of equipment in the Equipment Maintenance screen.

If unchecked, a class can be entered as both a controlling class on the Equipment Classes screen and as a class on the Equipment Maintenance screen.

Material Sales

Indicate Long or Short MS Ticket Entry Form is Used

This field is an indicator to use the long or short MS Ticket Entry form in the Material Sales module. The Long Form will show all the fields in the Ticket Entry screen, whereas the Short Form will exclude the following fields: From Zone, To Zone, Total A/C %, Max. Protection %, Min. Protection %, Min. Qty and Pay Amounts, Trucker Surcharges, Delivery Charges and Surcharges.

Purchase Order

PO Close Util Reverts Only Not Received (PO Close Utility To Keep Commitments For Received Part) – Checkbox

If checked, the PO Close Utility reverts commitments only for the part that has not been received.

Summarize PO Lines When Paying Via AP Voucher – Checkbox

If checked, the system will create Summarize PO Lines in DA.PODETACC Table while receipt posting.  This will impact only those POs created with this box checked.

Create Manual PO Receipt When PO Includes An Inventory Distribution – Checkbox

The default value is unchecked.  If unchecked, the PO application would function as before with regards to receipts; POs flagged as ‘Automatic’ will be received automatically during processing and those flagged as ‘Manual’ would require manual receipt and posting.

When checked, the Purchase Order Entry would validate for ‘Inventory’ distribution type during entry and switch the radio button option from ‘Automatic’ to ‘Manual’.  Users will not be allowed to override and therefore, the PO must be received manually and posted.