Glossary

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.

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 billing frequency.

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 remainder 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.

Agreement Type: Code

The code used to identify the agreement type.

Agreement Type: Description

The description used to identify the agreement type.

Agreement Type: Contract Months

The number of months for new agreements.

Agreement Type: Cover Parts Checkbox

When checked, the parts covered by the agreement will have no charge.

Agreement Type: Cover Labor Checkbox

When checked, the parts covered by the agreement will have no charge.

Agreement Type: SLA Checkbox

Check this box, if the agreement qualifies for SLA service.

Agreement Type: SLA Priority Code

The SLA qualified priority code to use for new agreements.

Agreement Type: Message

This message will appear on the agreement.

Agreement Type: Labor Hours Budget

The budgeted number of labor hours.

Agreement Type: Parts Dollars Budget

The budgeted parts dollars.

Agreement Type: Percent Used >=

Percentage of labor budget used.

Agreement Type: Dollars Used >=

Percentage of parts dollars used.

Agreement Type: Auto Number by Type

When checked, new agreements will auto-number using the value int he Next Number field.

Agreement Type: Next Number

Used when auto-numbering agreements.

Agreement Type: Enforce Defaults

When checked, the agreement type defaults cannot be changed on the agreement.

Agreement Type Planned Invoice Options: Billable

When checked, the agreements assigned to the agreement type will be billable by default.

Agreement Type Planned Invoice Options: Frequency

The billing frequency.

Agreement Type Planned Invoice Options: Tax Class

The tax class assigned to invoice billing invoices.

Agreement Type Planned Invoice Options: Allocation

The allocation that will be assigned used when processing agreements.

Agreement Type Planned Invoice Options: Deferred Revenues

When checked, new agreements will use the deferred revenue feature.

Agreement Type Planned Invoice Options: Pricing Method

The pricing method used when processing agreement transactions.

Agreement Type Planned Invoice Options: Pricing

Agreement Type Planned Invoice Options: Include Site Details on Invoice

When checked, the site details will appear on agreement invoices.

Agreement Type Planned Invoice Options: Include Equipment Details on Invoice

When checked, equipment details will appear on agreement invoices.

Agreement Type Planned Invoice Options: Include Site Summary on Invoice

When checked, a site summary will appear on agreement invoices.

Agreement Type Planned Invoice Options: Include Equipment Summary on Invoice

When checked, an equipment summary will appear on agreement invoices.

Agreement Type Planned Renewal Options: Renewable Checkbox

When checked, the agreement will be marked renewable on creation.

Agreement Type Planned Renewal Options: Renewal Months

The number of default renewal months on new agreements.

Agreement Type Planned Renewal Options: Renew As

The default renew as value for new agreements.

Agreement Type Planned Renewal Options: Include Site Details on Invoice

When checked, the site details will appear on renewal invoices.

Agreement Type Planned Renewal Options: Include Equipment Details on Invoice

When checked, equipment details will appear on renewal invoices.

Agreement Type Planned Renewal Options: Include Site Summary on Invoice

When checked, a site summary will appear on renewal invoices.

Agreement Type Planned Renewal Options: Include Equipment Summary on Invoice

When checked, an equipment summary will appear on renewal invoices.

Agreement Type Planned Maintenance Options: Create a Job for each Equipment

When checked, planned maintenance will create a separate job for each equipment record assigned to the schedule.

Agreement Type Planned Maintenance Options: Create Transactions

When checked, planned maintenance will automatically add the transactions to the generated jobs.

Agreement Type Planned Maintenance Options: Price Transactions

When checked, planned maintenance will add the transactions, with pricing, to the generated jobs.

Allocation

Allocations are used to distribute the agreement dollars to the required general ledger accounts.

Allocation: Description

The description used to identify the allocation.

Allocation: Revenue Type

Indicates if the allocation will be a percentage or fixed amount.

Allocation: Pricing Method

Agreements can be priced based on the different methods. Allocations define the price method the can be assigned in agreement types. 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.

Allocation: Price

The allocation price. Blanket - Enter one price for the entire contract. By Site - Enter the price for each site. By Equipment - Enter ethe price for each equipment.

Allocation Details: Type

The type of general ledger entry. Deferred Revenue: Posts to a deferred revenue account. Revenue: Post to a sales revenue account.

Allocation Details: Miscellaneous Item

The miscellaneous item to use when posting to the ERP system.

Allocation Details: Allocations Account

The account that should be affected by the allocation transaction.

Allocation Details: Amount

The amount of the allocation transaction.

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.

Chains

Sites can grouped by chain.

Chains: Name

The name used to identify the chain.

