Difference between revisions of "Defaults"
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| colspan="4" | [[File:SoftwareDefault Agree ccexpress.png|SoftwareDefault Agree ccexpress.png]] | | colspan="4" | [[File:SoftwareDefault Agree ccexpress.png|SoftwareDefault Agree ccexpress.png]] | ||
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| − | | colspan="4" | | + | | colspan="4" | |
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Setup autonumbering | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Setup autonumbering | ||
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Define the agreement number length | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Define the agreement number length | ||
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| − | | | + | | colspan="4" style="width: 265px;" | |
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| − | | class=" | + | | class="navigationTitles" colspan="4" | Agreements Defaults Fields |
| − | |||
|- | |- | ||
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_AG_DefaultAgreementType|Default Agreement Type]] | | class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_AG_DefaultAgreementType|Default Agreement Type]] | ||
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | | | class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | | ||
|- | |- | ||
| − | | class=" | + | | class="navigationTitles" colspan="4" style="width: 700px;" | Planned Billing Options |
|- | |- | ||
| class="fieldGrayBackgrounds" style="width: 700px;" | [[Glossary#sd_AG_PB_autoProcess|Auto Process]] | | class="fieldGrayBackgrounds" style="width: 700px;" | [[Glossary#sd_AG_PB_autoProcess|Auto Process]] | ||
Revision as of 11:02, 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 | ||||||
| • Define the next invoice number. | ||||||
| • Define the invoice number length | ||||||
| • Use invoice number leading characters. | ||||||
| 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 | |||||
| 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 | ||||||
| • Setup autonumbering | ||||||
| • Define the next agreement number | ||||||
| • Define the agreement number length | ||||||
| Agreements Defaults Fields | ||||||
| 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 | ||||||
| ||||||
| Back to Setting Up SVCONTHEGO | ||||||
