Difference between revisions of "Glossary"

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Line 299: Line 299:
 
     |  
 
     |  
 
     The text that will be displayed on the agreement renewal invoice.  
 
     The text that will be displayed on the agreement renewal invoice.  
−
 
−
 
−
 
−
 
−
 
 
     |-
 
     |-
 
     | <div id="AgreementRenewAs">&nbsp;</div>  
 
     | <div id="AgreementRenewAs">&nbsp;</div>  
Line 311: Line 306:
 
     |  
 
     |  
 
     Used to indicate the type of invoice that will be created upon renewal.
 
     Used to indicate the type of invoice that will be created upon renewal.
−
 
−
 
 
     |-
 
     |-
 
     | <div id="AgreementRevenuesTotal">&nbsp;</div>  
 
     | <div id="AgreementRevenuesTotal">&nbsp;</div>  
Line 320: Line 313:
 
     |  
 
     |  
 
     The total amount billed for the contract to date.
 
     The total amount billed for the contract to date.
−
 
−
 
−
 
−
 
−
 
 
     |-
 
     |-
 
     | <div id="AgreementSalesperson">&nbsp;</div>  
 
     | <div id="AgreementSalesperson">&nbsp;</div>  
Line 332: Line 320:
 
     |  
 
     |  
 
     The salesperson that should be assigned to the invoices when billing occurs.
 
     The salesperson that should be assigned to the invoices when billing occurs.
−
 
−
 
−
 
 
     |-
 
     |-
 
     | <div id="AgreementStatusCode">&nbsp;</div>  
 
     | <div id="AgreementStatusCode">&nbsp;</div>  
Line 342: Line 327:
 
     |  
 
     |  
 
     The status code is used to track the agreements progress through the renewal process.
 
     The status code is used to track the agreements progress through the renewal process.
−
 
+
    |-
−
 
+
    | <div id="AgreementType">&nbsp;</div>
−
 
+
    |-
 +
    | Agreement Type
 +
    |-
 +
    |
 +
    Used to organize agreements by type.  Agreement types are also used to establish setting for agreements by default.
 +
    |-
 +
    | <div id="Allocation">&nbsp;</div>
 +
    |-
 +
    | Allocation
 +
    |-
 +
    |
 +
    Displays the allocation assigned to the selected agreement type. 
 
     |-
 
     |-
 
     | <div id="servicetype_AssignedBtn">&nbsp;</div>  
 
     | <div id="servicetype_AssignedBtn">&nbsp;</div>  
Line 848: Line 844:
 
     |  
 
     |  
 
     Indicates the physical location.
 
     Indicates the physical location.
 +
    |-
 +
    | <div id="Commissionable">&nbsp;</div>
 +
    |-
 +
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Inventory: Commissionable</div>   
 +
    |-
 +
    |
 +
    When checked the item is commissionable.
 +
    |-
 +
    | <div id="corep_commrate">&nbsp;</div>
 +
    |-
 +
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Inventory: Commission Rate</div>     
 +
    |-
 +
    |
 +
    If the representative is a salesperson, the commision rate is stored in this field.
 +
 +
 +
  
 
     |-
 
     |-
Line 854: Line 867:
 
     | colspan="1" style="width: 1538px;" | <div class="fieldHeader"></div>Inventory: Equipment Build Checkbox</div>  
 
     | colspan="1" style="width: 1538px;" | <div class="fieldHeader"></div>Inventory: Equipment Build Checkbox</div>  
 
     |-
 
     |-
−
     | When checked, an equipment record will be generated each time the item is billed.
+
     | When checked, an equipment record will be generated each time the item is billed. Equipment build has a set of defaults that are defined for use during the process.
−
 
+
        Prefix: Used when equipment auto-numbering is activated.
 +
        [[Glossary#equip_type|EQ Type]]
 +
        Model
 +
        Manufacturer
 +
        Labor Warranty Period
 +
        Parts Warranty Period
 +
        Comment
  
  
Line 914: Line 933:
 
     |  
 
     |  
 
     The item's unit of measure.
 
