Difference between revisions of "Setup"

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<div class="fieldHeader" id="customercity">[[Priority_Code|Priority Code]]</div> <pre>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.  
 
<div class="fieldHeader" id="customercity">[[Priority_Code|Priority Code]]</div> <pre>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.  
 
</pre>
 
</pre>
−
<div class="fieldHeader" id="customercity">[[Manfacturers|Manufacturers]]</div> <pre>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.  
+
<div class="fieldHeader" id="customercity">[[Manufacturers|Manufacturers]]</div> <pre>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.  
 
</pre>
 
</pre>
−
<div class="fieldHeader" id="customercity">[[Level Types|Level Types]]</div> <pre>Level types are used to group levels.
+
<div class="fieldHeader" id="customercity">[[Level_Types|Level Types]]</div> <pre>Level types are used to group levels.
 
</pre>
 
</pre>
−
<div class="fieldHeader" id="customercity">[[Equipment Types|Equipment Types]]</div> <pre>Equipment types are used to organize equipment.  Manufacturers are assigned by equipment type.  
+
<div class="fieldHeader" id="customercity">[[Equipment_Types|Equipment Types]]</div> <pre>Equipment types are used to organize equipment.  Manufacturers are assigned by equipment type.  
 
</pre>
 
</pre>
−
<div class="fieldHeader" id="customercity">[[Product Lines|Product Lines]]</div> <pre>Inventory item product lines.     
+
<div class="fieldHeader" id="customercity">[[Product_Lines|Product Lines]]</div> <pre>Inventory item product lines.     
 
</pre>
 
</pre>
−
<div class="fieldHeader" id="customercity">[[Position/Locations|Position/Locations]]</div> <pre>Indicates the physical location of a piece of equipment.
+
<div class="fieldHeader" id="customercity">[[Positions/Locations|Position/Locations]]</div> <pre>Indicates the physical location of a piece of equipment.
 
</pre>
 
</pre>
−
<div class="fieldHeader" id="customercity">[[Site Types|Site Types]]</div> <pre>The default site type for new sites.
+
<div class="fieldHeader" id="customercity">[[Site_Types|Site Types]]</div> <pre>The default site type for new sites.
 
</pre>
 
</pre>
 
<div class="fieldHeader" id="customercity">[[Chains|Chains]]</div> <pre>Site chains.  Chains are not required.
 
<div class="fieldHeader" id="customercity">[[Chains|Chains]]</div> <pre>Site chains.  Chains are not required.
 
</pre>
 
</pre>
−
<div class="fieldHeader" id="customercity">[[Price Levels|Price Levels]]</div> <pre>The price levels available for customer assignement.
+
<div class="fieldHeader" id="customercity">[[Price_Levels|Price Levels]]</div> <pre>The price levels available for customer assignement.
 
</pre>
 
</pre>
−
<div class="fieldHeader" id="customercity">[[Renewal Text Codes|Renewal Text Codes]]</div> <pre>The text that will be displayed on the agreement renewal invoice.  
+
<div class="fieldHeader" id="customercity">[[Renewal_Text_Codes|Renewal Text Codes]]</div> <pre>The text that will be displayed on the agreement renewal invoice.  
 
</pre>
 
</pre>
−
<div class="fieldHeader" id="customercity">[[Agreement Types|Agreement Types]]</div> <pre>Agreement types are used to organize agreements by type.  Agreement types are also used to establish setting for agreements by default.  
+
<div class="fieldHeader" id="customercity">[[Agreement_Types|Agreement Types]]</div> <pre>Agreement types are used to organize agreements by type.  Agreement types are also used to establish setting for agreements by default.  
 
</pre>
 
</pre>
 
<div class="fieldHeader" id="customercity">[[Allocations|Allocations]]</div> <pre>Allocations are used to distribute the agreement dollars to the required general ledger accounts.   
 
<div class="fieldHeader" id="customercity">[[Allocations|Allocations]]</div> <pre>Allocations are used to distribute the agreement dollars to the required general ledger accounts.   
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<div class="fieldHeader" id="customercity">[[Qualifications|Qualifications]]</div> <pre>Servicer qualifications management
 
<div class="fieldHeader" id="customercity">[[Qualifications|Qualifications]]</div> <pre>Servicer qualifications management
 
</pre>
 
</pre>
−
<div class="fieldHeader" id="customercity">[[Customer_Management|Territories]]</div> <pre>Territory management
+
<div class="fieldHeader" id="customercity">[[Territories|Territories]]</div> <pre>Territory management
 
</pre>
 
</pre>
−
<div class="fieldHeader" id="customercity">[[Customer_Management|Defaults]]</div> <pre>Management software defaults and settings.
+
<div class="fieldHeader" id="customercity">[[Defaults|Defaults]]</div> <pre>Management software defaults and settings.
 
