Configure Auto Usage Posting Templates in Vista

To automatically charge a specific job when a tool or piece of equipment is used, configure Auto Usage Posting Templates for each job where the equipment will be used.

  1. From the main menu, select Equipment Management > Programs > EM Auto Usage Posting Template.
  2. Create and set up a new template, or modify an existing one.
    For more information about setting up auto usage posting templates, see About the EM Auto Usage Posting Template Form.
  3. Save the record.
  4. Open the EM Job Templates record.
  5. Enter the JC Company and Job where the equipment will be used.
  6. Enter the Auto Usage Template you just created.
    This allows each piece of equipment to charge to the job at a set daily, weekly, or monthly rate when moved and assigned to the job in ON!Track.
  7. Save the record.
After the integration setup is complete, each piece of equipment will have a unique identifier and be assignable to specific locations and employees.