Glossary

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Glossary
 
Account Manager
   Account managers are responsible for the customer relationship.
 
Active Status
   Indicates that the record can be used to produce results.
 
Agreement: Auto Renew%
   Indicates the amount percent of increase for the renewal.
 
Agreement: Billable Checkbox
   When checked, indicates that the agreement can be billed.
 
Agreement: Billing Total
   The total contract amount.
 
Agreement: Commission Rate
   The commission rate that will be used when billing the agreement.
 
Agreement: Contact
   The customer or site contact that handles the agreement.
 
Agreement: Deferred Revenues Total
   The total deferred revenues posted to date.
 
Agreement: Frequency
   The billing frequency.
 
Agreement: Gross Profit Contact Billed to Date
   The agreement's gross profit based on billings to date.
 
Agreement: Gross Profit Contract Term to Date
   The agreement's gross profit recorded on the contract to date. 
 
Agreement: Labor Budget Balance %
   Percentage of labor budget balance to date. 
 
Agreement: Labor Budget Used %
   Percentage of labor budget used to date.
 
Agreement: Labor Budget Hours Used to Date
   The number of budgeted hours billed to date.
 
Agreement: Labor Hours Balance
   The remainder of the budgeted hours to date.
 
Agreement: Labor Hours Budget
   The number of labor hours budgeted for the contract's term. 
 
Agreement: Last Increase
   The increase amount from the last renewal.
 
Agreement: Number
   Agreement numbers are used the identify agreements. On the Job forms it indicates the agreement that may be used to cover transactions. On the PM Schedule form it indicates the agreement that is attached to the schedule.
 
Agreement: Parts Billed to Date
   The amount billed to date for parts.
 
Agreement: Parts Budget
   The total amount budgeted for parts on the agreement contract.
 
Agreement: Parts Budget Balance
   The remainer of the amount budgeted for parts to date.
 
Agreement: Parts Budget Balance %
   Percentage of parts budget balance to date. 
 
Agreement: Parts Budget Used %
   The amount of the parts budget billed to date.
 
Agreement: Price Level
   The price level that will be used when billing the agreement.
 
Agreement: Pricing Method
   Agreements can be priced based on the different methods.  
       Blanket: One price covers all items on the agreement.  
       By Site: Each site can have a different price. 
       By Equipment: Each equipment record can have a different price. 
 
Agreement: Purchase Order
   The purchase order provided by the customer for the agreement.
 
Agreement: Renewable
   Indicates that the agreement is eligible for renewal.
 
Agreement: Renewal Amount
   The amount that will be billed on agreement renewal.
 
Agreement: Renewal Method
   The renewal method field is used when determining the renewal contract amount.  The contract amount can be a fixed amount, or changed based on a change percentage.
       Fixed Amount: The renewal will use the exact amount in this field.
       Change Percent: Increases the contract amount by the percent in the Renewal Amount field.
 
Agreement: Renewal Months
   The contract months to use on the renewal.
 
Agreement: Renewal Text
   The text that will be displayed on the agreement renewal invoice. 
 
Agreement: Renew As
   Used to indicate the type of invoice that will be created upon renewal.
 
Agreement: Revenues Total
   The total amount billed for the contract to date.
 
Agreement: Salesperson
   The salesperson that should be assigned to the invoices when billing occurs.
 
Agreement: Status Code
   The status code is used to track the agreements progress through the renewal process.
 
Agreement Type
   Used to organize agreements by type.  Agreement types are also used to establish setting for agreements by default. 
 
Agreement Type: Code
   The code used to identify the agreement type.
 
Agreement Type: Description
   The description used to identify the agreement type.
 
Agreement Type: Contract Months
   The number of months for new agreements.
 
Agreement Type: Cover Parts Checkbox
   When checked, the parts covered by the agreement will have no charge.
 
Agreement Type: Cover Labor Checkbox
   When checked, the parts covered by the agreement will have no charge.
 
Agreement Type: SLA Checkbox
   Check this box, if the agreement qualifies for SLA service. 
 
Agreement Type: SLA Priority Code
   The SLA qualified priority code to use for new agreements.
 
Agreement Type: Message
   This message will appear on the agreement.
 
Agreement Type: Labor Hours Budget
   The budgeted number of labor hours.
 
Agreement Type: Parts Dollars Budget
   The budgeted parts dollars.
 
Agreement Type: Percent Used >=
   Percentage of labor budget used.
 
Agreement Type: Dollars Used >=
   Percentage of parts dollars used.
 
Agreement Type: Auto Number by Type
   When checked, new agreements will auto-number using the value int he Next Number field.
 
Agreement Type: Next Number
   Used when auto-numbering agreements. 
 
Agreement Type: Enforce Defaults
   When checked, the agreement type defaults cannot be changed on the agreement.
 
Agreement Type Planned Invoice Options: Billable
   When checked, the agreements assigned to the agreement type will be billable by default.
 
Agreement Type Planned Invoice Options: Frequency
   The billing frequency.
 
Agreement Type Planned Invoice Options: Tax Class
   The tax class assigned to invoice billing invoices.
 
Agreement Type Planned Invoice Options: Allocation
   The allocation that will be assigned used when processing agreements.
 
Agreement Type Planned Invoice Options: Deferred Revenues
   When checked, new agreements will use the deferred revenue feature.
 
Agreement Type Planned Invoice Options: Pricing Method
   The pricing method used when processing agreement transactions. 
       Blanket: One price covers all items on the agreement.  
       By Site: Each site can have a different price. 
       By Equipment: Each equipment record can have a different price. 
 
