Business parameters - P
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Business parameters - P  

Packing Slip Req'd On Receipt identifies whether or not a packing slip number must be entered on receipt of goods. Purchasing BP.

Parts is the default parts charge code to use with expense codes. You can right-click in the field and select Prompt to select the charge code from a list. Revenue/Expense Summary BP.

Parts COGS/Rev On Non-bill tells the system whether to create the entries for COGS (cost of goods sold) and parts revenue on non-billable lines or not. The default is Y; i.e. if the parameter isn't set up, the program will code these entries. However, if the parameter is set to N, these lines will be skipped. This will cause an out-of-balance entry if an internal parts markup is being applied to the entry, so be careful when setting this parameter up. If a markup to internal parts is being applied, ensure that this parameter is NOT set to N. You do want to code the COGS and revenue for parts entries because they will be different amounts if the markup is being applied. You can click on the Prompt button to select the flag from a list. Finance and Admin BP.

Parts Failure Code Mandatory on WO Line identifies whether or not a part failure code must be entered on work order lines. If set to Yes, you will not be able to save a work order line without a part failure code. Maintenance BP.

Parts Interface Pricing - Enrich allows inventory price tapes to be uploaded. This business parameter must be set to Yes for Enrich to look for those uploaded prices when pricing out a work order invoice; this is the pricing method that requires the PI columns to be assigned to facility, customer class, or customer. If set to No, the new method of PI pricing will be used: no columns need to be assigned within PI; instead, the price books contain the PI definition and will optionally reference the PI source and column to be used. Materials BP.

Pass AP AR GL Together - accounting interfaces to the Financials provide the option of passing related transactions together (e.g. a work order may have generated AR, GL, and AP transactions; the AP transaction may require a second level of approval prior to being available for passing to Financials). This option controls whether all related transactions should be passed together (into the same accounting period), or if they can be passed separately. This can only be set to Yes if you have selected the Batch option for Async Pass To Assist. Assist Accounting Options BP.

Pass A/P To Assist controls whether or not accounts payable transactions are to be passed to Financials. Assist Accounting Options BP.

Pass A/R To Assist controls whether or not accounts receivable transactions are to be passed to Financials. NOTE that accounts receivable transactions in Financials are identified by company and "Document Number." The document number is the invoice number for the AR transaction. If you generate invoices from more than one system, you must ensure that your invoice numbers are unique across all systems. Assist Accounting Options BP.

Pass Div/Dept To Optimum only applies if the Optimum Payroll system is installed. If set to No, the interface program will not pass the division number to Optimum, and the Optimum system will decide which division receives the payroll expense when payroll is posted. If set to Yes, the interface program will read the facility/department/division cross-reference to find the Optimum division to code to the time keeping record. ETK BP.

Pass G/L To Assist controls whether or not general ledger transactions are to be passed to Financials. Assist Accounting Options BP.

Pass Job# to Optimum only applies if the Optimum Payroll system is installed. If set to Yes, the interface program will pass the work order number to Optimum. The work order number must then be defined as a job in the Optimum Payroll system; otherwise, the time keeping record will be in error and will not be passed until corrected. ETK BP.

Pass Readings To LR identifies whether or not fueling readings should be passed to the Lease Rental module, if installed. Fuel Tax/Billing BP.

Pass Readings to Shop identifies whether or not fueling readings should be passed to the EMMS shop module. This should be set to Yes. Fuel Tax/Billing BP.

Pass WO G/L With Cons Inv - when a billable sublet work order is approved, an AR transaction is generated for the AR/Revenue and a GL transaction is generated for the Expense/SIP. Under normal circumstances these would go to the same year/period because the work order is being approved all at once. But when Consolidated Billing is in place, the AR transaction is going to be held for consolidation while the GL transaction will get posted through to Financials. So if the Consolidated Billing is not run until the next period, the expense will be in one period while the revenue will be in another. This business parameter allows you to tell Enrich to use the AR transaction for both revenue and expense.

This will get the costs/revenue to match the timing of the cost and revenue on the P&L. Turning this on means that you aren't recognizing the cost until the customer is billed. Keeping this off means that you recognize the cost when the work order is approved.

CAUTION: When doing multi-line work orders where some of the lines are non-billable internal repair and some are a billable sublet, there is only 1 combined GL entry when the work order is approved. This entire entry will be held until the AR is consolidated. This will delay the posting of the internal repair costs/unallocated labor.