Chains: SLA

When checked, indicates the chain is an SLA chain. SLA chains have a expiration time for when the work is expected to be completed.

Chains: Inbound Path

The inbound path.

Chains: Outbound Path

The outbound path.

Chains: Store Type Code

Stores can be organized by type.

Chains: Store Type Name

The name used to identify the store type.

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 assignment, 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 level does not appear in the Level drop-list, check the selected model’s 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.

Equipment Type

Equipment types are used to groups equipment. Grouping can include manufacturer, model and levels.

Equipment Type: Code

The code that identifies the equipment type.

Equipment Type: Description

The description used to identify the equipment type.

Equipment Type: Prefix

The three digit prefix to use when auto-numbering new equipment records.

Estimated Hours

The hours estimated to complete the work.

Inventory: Commissionable

When checked the item is commissionable.

Inventory: Commission Rate

If the representative is a salesperson, the commission 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: The number of months for labor warranty coverage. Parts Warranty Period: The number of months for parts warranty coverage. 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.

KPI

KPI fields are indicators of job profit and profitability.

KPI: Departure Date

The date the job was changed to the departed status code.

KPI: Departure Time

The time the job was changed to the departed status code.

KPI: Job Start Date

The date the job started.

KPI: Job Start Time

The time the job started.

KPI: Job Complete Date

The date the job was marked complete.

KPI: Job Complete Time

The time the job was marked complete.

KPI: Job Revenues

The total revenues to date.

KPI: Job Elapse Time

The time between the received date/time and the job close date/time. If the job is not closed the current date is used as the cut-off.

KPI: Job Repair Time

The labor hours posted to date.

KPI: Job Response Time

The time between the received date/time and the arrival date/time.

KPI: Job Profit

The job's profit to date.

KPI: Job Invoice Status

The job's billing status.

KPI: Invoice Date

The date the job was first invoiced.

Levels

Models can be grouped by levels. Levels can be grouped by type.

Levels: Code

The code used to identify the level.

Levels: Description

The description that identifies the level.

Levels: Prefix

The three digit prefix to use when auto-numbering new equipment records.

Levels: Type

Level types are used to group levels.

Location

Indicates the phusical location of a piece of equipment at a site.

Manufacturer

The manufacturer is assigned to equipment records. The manufacturer is assigned models.

Manufacturer: Code

The code used to identify the manufacturer.

Manufacturer: Description

The description that identifies the manufacturer.

Manufacturer: Prefix

The three digit prefix to use when auto-numbering new equipment records.

Model: Code

The code used to identify the model.

Model: Description

The description that identifies the model.

Model: Prefix

The three digit prefix to use when auto-numbering new equipment records.

Note: Category

Notes can be organized by category.

Note: Content

The note content that will display on the form and print on any documents.

Note: Internal Note Checkbox

Internal notes do not print on invoices and dispatch cards.

Note: Print Note on Ticket Checkbox

When checked, the note will print on the dispatch card.

Planned Maintenance: Type

Planned maintenance types are used to organize schedules and establish default values.

Planned Maintenance: ID

The ID is used to identify the schedule.

Planned Maintenance: Description

Descriptions can also help in identification.

Planned Maintenance: Material Group Code

Matieral Group Codes provide the ability to add materials to schedules by grouping.

Planned Maintenance: Task Code

PM task codes are used to organize schedules and establish material group codes.

Priority

The default priority that will be used when creating new jobs to establish schedule date and time. Priorities are assigned to sites as a default for new jobs.

Priority: Code

Priority codes are used to establish the response time when scheduling jobs.

Priority: Day of the Week

When checked, indicates that jobs can be schedules on that day of the week.

Priority: Description

Describe the priority.

Priority: End Time

Indicates the latest time a job can be scheduled on each day of the week.

Priority: Response Time

Indicates the number of hours between the received time and the schedule time.

Priority: SLA

When checked, indicates the priority is an SLA code. Only priority codes marked SLA will appear for jobs created on and SLA site.

Priority: SLA Expiration

The number of hours that are required to meet the SLA deadline.

Priority: Start Time

Indicated the earliest time a job can be scheduled on each day of the week.

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.

Schedule Date

The date the technician is schedule to do the work.

Schedule Time

The time the technician is schedule to do the work.

Servicer

The technician that will perform the work.

Servicer: Number

The number used to identify the technician.

Servicer: Employee Number

If the servicer is also an employee, the employee number can be stored in this field.

Servicer: Subcontractor Checkbox

When checked, indicates that the servicer is a contracted employee or vendor.

Servicer: Name

The name of the technician.

Servicer: Vendor

If the servicers is a vendor, the vendor can be recorded on this record.

Servicer: Address

The technician's mailing address.

