Enrich EMMS Online Help

Business parameters - M  

Mail Server SMTP - an entry in this parameter is required for any emailing capabilities within CWA. The parameter identifies the email server to use. The server must support the Simple Mail Transport Protocol. CWA BP.

Mail Server SMTP is the email server to use. The server must support the Simple Mail Transport Protocol (SMTP). WO Estimating BP.

Maintain Inclusion/Exclusion Count Date controls which date is used when incrementing maintenance inclusion/exclusion performed counts. This date only applies to inclusions that have a frequency of Repeat Annually. You can click on the Prompt button to select the date from a list. Possible values are:

• C - Use Work Order Close Date
• O - Use Work Order Open Date

Lease Rental BP.

Maintain Sublet Parts After WO Close identifies whether or not the sublet parts information will be kept on the system after the work order has been closed. Sublet BP.

Maintenance Allocation Accounting identifies whether maintenance allocation accounting functions generate general ledger or accounts receivable transactions. You can click on the Prompt button to select the transaction type from a list. Finance and Admin BP.

Maintenance Comp Type is the default earnings code for work done directly on a work order. You can click on the Prompt button to select the code from a list. ETK BP.

Maintenance Expense is the expense code for maintenance, used to accumulate column totals. You can click on the Prompt button to select the expense code from a list. Screen Preferences BP.

Mandatory Facility On Billing Submit identifies whether or not the facility is required when billings are submitted. Fuel Tax/Billing BP.

Mandatory Wts For Equip identifies whether or not the weight fields (gross unit weight and tare weight) on the Edit Equipment screen are mandatory. Screen Preferences BP.

Manual Charge +/- For Date Range identifies the allowable number of days between a manual charge date and the system date. A value is required. Lease Rental BP.

Markup Cost On Outside Fuel identifies whether or not the system should mark up the price on fuel tickets by a dollar over cost markup when processing outside fuel tickets from COMDATA. Fuel Tax/Billing BP.

Mask On Entry/Display identifies whether to display the unformatted GL account number or the formatted version (using the edit mask) when a user-defined GL account structure is used. This will affect all reports and screens, field output and input. The formatting characters must be entered when this option is set to Yes. Note that the screens only show 22 characters for the GL account; if the edit mask is longer than 22, the remaining characters will be truncated from the display and subsequent entry. Finance and Admin BP.

Match Cust# On Trip Fuel Interface identifies whether or not the customer number must be matched on the trip fuel interface file. Fuel Tax/Billing BP.

Max Bar Code Labels To Print is the maximum number of bar code labels to print when printing bar code labels. Materials BP.

Max Quick Purchase Level is the highest processing level that can be input by the user on the Quick Purchase screen when they are overriding the default. You can click on the Prompt button to select the level from a list. Purchasing BP.

Max Retries - if there is an interruption of the conection with the external tax provider, this is used for retrying the connection to get the taxes. It is the maximum allowed retries. A value of zero (0) is not acceptable. Third party interface BP.

Maximum Elapsed Hours identifies the maximum allowable elapsed hours for shift time entry. When the elapsed time check is turned on, the elapsed hours from the employee's last shift time entry and their current shift time entry is compared with this parameter. The elapsed time check can be set to issue a warning or error message when the elapsed time exceeds this value. ETK BP.

Maximum Extra Units is the maximum number of units a customer is allowed if the maximum is blank on the customer master. This should be filled in if the Credit Check Type is either B or F.

The credit checking has a soft/hard tolerance. If customers are allowed to have 2 trailers over their limit before they are blocked, the users get a warning at 1 and 2 trailers over, and are then blocked if they get to 3 over.

The ability to not allow extra trailers at the customer level is controlled on the customer master.
Credit Check BP

Maximum Vendor Invoice Size is the maximum number of characters allowed for manual entry of the vendor invoice number. The field will accept numbers 10-15 if Enrich Financials is installed, 10-22 otherwise. If left blank, it defaults to 15 if Enrich Financials is installed, 22 otherwise. Purchasing BP.

Memo is the default code to be used for memo work orders when the transaction does not have a charge code defined. You can click on the Prompt button to select the charge code from a list. Revenue/Expense Summary BP.