Agreement Type Planned Invoice Options: Include Site Details on Invoice
   When checked, the site details will appear on agreement invoices.
 
Agreement Type Planned Invoice Options: Include Equipment Details on Invoice
   When checked, equipment details will appear on agreement invoices.
 
Agreement Type Planned Invoice Options: Include Site Summary on Invoice
   When checked, a site summary will appear on agreement invoices.
 
Agreement Type Planned Invoice Options: Include Equipment Summary on Invoice
   When checked, an equipment summary will appear on agreement invoices.
 
Agreement Type Planned Renewal Options: Renewable Checkbox
   When checked, the agreement will be marked renewable on creation.
 
Agreement Type Planned Renewal Options: Renewal Months
   The number of default renewal months on new agreements.
 
Agreement Type Planned Renewal Options: Renew As
   The default renew as value for new agreements.  
 
Agreement Type Planned Renewal Options: Include Site Details on Invoice
   When checked, the site details will appear on renewal invoices.
 
Agreement Type Planned Renewal Options: Include Equipment Details on Invoice
   When checked, equipment details will appear on renewal invoices.
 
Agreement Type Planned Renewal Options: Include Site Summary on Invoice
   When checked, a site summary will appear on renewal invoices.
 
Agreement Type Planned Renewal Options: Include Equipment Summary on Invoice
   When checked, an equipment summary will appear on renewal invoices.
 
Agreement Type Planned Maintenance Options: Create a Job for each Equipment
   When checked, planned maintenance will create a separate job for each equipment record assigned to the schedule.
 
Agreement Type Planned Maintenance Options: Create Transactions
   When checked, planned maintenance will automatically add the transactions to the generated jobs.
 
Agreement Type Planned Maintenance Options: Price Transactions
   When checked, planned maintenance will add the transactions, with pricing, to the generated jobs.
 
Allocation
   Allocations are used to distribute the agreement dollars to the required general ledger accounts.  
 
Allocation: Description
   The description used to identify the allocation.
 
Allocation: Revenue Type
   Indicates if the allocation will be a percentage or fixed amount.
 
Allocation: Pricing Method
   Agreements can be priced based on the different methods. Allocations define the price method the can be assigned in agreement types. 
       Blanket: One price covers all items on the agreement.  
       By Site: Each site can have a different price. 
       By Equipment: Each equipment record can have a different price. 
 
Allocation: Price
   The allocation price.  
       Blanket - Enter one price for the entire contract.
       By Site - Enter the price for each site.
       By Equipment - Enter ethe price for each equipment. 
 
Allocation Details: Type
   The type of general ledger entry. 
       Deferred Revenue: Posts to a deferred revenue account.
       Revenue: Post to a sales revenue account.
 
Allocation Details: Miscellaneous Item
   The miscellaneous item to use when posting to the ERP system.
 
Allocation Details: Allocations Account
   The account that should be affected by the allocation transaction.
 
Allocation Details: Amount
   The amount of the allocation transaction.
 
Back Office Transaction Entry: Work Order
   The transaction will be assigned to the selected work order. 
 
Back Office Transaction Entry: Stock Radio Button
   Toggles the Inventory search to inventory only items
 
Back Office Transaction Entry: Non-stock Radio Button
   Toggles the Inventory search to non-inventory only items

 

 
Back Office Transaction Entry: Find by Item Code
   Used to search for an item by item's code.
 
Back Office Transaction Entry: Find by Item Description
   Used to search for an item by item's description.
 
Back Office Transaction Entry: Servicer
   The servicer that will be assigned to the transaction. This field controls the warehouse list.
 
Back Office Transaction Entry: Agreement
   The agreement attached to the selected work order.
 
Back Office Transaction Entry: Warehouse
   The warehouse from where the item will be sold.
 
Back Office Transaction Entry: Cost Type
   Used to assign general ledger account allocations.
 
Back Office Transaction Entry: Equipment
   The equipment attached to the selected work order.
 
Back Office Transaction Entry: Covered
   Indicates whether or not the transaction should be covered by either warranty or agreement.
 
Back Office Transaction Entry: Item Code
   The item code that will appear on the invoice.
 
Back Office Transaction Entry: Trans Description
   The transaction description that will appear on the invoice.
 
Back Office Transaction Entry: Vendor List
   Used to attach a vendor to the transaction.  Purchase transactions only.
 
Back Office Transaction Entry: Start Date
   The date the labor transaction started.  Labor transactions only.
 
Back Office Transaction Entry: Trans Date
   The transaction date.  Inventory and Purchase transactions only.
 
Back Office Transaction Entry: Start Time
   The time the labor transaction started.  Labor transactions only.
 
Back Office Transaction Entry: End Date
   The date the labor transaction ended.  Labor transactions only.
 
Back Office Transaction Entry: End Time
   The time the labor transaction ended.  Labor transactions only. This field is only available for use when multiple day transactions is on.
 
Back Office Transaction Entry: No Units
   The number of units sold.
 
Back Office Transaction Entry: Taxable
   Checked when the transaction is taxable.
 
Back Office Transaction Entry: Price
   The price of the item.
 
Back Office Transaction Entry: Hidden Line
   When checked the item will not appear on the invoice. 
 
Back Office Transaction Entry: UOM
   The selected item's unit of measure. 
 
Back Office Transaction Entry: Ext Price
   The unit price multiplied by the number of units.
 
Back Office Transaction Entry: Billed Status
   Indicates the transaction's position in the billing process.
       N = Not billed
       I = On an unposted invoice
       Y = On a posted invoice
 
Button: Assigned
   When clicked, displays all items assigned to the selected record.
 