     The item's unit of measure.
 +
    |-
 +
    | <div id="MobileButton">&nbsp;</div>
 +
    |-
 +
    | <div class="fieldHeader">Inventory: Servicer Mobile Button</div>
 +
    |-
 +
    |
 +
    When checked, a mobile button will be made available in mobile for quick entry.
 
     |-
 
     |-
 
     | <div id="shordesc">&nbsp;</div>  
 
     | <div id="shordesc">&nbsp;</div>  
Line 949: Line 975:
 
     |  
 
     |  
 
     The price for the item when added to a transaction.
 
     The price for the item when added to a transaction.
 +
    |-
 +
    | <div id="UseinMobile">&nbsp;</div>
 +
    |-
 +
    | <div class="fieldHeader">Inventory: Use in Mobile</div>
 +
    |-
 +
    |
 +
    When checked, the item will be available for use in mobile.
 
     |-
 
     |-
 
     | <div id="Warehouse">&nbsp;</div>  
 
     | <div id="Warehouse">&nbsp;</div>  
Line 984: Line 1,017:
 
     |  
 
     |  
 
     The extension number for the contact telephone number
 
     The extension number for the contact telephone number
 +
    |-
 +
    | <div id="jobtype_Code"></div>
 +
    |-
 +
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Job: Job Type Code</div>   
 +
    |-
 +
    |
 +
    Used to recognize the job type.
 
     |-
 
     |-
 
     | <div id="job_mainno">&nbsp;</div>  
 
     | <div id="job_mainno">&nbsp;</div>  
Line 1,045: Line 1,085:
 
     |  
 
     |  
 
     The salesperson for the job.  *Certain ERP systems require a salesperson.
 
     The salesperson for the job.  *Certain ERP systems require a salesperson.
 +
 +
    |-
 +
    | <div id="job_sendtomobile">&nbsp;</div>
 +
    |-
 +
    | <div class="fieldHeader">Job: Send to Mobile Checkbox</div>
 +
    |-
 +
    | On save, if this checkbox is checked, the job will be made available in mobile.   
  
  
Line 1,090: Line 1,137:
 
     Status codes are used to determine the job's position in the work process.  
 
     Status codes are used to determine the job's position in the work process.  
 
     |-
 
     |-
−
     | <div id="jobtype_Code"></div>  
+
     | <div id="job_statusbar">&nbsp;</div>  
 
     |-
 
     |-
−
     | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Job: Job Type Code</div>  
+
     | <div class="fieldHeader">Job: Status Bar</div>  
 
     |-
 
     |-
 
     |  
 
     |  
−
     Used to recognize the job type.
+
     The status bar indicates the job's status progress.
 +
   
 +
 
 
     |-
 
     |-
 
     | <div id="jobtype_Desc">&nbsp;</div>  
 
     | <div id="jobtype_Desc">&nbsp;</div>  
Line 1,146: Line 1,195:
 
     |  
 
     |  
 
     The default priority that will be used when creating new jobs.   
 
     The default priority that will be used when creating new jobs.   
 +
    |-
 +
    | <div id="ReportingGroups">&nbsp;</div>
 +
    |-
 +
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Reporting Groups</div>   
 +
    |-
 +
    |
 +
    A group code can be assigned to a miscellaneous charge code to group like Item codes.
 +
    |-
 +
    | <div id="corep_repaddress">&nbsp;</div>
 +
    |-
 +
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Representative: Address</div>
 +
    |-
 +
    |
 +
    The mailing address for the representative.
  
 +
    |-
 +
    | <div id="corep_city">&nbsp;</div>
 +
    |-
 +
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Representative: City</div>
 +
    |-
 +
    |
 +
    The city for the mailing address
 +
    |-
 +
    | <div id="corep_country">&nbsp;</div>
 +
    |-
 +
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Representative: Country</div>
 +
    |-
 +
    |
 +
    The country for the mailing address.
  
