Business parameters - D
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Business parameters - D  

Date/Time Change on WO OOS identifies whether or not you will be able to change the date and time on the Out of Service popup that appears in the work order flow. If set to Yes, a different panel will appear, allowing you to change the date and time; there is no confirm prompt on this screen. Date/time cannot be future. When returning to service, the date/time must be after the OOS date/time. When placing a unit OOS, it is okay to backdate, even with a date that might be prior to a previous OOS record.

All points within the work order process that pop the Out of Service panel will use this business parameter to determine which panel to use. Screen Preferences BP.

Date For PM Letter WO is the date to use when generating work orders from PM letters. The options are System Date (the default) and PM Due Date. Preventive Maintenance BP.

Date To Set Year & Period controls the date that will be used for setting the GL year and period for accounts receivable transactions from work orders. Options are Invoice Date and Work Order Closed Date. These dates may be different depending on the length of time between closing and approving the work order. The difference between the dates could cause the AR transaction to go into different fiscal periods when passed to Financials. If the parameter is undefined, it will default to using the Work Order Closed Date. Note that for AR transactions from Lease Rental Contract Billing and Asset Management Unit Disposal, the AR interface uses the invoice date for setting the GL year and period. You can click on the Prompt button to select the date type from a list. Assist Accounting Options BP.

Date to set WO GL Year/Period allows you to specify what date to use for all work order approval transactions when posting into accounting periods. This only applies to Work Order GL transactions with Source Document Type = WO, TP (GL transactions generated by non-billable work order approval). Options are:

If this parameter is blank and the AR parameter Date to Set Year & Period is set to I=Invoice Date:

If this parameter is blank and the AR parameter Date to Set Year & Period is set to W=Work Order Closed Date:

If this parameter is set to C=Work Order Closed Date:

If this parameter is set to A=Work Order Approval Date:

If this parameter is set to I=Work Order Invoice Date:

*Invoice Date: This is the invoice date that is on the J-Invoice Header record related to the work order. This will either be the approval date or the invoice date, based on the Invoice Date = Approval Date business parameter setting in Customer and Invoice business parameters.

Date To Use For Disposal Invoice allows you to have the current date on the disposal invoice. If this is set to C=Current date, then the system will use the current date as the invoice date. If it is set to D=Disposal date, the system will use the disposal date as the invoice date. The default is D. You can click on the Prompt button to select the value from a list. Used Equipment BP.

Day Of Week Invoice Due defines which day of the week an invoice due date will be calculated to. It uses the numbers 1 to 7 to refer to Monday through Sunday. This parameter is only used when the Allow Due Date Change flag is set to No. You can click on the Prompt button to select the day from a list. Purchasing BP.

Days For Readings is the number of days to look at the system for past readings when running the PM forecasting function. For example, if 60 days has been specified here, Enrich will look through readings up to 60 days old to determine when a PM program will re-trigger. Preventive Maintenance BP.

Days To Keep PR Dists is the number of days to keep the distributions. Premium Forms BP.

Debt Note Screen Preference sets the initial view of the Work With Debt Notes screen. This serves as a default view only; once the screen is displayed, the view may be changed by the user. You can click on the Prompt button to select the view from a list. Options are:

Asset Management BP.

Decline Own Damage Reason is the reason code to use when the system automatically updates the flag to N after the specified elapsed time. It is used in Event Manager. You can click on the Prompt button to select the reason from a list. Insurance BP.

Default AP Transaction Status determines what status the transaction will enter the transaction file in. If the default status is set to UUU for unapproved, the transactions will not go through the interface until the status has been changed by a user to approved (000). Transactions can only be modified when their status is unapproved (UUU). If transactions are set to 000 when they are created, they will be processed by the nightly interface. If they are successfully processed, they will be changed to status 999, processed. You can click on the Prompt button to select the status from a list. Finance and Admin BP.

Default AR Transaction Status determines what status the transaction will enter the transaction file in. If the default status is set to UUU for unapproved, the transactions will not go through the interface until the status has been changed by a user to approved (000). Transactions can only be modified when their status is unapproved (UUU). If transactions are set to 000 when they are created, they will be processed by the nightly interface. If they are successfully processed, they will be changed to status 999, processed. You can click on the Prompt button to select the status from a list. Finance and Admin BP.