Button: Not Assigned
   When clicked, displays all the records not assigned to the selected item.
 
Call Boards: Form Name
   The board name is used to identify the board.
 
Call Boards: Board Type
   There are three types of boards.  1) Call Central boards. 2) Dispatch boards 3) Call Center boards
 
Call Boards: Private
   Private boards will only appear the list of the creation user. 
 
Call Boards: Default
   The default form will be the top form in the boards form list.
 
Call Boards: Past Due Position
   If a position is selected from this list, any jobs that is past due will color the cell according to the color settings in the selected position. 
 
Call Boards: Due Within Position
   If a position is selected from this list, any jobs that match the Due Within setting will color the cell according to the settings in the selected position. 
 
Call Boards: Priority Code Position
   If a position is selected from this list and the color settings for priority codes are setup, the board will use the color settings in the selected position.
 
Call Boards: Job Type Position
   If a position is selected from this list and the color settings for Job Types are setup, the board will use the color settings in the selected position.
 
Call Boards: Status Code Position
   If a position is selected from this list and the color settings for Status Codes are setup, the board will use the color settings in the selected position.
 
Chains
   Sites can grouped by chain.
 
Chains: Name
   The name used to identify the chain.
 
Chains: SLA
   When checked, indicates the chain is an SLA chain. SLA chains have a expiration time for when the work is expected to be completed.
 
Chains: Inbound Path
   The inbound path.
 
Chains: Outbound Path
   The outbound path.
 
Chains: Store Type Code
   Stores can be organized by type.
 
Chains: Store Type Name
   The name used to identify the store type.
 
Classification
   The classification is used in sales and cost account assignments. Classifications are assigned to Cost Types and Items.
 
Button: Remove all Assignments
   When clicked, removes all assignments from the selected record.
 
Commission Rate
   The amount of commission that is earned when an item is sold. 
 
Contact: Address
   The contacts mailing address.
 
Contact: City
   The city of the mailing address.
 
Contact: Contact by Email Checkbox
   When checked, indicates the customer would permit contact by email.
 
Contact: Contact by Fax Checkbox
   When checked, indicates the customer would permit contact by fax.
 
Contact: Contact by Mail Checkbox
   When checked, indicates the customer would permit contact by mail.
 
Contact: Contact by Phone Checkbox
   When checked, indicates the customer would permit contact by telephone.
 
Contact: Country
   The country of the mailing address.
 
Contact: Email
   The contact's email address.
 
Contact: Established Date
   The date the contact record was established.
 
Contact: Fax Number
   The contact's fax number.
 
Contact: First Name
   The contact's first name. 
 
Contact: Last Name
   The contact's last name.
 
Contact: LinkedIn
   The contact's LinkedIn handle.
 
Contact: Name
   The contacts full name.
 
Contact: Opt Out Checkbox
   When checked, indicates that the contact does not want to be contacted for the purpose of marketing.
 
Contact: Phone
   The contact's telephone number.
 
Contact: Salutation
   The salutation that should be used when communicating with the contact.
 
Contact: State
   The state of the mailing address.
 
Contact: Teams
   The contact's Teams handle.
 
Contact: Title
   The contact title. ex: Mr., Mrs.
 
Contact: Twitter
   The contact's Twitter handle.
 
Contact: Type
   Types can be used to organize contacts.
 
Contact: Web
   The contact's website address.
 
Contact: Zip
   The postal code of the mailing address.
 
Cost Type
   Cost types are used to manage general ledger sales and cost account allocations on transactions and billing.
 
Cost Type: Cost Account
   The cost account that will be assigned to transactions assigned this job type and cost type. 
 
Cost Type: Cost Subaccount
   The cost sub-account that will be assigned to transactions assigned this job type and cost type. 
 
Cost Type: Description
   Used to describe the cost type. 
 
Cost Type: Inventory Checkbox
   When checked, indicates that the cost type can be used for inventory transactions. 
 
Cost Type: Labor Checkbox
   When checked, indicates that the cost type can be used for labor transactions. 
 
Cost Type: Purchases Checkbox
   When checked, indicates that the cost type can be used for purchase transactions. 

 

 
Cost Visibility
   Cost visibility is the ability to hide cost from users.  Cost visibility is set at the user level in Account Management. If the checkbox is marked, the user will be able to view cost.

 

 
Customer: Account Manager
   The company representative that manages the customer's account.
 
Customer: Address
   The customer's mailing address.  
 
Customer: Billing Contact
   The primary billing contact assigned to the customer. 
 
Customer: City
   The customer's mailing address city.
 
Customer: Country
   The customer's mailing address country.
 
Customer: Email
   The email address for the primary customer contact.
 
Customer: Ext
   The main telephone numbers extension.
 
Customer: Facebook
   Link to the customer's Facebook account.
 
Customer: Fax
   The customer's contact fax number.
 
Customer: LinkedIn
   The customer's linked in accounnt handle.
 
Customer: Name
   The name of the organization that will be billed.  Jobs can be created without a customer assignment, but not billed. 
 
Customer: Number
   Customer numbers can be used to help identify a customer. Customer number requirement is based on ERP system.
 
Customer: Price Level
   The customer's price level.  Price level requirement is based on ERP settings.
 
Customer: Phone
   The customer's business telephone number.
 
Customer: Salesperson
   The salesperson assigned to the customer's account. 
 
Customer: State
   The customers address state.
 
Customer: Twitter
   The customer's twitter handle.
 
Customer: Zip Code
   The customer's address zip code.
 
Dispatch: Card Number
   Dispatch cards are numbered from 0 up.
 
Dispatch: Number
   The number used to identify the dispatch card.
 