 +
    |-
 +
    | <div id="corep_repdivision">&nbsp;</div>
 +
    |-
 +
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Representative: Division</div>
 +
    |-
 +
    |
 +
    If division are in use, the representative division can be assigned.
 +
    |-
 +
    | <div id="corep_repemail">&nbsp;</div>
 +
    |-
 +
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Representative: Email</div>
 +
    |-
 +
    |
 +
    The email address used to contact the representative.
 +
    |-
 +
    | <div id="corep_repname">&nbsp;</div>
 +
    |-
 +
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Representative: Name</div>
 +
    |-
 +
    |
 +
    The name of the representative.
 +
    |-
 +
    | <div id="corep_repno">&nbsp;</div>
 +
    |-
 +
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Representative: Number</div>
 +
    |-
 +
    |
 +
    The representative number can be used to recognize a representative.
 +
    |-
 +
    | <div id="corep_repphone">&nbsp;</div>
 +
    |-
 +
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Representative: Phone</div>
 +
    |-
 +
    |
 +
    The telephone number used to contact the representative.
 +
    |-
 +
    | <div id="corep_state">&nbsp;</div>
 +
    |-
 +
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Representative: State</div>
 +
    |-
 +
    |
 +
    The state for the mailing address.
 +
    |-
 +
    | <div id="corep_reptype">&nbsp;</div>
 +
    |-
 +
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Representative: Type</div>
 +
    |-
 +
    |
 +
    Types are used to organize representatives.
 +
    |-
 +
    | <div id="corep_zip">&nbsp;</div>
 +
    |-
 +
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Representative: Zip</div>
 +
    |-
 +
    |
 +
    The postal code for the mailing address.
 
     |-
 
     |-
 
     | <div id="job_request">&nbsp;</div>  
 
     | <div id="job_request">&nbsp;</div>  
Line 1,162: Line 1,295:
 
     |  
 
     |  
 
     Request notes are used to further define the work requested.
 
     Request notes are used to further define the work requested.
−
 
−
 
−
 
−
 
−
 
 
     |-
 
     |-
−
     | <div id="job_scheduledate">&nbsp;</div>  
+
     | <div id="costtype_RevAcct">&nbsp;</div>  
 
     |-
 
     |-
−
     | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Schedule Date</div>  
+
     | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Revenue Account</div>  
 
     |-
 
     |-
 
     |  
 
     |  
−
     The date the technician is schedule to do the work.
+
     The sales account that will be assigned to transactions assigned this job type and cost type.  
 
     |-
 
     |-
−
     | <div id="job_scheduletime">&nbsp;</div>  
+
     | <div id="costtype_RevSubacct">&nbsp;</div>  
 
     |-
 
     |-
−
     | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Schedule Time</div>  
+
     | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Revenue subaccount</div>  
 
     |-
 
     |-
 
     |  
 
     |  
−
     The time the technician is schedule to do the work.
+
     The sales sub-account that will be assigned to transactions assigned this job type and cost type.  
 
     |-
 
     |-
−
     | <div id="job_solution">&nbsp;</div>  
+
     | <div id="servicetype_Code">&nbsp;</div>  
 
     |-
 
     |-
−
     | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Solution</div>  
+
     | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Service Type: Code</div>  
 
     |-
 
     |-
 
     |  
 
     |  
−
     Solutions are defined using the Solution Management feature.  The solution defines the work done to complete the work.
+
     Used to identify the service type.
 
     |-
 
     |-
−
     | <div id="job_solutionnotes">&nbsp;</div>  
+
     | <div id="servicetype_Desc">&nbsp;</div>  
 
     |-
 
     |-
−
     | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Solution Notes</div>  
+
     | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Service Type: Desc</div>  
 
     |-
 
     |-
 
     |  
 
     |  
−
     Solution notes are used to further define the work performed.
+
     Used to describe the service type.
 +
   
