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

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 agreement frequency indicates the frequency used when billing the agreement.

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 remainer 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.

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.

Classification

The classification is used in sales and cost account assignments.

Commissionable

When checked the item is commissionable.

Commission Rate

If the representative is a salesperson, the commision rate is stored in this field.

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 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.