Dispatch: Priority
   The priority assigned to the dispatch card. 
 
Dispatch: Primary Dispatch Card
   Once a job is created, the primary dispatch card is created. Users can also generate additional dispatch cards.
 
Dispatch: Schedule Date
   The dispatch card's schedule date. 
 
Dispatch: Schedule Time
   The dispatch card's schedule time. 
 
Dispatch: Servicer
   The servicer that is assigned the work.  
 
Dispatch: Status
   The status assigned to the individual dispatch card.
 
Equipment: Code
   Equipment codes are used to identify equipment.  Codes can be manually, or automatically assigned.
 
Equipment: Comments
   Comments related to the equipment record.  
 
Equipment: Coverage Date
   The date coverage begins for the equipment record.
 
Equipment: Description
   Used to describe the equipment.
 
Equipment: Item
   Equipment records that are also inventory items will have the Item Code in this field. 
 
Equipment: Install Date
   The date the equipment was installed on site.
 
Equipment: Labor Warranty Checkbox
   When checked, indicates the equipment is covered by a labor warranty.
 
Equipment: Labor Warranty End
   The date the labor warranty ends.
 
Equipment: Labor Warranty Start
   The date the labor warranty begins.
 
Equipment: Level
   Levels are linked to models.  If the level does not appear in the Level drop-list, check the selected model’s setup.
 
Equipment: Manufacturer
   The equipment's manufacturer.  Manufacturers are linked to the equipment type.  If you do not see the manufacturer in this list, verify that it is linked to the selected equipment type. 
 
Equipment: Model
   The equipment model. Models are linked to a manufacturer.  If the model does not appear in the model drop-list, check the selected manufacturer's setup. 
 
Equipment: Parts Warranty Checkbox
   When checked, indicates the equipment is covered by a parts warranty.
 
Equipment: Parts Warranty End
   The date the parts warranty ends.
 
Equipment: Parts Warranty Start
   The date the parts warranty begins.
 
Equipment: Sale Date
   The date the equipment was sold to the customer.
 
Equipment: Serial Number
   The equipment's serial number.  This is not required.  
 
Equipment: Type
   Equipment types are used to organize equipment.  Manufacturers are assigned by equipment type. 
 
Equipment: Position/Locations
   Indicates the physical location.
 
Equipment Type
   Equipment types are used to groups equipment. Grouping can include manufacturer, model and levels.
 
Equipment Type: Code
   The code that identifies the equipment type.
 
Equipment Type: Description
   The description used to identify the equipment type. 
 
Equipment Type: Prefix
   The three digit prefix to use when auto-numbering new equipment records.
 
Estimated Dollars
   The estimated billing amount required to complete the work. 
 
Estimated Hours
   The hours estimated to complete the work. 

 

 
FTP Server
   The server address required to log into your ftp server account. 

 

 
FTP Username
   The server username required to log into your ftp server account. 

 

 
FTP Password
   The server password required to log into your ftp server account. 

 

 

 
Hidden Checkbox
   When checked, the item to which the checkbox is assigned will be hidden on invoices. 
 
Inventory: Commissionable
   When checked the item is commissionable.
 
 
Inventory: Equipment Build Checkbox
   When checked, an equipment record will be generated each time the item is billed. Equipment build has a set of defaults that are defined for use during the process.
       Prefix: Used when equipment auto-numbering is activated.
       EQ Type
       Model
       Manufacturer
       Labor Warranty Period: The number of months for labor warranty coverage.
       Parts Warranty Period: The number of months for parts warranty coverage.
       Comment
 
Inventory: Item Code
   Used to identify the item. 
 
Inventory: Item Description
   Describes the item. This information comes from the ERP system.
 
Inventory: Item Type
   Indicates the type of Item.
 
Inventory: Prefix
   Used for equipment auto numbering.  If a matrix is in use that calls for this prefix, the system will use the value in this field. 
 
Inventory: Price Code
   The item's price code. The price code is used when calculating transaction pricing. 
 
Inventory: Product Line
   The item's product line.    
 
Inventory: Sales UOM
   The item's unit of measure.
 
Inventory: Servicer Mobile Button
   When checked, a mobile button will be made available in mobile for quick entry.
 
Inventory: Short Description
   A short description for the item.   
 
Inventory: Split Commission
   When checked, commission on the item can be slit.
 
Inventory: Trade Discount
   When checked, discounts are allowed.  
 
Inventory: Unit Cost
   The item's cost.    
 
Inventory: Unit Price
   The price for the item when added to a transaction.
 
Inventory: Use in Mobile
   When checked, the item will be available for use in mobile. 
 
Inventory: Warehouse
   The item's default warehouse.
 
Job: Billed Status
   Indicates where the job is in the billing process.
 
Job: Contact
   The site or customer contact assigned to the job. 
 
Job: Contact Email
   The email address for the job contact.
 
Job: Extension
   The extension number for the contact telephone number
 
Job: Job Type Code
   Used to recognize the job type.
 
Job: Main Number

The job's main contact telephone number

 
Job: Notes
   Job notes are unlimited and can be printed on documents.   
 
Job: Number
   Used to identify the job.
 
Job: Payment Method
   The default payment method.
 
Job: Phone
   The contact telephone number for the job. 
 
Job: Primary Servicer
   The primary servicer for the job. New jobs will automatically use the primary servicer.
 
Job: Received Date
   The date the job was received from the customer. 
 
Job: Received Time
   The time the job was received from the customer.    
 
Job: Reference Number
   The default payment reference number.
 
Job: Salesperson
   The salesperson for the job.  *Certain ERP systems require a salesperson.
 