 +
 
 +
 
 +
 
 +
 
 +
 
 +
 
 +
 
 +
 
 +
 
 +
 
  
  
Line 1,200: Line 1,339:
  
  
 +
   
  
  
Line 1,205: Line 1,345:
  
  
 +
    |-
 +
    | <div id="job_scheduledate">&nbsp;</div>
 +
    |-
 +
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Schedule Date</div>
 +
    |-
 +
    |
 +
    The date the technician is schedule to do the work.
 +
    |-
 +
    | <div id="job_scheduletime">&nbsp;</div>
 +
    |-
 +
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Schedule Time</div>
 +
    |-
 +
    |
 +
    The time the technician is schedule to do the work.
  
  
 +
    |-
 +
    | <div id="site_Address">&nbsp;</div>
 +
    |-
 +
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Site: Address</div>
 +
    |-
 +
    |
 +
    The physical address for the site.  This field is used in dispatching.
 +
    |-
 +
    | <div id="site_Branch">&nbsp;</div>
 +
    |-
 +
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Site: Branch</div>
 +
    |-
 +
    |
 +
    The site branch is required if multi-branching is in use.
 +
    |-
 +
    | <div id="site_Chain">&nbsp;</div>
 +
    |-
 +
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Site: Chain</div>
 +
    |-
 +
    |
 +
    The site's chain.  Chains are not required.
 +
    |-
 +
    | <div id="site_City">&nbsp;</div>
 +
    |-
 +
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Site: City</div>
 +
    |-
 +
    |
 +
    The address city for the site.  This field is used in dispatching.
 +
    |-
 +
    | <div id="site_CloneAddress">&nbsp;</div>
 +
    |-
 +
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Site: Clone From Customer Address</div>
 +
    |-
 +
    |
 +
    When clicked, this button will clone the customer's address to the site.
 +
    |-
 +
    | <div id="site_CloneShipTo">&nbsp;</div>
 +
    |-
 +
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Site: Clone From Ship To</div>
 +
    |-
 +
    |
 +
    When an item is selected, the ship to address will be copied to the site address fields.
 +
    |-
 +
    | <div id="site_Code">&nbsp;</div>
 +
    |-
 +
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Site: Code</div>
 +
    |-
 +
    |
 +
    The site code can be used to identify the site.  It is not required.
 +
    |-
 +
    | <div id="site_EST">&nbsp;</div>
 +
    |-
 +
    | <div class="fieldHeader">Site: Established&nbsp;Date</div>
 +
    |-
 +
    |
 +
    The date the site was added.
 +
    |-
 +
    | <div id="site_Fax">&nbsp;</div>
 +
    |-
 +
    | <div class="fieldHeader">Site: Fax Number</div>
 +
    |-
 +
    |
 +
    The site's Fax number.
 +
    |-
 +
    | <div id="site_Labor1">&nbsp;</div>
 +
    |-
 +
    | <div class="fieldHeader">Site: Labor #1</div>
 +
    |-
 +
    |
 +
    Back office labor transaction entry can include two labor quick buttons.  This item will be linked to the first button.
 +
    |-
 +
    | <div id="site_Labor2">&nbsp;</div>
 +
    |-
 +
    | <div class="fieldHeader">Site: Labor #2</div>
 +
    |-
 +
    |
 +
    Back office labor transaction entry can include two labor quick buttons.  This item will be linked to the second button.
 +
    |-
 +
    | <div id="site_Lat">&nbsp;</div>
 +
    |-
 +
    | <div class="fieldHeader">Site: Latitude</div>
 +
    |-
 +
    |
 +
    The latitude for the site location.
 +
    |-
 +
    | <div id="site_Long">&nbsp;</div>
 +
    |-
 +