Default Asset Class is a default class to be assigned to assets when running the asset depreciation conversion, if applicable. You can click on the Prompt button to select the asset class from a list. Asset Management BP.

Default Asset Sub-Class is a default sub-class to be assigned to assets when running the asset depreciation conversion, if applicable. If an asset class is identified, a sub-class is required; if the asset class is changed, the sub-class will be blanked out. You can click on the Prompt button to select the asset sub-class from a list. Asset Management BP.

Default Base Scope Free Flag identifies the free days that will default onto a new base scope. You can click on the Prompt button to select the free days from a list. Valid values are:

Lease Rental BP.

Default Bin Location on Transfer allows you to select a default for the Show Expected Quantities Yes/No field when printing count sheets for a physical inventory. Valid values are:

  1. Yes
  2. No
  3. Yes/Not Changeable
  4. No/Not Changeable

When set to 3 or 4, users will not be able to change the value when printing the count sheets.
Materials BP. 

Default Card Reader # identifies which card reader will be used by default when entering cash payments. You can click on the Prompt button to select the card reader from a list. Assist Accounting Options BP.

Default Comment Type identifies whether or not there is a default type of comment. If set to No, the user will be asked to select a comment type when they create comments. Note that this only applies to Lease Rental comment types. Screen Preferences BP.

Default Comments (Bar Code) identifies whether or not comments are to be entered for indirect labor when bar coding is used for indirect labor entry. It is only relevant if bar coding is in use. ETK BP.

Default Company identifies the company to which customer association is defaulted when creating customers and customer contracts. You can click on the Prompt button to select the company from a list. Customer and Invoice BP.

Default Contract Type identifies a specific type of contract that will be assigned to units that have none defined (to use with the accounting module). If the Override Contract Type is set to Yes, the contract type normally chosen will be changed to this default contract type. You can click on the Prompt button to select the contract from a list. Customer and Invoice BP.

Default Cost Code identifies how parts and labor will be costed on work orders if a feature default cost code does not exist for the unit. This code can be modified at the individual work order line level. You can click on the Prompt button to select the cost code from a list.

Note: If there are any facility cost code overrides defined, a comment will appear below the Default Cost Code indicating that facility overrides exist.
Maintenance BP.

Default Cost Code for WO's is the default cost code to use for work orders for this facility. You can click on the Prompt button to select the cost code from a list. When defaulting the cost code on a work order, the system will first check for an override at the repair facility. If none is found, it will use the system level cost code as usual.

This parameter will affect regular work orders, creation of a sublet work order from the work order action list, placing a defect onto a work order, and placing an estimate onto a work order.

Note that when adding to an existing work order, the new lines will use the cost code that existed on the work order header, not any new facility override that may have been set up after the work order was created.

Note that there is a Maintenance business parameter called Feature Cost Code. If this has a value and you are working with a unit that has that feature code, the cost code will be coming from there and not the facility.
Facility BP.

Default Discount Amount specifies whether to default the discount amount based on retrieved terms. When Yes, the system tries to default the discount amount on both purchase of goods and sublet work orders. If left blank, this parameter will be set to No. Finance and Admin BP.

Default Employee Info is used by the time entry screens. If set to Yes, the employee number, facility, and shop will be defaulted from the session user ID; otherwise, the employee number, facility, and shop must be keyed in by the technician. ETK BP.

Default Equipment Group defines the equipment group to use if the Equipment Group Method is set to 1. If this parameter has a value, then units that do not exist in the equipment master will be allowed to be created via the edit of a multi-unit work order. You can click on the Prompt button to select the equipment group from a list. Asset Management BP.

Default Equipment Pool identifies the equipment pool that will default for available equipment searches. You can click on the Prompt button to select the pool from a list. Lease Rental BP.

Default Facility On WR identifies whether or not the work request screen will be limited on initial entry to the user's default facility. You can click on the Prompt button to select the flag from a list. Screen Preferences BP.