Memo Work Order Creates Nul Rev/Exp controls creation of accounting transaction records for memo work orders. This enables reporting of this activity by the Customer Activity Report and viewing from the Revenue/Expense screens.

The memo work order was originally intended for entering historical cost information, and no invoice or revenue information was produced. Clients are now using the memo work order to enter historical invoice information for their customers. This is work performed and billed by a totally separate third party. The client is entering it as a service to the customer, enabling reporting of expenses by unit from the customer's perspective.

When this business parameter is set to Yes, the memo work order close will create transactions in the Equipment Accounting Transaction file that will be summarized into the Revenue/Expense Summary file. The "included unit P/L" flag will be set to No so these records will not affect accounting interfaces. One entry is transaction type MR (maintenance revenue) and source document type WO; the offsetting entry is transaction type EU (unit expense) and source document type WO.

A memo charge code must also be entered before the accounting transaction will be created. The memo charge code should be set up in the charge code table with a type of Memo WO.
Revenue/Expense Summary BP.

Merge-Update Open Transactions identifies whether or not items should be merged in the merge/purge of inventory items process even if they are on open transactions. Materials BP.

Meter Reading Mandatory identifies whether or not meter readings must be entered with fuel tickets. Options include: always optional, always mandatory, or dependant on the designation for the unit when work orders are entered.

When set to mandatory, Enrich will skip any meters that are marked as "do not read" for work orders and Lease Rental. You will not be prevented from proceeding based on that meter not having a reading.

When set to Based on work order setup, the readings will be mandatory depending on the meter setting for "read on WO". A meter will be mandatory on a fuel ticket only if it is marked as mandatory for the unit on a work order.
Fuel Tax/Billing BP.

Metric ID For LR Reading Tolerances is the default measurement type for readings. You can click on the Prompt button to select the metric from a list. Lease Rental BP.

Metric Type For Reefer determines the contract section for the maintenance allocation amount billable on the Maintenance Allocation Reconciliation Report. You can right-click in the field and select Prompt to select the metric type from a list. Screen Preferences BP.

Metric Type Required For Receipt of Equipment identifies whether or not a metric type must be entered when an equipment unit is received. Asset Management BP.

Min % for System Gend Inv Adj is used to determine if the GL entry should be adjusted to keep the GL and inventory sub-ledgers in sync. For example, due to rounding, a GL entry may be $25.99, but the inventory sub-ledger may be $26.00. If this parameter is left as zero, a $.01 entry will be made. If this parameter is greater than $.01, no entry will be generated. No value is required for this parameter. Finance and Admin BP.

Min Hrs Between Shifts is the minimum number of hours between standard shifts. It is used by the time entry function to decide whether to create a new shift header record or start a new shift when the employee clocks on. ETK BP.

Minimum Account Open Days is the minimum number of  days the customer must be active in order to have extra units allowed. Extra trailers are only allowed for customers that have been active for this number of days. If the customer has been active for less than this number of days, no extra units will be allowed. The credit department would need to increase the Fleet Count Limit to allow extra units. This should be filled in if the Credit Check Type is either B or F. Credit Check BP

Minimum Driver Age is the minimum age a driver can be to rent a vehicle. It defaults to 21 but can be changed. Lease Rental BP.

Minutes To Invalid Transaction Lock is the number of minutes before Enrich should automatically invalidate transaction locks. Note that this parameter does not apply to work rosters; if a user has a lock on a work roster transaction, the lock will never go invalid. Finance and Admin BP.

Misc Charge Code Default may be defined for situations where the Miscellaneous Charge Code Option does not yield a miscellaneous charge code. The value must be defined in the Financials reference file category 0047, Miscellaneous Charge Codes, prior to using it here. It is not promptable. Assist Accounting Options BP.