    | <div class="fieldHeader">Site: Longitude</div>
 +
    |-
 +
    |
 +
    The longitude for the site location.
 +
    |-
 +
    | <div id="site_MainNo">&nbsp;</div>
 +
    |-
 +
    | <div class="fieldHeader">Site: Main Number</div>
 +
    |-
 +
    |
 +
    The main business contact telephone number for the site.
 +
    |-
 +
    | <div id="site_MapCode">&nbsp;</div>
 +
    |-
 +
    | <div class="fieldHeader">Site: Map Code</div>
 +
    |-
 +
    |
 +
    When using Key Maps or Rand McNally's Street Finders this will be the code to associate the location with a particular map page.
 +
    |-
 +
    | <div id="site_Name">&nbsp;</div>
 +
    |-
 +
    | <div class="fieldHeader">Site: Name</div>
 +
    |-
 +
    |
 +
    The name of the site location. This is used to identify the site.
 +
    |-
 +
    | <div id="site_PriceLevels">&nbsp;</div>
 +
    |-
 +
    | <div class="fieldHeader">Site: Price Level</div>
 +
    |-
 +
    |
 +
    The price level that should be used when billing jobs.
 +
    |-
 +
    | <div id="site_PContact">&nbsp;</div>
 +
    |-
 +
    | <div class="fieldHeader">Site: Primary Contact</div>
 +
    |-
 +
    |
 +
    The site's primary contact.  Contacts are management using the Contact Mangement system.
 +
    |-
 +
    | <div id="site_Priority">&nbsp;</div>
 +
    |-
 +
    | <div class="fieldHeader">Site: Priority Code</div>
 +
    |-
 +
    |
 +
    The default priority code for new jobs added to the site.
 +
    |-
 +
    | <div id="site_Referral">&nbsp;</div>
 +
    |-
 +
    | <div class="fieldHeader">Site: Referral Code</div>
 +
    |-
 +
    |
 +
    The site's referral code.  Referral codes are not required.
 +
    |-
 +
    | <div id="site_Servicer1">&nbsp;</div>
 +
    |-
 +
    | <div class="fieldHeader">Site: Servicer #1</div>
 +
    |-
 +
    |
 +
    The default primary servicer.  New jobs will be automatically assigned to this servicer. 
 +
    |-
 +
    | <div id="site_Servicer2">&nbsp;</div>
 +
    |-
 +
    | <div class="fieldHeader">Site: Servicer #2</div>
 +
    |-
 +
    |
 +
    The secondary servicer for new jobs.
 +
    |-
 +
    | <div id="site_SLA">&nbsp;</div>
 +
    |-
 +
    | <div class="fieldHeader">Site: SLA</div>
 +
    |-
 +
    |
 +
    Check this box, if the site qualifies for SLA service.
 +
    |-
 +
    | <div id="site_State">&nbsp;</div>
 +
    |-
 +
    | <div class="fieldHeader">Site: State</div>
 +
    |-
 +
    |
 +
    The address state code for the site.  This field is used in dispatching.
 +
    |-
 +
    | <div id="site_StoreNo">&nbsp;</div>
 +
    |-
 +
    | <div class="fieldHeader">Site: Store Number</div>
 +
    |-
 +
    |
 +
    The store number for the site.  The store number is directly tied to the Chains feature.
 +
   
 +
    |-
 +
    | <div id="site_StoreType">&nbsp;</div>
 +
    |-
 +
    | <div class="fieldHeader">Site: Store Type</div>
 +
    |-
 +
    |
 +
    The store type for the site.  The store number is directly tied to the Chains feature.
 +
    |-
 +
    | <div id="site_Type">&nbsp;</div>
 +
    |-
 +
    | <div class="fieldHeader">Site: Type</div>
 +
    |-
 +
    |
 +
    Site types are used to organize sites. Site types are not required.
 +
    |-
 +
    | <div id="site_Zip">&nbsp;</div>
 +
    |-
 +
    | <div class="fieldHeader">Site: Zip Code</div>
 +
    |-
 +
    |
 +
    The address postal code for the site.  This field is used in dispatching.
  