Job: Service Type
   Service types are used to organize jobs.  Service type are organized by job type. 
 
Job: SLA Checkbox
   Check this box, if the job qualifies for SLA service. This defaults from the site.
 
Job: SLA Expiration Date
   The date the technician has to start the work in order to meet the SLA criteria.
 
Job: SLA Expiration Time
   The time the technician has to start the work in order to meet the SLA criteria.
 
Job: Status
   Status codes are used to determine the job's position in the work process. 
 
Job: Status Bar
   The status bar indicates the job's status progress.
 
Job Type: Description
   Used to describe the job type. 
 
Job Type: Estimated Hours
   The hours estimated to complete the job. 
 
Job Type
   Job types are used to organize jobs by type and service types. Job types are tied to the billing sales and cost accounts for transactions. 
 
Job Type: KPI Call Count Checkbox
   When checked the jobs assigned the job type will be counted in the KPI analytics.
 
Job Type: Opportunity
   Marks the job type as a job opportunity.
 
Job Type: Quoted $s
   The dollars quoted for the job. 
 
KPI
   KPI fields are indicators of job profit and profitability.
 
KPI: Departure Date
   The date the job was changed to the departed status code.
 
KPI: Departure Time
   The time the job was changed to the departed status code.
 
KPI: Job Start Date
   The date the job started.
 
KPI: Job Start Time
   The time the job started.
 
KPI: Job Complete Date
   The date the job was marked complete.
 
KPI: Job Complete Time
   The time the job was marked complete.
 
KPI: Job Revenues
   The total revenues to date.
 
KPI: Job Elapse Time
   The time between the received date/time and the job close date/time. If the job is not closed the current date is used as the cut-off. 
 
KPI: Job Repair Time
   The labor hours posted to date.
 
KPI: Job Response Time
   The time between the received date/time and the arrival date/time.
 
KPI: Job Profit
   The job's profit to date.
 
KPI: Job Invoice Status
   The job's billing status.
 
KPI: Invoice Date
   The date the job was first invoiced.
 
Levels
   Models can be grouped by levels. Levels can be grouped by type.
 
Levels: Code
   The code used to identify the level. 
 
Levels: Description
   The description that identifies the level.
 
Levels: Prefix
   The three digit prefix to use when auto-numbering new equipment records.
 
Levels: Type
   Level types are used to group levels.
 
Location
   Indicates the phusical location of a piece of equipment at a site.
 
Manufacturer
   The manufacturer is assigned to equipment records.  The manufacturer is assigned models.  
 
Manufacturer: Code
   The code used to identify the manufacturer.  
 
Manufacturer: Description
   The description that identifies the manufacturer.
 
Manufacturer: Prefix
   The three digit prefix to use when auto-numbering new equipment records.
 
Mobile Transaction Entry: Servicer
   The servicer that should be used when posting the transaction.
 
Model: Code
   The code used to identify the model.  
 
Model: Description
   The description that identifies the model.
 
Model: Prefix
   The three digit prefix to use when auto-numbering new equipment records.
 
Note: Category
   Notes can be organized by category.
 
Note: Content
   The note content that will display on the form and print on any documents.
 
Note: Internal Note Checkbox
   Internal notes do not print on invoices and dispatch cards.
 
Note: Print Note on Ticket Checkbox
   When checked, the note will print on the dispatch card.
 
Planned Maintenance: Type
   Planned maintenance types are used to organize schedules and establish default values.
 
Planned Maintenance: ID
   The ID is used to identify the schedule.
 
Planned Maintenance: Description
   Descriptions can also help in identification.
 
Planned Maintenance: Material Group Code
   Matieral Group Codes provide the ability to add materials to schedules by grouping. 
 
Planned Maintenance: Task Code
   PM task codes are used to organize schedules and establish material group codes.
 
Priority
   The default priority that will be used when creating new jobs to establish schedule date and time.  Priorities are assigned to sites as a default for new jobs. 
 
Priority: Code
   Priority codes are used to establish the response time when scheduling jobs.
 
Priority: Day of the Week
   When checked, indicates that jobs can be schedules on that day of the week.
 
Priority: Description
   Describe the priority.
 
Priority: End Time
   Indicates the latest time a job can be scheduled on each day of the week.
 
Priority: Response Time
   Indicates the number of hours between the received time and the schedule time. 
 
Priority: SLA
   When checked, indicates the priority is an SLA code. Only priority codes marked SLA will appear for jobs created on and SLA site.
 
Priority: SLA Expiration
   The number of hours that are required to meet the SLA deadline. 
 
Priority: Start Time
   Indicated the earliest time a job can be scheduled on each day of the week.
 
Quoted Dollars
   The billing amount quoted for the job.   
 
Quoted Hours
   The hours quoted for the job.     
 
Purchase Order Number
   The purchase order number issued by the customer for the work.  
 
Reporting Groups
   A group code can be assigned to a miscellaneous charge code to group like Item codes. 
 
Representative: Address
   The mailing address for the representative.
 
Representative: City
   The city for the mailing address
 
Representative: Country
   The country for the mailing address.
 
Representative: Division
   If division are in use, the representative division can be assigned.
 
Representative: Email
   The email address used to contact the representative.
 
Representative: Name
   The name of the representative.
 
Representative: Number
   The representative number can be used to recognize a representative.
 
Representative: Phone
   The telephone number used to contact the representative.
 
Representative: State
   The state for the mailing address.
 
Representative: Type
   Types are used to organize representatives.
 
Representative: Zip
   The postal code for the mailing address.
 