Misc Charge Code Option - accounts receivable transactions from Enrich are written into the Financials invoice detail record for miscellaneous charges. Within Financials, when an invoice is displayed (Order Entry Inquiry), the column for item number shows the miscellaneous charge code passed from Enrich. The associated GL accounts are only displayed using F15=GL Transaction. (Note that "miscellaneous" is a somewhat confusing term. Miscellaneous refers to the name of the Financials interface file we are using for all Enrich accounts receivable transaction details.) You can click on the Prompt button to select the option from a list. Valid options for assignment of the miscellaneous charge code when passing accounts receivable transaction details to Financials are:

• B = business parm defined. A single miscellaneous charge code may be defined with an Enrich business parameter. This option means that all invoice lines within Financials would be displayed with the same item number and description, e.g. all lines might read "WO...... Work Order".
• G = GL account. Enrich provides a cross-reference table from general ledger account to miscellaneous charge codes. This option provides a means of interpreting the various invoice detail lines when displayed in Financials.

Assist Accounting Options BP.

Misc Parts Flow Thru To Tender is only used for Shop Work Desk. Miscellaneous parts (i.e. not on the item master) can be put onto a Shop Work Desk work order. If this parameter is set to Yes, it means the work order can be tendered without having to replace those miscellaneous parts with real items. Setting it to No means they have to be replaced. Materials BP.

Miscellaneous Customer Class identifies a default customer class for customers that don't have one. This will allow them to inherit the customer class price book for the appropriate customer class. You can click on the Prompt button to select the customer class from a list. Customer and Invoice BP.

Miscellaneous Part identifies a miscellaneous part. A miscellaneous part has to be defined as a non-stock item in the item master. When the miscellaneous part is added on a work order, the user is prompted for a description and cost and, optionally, for a vendor part number, selling price, and PO. The inventory, WIP, and cost of goods entries are not generated for miscellaneous parts since it is expected that these parts have already been expensed. This would be an expense only to the unit/customer. You can click on the Prompt button to select the part from a list. Materials BP.

Missing Distance Rate Per KM is the rate per kilometer that the customer will be charged if you bill missing kilometers from the Bill Missing Distances option. Fuel Tax/Billing BP.

Missing Distance Rate Per Mile is the rate per mile that your customer will be charged if you bill missing miles from the Bill Missing Distances option. Fuel Tax/Billing BP.

Missing Trip Report Charge Code is the charge code that will be used if a penalty is applied to a rental return for a missing trip report. Rule 055, Missing Trip Penalty, must have a value for the penalty to be applied on the Rental 1 return screen. If left blank, you will not be able to charge for missing trip reports. Lease Rental BP.

MOT Re-submit Sys/Ass identifies the VMRS system and assembly codes that, when entered on a work order line, will be interpreted as a re-submission of a vehicle inspection. This is used by the MOT Failures CWA report to "count" re-submissions of inspections. You can click on the Prompt button to select the system and assembly from a list. CWA BP.

MOT Submit Sys/Ass identifies the VMRS system and assembly codes that, when entered on a work order line, will be interpreted as the initial submission of a vehicle inspection. This is used by the MOT Failures CWA report to "count" submissions of inspections. You can click on the Prompt button to select the system and assembly from a list. CWA BP.

Motor Inc Type-Windshld Brk is used in the Risk Management module within Event Manager. In one of the EM-Risk Management panels, certain data are displayed/hidden based on whether the claim is for a windshield breakage (i.e. some fields are applicable ONLY to windshield breakage, and some fields are NOT applicable to windshield breakage). This parameter is used to determine whether or not the claim is for a windshield break. You can click on the Prompt button to select the value from a list. Insurance BP.

Multi-member GL Upload identifies whether or not the GL upload can have multiple member files. Data Conversion BP.

Multi-member JV Upload identifies whether or not the JV upload can have multiple member files. Data Conversion BP.

Multi-member Unit Level Budget Upload identifies whether or not you can upload an Excel rating sheet into the unit level budgets. Data Conversion BP.

Multiple Customer Rate Change identifies whether the user should receive a warning or an error when changing the rates on a scope that is for more than one customer. Lease Rental BP.

Multiple Insurance Allowed identifies whether or not you can select and check against multiple insurance policies in the rental/lease agreements, and have multiple policies print on the agreement. The system will automatically look for any sections applicable for the customer for the contract type. The policies that can be used must have the customer on the rental agreement as "named insured" on the policy, and it can only be used to match standard insurance sections that are defined both on the contract and on the policy. Insurance BP.

Back to Business Parameters