Add a package

1. At the EMMS main menu, select Retail Maintenance | Tables --> | Retail Maintenance Tables | Packages. The Work With Packages display screen appears.
2. Click Add . The Add New Package screen appears.
3. Type in a unique Package Code for the new package.
4. Click Enter . The Package Details add screen appears.
5. Fill in the fields as required.

   Charge Code for Revenue Accountingis used to look up the revenue account to be used for package accounting when approving the work order. You can click on the Prompt button to select the charge code from a list.

   Descriptionis a brief description of the package.

   Effective Dateis the date the package goes into effect. The work order open date will be applied against the package effective/expiry dates to determine if a package is allowed to be selected.

   Expiry Dateis the date the package expires. It is optional.

   Hoursis the number of hours the package will take to perform. If entered, it will default into the work order line estimate labor hours when the package is added to a work order. Negative values are not allowed.

   Maximum Part Costis the maximum cost of a part that can be placed on the package. If it is entered, you will not be allowed to add a part to a work order package line if it exceeds the amount specified here. Negative values are not allowed.

   PM Programis the PM program that the package is for. One of VMRS/Task or PM Program must be entered. If a PM is put onto the package, it must be a PM that has only a single activity, and it cannot have any subs (children). You can click on the Prompt button to select the program from a list.

   Selling Priceis the price to be charged to the customer for the package when no other price has been defined. It will rarely be used, since the package price generally depends on location at a minimum and, potentially, the equipment make and model. Negative values are permitted, allowing for a "refund/rebate" package.

   VMRS/Taskare the VMRS component and task codes to be used on the package. One of VMRS/Task or PM Program must be entered. If a VMRS/Task is put on the package and the PM business parameter is set such that VMRS codes used by PMs are not allowed to be entered onto work orders (even the option by unit), the VMRS will not be allowed. You can click on the Prompt buttons to select the component and task from a list.

6. Click Enter to save the package. You will return to the Work With Packages display screen, where the new package will be listed.

What next?