Difference between revisions of "Defaults"

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| class="headerMainTitles" colspan="4" | Status Code Defaults Fields
 
| class="headerMainTitles" colspan="4" | Status Code Defaults Fields
 
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| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_TA_warehouse|Warehouse]]
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| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#Warehouse|Warehouse]]
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| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_TA_taxonCustomer|Tax On Customer]]
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| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#taxOnCustomer|Tax On Customer]]
 
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| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_TA_multiBranch|Multi-Branch]]
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| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#multiBranch|Multi-Branch]]
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| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_TA_segment|Segment]]
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| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#multiBranchSegment|Segment]]
 
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| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_TA_defSalesAcct|Default Sales Account]]
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| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#salesAcct|Default Sales Account]]
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| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_TA_defCostAcct|Default Cost Account]]
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| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#costAcct|Default Cost Account]]
 
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| colspan="2" |  
 
| colspan="2" |  

Revision as of 10:03, 31 March 2022

Defaults ccexpress.png
Navigation
To access Defaults, select the setup COG > Setup > Software Setup > Defaults
Overview
Desc Here:
Request Override Job No Send Job Email
Job Type Service Type
Priority Est Hours
  Next No Length Leading Characters
   
Inventory Defaults Tab
SoftwareDefault Inv ccexpress.png
• Define the size of the Item Short Description field
• Update Item Short Description
   
Status Code Defaults Tab
SoftwareDefault SC ccexpress.png
Status Code Defaults Fields
New Dispatched
Departure Arrival
Field Completed Cancelled
On Hold Back Office Completed
   
Equipment Defaults Tab
SoftwareDefault EQ ccexpress.png
• Warranty based on Sale or Invoice Date
• Allocation based on Inventory Item or Model
• Auto Number Equipment records using a prefix or a Matrix
• Customized Equipment numbering using any combination of Manufacturer, Model and Equipment Type
   
Site Defaults Tab
SoftwareDefault SD ccexpress.png
• Define the default Site type
• Define the default Site Tax Schedule
• Autofill the Site with the Customer Name and Address
   
Transaction Assignments Defaults Tab
SoftwareDefault TA ccexpress.png
Status Code Defaults Fields
Warehouse Tax On Customer
Multi-Branch Segment
Default Sales Account Default Cost Account
   
Invoicing Defaults Tab
SoftwareDefault Invoice ccexpress.png
Invoicing Defaults Fields
Require Sales Tax Non-Tax Schedule
Include Request Include Request Notes
Include Solution Include Solution Notes
Include Job Notes Next Batch Number
  Next No Length Leading Characters
   
Planned Maintenance Defaults Tab
SoftwareDefault PM ccexpress.png
Planned Maintenance Defaults Fields
Priority Status Code
Include Site info as comment Include Equipment info as comment
   
Agreements Defaults Tab
SoftwareDefault Agree ccexpress.png
Agreements Defaults Fields
Auto No Agreement No Length
Default Agreement Type  
Planned Billing Options
Auto Process Processing Date  
Next Invoice Number Invoice No Length
Deferred Revenue Options
Auto Process  
Agreement Renewal Options  
Auto Process  
Include Site Details as comment Include Equip Details as comment
Include Site Summary as comment Include Equip Summary as comment
Allocation Defaults
Revenue Account Deferred Revenue Account Item
   
Back to Setting Up SVCONTHEGO  

 

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