Difference between revisions of "Glossary"
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{| border="0" cellpadding="1" cellspacing="1" style="width: 1538px;" | {| border="0" cellpadding="1" cellspacing="1" style="width: 1538px;" | ||
| − | |||
|- | |- | ||
| <div id="job_acctmanager"> </div> | | <div id="job_acctmanager"> </div> | ||
|- | |- | ||
| − | | <div class="fieldHeader">Account Manager</div> | + | | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Account Manager</div> |
|- | |- | ||
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| Line 24: | Line 23: | ||
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| − | When checked, the agreement can be billed. | + | When checked, indicates that the agreement can be billed. |
| + | |||
| + | |||
| + | |- | ||
| + | | <div id="AgreementContact"> </div> | ||
| + | |- | ||
| + | | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Contact</div> | ||
| + | |- | ||
| + | | | ||
| + | The customer or site contact that handles the agreement. | ||
| + | |||
| + | |||
| + | |||
| + | |||
| + | |- | ||
| + | | <div id="AgreementFrequency"> </div> | ||
| + | |- | ||
| + | | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Frequency</div> | ||
| + | |- | ||
| + | | | ||
| + | The agreement frequency indicates the frequency used when billing the agreement. | ||
| + | |||
| Line 30: | Line 50: | ||
| <div id="agreements_Number"> </div> | | <div id="agreements_Number"> </div> | ||
|- | |- | ||
| − | | <div | + | | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Number</div> |
|- | |- | ||
| | | | ||
| − | + | Agreement numbers are used the identify agreements. | |
| Line 40: | Line 60: | ||
| <div id="agreements_PricingMethod"> </div> | | <div id="agreements_PricingMethod"> </div> | ||
|- | |- | ||
| − | | <div | + | | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Pricing Method</div> |
|- | |- | ||
| | | | ||
| − | 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. | + | 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. | By Equipment: Each equipment record can have a different price. | ||
| + | |||
| + | |||
| + | |- | ||
| + | | <div id="AgreementSalesperson"> </div> | ||
| + | |- | ||
| + | | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Salesperson</div> | ||
| + | |- | ||
| + | | | ||
| + | The salesperson that should be assigned to the invoices when billing occurs. | ||
| + | |||
| + | |||
| + | |||
| + | |- | ||
| + | | <div id="AgreementStatusCode"> </div> | ||
| + | |- | ||
| + | | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Status Code</div> | ||
| + | |- | ||
| + | | | ||
| + | The status code is used to track the agreements progress through the renewal process. | ||
| + | |||
| + | |||
| + | |- | ||
| + | | <div id="AgreementTaxClass"> </div> | ||
| + | |- | ||
| + | | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Tax Class</div> | ||
| + | |- | ||
| + | | | ||
| + | The tax class that will be used when billing the agreement. | ||
| Line 50: | Line 100: | ||
| <div id="servicetype_AssignedBtn"> </div> | | <div id="servicetype_AssignedBtn"> </div> | ||
|- | |- | ||
| − | | <div class="fieldHeader">Assigned Button</div> | + | | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Assigned Button</div> |
|- | |- | ||
| | | | ||
When clicked, displays all items assigned to the selected record. | When clicked, displays all items assigned to the selected record. | ||
| + | |||
| + | |||
| + | |||
| + | |||
| + | |||
|} | |} | ||
Revision as of 11:14, 21 December 2022
Account Manager
|
Account managers are responsible for the customer relationship. |
Active Status
|
Indicates that the record can be used to produce results.
|
Agreement Billable
|
When checked, indicates that the agreement can be billed.
|
Agreement Contact
|
The customer or site contact that handles the agreement.
|
Agreement Frequency
|
The agreement frequency indicates the frequency used when billing the agreement.
|
Agreement Number
|
Agreement numbers are used the identify agreements.
|
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 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 Tax Class
|
The tax class that will be used when billing the agreement.
|
Assigned Button
|
When clicked, displays all items assigned to the selected record.
|