Default For Work With POs identifies the type of PO to show on the Work With PO panels. Allowed options are TP (sublet) and PO (regular PO). If a user is not defined in this table, they will be assumed to use a value of PO. You can click on the Prompt button to select the default from a list. User BP.

Default From E-mail is the email address that will appear by default in the From field of the email estimate. WO Estimating BP.

Default "From" Email Address is the email address that the emails will be sent from. Premium Forms BP.

Default GL Transaction Status determines what status the transaction will enter the transaction file in. If the default status is set to UUU for unapproved, the transactions will not go through the interface until the status has been changed by a user to approved (000). Transactions can only be modified when their status is unapproved (UUU). If transactions are set to 000 when they are created, they will be processed by the nightly interface. If they are successfully processed, they will be changed to status 999, processed. You can click on the Prompt button to select the status from a list. Finance and Admin BP.

Default Item Number identifies the item number to be used for fuel tickets generated at the national entity. Item Number detail from the affiliate's fuel tickets will not be retained at the national entity. Instead, all fuel tickets generated at the national entity will use this default item number. You can click on the Prompt button to select the item number from a list. Centralized Billing BP.

Default Job Step is the specific job step code that is the standard or normal job step for an employee. When an employee is past their probation period, the system can be set to automatically adjust their job step code to this value. Blank is the recommended value. ETK BP.

Default Lease Equip Pool is used when transferring rental units to a lease with the Bulk Transfer option; the rental unit pool is changed to this value. You can click on the Prompt button to select the pool from a list. Lease Rental BP.

Default Metric For OR is the metric that will be defaulted onto outside rentals. If left blank, it will default to using the contract section. You can click on the Prompt button to select the metric from a list. Lease Rental BP.

Default Metric Reading From Previous identifies whether or not the work order measurement reading should be defaulted based on the last readings taken. If set to No, the work order metric reading will not be defaulted. Maintenance BP.

Default Misc Unit Group identifies the default equipment group for miscellaneous units. You can click on the Prompt button to select the group from a list. Maintenance BP.

Default Number of Days is the number of days for which an estimate is valid, by default. This can be changed on individual estimates. WO Estimating BP.

Default Order Cost - some vendors may not be required to identify costs of placing an order. If setup cost is not identified for a vendor, this default order cost will be used when determining the economic order quantity (EOQ) value for re-ordering an item. Purchasing BP.

Default Probation Period Days is the default probation period for new employees -- the number of days from the employee hire date that they are on probation. ETK BP.

Default Quick Purchase Level identifies how far the quick purchase function will process automatically for an item (e.g. up to creating the purchase order, up to processing the purchase order). You can click on the Prompt button to select the level from a list. This default value can be overridden for each item on the Quick Purchase screen. Purchasing BP.

Default RA Responsible Facility to Unit Facility identifies whether the responsible facility on a rental agreement should default to the unit's domicile facility. If No, it will default to the rental agreement out facility. The AR account is determined by the responsible facility. Note that if a value has been entered into the Revenue Split Owned % business parameter, this parameter will be ignored. Lease Rental BP.

Default RA Tax Province/State to Unit Facility Province/State identifies whether the tax province/state on a rental agreement should default to the unit's domicile facility province/state. If No, it will default to the rental agreement out facility province/state. Note that this can be changed on the Charge Detail screen if the business parameter Rental Charges Allow Prov/State Change is set to Yes. Note that if a value has been entered into the Revenue Split Owned % business parameter, this parameter will be ignored. Lease Rental BP.

Default Reason Code on WO Line identifies whether or not users must manually enter a reason code on each line of a work order rather than letting them default from the work order's reason code. This applies to regular work orders, sublet only work orders, and multi-unit work orders. When set to No, a VMRS Reason Code will be required on each work order line. When set to Yes, the VMRS Reason Code on each work order line will default to the header reason code. Maintenance BP.

Default Rental Contract Type identifies the contract type that will default for rental contracts. You can click on the Prompt button to select the contract type from a list. Lease Rental BP.

Default Roster Desc takes the user to the Add Work Roster screen if there are no existing roster entries when a rental agreement is closed. When this happens, the unit number is defaulted in as well. Screen Preferences BP.

