Difference between revisions of "Glossary"

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     Comments related to the equipment record.   
 
     Comments related to the equipment record.   
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    | <div id="equip_coverageDate">&nbsp;</div>
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Equipment Coverage Date</div>   
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    The date coverage begins for the equipment record.
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    | <div id="equip_description">&nbsp;</div>
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Equipment Description</div>   
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    Used to describe the equipment.
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    | <div id="equip_item">&nbsp;</div>
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Equipment Item</div>   
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    Equipment records that are also inventory items will have the Item Code in this field.
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    | <div id="equip_type">&nbsp;</div>
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Equipment Type</div>   
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    Equipment types are used to organize equipment.  Manufacturers are assigned by equipment type.
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    | <div id="equip_positionLocation">&nbsp;</div>
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Equipment Position/Locations</div> 
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    Indicates the physical location with the site.
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Revision as of 13:34, 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 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.



 
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.


 
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.


 
Contact Address
   The contacts mailing address.


 
Contact City
   The city of the mailing address.
 
Contact Country
   The country of the mailing address.
 
Contact Email
   The contact's email address.


 
Contact Established Date
   The date the contact record was established.


 
Contact Fax Number
   The contact's fax number.
 
Contact First Name
   The contact's first name.


 
Contact Last Name
   The contact's last name.


 
Contact Name
   The contacts full name.


 
Contact Phone
   The contact's telephone number.


 
Contact Salutation
   The salutation that should be used when communicating with the contact.


 
Contact State
   The state of the mailing address.
 
Contact Title
   The contact title. ex: Mr., Mrs.


 
Contact Type
   Types can be used to organize contacts.


 
Contact Zip
   The postal code of the mailing address.


 
Cost Type
   Cost types are used to manage general ledger sales and cost account allocations on transactions and billing.


 
Cost Type Cost Account
   The cost account that will be assigned to transactions assigned this job type and cost type.
 
Cost Type Cost Subaccount
   The cost sub-account that will be assigned to transactions assigned this job type and cost type.
 
Cost Type Description
   Used to describe the cost type.


 
Cost Type Inventory checkbox
   When checked, indicates that the cost type can be used for inventory transactions.


 
Cost Type Labor checkbox
   When checked, indicates that the cost type can be used for labor transactions.


 
Cost Type Purchases checkbox
   When checked, indicates that the cost type can be used for purchase transactions.


 
Customer Account Manager
   The company representative that manages the customer's account.


 
Customer Address
   The customer's mailing address.
 
Customer Billing Contact
   The primary billing contact assigned to the customer.


 
Customer City
   The customer's mailing address city.
 
Customer Country
   The customer's mailing address country.
 
Customer Email
   The email address for the primary customer contact.
 
Customer Ext
   The main telephone numbers extension.
 
Customer Facebook
   Link to the customer's Facebook account.
 
Customer Fax
   The customer's contact fax number.
 
Customer LinkedIn
   The customer's linked in accounnt handle.
 
Customer Name
   The name of the organization that will be billed.  Jobs can be created without a customer assignmnet, but not billed.
 
Customer Number
   Customer numbers can be used to help identify a customer. Customer number requirement is based on ERP system.
 
Customer Price Level
   The customer's price level.  Price level requirement is based on ERP settings.
 
Customer Phone
   The customer's business telephone number.
 
Customer Salesperson
   The salesperson assigned to the customer's account.
 
Customer State
   The customers address state.
 
Customer Twitter
   The customer's twitter handle.
 
Customer Zip Code
   The customer's address zip code.
 
Equipment Code
   Equipment codes are used to identify equipment.  Codes can be manually, or automatically assigned.
 
Equipment Comment
   Comments related to the equipment record.
 
Equipment Coverage Date
   The date coverage begins for the equipment record.
 
Equipment Description
   Used to describe the equipment.
 
Equipment Item
   Equipment records that are also inventory items will have the Item Code in this field.
 
Equipment Type
   Equipment types are used to organize equipment.  Manufacturers are assigned by equipment type.
 
Equipment Position/Locations
   Indicates the physical location with the site.





















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