  
Line 1,213: Line 1,564:
  
  
 +
    |-
 +
    | <div id="job_solution">&nbsp;</div>
 +
    |-
 +
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Solution</div>
 +
    |-
 +
    |
 +
    Solutions are defined using the Solution Management feature.  The solution defines the work done to complete the work.
 +
    |-
 +
    | <div id="job_solutionnotes">&nbsp;</div>
 +
    |-
 +
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Solution Notes</div>
 +
    |-
 +
    |
 +
    Solution notes are used to further define the work performed.
 +
    |-
 +
    | <div id="Subclass">&nbsp;</div>
 +
    |-
 +
    | <div class="fieldHeader">Subclass</div>
 +
    |-
 +
    |
 +
    The sub-classification is used in sales and cost account assignments.
 +
    |-
 +
    | <div id="TaxClass">&nbsp;</div>
 +
    |-
 +
    | <div class="fieldHeader">Tax Class</div>
 +
    |-
 +
    |
 +
    The item's task class.
 +
    |-
 +
    | colspan="1" style="width: 1538px;" | <div id="customertaxexemptno">&nbsp;</div>
 +
    |-
 +
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Tax Exempt Number</div>
 +
    |-
 +
    |
 +
    If the customer is tax exempt, a value must be used in this field. 
 +
    |-
 +
    | colspan="1" style="width: 1538px;" | <div id="customertaxschedule">&nbsp;</div>
 +
    |-
 +
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Tax Schedule</div>
 +
    |-
 +
    |
 +
    The customer's tax schedule.  This information is assigned at the ERP level and cannot be altered when an ERP is in use.
 +
    |-
 +
    | colspan="1" style="width: 1538px;" | <div id="customerterms">&nbsp;</div>
 +
    |-
 +
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Terms</div>
 +
    |-
 +
    |
 +
    The customer's terms.  This information is assigned at the ERP level and cannot be altered when an ERP is in use.
 
|}
 
|}

Revision as of 10:59, 22 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 Checkbox
   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 Type 
   Used to organize agreements by type.  Agreement types are also used to establish setting for agreements by default.
 
Allocation 
   Displays the allocation assigned to the selected agreement type.
 
Button: Assigned
   When clicked, displays all items assigned to the selected record.
 
Button: Not Assigned
   When clicked, displays all the records not assigned to the selected item.
 
Classification
   The classification is used in sales and cost account assignments. Classifications are assigned to Cost Types and Items.
 
Button: Remove all Assignments
   When clicked, removes all assignments from the selected record.





 
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: Install Date
   The date the equipment was installed on site.
 
Equipment: Labor Warranty Checkbox
   When checked, indicates the equipment is covered by a labor warranty.
 
Equipment: Labor Warranty End
   The date the labor warranty ends.
 
Equipment: Labor Warranty Start
   The date the labor warranty begins.
 
Equipment: Level
   Levels are linked to models.  If the leve does not appear in the Level drop-list, check the selected models setup.
 
Equipment: Manufacturer
   The equipment's manufacturer.  Manufacturers are linked to the equipment type.  If you do not see the manufacturer in this list, verify that it is linked to the selected equipment type.
 
Equipment: Model
   The equipment model. Models are linked to a manufacturer.  If the model does not appear in the model drop-list, check the selected manufacturer's setup.
 
Equipment: Parts Warranty Checkbox
   When checked, indicates the equipment is covered by a parts warranty.
 
Equipment: Parts Warranty End
   The date the parts warranty ends.
 
Equipment: Parts Warranty Start
   The date the parts warranty begins.
 
Equipment: Sale Date
   The date the equipment was sold to the customer.
 
Equipment: Serial Number
   The equipment's serial number.  This is not required.



 
Equipment: Type
   Equipment types are used to organize equipment.  Manufacturers are assigned by equipment type.
 
