About the EM Auto Usage Posting Template Form
Use this form to set up each of the auto usage templates that will be used to charge jobs automatically when posting usage in EM Automatic Usage.
Each template defines how the EM Usage Posting form will calculate and post usage for each category or piece of equipment assigned to the template. Jobs that will be automatically charged for usage based on time recorded in the EM Location Transfers or EM Mass Location Transfer v11 forms must be assigned the appropriate auto usage template in EM Job Templates.
- Usage Rules - The usage rules table determines what revenue rates will be used when posting equipment usage for any job referencing the template. During usage posting, the system totals the equipment's usage hours and then determines the revenue code to use based on which "more than hours, less than hours" range the usage hours fall in. If the rules table is using the Job to Date hour basis, the system will use the total hours on the job 'to-date' (including the hours posted in the current billing period) to determine the revenue rate. If the hours basis is Billing Period, only the hours posted in the current billing period will be used.
- Billing Starts on Transfer Date - The
Billing Starts on Trnsfr
Date checkbox determines how the system will track the
monthly billing limit (Max Bill Amt by Month) for a category or piece of
equipment. When checked, the system starts the category or equipment
billing cycle on the day the equipment is transferred to a job and bases
the monthly billing limit on the transfer date (e.g. if you transfer a
piece of equipment to a job on 06/15/09, the monthly limit for that
equipment will apply from 06/15 to 07/14). If the Billing
Starts on Trnsfr Date box is unchecked, the monthly
billing limit will be based on the calendar month.Note: In order to use this feature, you must specify a value in the Max Bill by Month field. Additionally, this feature is intended for use with equipment that will remain on a job site for an extended period of time without multiple transfers on and off the job. When multiple transfers occur, the system has no way to determine what the actual 'beginning date' is.
- Use Est Out Date - If you have equipment that will be on a job for more than one billing cycle or an extended period of time, checking this box allows the system to use the equipment's 'transfer in' date and 'estimated out' date to determine the best revenue rate to use. For more information, see About Use Est Out Date.
- Standard Hours/Break Times - The system uses the standard hours (sum of day start and stop times, less break times) to calculate the total number of hours a piece of equipment is on the job on a normal day. For more information, see About Standard Hours/Break Times.