NOTE: This is only applicable when transactions are pushed to Financials in Batch Mode. It does not apply to real-time transactions.
Assist Accounting Options BP.

Payroll Approval Point identifies the highest payroll approval step used by the installation. This parameter will be checked when Enrich must know what is considered an outstanding ETK transaction. You can click on the Prompt button to select the approval point from a list. Possible values are:

ETK BP.

Payroll Processing Date 50/50 only affects shifts that are defined in ETK that cross the midnight boundary and have more hours on the second day (after midnight) than on the first day (before midnight). If set to No, ETK will always use the shift start date as the payroll processing date. If set to Yes, the 50/50 rule is applied. This means that the payroll processing date is set to the shift start date if there are more hours on that day; if there are more hours on the second day, the payroll processing date is set to the second day as soon as the employee starts the shift. When you create a gangsheet for this kind of shift, you must create it for the second day. ETK BP.

Payroll Shift Code is used by default when an employee is unscheduled for work and starts a shift, if a shift code is not entered. You can click on the Prompt button to select the shift code from a list. ETK BP.

PDI VMRS System defines the VMRS code to be used when an add-on work request is created by the system. A general system code should be used. The description of the add-on is placed on the work roster for clarification. A value is required. You can click on the Prompt button to select the system from a list. Asset Management BP.

Percentage 1-3 contain the adjustment percentage to add to the book value of the unit for the specified type of sale. A value of zero is allowed. Used Equipment BP.

Perform WO Credit Check on Owned Units - when set to Yes (the default), Enrich will check customer credit even when on company-owned units. If set to No, credit checking will not be performed on work orders for any company-owned units. The assumption is that an owned unit is going to be fixed regardless of the credit-worthiness of the customer. Credit Check BP.

Permit Adjust Reason Code is the reason code to be used by default for permit adjustments. You can click on the Prompt button to select the reason from a list. Permits BP.

Permit Amortization Method identifies how the amortization will be performed: Day-To-Day or Month-To-Month. If month-to-month, the program calculates by taking the number of months in the amortization period, dividing by the number of months in the life of the permit (usually 12, but may vary), and multiplying by the cost of the permit. If the amortization is less than a month (possible during facility/pool changes or cancellations), then the prorate by day will be used. Permits BP.

Permit Type For Insurance Prepaid identifies which permit type is used for government insurance policies. If set to Yes, when on the Display Insurance Policy screen, if you press F18=Unit, it will take you to the Display Government Policy screen provided there are some units defined on the schedule of units for that policy. You can click on the Prompt button to select the permit type from a list. Asset Management BP.

Permit Type For License identifies which type of permit will be used for licenses. You can click on the Prompt button to select the permit type from a list. Fuel Tax/Billing BP.

Permit Type For Licence is the permit type that is used by default for vehicle licences. This is the same as the Permit Type for License Prepaid parameter on the Asset Management Business Parameters screen; if one is changed, the other will be changed automatically. You can click on the Prompt button to select the permit type from a list. Permits BP.

Permit Type for License Prepaid identifies which permit type is used for government insurance and licenses. This is the same parameter as the Permit Type for License parameter on the Permits Business Parameters screen; if one is changed, the other will also change automatically. You can click on the Prompt button to select the permit type from a list. Asset Management BP.

Physical Location Tracking flags whether or not the facility where a unit is returned will be tracked so the user will always know where a unit is physically located. Note that, when first set to Yes, this option will require a conversion program to set the current values in the new file. Contact Enrich Software Corp. for further information. Lease Rental BP.

Physically Delete PO's identifies whether or not POs should be physically deleted. If set to No, Enrich just sets the POs to cancelled. If not defined, it defaults to Yes. This applies to all PO types: PR, PO, SO. Purchasing BP.

PM Calendar Rental Option is used when rental PM interval overrides are in play. Options are:

Preventive Maintenance BP.

PM Code For Pre-sale Inspection is the PM that is used for pre-sale inspection. A value is required. You can click on the Prompt button to select the program from a list. Used Equipment BP.

PM Completion Date To Use identifies whether the system date, the work order open date, or a user supplied date is used as the completion date for PMs when the work order line is closed. If Work Order Open Date is used, validation will be performed on the work order to ensure that the work order open date is not set to a date prior to the last completion date of any PM on the work order. The System Job Date is the date the user signed onto Enrich (i.e. the current date). It defaults to system job date.