Default Service Provider Type - if back-to-back contracts and menu pricing are being used and a service provider doesn't exist, you can select from the vendor master and Enrich will automatically create the service provider for you. In order for this to happen, you must select a default service provider type here. Setting this up will allow vendors to be automatically turned into service providers for the purpose of setting up B2B and menu pricing contracts. You can click on the Prompt button to select the service provider type from a list. Maintenance BP.

Default Sublet To Maint Vendor identifies whether or not the sublet vendor should be defaulted to the maintenance vendor. Sublet BP.

Default System For Part Sales - when Shop Work Desk is installed, part sales are generated on screen without requiring a labor line (i.e. component and task combination). Enrich requires a "behind-the-scenes" system and task code to be used for all sales; this is where you enter that default system code. You can click on the Prompt button to select the system from a list. Over-the-counter Parts BP.

Default Task Code For Part Sales - when Shop Work Desk is installed, part sales are generated on screen without requiring a labor line (i.e. component and task combination). Enrich requires a "behind-the-scenes" system and task code to be used for all sales; this is where you enter that default task code. You can click on the Prompt button to select the task from a list. Over-the-counter Parts BP.

Default Tax Code is the default tax code to use for claim transactions. You can click on the Prompt button to select the tax from a list. Insurance BP.

Default To Labor/Material identifies whether the collection amount should be defaulted to Labor or Material on the warranty work order created from a claim. If left blank, no default will be performed. Warranty BP.

Default Trip When Reportable = No is used to set the Tax on Trip field in the trip header record. Fuel Tax/Billing BP.

Default Value For Guaranteed Buy Back Flag identifies whether a default value for the guaranteed buy back flag will exist. This is only required if the Guaranteed Buy Back Option Used flag is Yes. Used Equipment BP.

Default "Warehouse" Code On Customer Search identifies whether or not the default warehouse code is used on customer searches. Assist Master Files BP.

Default Warehouse To Use For WO Parts is the warehouse to be used as the system default when looking for and selecting parts to charge on a work order: facility primary warehouse or user default warehouse. You can click on the Prompt button to select the warehouse from a list. Maintenance BP.

Default WO Comment Type is the type of comment that will be used as the default when entering work order comments. You can click on the Prompt button to select the comment type from a list. Maintenance BP.

Default WO Repair Facility From Assigned identifies whether the work order repair facility should be defaulted from the unit assigned facility or not. Maintenance BP.

Default WO Source To Add identifies what type of work orders this user can create. If this is set to Sublet/Regular, when the user creates a work order, the Work Order Type to Create screen will appear, requiring the user to select which type of work order to create. User BP.

Defaults - addresses are required to calculate taxes. Set up each area's specific address default:

Third party interface BP

Defect Source is the default source that will be used when a new defect is entered using the Defect Tracker. You can click on the Prompt button to select the source from a list. CWA BP.

Defect Source For MOT Failure is the default source that will be used on the defect card for a MOT (inspection) failure. Defects with a source that matches the defect source for MOT will be included when processing the MOT Failure report. You can click on the Prompt button to select the source from a list. CWA BP.

Delay Sold Status (Days) is the number of days a work order can be processed for a unit after the unit is sold. Maintenance BP.

Delete Detail Lines flags whether or not the detailed line amounts will be deleted from accounts payable transaction details. Finance and Admin - AP Transaction Edit Rules BP.

Delete Selected Forecast Records identifies whether or not selected forecast records can be deleted. If set to Yes, when the nightly forecast job is run, any selected records will be deleted and recreated along with the other forecast records. If set to No, the nightly job will not run. Lease Rental BP.

Delete Suggested Orders identifies whether or not suggested orders can be deleted. Purchasing BP.

Delete Work Roster on WO Close identifies whether or not work rosters will be deleted when the work order is closed. When set to No, work rosters will not be deleted as part of the work order close. If you later reset the work order back to open, the roster will remain in play; if you add more lines, they will be assigned to that roster.

If you add lines from a different roster to your work order and you close the work order, neither of the rosters will be deleted. And if you then reset the work order, both rosters will still be assigned to the work order.