Request
   Requests are defined using the Request Management feature. The request defines the work requested. 
 
Request Notes
   Request notes are used to further define the work requested.
 
Revenue Account
   The sales account that will be assigned to transactions assigned this job type and cost type. 
 
Revenue subaccount
   The sales sub-account that will be assigned to transactions assigned this job type and cost type. 
 
Role Management
   User roles provide access to assigned forms while restricting access to unassigned forms. 
 
Schedule Date
   The date the technician is schedule to do the work.
 
Schedule Time
   The time the technician is schedule to do the work.
 
Send to Mobile Checkbox
   On save, if this checkbox is checked, the job will be made available in mobile.    
 
Servicer
   The technician that will perform the work.
 
Servicer: Number
   The number used to identify the technician.
 
Servicer: Employee Number
   If the servicer is also an employee, the employee number can be stored in this field. 
 
Servicer: Subcontractor Checkbox
   When checked, indicates that the servicer is a contracted employee or vendor.
 
Servicer: Name
   The name of the technician.
 
Servicer: Vendor
   If the servicers is a vendor, the vendor can be recorded on this record.  
 
Servicer: Address
   The technician's mailing address.
 
Servicer: Billing Rate
   The technicians hourly labor billing rate.
 
Servicer: PO Required Checkbox
   When checked, the vendor requires a purchase order for all requested work.
 
Servicer: Hourly Cost
   The hourly cost for the technician.
 
Servicer: Insurance Certificate on File Checkbox
   For use with vendors or contract employees only. Indicates that a Certificate of Insurance is on file.
 
Servicer: Burden
   The hourly burden for the technician. 
 
Servicer: Certificate File Name
   The file name for the Certificate of Insurance.
 
Servicer: City
   The servicer's mailing address city.
 
Servicer: Warehouse
   The servicer's default warehouse.
 
Servicer: Terms
   If the servicer is a vendor or contract employee, the terms for payment. 
 
Servicer: State
   The servicer's mailing address state.
 
Servicer: Zip
   The servicer's mailing address postal code.
 
Servicer: Email
   The servicer's email address.
 
Servicer: Mobile Checkbox
   When checked, the servicer's jobs will appear on the mobile board.
 
Servicer: Country
   The servicer's mailing address country
 
Servicer: Established Date
   The date the servicer relationship was established.
 
Servicer: User List
   Servicers must be attached to a user login in order to use the mobile system.  
 
Servicer: Phone
   The telephone number for contacting the servicer.
 
Servicer: Servicer Image File
   The name of the file that contain an image of the technician.
 
Servicer: Service Dispatch Batch
   Mobile jobs can be grouped by batch for posting to the back office. 
 
Servicer: Tom Tom ID
   The Tom Tom ID for the servicer.  
 
Servicer: User Map Pin
   Technicians can be mapped using pins.  
 
Software Defaults: New Job Defaults
   The values that will be used by default when adding new jobs.  Some of these values can be changed at the job level. 
       Request
       Override Job No
       Send Job Email
       Job Type
       Service Type
       Priority
       Est Hours
       Job Next No
       Job Length
       Job Leading Characters
 
Software Defaults, New Job Defaults: Override Job No Checkbox
   When checked, users are allowed to alter the job number.  Warning! This could interrupt the job numbering system.
 
Software Defaults, New Job Defaults: Send Job Email Checkbox
   When checked, the send email form will be displayed when a new job is saved.
 
Software Defaults, New Job Defaults: Est Hours
   The hours estimated to complete the job. This value will be added to the primary work order.
 
Software Defaults, New Job Defaults: Job Next No
   The number that will be assigned to the next job. 
 
Software Defaults, New Job Defaults: Job Length
   The number of characters in the job number.
 
Software Defaults, New Job Defaults: Job Leading Characters
   The character(s) that will lead the job number. This is not required.
 
Software Defaults, Inventory Defaults
   The defaults that affect the inventory feature.
 
Software Defaults, Inventory Defaults: Short Desc Size
   The number of characters to use for the short description for items.  
 
Software Defaults, Inventory Defaults: Button: Update Item Short Descriptions
   When clicked the system will copy the first characters, based on the Short Desc Size field, to the Short Description field for all items. Warning! This cannot be reversed.
 
Software Defaults, Status Code Defaults
   Status codes are used to move jobs through the work flow process.  Each status code on this form has a purpose.  Assign a status code to each slot.  *These are required.
 
Software Defaults, Equipment Defaults
   Default values for new equipment records. 
 
Software Defaults, Equipment Defaults: Warranty Based On
   Warranties can be set based on the Sale Date or the installation date.
 
Software Defaults, Equipment Defaults: Allocation Based On
   General ledger allocations can be based on the inventory item, or the model. 
 
Software Defaults, Equipment Defaults: Auto No/EQ Defaults Checkbox
   When checked, the system will automatically number new equipment records.
 
Software Defaults, Equipment Defaults: Options
   Auto-numbering can be defined using a prefix or a matrix. 
 
Software Defaults, Equipment Defaults: Prefix Missing Grid Column
   The number of records that do not contain a prefix for the matrix to work properly.
 
Software Defaults, Site Defaults
   Defaults values for new sites.
 
Software Defaults, Site Defaults: Site Type
   The default site type for new sites.
 
Software Defaults, Site Defaults: Tax Schedule
   The default tax schedule for new sites. This value is only used if the tax schedule is not filled from the customer record.
 
Software Defaults, Site Defaults: Use Customer Name and Address Checkbox
   When checked, the customer’s name and address automatically fill the site form when adding a new site.
 
Software Defaults, Transaction Assignments
   The defaults and settings for new transactions.
 
