Difference between revisions of "Planned Maintenance Processing"
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| colspan="4" style="width: 265px;" | Desc Here | | colspan="4" style="width: 265px;" | Desc Here | ||
|- | |- | ||
| − | | | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Order the output by Agreement Number or Site Code |
| − | | | + | |- |
| − | | | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Set the cut-off date using the Cut-off Date field. |
| − | | | + | |- |
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Set the job schedule-off date using the Schedule Date field. | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Set the starting invoice number using the Next Invoice number field. | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Process customers on credit hold. | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Total by Site, Equipment or Task Code. | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Assign the servicer from the schedule, the site's primary servicer, the sites secondary servicer or leave the servicer unassigned. | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Filter by [[Glossary#AgreementType|Agreement Type]] | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Filter by [[Glossary#customer_number|Customer Number]] | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Filter by [[Glossary#AgreementNumber|Agreement Number]] | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Users can override the agreement settings during the renewal process. | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Renew as a Fixed amount or a Percentage amount. | ||
| + | |- | ||
| + | | class="headerMainTitles" colspan="4" | Override Fields | ||
| + | |- | ||
| + | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementAutoRenew.25|Change Percent]] | ||
| + | | class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#agreeTypePRO_AS|Renew As]] | ||
| + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#AgreementRenewalText|Renewal Text]] | ||
| + | | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#agreeTypePRO_Months|Renewal Months]] | ||
|- | |- | ||
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Revision as of 13:32, 12 April 2022
| |||
| Navigation | |||
| Select Agreements > PM Processing | |||
| Overview | |||
| Desc Here | |||
| • Order the output by Agreement Number or Site Code | |||
| • Set the cut-off date using the Cut-off Date field. | |||
| • Set the job schedule-off date using the Schedule Date field. | |||
| • Set the starting invoice number using the Next Invoice number field. | |||
| • Process customers on credit hold. | |||
| • Total by Site, Equipment or Task Code. | |||
| • Assign the servicer from the schedule, the site's primary servicer, the sites secondary servicer or leave the servicer unassigned. | |||
| • | |||
| • | |||
| • | |||
| • | |||
| • | |||
| • | |||
| • Filter by Agreement Type | |||
| • Filter by Customer Number | |||
| • Filter by Agreement Number | |||
| • Users can override the agreement settings during the renewal process. | |||
| • Renew as a Fixed amount or a Percentage amount. | |||
| Override Fields | |||
| Change Percent | Renew As | Renewal Text | Renewal Months |