Note that rosters can still be deleted if: the user actually uses the roster edit and deletes it; a PM in un-triggered; the user deletes a work order line and, when prompted with the option to delete the roster, chooses to do so; the roster refresh is performed.
Maintenance BP.

Deny Enrich Access To Unknown Users identifies whether or not Enrich will deny access to the system for users who are not identified as Enrich users. Finance and Admin BP.

Department is the department or shop that uses the warehouse. It is optional. You can right-click in the field and select Prompt to select the department from a list. Maintenance - Warehouse Search Order BP.

Department For PM Triggering is the department to use when triggering PMs. If a value is found in this parameter, Enrich will use it as long as the combination of facility/department exists. If the parameter is blank or the combination is not found, Enrich will use the first department found for the facility. You can click on the Prompt button to select the department from a list. Preventive Maintenance BP.

Deprec Start Method identifies how the first month of depreciation will be handled. You can click on the Prompt button to select the method from a list. Options are:

Asset Management BP.

Depreciation is the default code to use for depreciation expense when the transaction does not have an expense code defined. You can click on the Prompt button to select the expense code from a list. Revenue/Expense Summary BP.

Depreciation Mandatory On Requisition controls whether a depreciation entry must be recorded on a requisition. You can click on the Prompt button to select the option from a list. Options are:

  1. all units
  2. all units excluding attachments
  3. attachments only
  4. none (never mandatory)

Asset Management BP.

Depreciation Start Delay identifies the number of days to delay the depreciation start date. Enrich looks at the effective date of the schedule to make this calculation. Asset Management BP.

Detach From Hierarchy on Suffix Change identifies whether or not the Equipment Hierarchy should be updated when doing a transfer for the same customer to a different suffix. CWA BP.

Detail GL Accounts flags whether or not the detailed general ledger account information will appear in accounts payable transaction details. Finance and Admin - AP Transaction Edit Rules BP.

Detail Line Amounts flags whether or not the detailed line amounts will appear in accounts payable transaction details. Finance and Admin - AP Transaction Edit Rules BP.

Device Feature Code is the name of the Enrich feature code in which you will store the GPS provider to use for the unit.

If a unit has more than one GPS device on board, to limit it to only use one provider, create a feature for the unit using this feature code (e.g. GPS) and use the name of the provider as its value. So, if unit XYZ has feature code GPS = GEOTAB, it would only be added to Geotab mileage downloads. Vehicle Tracking BP.

Dflt Comments to Y identifies whether the Comments field defaults to Yes or No on the out of service screens. Screen Preferences BP.

Dflt Return to Service identifies whether the Return to Service field defaults to Yes or No on the Equipment In/Out of Service and Return Equipment to Service screens. Screen Preferences BP.

Diary Due Date Default is the default period used to calculate the diary due date for system-generated diary events. This is used with Event Manager. Insurance BP.

Diary Due Date Tolerance is the maximum allowable period range for the due date that can be entered for user-initiated or user-updated diary events. It is used with Event Manager. Insurance BP.

Diary Item Type For Ins Clm Uploaded identifies the diary item type that will be assigned for uploaded claims. This applies to Event Manager only. You can click on the Prompt button to select the item type from a list. Data Conversion BP.

Diary Type-Close Claim is the diary event type used for the system-triggered close claim event created for no file claims. It is used in Event Manager. You can click on the Prompt button to select the event type from a list. Insurance BP.

Diary Type-Diary Review is the diary event type used for the system-triggered diary review event. It is used in Event Manager. You can click on the Prompt button to select the event type from a list. Insurance BP.

Diary Type-Document Review is the diary event type used for the system-triggered diary review event. It is used in Event Manager. You can click on the Prompt button to select the event type from a list. Insurance BP.

Diary Type-Incident Report is the diary event type used for the system-triggered incident report event. It is used in Event Manager. You can click on the Prompt button to select the event type from a list. Insurance BP.