If a user-supplied date is used, you will be presented with a pop-up window when a PM is marked as complete. You will be able to supply a date, as long as it falls between the work order open date and the current system date. In other words, you can’t back-date prior to the work order being open or use a future date. This pop-up window will initially default to the work order open date.
Preventive Maintenance BP.

PM Expiry Message is an optional message that will appear in red on the Enter Next Expiry Date for PM popup window, which appears when you close an expiry PM line on a work order. Preventive Maintenance BP.

PM Status View identifies which screen will appear first when viewing the PM status for a specific unit from the equipment action list. The Alt View option will take you to the other view. The options are:

Screen Preferences BP.

PM Tracking Audit Is Turned On identifies whether or not PM audit tracking has been enabled. Preventive Maintenance BP.

P.O. Numbering Sequence defines how purchase orders should be numbered: sequentially within type or sequentially ignoring type (unique). Purchasing BP.

PO Signature Page Segment allows you to define a different signature line by user to appear on a printed PO. To use this option, you must have a customer PO, and you must let Enrich Software Corp. know to include it on the PO for you. User BP.

Pool/Fac Change On Active Unit identifies whether or not a unit on an active contract can be transferred. The default is Yes. Asset Management BP.

Post Accounting <> Contract Billing defines whether you want to allow monthly finance lease accounting transactions to be posted when the scheduled payment amount is not equal to the corresponding Lease Rental Contract Billing Amount for the same month. Options are Allow Posting and Posting Not Allowed. When this is set to Posting Not Allowed, the user must correct either the contract billing or the finance lease schedule so that the monthly scheduled payment amount matches the contract billing. Asset Management BP.

Pre-lease Substitution Code distinguishes pre-lease substitutions from regular substitutions. You can click on the Prompt button to select the code from a list. Lease Rental BP.

Prepayment Charge Code is the charge code to use for lease contract prepayments. This only applies if bill forecasting is in use. If blank, prepayments will not be allowed. You can click on the Prompt button to select the charge code from a list. Lease Rental BP.

Preview Document identifies whether or not the user can preview a document on screen prior to printing it. Premium Forms BP.

Pricing Column Description 1-3 contain text descriptions for the pricing system, e.g. Retail, Average, and Rough; or High, Medium, and Low. Blank is not allowed. Used Equipment BP.

Primary Contract Type identifies a special contract type that overrides all other contracts when generating accounting transactions. When Enrich is searching for valid contracts for a unit that is on a work order, it stops searching when one of the four contract types defined here is found. Then, the contract type found is used to generate the accounting entries. You can click on the Prompt button to select the contract type from a list. Customer and Invoice BP.

Print Cost Detail On Claim flags whether or not to print detailed cost information on warranty claims. If left blank, the cost detail will print. Warranty BP.

Print Cost Detail On Separate Page identifies whether the warranty claim printout lists the cost detail on a separate page or as a continuation of the first page. The default is Yes, claims print on 2 pages. Warranty BP.

Print Fuel Tickets identifies whether or not fuel tickets should be printed automatically. Fuel Tax/Billing BP.

Print Interdivisional Invoices determines whether or not interdivisional invoices should be printed. Interdivisional Billing BP.

Print Last Part WO On Claim identifies whether or not the printout of a warranty claim will show the last work order that installed the part causing failure. Warranty BP.

Print Original Inv W/Crt'd - when consolidated billing is enabled and an invoice is held for consolidated billing, this parameter identifies whether or not the original invoice will be printed, e.g. as paper backup of the original invoices prior to consolidation. If set to Yes, the original invoice is printed, and marked as "Not an invoice" since it is being consolidated. Consolidated Billing BP.

Print Part Detail On Claim flags whether or not to print detailed part information on warranty claims. In v5.4, this is not being used. In future, it may be used to control the printing of parts on the warranty claim form. It is available for custom claim forms designed for Enrich clients. Warranty BP.

Print PO on Proc if No EDI identifies whether or not a PO should be printed when processed if it is not being sent by EDI. Purchasing BP.

Print Receiver Report flags whether or not Enrich should print the receiver report after receiving inventory. Purchasing BP.

Print Shift Detail Default identifies the default value displayed for the Print Shift Detail field when the employee ends a shift. The employee may override the default on the End Shift screen. ETK BP.

Print Sublet Parts On Invoice identifies whether or not the sublet parts should be printed on the invoice. Sublet BP.