Equipment: Position/Locations
   Indicates the physical location.
 
Inventory: Commissionable
   When checked the item is commissionable.
 
Inventory: Commission Rate
   If the representative is a salesperson, the commision rate is stored in this field.



 
Inventory: Equipment Build Checkbox
When checked, an equipment record will be generated each time the item is billed. Equipment build has a set of defaults that are defined for use during the process. 
       Prefix: Used when equipment auto-numbering is activated.
       EQ Type
       Model
       Manufacturer
       Labor Warranty Period
       Parts Warranty Period
       Comment


 
Inventory: Item Code
   Used to identify the item.
 
Inventory: Item Description
   Describes the item. This information comes from the ERP system.




 
Inventory: Item Type
   Indicates the type of Item.
 
Inventory: Prefix
   Used for equipment auto numbering.  If a matrix is in use that calls for this prefix, the system will use the value in this field.
 
Inventory: Price Code
   The item's price code. The price code is used when calculating transaction pricing.
 
Inventory: Product Line
   The item's product line.
 
Inventory: Sales UOM
   The item's unit of measure.
 
Inventory: Servicer Mobile Button
   When checked, a mobile button will be made available in mobile for quick entry.
 
Inventory: Short Description
   A short description for the item.
 
Inventory: Split Commission
   When checked, commission on the item can be slit.
 
Inventory: Trade Discount
   When checked, discounts are allowed.
 
Inventory: Unit Cost
   The item's cost.
 
Inventory: Unit Price
   The price for the item when added to a transaction.
 
Inventory: Use in Mobile
   When checked, the item will be available for use in mobile.
 
Inventory: Warehouse
   The item's default warehouse.
 
Job: Billed Status
   Indicates where the job is in the billing process.
 
Job: Contact
   The site or customer contact assigned to the job.
 
Job: Contact Email
   The email address for the job contact.
 
Job: Extension
   The extension number for the contact telephone number
Job: Job Type Code
   Used to recognize the job type.
 
Job: Main Number
   The job's main contact telephone number
 
Job: Number
   Used to identify the job.
 
Job: Payment Method
   The default payment method.


 
Job: Phone
   The contact telephone number for the job.
 
Job: Primary Servicer
   The primary servicer for the job. New jobs will automatically use the primary servicer.
 
Job: Received Date
   The date the job was received from the customer.
 
Job: Reference Number
   The default payment reference number.


 
Job: Salesperson
   The salesperson for the job.  *Certain ERP systems require a salesperson.
 
Job: Send to Mobile Checkbox
On save, if this checkbox is checked, the job will be made available in mobile.


 
Job: Service Type
   Service types are used to organize jobs.  Service type are organized by job type.



 
Job: SLA Checkbox
   Check this box, if the job qualifies for SLA service. This defaults from the site.
 
Job: SLA Expiration Date
   The date the technician has to start the work in order to meet the SLA criteria.
 
Job: SLA Expiration Time
   The time the technician has to start the work in order to meet the SLA criteria.


 
Job: Status
   Status codes are used to determine the job's position in the work process.
 
Job: Status Bar
   The status bar indicates the job's status progress.
 
Job Type: Description
   Used to describe the job type.
 
Job Type: Estimated Hours
   The hours estimated to complete the job.
 
Job Type
   Job types are used to organize jobs by type and service types. Job types are tied to the billing sales and cost accounts for transactions.
 
Job Type: KPI Call Count Checkbox
   When checked the jobs assigned the job type will be counted in the KPI analytics.
 
Job Type: Opportunity
   Marks the job type as a job opportunity.
 
Job Type: Quoted $s
   The dollars quoted for the job.
 
Priority
   The default priority that will be used when creating new jobs.
 
Reporting Groups
   A group code can be assigned to a miscellaneous charge code to group like Item codes.
 
Representative: Address
   The mailing address for the representative.
 