Servicer: Billing Rate

The technicians hourly labor billing rate.

Servicer: PO Required Checkbox

When checked, the vendor requires a purchase order for all requested work.

Servicer: Hourly Cost

The hourly cost for the technician.

Servicer: Insurance Certificate on File Checkbox

For use with vendors or contract employees only. Indicates that a Certificate of Insurance is on file.

Servicer: Burden

The hourly burden for the technician.

Servicer: Certificate File Name

The file name for the Certificate of Insurance.

Servicer: City

The servicer's mailing address city.

Servicer: Warehouse

The servicer's default warehouse.

Servicer: Terms

If the servicer is a vendor or contract employee, the terms for payment.

Servicer: State

The servicer's mailing address state.

Servicer: Zip

The servicer's mailing address postal code.

Servicer: Email

The servicer's email address.

Servicer: Mobile Checkbox

When checked, the servicer's jobs will appear on the mobile board.

Servicer: Country

The servicer's mailing address country

Servicer: Established Date

The date the servicer relationship was established.

Servicer: User List

Servicers must be attached to a user login in order to use the mobile system.

Servicer: Phone

The telephone number for contacting the servicer.

Servicer: Servicer Image File

The name of the file that contain an image of the technician.

Servicer: Service Dispatch Batch

Mobile jobs can be grouped by batch for posting to the back office.

Servicer: Tom Tom ID

The Tom Tom ID for the servicer.

Servicer: User Map Pin

Technicians can be mapped using pins.

Software Defaults: New Job Defaults

The values that will be used by default when adding new jobs. Some of these values can be changed at the job level. Request Override Job No Send Job Email Job Type Service Type Priority Est Hours Job Next No Job Length Job Leading Characters

Software Defaults, New Job Defaults: Override Job No Checkbox

When checked, users are allowed to alter the job number. Warning! This could interrupt the job numbering system.

Software Defaults, New Job Defaults: Send Job Email Checkbox

When checked, the send email form will be displayed when a new job is saved.

Software Defaults, New Job Defaults: Est Hours

The hours estimated to complete the job. This value will be added to the primary work order.

Software Defaults, New Job Defaults: Job Next No

The number that will be assigned to the next job.

Software Defaults, New Job Defaults: Job Length

The number of characters in the job number.

Software Defaults, New Job Defaults: Job Leading Characters

The character(s) that will lead the job number. This is not required.

Software Defaults, Inventory Defaults

The defaults that affect the inventory feature.

Software Defaults, Inventory Defaults: Short Desc Size

The number of characters to use for the short description for items.

Software Defaults, Inventory Defaults: Button: Update Item Short Descriptions

When clicked the system will copy the first characters, based on the Short Desc Size field, to the Short Description field for all items. Warning! This cannot be reversed.

Software Defaults, Status Code Defaults

Status codes are used to move jobs through the work flow process. Each status code on this form has a purpose. Assign a status code to each slot. *These are required.

Software Defaults, Equipment Defaults

Default values for new equipment records.

Software Defaults, Equipment Defaults: Warranty Based On

Warranties can be set based on the Sale Date or the installation date.

Software Defaults, Equipment Defaults: Allocation Based On

General ledger allocations can be based on the inventory item, or the model.

Software Defaults, Equipment Defaults: Auto No/EQ Defaults Checkbox

When checked, the system will automatically number new equipment records.

Software Defaults, Equipment Defaults: Options

Auto-numbering can be defined using a prefix or a matrix.

Software Defaults, Equipment Defaults: Prefix Missing Grid Column

The number of records that do not contain a prefix for the matrix to work properly.

Software Defaults, Site Defaults

Defaults values for new sites.

Software Defaults, Site Defaults: Site Type

The default site type for new sites.

Software Defaults, Site Defaults: Tax Schedule

The default tax schedule for new sites. This value is only used if the tax schedule is not filled from the customer record.

Software Defaults, Site Defaults: Use Customer Name and Address Checkbox

When checked, the customer’s name and address automatically fill the site form when adding a new site.

Software Defaults, Transaction Assignments

The defaults and settings for new transactions.

Software Defaults, Transaction Assignments: Warehouse

The warehouse to assign to any transaction for which a warehouse has not been assigned.

Software Defaults, Transaction Assignments: Tax on Customer Checkbox

When checked, invoices will automatically use the customer's tax schedule.

Software Defaults, Transaction Assignments: Multi-branch Checkbox

When checked, the multi-branch feature becomes active and its rules applied.

Software Defaults, Transaction Assignments: Segment

When the Multi-Branch checkbox is checked, this field becomes active. Use it to set the default branch segment to use when a branch segment is missing.

