Category Class Subclass Setup

Use the Category Class Subclass Setup screen to define rental categories, classes, and subclasses for equipment inventory management.

To open the Category Class Subclass Setup screen, navigate to Configuration > Rental > Setup > Category Class Subclass Setup.

The fields on the Category Class Subclass Setup screen are:

Field Description
Category The unit's category code. Use to catalog the unit into a hierarchy used for classification.
Class The unit's class is used to further break down a unit's category code.
Subclass The unit's subclass is used to further break down a unit's category and class codes.
Description A brief description of the codes.
Comment A brief comment related to the entry.

To create a new Category Class Profile, click Create.

The fields on the Category Class Profile screen are:

Field Description
Category Define the rental category.
Class Define the rental class.
Subclass Define the rental subclass.
Description Enter a brief description of the profile.
Comment Enter a comment relevant to the profile.
Tax1 Select from the drop down to determine the Tax1 status.
Tax2 Select from the drop down to determine the Tax2 status.
Tax Code 3 Applicable Check the box to determine if tax code 3 is applicable.
Tax Code 4 Applicable Check the box to determine if tax code 4 is applicable.
Included Number of included attachments.
Types Included Number of types of included attachments.
Reference Amount Reduction % Enter the reference amount reduction by percentage.
Discount Specify discount.
Hour meter required Check this box to make the hour meter a required detail.
Non-Serialized Rental Part # Enter or search for a non-serialized rental part number.
Demo/Loaner % of Acquisition Cost Enter the Demo/Loaner percentage if applicable.
Allowable Override Percent Enter the percentage by which a user can override the standard rental rate for a unit without having to make an authorization request.

The Insurance Details row displays multiple Coverage Amount and Insurance Code entries that can each be modified.

To open the Category Class Upload screen, click Upload.

The CSV file chosen contains a single header row and fields are ordered as follows:

FILE RMCACL RMCACL RMCACL RMCACL RMCACL RMCACL RMCACL RMCACL RMCACL RMCACL RMCACL RMCACL RMCACL RMCACL RMCACL                               RMCACL RMCACL RMCACL RMCACL RMCACL RMCACL RMCACL RMCACL RMCACL RMCACL RMCACL RMCACL RMCACL RMCACL RMCACL RMCACL          
FIELD RBCO RBCAT RBSCLS RBSCLS RBDIV RBBR RBDES RBTAX1 RBTAX2 RBTAX3 RBTAX4 RBPART RBHRM RBAPC RBDIS                               RBCA1 RBIC1 RBCA2 RBIC2 RBCA3 RBIC3 RBCA4 RBIC4 RBCA5 RBIC5 RBCA6 RBIC6 RBCA7 RBIC7 RBCA8 RBIC8 RBCA9 RBIC9 RBCA10 RBIC10  
FILE RMRATE RMRATE RMRATE RMRATE RMRATE RMRATE                   RMRATE RMRATE RMRATE RMRATE RMRATE RMRATE RMRATE RMRATE RMRATE RMRATE RMRATE RMRATE RMRATE RMRATE RMRATE                                          
FIELD RRCO RRCAT RRSCLS RBSCLS RRDIV RRBR                   RRRDUR RRPLVL RRMHRA RRMHRC RRINSA RRINSC RRSGLA RRSGLC RRIGLA RRIGLC RRDMWA RRDMWC RRDMGA RRDMGC RRRATE                                          
FILE RMTYPE RMTYPE RMTYPE RMTYPE RMTYPE RMTYPE                                                                                        
FIELD RYCO RYCAT RYCLS RYSCLS RYDIV RYBR                                                                                        
  Company Category Class Sub Class Division Br Description Tax1 Code Tax2 Code Tax3 Applicable Tax4 Applicable Sale Part # Hour Meter Reading Required Avatax Product Code Discount Code Duration Pricing Level Machine Hrs Machine Code $ or % Insurance Amount Insurance Code $ or % Sale G/L Acc Sale G/L CC Ins G/L Acc Ins G/L CC Damage Waiver Amt/% Damage Waiver Code $ or % Damage Waiver G/L Acc Damage Waiver G/L CC Rate Coverage Amount 1 Insurance Code 1 Coverage Amount 2 Insurance Code 2 Coverage Amount 3 Insurance Code 3 Coverage Amount 4 Insurance Code 4 Coverage Amount 5 Insurance Code 5 Coverage Amount 6 Insurance Code 6 Coverage Amount 7 Insurance Code 7 Coverage Amount 8 Insurance Code 8 Coverage Amount 9 Insurance Code 9 Coverage Amount 10 Insurance Code 10  
  01 AIRCMP CFM150199X XXXX 01 04 AIRCMPCFM150199XXXX     Y N T19044 Y     H   1.5 $ 0   30099 801 36200 21 0.14 % 30600 801 139                                          

Review this Sample File.

Select the Create Master Record checkbox to create a Master Rate record from the chosen CSV.

Select the Update Existing Record checkbox to update any pre-existing Category/Class/Subclass, Rates, or Master Rates with the chosen CSV.

Data Source: RMCACL, RMRATE, RMTYPE

Security: 999 - Configuration

Revision: 2025.12