Add a facility
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Enrich EMMS Online Help

Add a facility  

The following identifies the order in which tasks should be performed when adding a new facility to Enrich.

  1. Add facility
  2. Add facility location
  3. Add shop
  4. Add internal labor rates - add labor costing at the appropriate level
    1. Cost basis codes
    2. Department cost basis (facility/shop codes must exist first)
    3. Employee cost basis (employee codes must exist first)
    4. Activity cost basis (VMRS/task - activity codes must exist first)
  5. Attach price book to shop
  6. Review package pricing at shop level
  7. Set up shop supply rate for internal non-billable work orders
  8. Add warehouse (warehouse code is usually the same as the facility number except for service lane warehouse for fuel inventory = FXXX; only one primary warehouse can be defined for each facility)
  9. Define primary and service lane warehouse for facility
  10. Add facility/shop to applicable payroll department. Path: ETK | Administration | Tables | Payroll | Payroll Department Codes, Shop Assignment, Add.
  11. Set up Fuel Billing product facility override, if applicable. Path: Fuel Billing | Fuel Island | Fuel Island Products and Pricing | Pricing | Facility Override | Add.
  12. Set up Fuel Billing facility fuel island products with costs and taxes if applicable. Path: Fuel Billing | Fuel Island | Fuel Island Products and Pricing | Add. Path: Fuel Billing | Fuel Island | Fuel Island Products and Pricing | Edit Item Tax Codes | Add.
  13. Set up permit jurisdiction defaults if the new facility is in a different jurisdiction.
  14. Tax tables (if applicable). If new facility is located in province/state that is not presently set up on required tax tables, some of these tables and customer tax exemptions may need to be updated. Be sure to set the Self Assessment flags in Default Contract Types.
  15. "Remit To" address if the new facility is in a different jurisdiction and the remit-to address is not already populated.
  16. User ID setup
  17. Add GL accounts to chart of accounts. Path: Financials | General Ledger | Account Maintenance | Multiple Account Creation. Copy GL accounts from existing facility to new facility: Type company number of new facility, type GL structure to be copied (i.e. XXX******** where XXX = new facility number)  LIKE: Type company number of existing facility and GL account structure XXX******** where XXX = existing facility. DO NOT USE FACILITY 100 CORPORATE TO COPY FROM - USE EITHER 110 OR 111.
  18. Update reference files. Path: Financials | Work Bench | Reference File Maintenance | Maintain Ref File Data.
    1. 0021 - Warehouses
    2. 5143 - Next optional cash receipt #
    3. 5144 - Next optional voucher #
  19. Update recurring JEs if applicable. Path: Financials | General Ledger | Journal Entries | Maintain Recurring JE's.
  20. Create new facility operating reports. Path: Financials | General Ledger | Report Writer | Report Definition. Enter new report name (e.g. 116.RR). Select 'copy reports'. Enter copy from report (e.g. 130.RR). Change description and facility numbers. Select Replace Templates - replace the facility on the right-hand side with the new facility number. Enter. Exit. Update.
    • FAC.C1 SERVICE VEHICLES C1
      FAC.C2 COMPANY VEHICLES C2
      FAC.DSP FLEET RESALE
      FAC.FUEL FUEL
      FAC.IS INCOME STATEMENT
      FAC.LL LEASE LL
      FAC.L1 LEASE L1
      FAC.L2 LEASE L2
      FAC.L3 LEASE L3
      FAC.MM MTCE CONTRACT MM
      FAC.M1 MTCE CONTRACT M1
      FAC.M2 MTCE CONTRACT M2
      FAC.M3 MTCE CONTRACT M3
      FAC.RR RENTAL RR
      FAC.R1 RENTAL R1
      FAC.R2 RENTAL R2
      FAC.SHOP SHOP
      FAC.T1 TRANSPORTATION
  21. Add new facility to Company summary reports. Path: Financials | General Ledger | Report Writer | Report Definition. Enter new report name to be updated. Enter. Select Replace Templates - add the new facilities based on the pattern you see for an existing facility. Enter, Exit, Update.
    • 001.C1 SERVICE VEHICLES C1
      001.C2 COMPANY VEHICLES C2
      001.DSP FLEET RESALE
      001.FUEL FUEL
      001.IS INCOME STATEMENT
      001.LL LEASE LL
      001.L1 LEASE L1
      001.L2 LEASE L2
      001.L3 LEASE L3
      001.MM MTCE CONTRACT MM
      001.M1 MTCE CONTRACT M1
      001.M2 MTCE CONTRACT M2
      001.M3 MTCE CONTRACT M3
      001.RR RENTAL RR
      001.R1 RENTAL R1
      001.R2 RENTAL R2
      001.SHOP SHOP
      001.T1 TRANSPORTATION
  22. Create new report group(s) and/or add new reports to existing Report Groups. Path: Financials | General Ledger | Report Writer | Report Groups. Enter group name to be updated. Enter. Add new facility reports to be included in the group. Enter. Update.
    • DSP.ALL
    • FAC.ALL
    • FUEL.ALL
    • IS.ALL
    • LL.ALL
    • MM.ALL
    • RR.ALL
    • SHOP.ALL
    • T1.ALL
  23. Update column format. Path: Financials | General Ledger | Report Writer | Column Format. Enter Column Format name to be updated. Enter. Add new column by typing in the new column number (the column number determines positioning). Enter 000 * , * for data type, year, period. Enter the facility number in the filter section (e.g. 116********).
    • FACLTY - shows facilities across the page.
  24. Copy accounting tables. Note: This copy function only works if facility number is first segment of GL account structure.
  25. Facility Business Parameters. Review Print Overrides, PM Letters, Group/VMRS Standards, Tax, OTC, Retail Facility Y/N, 3Cs at the facility level. Also update tax exemptions.
  26. Central Invoicing Facility Y/N. Path: EMMS | Administration | Tables | Administration Tables | Location | Facility | Facilities | Change
  27. Rebuild GL account references for each line format.

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