Software Defaults, Transaction Assignments: Default Sales Account

The sales account to assign to any transaction for which a sales account has not been assigned.

Software Defaults, Transaction Assignments: Default Cost Account

The cost account to assign to any transaction for which a cost account has not been assigned.

Software Defaults, Invoicing

The defaults and settings for new transactions.

Software Defaults, Invoicing: Require Sales Tax Checkbox

When checked, sales tax will be required on all invoices.

Software Defaults, Invoicing: Non-Tax Schedule

Certin ERP system require a tax schedule on all invoices, even those that are non-tax. This schedule fills that requirement.

Software Defaults, Invoicing: Next Batch Number

The next batch to use when invoices are created automatically.

Software Defaults, Invoicing: Next No

The next invoice number.

Software Defaults, Invoicing: Length

The invoice number length. This value cannot be shortened.

Software Defaults, Invoicing: Leading Characters

The leading character for invoice numbers. This is not required.

Software Defaults, Planned Maintenance

The defaults and settings for planned maintenance jobs.

Software Defaults, Planned Maintenance: Priority

The default priority for new planned maintenance jobs.

Software Defaults, Planned Maintenance: Status Code

The defaults status code for new planned maintenance jobs.

Software Defaults, Planned Maintenance: Include Site info as comment

When checked, the site information will appear on planned maintenance invoices.

Software Defaults, Planned Maintenance: Include Equipment info as comment

When checked, the equipment information will appear on planned maintenance invoices.

Software Defaults, Agreements

The settings and defaults for new agreements.

Software Defaults, Agreements: Auto No Checkbox

When checked, the system will automatically number any agreements that are created using an agreement type that is not also set to auto number.

Software Defaults, Agreements: Next Agreement No

The next number that will be used when creating agreements.

Software Defaults, Agreements: Agreeement No Length

The maximum length of the agreement numbers.

Software Defaults, Agreements: Default Agreement Type

The agreement type that will be automatically assigned to new agreements.

Software Defaults, Agreements: Planned Billing Auto Process Checkbox

When checked, the planned billing nightly auto-processing feature is active.

Software Defaults, Agreements: Processing Date

Indicates the date to use when processing planned billing.

Software Defaults, Agreements: Deferred Revenue Auto Process

When checked, the deferred revenues nightly auto-renewal feature is active.

Software Defaults, Agreements: Agreement Renewals Auto Process

When checked, the planned billing nightly auto-renewal feature is active.

Software Defaults, Agreements: Agreement Type PRO Include Site Details on Invoice

When checked, the site details will appear on the invoices.

Software Defaults, Agreements:Agreement Type PRO Include Equipment Details on Invoice

When checked, the equipment details will appear on the invoices.

Software Defaults, Agreements: Agreement Type PRO Include Site Summary on Invoice

When checked, the site summary information will appear on the invoices.

Software Defaults, AgreementsAgreement Type PRO Include Equipment Summary on Invoice:

When checked, the equipment summary information will appear on the invoices.

Software Defaults, Agreements: Revenue Account

The default revenue account that will be assigned to new allocations.

Software Defaults, Agreements: Deferred Revenue Account

The default deferred revenue account that will be assigned to new allocations.

Software Defaults, Agreements: Item

Desc here: The default item that will be assigned to new allocations.

Service Type

Service Types are used to organize jobs using a job type, service type relationship.

Service Type: Code

Used to identify the service type.

Service Type: Desc

Used to describe the service type.

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 Management system.

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

When checked, 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.

Site Type

Sites can be grouped by site type.

Site Type: Code

The code used to identify the site type.

Site Type: Description

The description used to identify the site type.

Site Type: Message

The message of the Service Site Type will default into the field or manually type a customer note into the field. If the Service Site Type is changed the message will not change.

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.

Tasks: Type

Tasks can be organized by type.

Tasks: Status

Tasks can be tracked by status.

Tasks: Details

Task details provide a description of the task.

Tasks: URL

The URL field is used to store the website related to the task.

Tasks: Notes

Notes can be stored for each task.

Tasks: Due Date

Task can be tracked by due date.

Tasks: Due Time

Task can be tracked by due time.

Tasks: Assignment Type

Tasks can be assigned to individual by type. Account Manager Salesperson Servicer User

Tasks: Assigned To

The individual that will handle the task.

Tasks: Email

An email can be stored with the task.

Tasks: Text Phone

A telephone number for texting can be stored with the task.

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.

Transaction Billed Status

Indicates the transaction's position in the billing process. N = Not billed I = On an unposted invoice Y = On a posted invoice

Transaction Date

The date the transaction will post to the general ledger.

Transaction Type

The type of transaction. The type is used to group the transactions by labor, materials or purchases.