Representative: City
   The city for the mailing address
 
Representative: Country
   The country for the mailing address.
 
Representative: Division
   If division are in use, the representative division can be assigned.
 
Representative: Email
   The email address used to contact the representative.
 
Representative: Name
   The name of the representative.
 
Representative: Number
   The representative number can be used to recognize a representative.
 
Representative: Phone
   The telephone number used to contact the representative.
 
Representative: State
   The state for the mailing address.
 
Representative: Type
   Types are used to organize representatives.
 
Representative: Zip
   The postal code for the mailing address.
 
Request
   Requests are defined using the Request Management feature. The request defines the work requested.
 
Request Notes
   Request notes are used to further define the work requested.
 
Revenue Account
   The sales account that will be assigned to transactions assigned this job type and cost type.
 
Revenue subaccount
   The sales sub-account that will be assigned to transactions assigned this job type and cost type.
 
Service Type: Code
   Used to identify the service type.
 
Service Type: Desc
   Used to describe the service type.











 
Schedule Date
   The date the technician is schedule to do the work.
 
Schedule Time
   The time the technician is schedule to do the work.


 
Site: Address
   The physical address for the site.  This field is used in dispatching.
 
Site: Branch
   The site branch is required if multi-branching is in use.
 
Site: Chain
   The site's chain.  Chains are not required.
 
Site: City
   The address city for the site.  This field is used in dispatching.
 
Site: Clone From Customer Address
   When clicked, this button will clone the customer's address to the site.
 
Site: Clone From Ship To
   When an item is selected, the ship to address will be copied to the site address fields.
 
Site: Code
   The site code can be used to identify the site.  It is not required.
 
Site: Established Date
   The date the site was added.
 
Site: Fax Number
   The site's Fax number.
 
Site: Labor #1
   Back office labor transaction entry can include two labor quick buttons.  This item will be linked to the first button.
 
Site: Labor #2
   Back office labor transaction entry can include two labor quick buttons.  This item will be linked to the second button.
 
Site: Latitude
   The latitude for the site location.
 
Site: Longitude
   The longitude for the site location.
 
Site: Main Number
   The main business contact telephone number for the site.
 
Site: Map Code
   When using Key Maps or Rand McNally's Street Finders this will be the code to associate the location with a particular map page.
 
Site: Name
   The name of the site location. This is used to identify the site.
 
Site: Price Level
   The price level that should be used when billing jobs.
 
Site: Primary Contact
   The site's primary contact.  Contacts are management using the Contact Mangement system.
 
Site: Priority Code
   The default priority code for new jobs added to the site.
 
Site: Referral Code
   The site's referral code.  Referral codes are not required.
 
Site: Servicer #1
   The default primary servicer.  New jobs will be automatically assigned to this servicer.
 
Site: Servicer #2
   The secondary servicer for new jobs.
 
Site: SLA
   Check this box, if the site qualifies for SLA service.
 
Site: State
   The address state code for the site.  This field is used in dispatching.
 
Site: Store Number
   The store number for the site.  The store number is directly tied to the Chains feature.
 
Site: Store Type
   The store type for the site.  The store number is directly tied to the Chains feature.
 
Site: Type
   Site types are used to organize sites. Site types are not required.
 
Site: Zip Code
   The address postal code for the site.  This field is used in dispatching.




 
Solution
   Solutions are defined using the Solution Management feature.  The solution defines the work done to complete the work.
 
Solution Notes
   Solution notes are used to further define the work performed.
 
Subclass
   The sub-classification is used in sales and cost account assignments.
 
Tax Class
   The item's task class.
 
Tax Exempt Number
   If the customer is tax exempt, a value must be used in this field.
 
Tax Schedule
   The customer's tax schedule.  This information is assigned at the ERP level and cannot be altered when an ERP is in use.
 
Terms
   The customer's terms.  This information is assigned at the ERP level and cannot be altered when an ERP is in use.
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