Discount/Surcharge Charge Code is the charge code to be used for surcharge and discount functions. It applies to both rentals and leases. If necessary, you should set up a new charge code (e.g. ADJ for adjustment) and accounting in EMMS. The accounting would generally be driven to your rental or lease revenue account unless you want to track it separately, in which case a new account would be required. You can click on the Prompt button to select the charge code from a list. Lease Rental BP.

Dispatch Customer Contact Type is the dispatch customer contact type that will be used on the Distance Billing Input Report. You can click on the Prompt button to select the contact type from a list. Customer and Invoice BP.

Display CPDR - Customer Physical Damage Responsibility - a customer's excess they need to pay when a vehicle is damaged. Used in Risk Management. If insurance can be sold to customers, this should be set to Yes so the CPDR field will be displayed on the reservation/rental screens. It is informational only. Insurance BP.

Display Feature 1 identifies whether the first feature code can be displayed or not on the rental return screen. When set to No, both feature codes appear on the equipment master and rental contract screens, but not on the return screen. Lease Rental BP.

Display Price For Unit identifies whether or not the purchase price will be displayed on equipment master screens. Maintenance BP.

Disposal Proceed Charge Code is used to set the initial sales proceed amount when a unit is disposed. A value is required. You can click on the Prompt button to select the charge code from a list. Asset Management BP.

Disposal Readings Required identifies when readings are required on disposal of an equipment unit. You can click on the Prompt button to select the option from a list. Options are:

Asset Management BP.

Documentation Fee Section allows you to specify the contract section that contains the additional service fees that the national entity may wish to charge to the customer. Charges for this section will be calculated for lease contracts on the charges received from the affiliate. It is not promptable. Centralized Billing BP.

Domicile Facility/Pool - when a work order is approved, this business parameter will determine whether the work order open or close date should be used to decide the domicile facility/pool for the GL account. You can click on the Prompt button to select the date type from a list.

This is also used to get the unit’s assigned facility and pool when posting a warranty work order and creating the GL and AR entries. If set to Open date, the GL accounts will be from the facility at the time of the original work order open date/time; if set to Close date, the GL accounts will be from the facility at the time of the original work order close date/time.
Maintenance BP.

Double Time After Days is the number of days in a pay week at which an employee is entitled to double-time pay. Days worked by the employee over and above this amount will be considered double-time and the compensation type changed to that specified in the Double Time Compensation Type business parameter. This will only occur if the Change Overtime Compensation Type business parameter is set to Yes and this value is not zero. The change occurs during gangsheeet creation. ETK BP.

Double Time Compensation is used during gangsheet creation when shift hours are considered double-time hours. Double-time hours can be identified by the number of days worked in a pay week. Any time over and above this amount is considered double-time and the compensation type code will be changed to this value. This will only occur if the Change Overtime Compensation Type business parameter is set to Yes and the Double Time After Days business parameter is not zero. You can click on the Prompt button to select the compensation type from a list. ETK BP.

Drilldown On identifies whether or not the Financials drilldown key defined below is functional. Assist Master Files BP.

Driver Endorsements Required - if Yes, when entering driver information on a reservation/rental, the comment screen will be displayed automatically, and comments (Endorsements) must be entered. Also, issue number and driver category will be required instead of driver class. Lease Rental BP.

Driver Gender Required identifies whether or not gender is required on driver detail entry. Lease Rental BP.

Driver Prompting flags whether or not attachment of previously entered drivers to new rental contracts is allowed. Lease Rental BP.

Driver's Address, City, Tel Required identifies whether or not the driver's address, city, and telephone number will be required when entering driver information. Lease Rental BP.

Drivers License ID Class is the ID class used for displaying/updating the driver's license field for persons. It is used in Event Manager. You can click on the Prompt button to select the ID class from a list. Insurance BP.

Drivers License ID Type is the ID type within the drivers' license ID class used for displaying/updating the driver's license field for persons. You can click on the Prompt button to select the ID type from a list. Insurance BP.

Duplicate Claim Tolerance - a warning is displayed if similar claim information has been entered within a defined tolerance, e.g. a claim for the same vehicle has been entered in the last X days, where X is the number of days specified in this business parameter. Basic claim information, as well as registration number in the case of motor claims, will be used as criteria to determine if claims are similar. Insurance BP.

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