Software Defaults, Transaction Assignments: Warehouse
   The warehouse to assign to any transaction for which a warehouse has not been assigned.
 
Software Defaults, Transaction Assignments: Tax on Customer Checkbox
   When checked, invoices will automatically use the customer's tax schedule.
 
Software Defaults, Transaction Assignments: Multi-branch Checkbox
   When checked, the multi-branch feature becomes active and its rules applied.
 
Software Defaults, Transaction Assignments: Segment
   When the Multi-Branch checkbox is checked, this field becomes active. Use it to set the default branch segment to use when a branch segment is missing.
 
Software Defaults, Transaction Assignments: Default Sales Account
   The sales account to assign to any transaction for which a sales account has not been assigned.  
 
Software Defaults, Transaction Assignments: Default Cost Account
   The cost account to assign to any transaction for which a cost account has not been assigned.  
 
Software Defaults, Invoicing
   The defaults and settings for new transactions.
 
Software Defaults, Invoicing: Require Sales Tax Checkbox
   When checked, sales tax will be required on all invoices.
 
Software Defaults, Invoicing: Non-Tax Schedule
   Certin ERP system require a tax schedule on all invoices, even those that are non-tax.  This schedule fills that requirement.
 
Software Defaults, Invoicing: Next Batch Number
   The next batch to use when invoices are created automatically.
 
Software Defaults, Invoicing: Next No
   The next invoice number.
 
Software Defaults, Invoicing: Length
   The invoice number length.  This value cannot be shortened.
 
Software Defaults, Invoicing: Leading Characters
   The leading character for invoice numbers.  This is not required.
 
Software Defaults, Planned Maintenance
   The defaults and settings for planned maintenance jobs.
 
Software Defaults, Planned Maintenance: Priority
   The default priority for new planned maintenance jobs.
 
Software Defaults, Planned Maintenance: Status Code
   The defaults status code for new planned maintenance jobs.
 
Software Defaults, Planned Maintenance: Include Site info as comment
   When checked, the site information will appear on planned maintenance invoices.
 
Software Defaults, Planned Maintenance: Include Equipment info as comment
   When checked, the equipment information will appear on planned maintenance invoices.
 
Software Defaults, Agreements
   The settings and defaults for new agreements.
 
Software Defaults, Agreements: Auto No Checkbox
   When checked, the system will automatically number any agreements that are created using an agreement type that is not also set to auto number.
 
Software Defaults, Agreements: Next Agreement No
   The next number that will be used when creating agreements.
 
Software Defaults, Agreements: Agreeement No Length
   The maximum length of the agreement numbers.
 
Software Defaults, Agreements: Default Agreement Type
   The agreement type that will be automatically assigned to new agreements.
 
Software Defaults, Agreements: Planned Billing Auto Process Checkbox
   When checked, the planned billing nightly auto-processing feature is active. 
 
Software Defaults, Agreements: Processing Date
   Indicates the date to use when processing planned billing.   
 
Software Defaults, Agreements: Deferred Revenue Auto Process
   When checked, the deferred revenues nightly auto-renewal feature is active.
 
Software Defaults, Agreements: Agreement Renewals Auto Process
   When checked, the planned billing nightly auto-renewal feature is active.
 
Software Defaults, Agreements: Agreement Type PRO Include Site Details on Invoice
   When checked, the site details will appear on the invoices.
 
Software Defaults, Agreements:Agreement Type PRO Include Equipment Details on Invoice
   When checked, the equipment details will appear on the invoices.
 
Software Defaults, Agreements: Agreement Type PRO Include Site Summary on Invoice
   When checked, the site summary information will appear on the invoices.
 
Software Defaults, AgreementsAgreement Type PRO Include Equipment Summary on Invoice:
   When checked, the equipment summary information will appear on the invoices.
 
Software Defaults, Agreements: Revenue Account
   The default revenue account that will be assigned to new allocations.
 
Software Defaults, Agreements: Deferred Revenue Account
   The default deferred revenue account that will be assigned to new allocations.
 
Software Defaults, Agreements: Item
   The default item that will be assigned to new allocations.
 
Service Type
   Service Types are used to organize jobs using a job type, service type relationship.
 
Service Type: Code
   Used to identify the service type.
 
Service Type: Desc
   Used to describe the service type.
 
Site: Address
   The physical address for the site.  This field is used in dispatching.
 
Site: Branch
   The site branch is required if multi-branching is in use.
 
Site: Chain
   The site's chain.  Chains are not required.
 
Site: City
   The address city for the site.  This field is used in dispatching.
 
Site: Clone From Customer Address
   When clicked, this button will clone the customer's address to the site.
 
Site: Clone From Ship To
   When an item is selected, the ship to address will be copied to the site address fields.
 
Site: Code
   The site code can be used to identify the site.  It is not required.
 
Site: Established Date
   The date the site was added.
 
Site: Fax Number
   The site's Fax number. 
 
Site: Labor #1
   Back office labor transaction entry can include two labor quick buttons.  This item will be linked to the first button.
 
Site: Labor #2
   Back office labor transaction entry can include two labor quick buttons.  This item will be linked to the second button.
 
Site: Latitude
   The latitude for the site location. 
 
Site: Longitude
   The longitude for the site location.
 
Site: Main Number
   The main business contact telephone number for the site.
 
Site: Map Code
   When using Key Maps or Rand McNally's Street Finders this will be the code to associate the location with a particular map page.
 
Site: Name
   The name of the site location. This is used to identify the site.
 
Site: Price Level
   The price level that should be used when billing jobs.
 