Print Sublet Receiver Report identifies whether or not the receiver report should be automatically printed when receiving sublets. Sublet BP.

Print Summarized Add-on PO - if set to Yes, the add-on purchase order format print-out will summarize the PO lines by description; the individual unit numbers are printed underneath. Purchasing BP.

Print Supporting Invoices identifies whether or not all associated supporting invoices from the Enrich applications are printed when the corresponding consolidated invoice that contains the charges is printed. It defaults to Print as backup. Consolidated Billing BP.

Print Tickets-Default Count or Tickets identifies the default value for count sheets or count tickets on the Print Inventory Count Sheets/Tickets screen. Screen Preferences BP.

Print Tickets-Default Sort Order identifies the default value for the If Sheets, Select Sort Order field on the Print Inventory Count Sheets/Tickets screen. Screen Preferences BP.

Print Vendor On PO controls whether the vendor code prints on the PO. This only controls whether the actual vendor number appears beside the vendor name on the printout of the shop PO. Screen Preferences BP.

Printer for Missing PO - on mass billings, the new invoice (not reprints) will be sent to this printer if a PO is required and the PO does not exist for shop invoices and rental invoices where the billing period is not covered by the rental PO effective date range. When the Print Override screen comes up, it will have the 'missing' printer in the output queue. This will not happen when terminating a rental. This parameter does not apply to lease invoices. Premium Forms BP.

Priority Required Before WO Approval - when set to Yes, a work order cannot be approved unless it has a priority code. Maintenance BP.

Probation Job Step is the specific job step code that identifies an employee on probation. When probation is in use for statutory holiday pay, this must have a non-blank value. ETK BP.

Process Permits - Maximum Days Between Effective and Invoice Dates is the maximum number of days allowed between the effective and invoice dates when processing permits. The value can be anywhere from 0 to 999 days. It will default to 45 days. Permits BP

Process PM Letters By identifies whether PM letters are produced by contract type or facility. When set to By Contract Type, you can access the PM Letter Addresses function. Generic letter programs exist for the customer and vendor letters; they are:

The Premium Forms version of the PM letters that are by contract type are:

Preventive Maintenance BP.

Process RA Dates Options identifies how the charge from date is defaulted on the Process Rental Agreement screen. You can click on the Prompt button to select the option from a list. Valid values are:

Lease Rental BP.

Process Subs On Billing - if set to Yes, when the rental is terminated there will be no charges; the variable charges will be picked up by the lease billing. This works with rule 054 - bill sub variables on lease. The lease billing will check to ensure that the sub contract has rule 054 set to a value of Yes. This parameter should not be used if rule 054 is not set to Yes as the charges will never be billed.

Sub reading (reading type B) should not be passed to shop. This parameter must be set to Yes for the system to look for the substitute scope/rates; if set to No, the system will not look for this special substitute class scope and will continue to look through the scopes as usual.
Lease Rental BP.

Prompt By identifies whether the prompt on parts will initially appear sorted by description, item, or parts lookup. It defaults to description. You can click on the Prompt button to select the value from a list. Screen Preferences BP.

Prompt On Available Equipment controls whether or not the Available Equipment screen appears when you prompt for a vehicle on a reservation/rental (this is the old Available Equipment screen). If set to No, it will bring up the Unit Availability screen (the Rentals 2 screen). Lease Rental BP.

Prov/State Self Assess Non-Billable Sub WO Material identifies whether self-assessed taxes for non-billable sublet work order material should be based on the province/state of the assigned facility or the purchase order. If PO facility is selected, the system will calculate the self-assessed tax using the PO facility rate and create the tax AP transaction for the PO facility. Maintenance BP.

PST Charged On Parts flags when provincial or state sales tax is applied to parts: on issue of the part or on purchase. You can click on the Prompt button to select the flag from a list. Purchasing BP.

PST Charged On Supplies flags whether or not provincial or state sales tax is charged on shop supplies for internal work orders on company-owned vehicles. Purchasing BP.

Purchase Order View identifies how the Work With Purchase Orders screen will initially display. You can click on the Prompt button to select the view from a list. Valid values are:

Screen Preferences BP.

Purchase Order View identifies the initial view of purchase orders for the user. Options are PO View (outstanding PO's), or Query (invoicing query). This default is only applicable if centralized invoicing is in effect; otherwise it is ignored. User BP. 

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