Site: Primary Contact
   The site's primary contact.  Contacts are management using the Contact Management system. 
 
Site: Referral Code
   The site's referral code.  Referral codes are not required.
 
Site: Servicer #1
   The default primary servicer.  New jobs will be automatically assigned to this servicer.   
 
Site: Servicer #2
   The secondary servicer for new jobs.
 
Site: SLA
   When checked, the site qualifies for SLA service. 
 
Site: State
   The address state code for the site.  This field is used in dispatching.
 
Site: Store Number
   The store number for the site.  The store number is directly tied to the Chains feature. 
   
 
Site: Store Type
   The store type for the site.  The store number is directly tied to the Chains feature. 
 
Site: Type
   Site types are used to organize sites. Site types are not required. 
 
Site: Zip Code
   The address postal code for the site.  This field is used in dispatching.
 
Site Type
   Sites can be grouped by site type.
 
Site Type: Code
   The code used to identify the site type.
 
Site Type: Description
   The description used to identify the site type.
 
Site Type: Message
   The message of the Service Site Type will default into the field or manually type a customer note into the field. If the Service Site Type is changed the message will not change.
 
Solution
   Solutions are defined using the Solution Management feature.  The solution defines the work done to complete the work.
 
Solution Notes
   Solution notes are used to further define the work performed.
 
Status Codes: Code
   The code used to identify the status code.
 
Status Codes: Description
   The description used to identify the status code.
 
Status Codes: KPI
   When marked the status code will be included in KPI counts.
 
Status Codes: In Process
   When marked the jobs assigned to this status code will be considered to be in process.  In process status codes do not appear in the status code list for new jobs.

 

 
Status Codes: Allow Invoicing
   Invoicing is only allowed for jobs where the Allow Invoicing is checked.

 

 
Status Codes: All
   Used for the search option.  When checked all status code records will be displayed during a search.
 
Subclass
   The sub-classification is used in sales and cost account assignments. 
 
Tasks: Type
   Tasks can be organized by type.
 
Tasks: Status
   Tasks can be tracked by status.
 
Tasks: Details
   Task details provide a description of the task.
 
Tasks: URL
   The URL field is used to store the website related to the task.
 
Tasks: Notes
   Notes can be stored for each task.
 
Tasks: Due Date
   Task can be tracked by due date.
 
Tasks: Due Time
   Task can be tracked by due time.
 
Tasks: Assignment Type
   Tasks can be assigned to individual by type. 
       Account Manager
       Salesperson
       Servicer
       User
 
Tasks: Assigned To
   The individual that will handle the task.
 
Tasks: Email
   An email can be stored with the task.
 
Tasks: Text Phone
   A telephone number for texting can be stored with the task.
 
Tax Class
   The item's task class.
 
Tax Exempt Number
   If the customer is tax exempt, a value must be used in this field.  
 
Tax Schedule
   The customer's tax schedule.  This information is assigned at the ERP level and cannot be altered when an ERP is in use.
 
Terms
   The customer's terms.  This information is assigned at the ERP level and cannot be altered when an ERP is in use.
 
Transaction: Billed Status
   Indicates the transaction's position in the billing process.
       N = Not billed
       I = On an unposted invoice
       Y = On a posted invoice
 
Transaction: Covered Checkbox
   When checked, the transaction is covered by either a warranty or an agreement. 
 
Transaction: Description
   The description of the transaction that will appear on the billing documents. 
 
Transaction: Date
   The date the transaction will post to the general ledger. 
 
Transaction: End Date
   Used in labor transaction only, the date the labor ended.  
 
Transaction: End Time
   Used in labor transaction only, the time the labor ended.  
 
Transaction: Extended Price
   The price or rate multiplied by the number of units.     
 
Transaction: Number of Units
   The number of units to charge on the transaction.  
 
Transaction: Price
   Used in non-labor transaction only, the price of the item.    
 
Transaction: Rate
   Used in labor transaction only, the hourly rate.     
 
Transaction: Servicer
   For labor transactions, the servicer that performed the work.  For other transactions, the servicer that is assigned the warehouse from where the parts originated.
 
Transaction: Start Time
   Used in labor transaction only, the time the labor started.
 
Transaction: Taxable Checkbox
   When checked, the transaction will be taxed. 
 
Transaction: Type
   The type of transaction.  The type is used to group the transactions by labor, materials or purchases.
 
Transaction: Vendor
   The vendor used in the purchase process.

 

 
User Time Setting
   Set the time fields in the software to either military time or AM/PM.
 
Work Order: Agreement
   The agreement the covers the work order transactions.
 
Work Order: Agreement Labor Checkbox
   When checked, the labor posted to the work order is covered by an agreement.
 
Work Order: Agreement Parts Checkbox
   When checked, the parts posted to the work order is covered by an agreement.
 
Work Order: Completed Date
   The date the work order status was changed to the complete status.
 
Work Order: Complete Time
   The time the work order status was changed to the complete status.
 
Work Order: Description
   The description used to identify the work order.
 
Work Order: Dollars Estimate
   The total estimated dollars required to complete the work on the work order.
 
Work Order: Number
   The number used to identify the work order.
 
Work Order: Status
   The status of the work order.
 
Work Order: Warranty Labor Checkbox
   When checked, the labor posted to the work order is covered by a warranty.
 
Work Order: Warranty Parts Checkbox
   When checked, the parts posted to the work order are covered by a warranty.

 
Planned Maintenance: Cover Parts Checkbox
   When checked, the parts covered by the schedule will have no charge.
 
Planned Maintenance: Cover Labor Checkbox
   When checked, the parts covered by the schedule will have no charge.
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