</pre>
 
</pre>
−
<div class="fieldHeader" id="customercity">[[Customer_Management|Task Type Maintenance]]</div> <pre>Manage task types.  Task types are used for organizing tasks.
+
<div class="fieldHeader" id="customercity">[[Task_Type_Maintenance|Task Type Maintenance]]</div> <pre>Manage task types.  Task types are used for organizing tasks.
 
</pre>
 
</pre>
−
<div class="fieldHeader" id="customercity">[[Customer_Management|Note Categories]]</div> <pre>Used to organize notes.
+
<div class="fieldHeader" id="customercity">[[Note_Categories|Note Categories]]</div> <pre>Used to organize notes.
 
</pre>
 
</pre>
−
<div class="fieldHeader" id="customercity">[[Customer_Management|Email Types]]</div> <pre>Used to organize emails.
+
<div class="fieldHeader" id="customercity">[[Email_Types|Email Types]]</div> <pre>Used to organize emails.
 
</pre>
 
</pre>
−
<div class="fieldHeader" id="customercity">[[Customer_Management|Warehouse Setup]]</div> <pre>Warehouses for use with inventory items.
+
<div class="fieldHeader" id="customercity">[[Warehouse_Setup|Warehouse Setup]]</div> <pre>Warehouses for use with inventory items.
 
</pre>
 
</pre>
−
<div class="fieldHeader" id="customercity">[[Customer_Management|Contact Types]]</div> <pre>Types can be used to organize contacts.
+
<div class="fieldHeader" id="customercity">[[Contact_Types|Contact Types]]</div> <pre>Types can be used to organize contacts.
 
</pre>
 
</pre>
−
<div class="fieldHeader" id="customercity">[[Customer_Management|Term Codes]]</div> <pre>The customer's terms.  This information is assigned at the ERP level and cannot be altered when an ERP is in use.
+
<div class="fieldHeader" id="customercity">[[Term_Codes|Term Codes]]</div> <pre>The customer's terms.  This information is assigned at the ERP level and cannot be altered when an ERP is in use.
 
</pre>
 
</pre>
−
<div class="fieldHeader" id="customercity">[[Customer_Management|Payment Types]]</div> <pre>Used to identify payment methods.
+
<div class="fieldHeader" id="customercity">[[Payment_Types|Payment Types]]</div> <pre>Used to identify payment methods.
 
</pre>
 
</pre>
−
<div class="fieldHeader" id="customercity">[[Customer_Management|Job Titles]]</div> <pre>Job titles are used to identify the position of company representatives.
+
<div class="fieldHeader" id="customercity">[[Job_Titles|Job Titles]]</div> <pre>Job titles are used to identify the position of company representatives.
 
</pre>
 
</pre>
−
<div class="fieldHeader" id="customercity">[[Customer_Management|Tax Management]]</div> <pre>Tax classes and tax schedule.  This information is assigned at the ERP level and cannot be altered when an ERP is in use.
+
<div class="fieldHeader" id="customercity">[[Tax_Management|Tax Management]]</div> <pre>Tax classes and tax schedule.  This information is assigned at the ERP level and cannot be altered when an ERP is in use.
 
</pre>
 
</pre>
−
<div class="fieldHeader" id="customercity">[[Customer_Management|Referral Codes]]</div> <pre>Referral codes are used to identify the orgin of the customer relationship.
+
<div class="fieldHeader" id="customercity">[[Referral_Codes|Referral Codes]]</div> <pre>Referral codes are used to identify the orgin of the customer relationship.
 
</pre>
 
</pre>
−
<div class="fieldHeader" id="customercity">[[Customer_Management|Inactive Reasons]]</div> <pre>Inactive reasons are used to record the reason for the inactivation of an account.
+
<div class="fieldHeader" id="customercity">[[Inactive_Reasons|Inactive Reasons]]</div> <pre>Inactive reasons are used to record the reason for the inactivation of an account.
 
</pre>
 
</pre>
−
<div class="fieldHeader" id="customercity">[[Customer_Management|Chart of Accounts]]</div> <pre>The Chart of Accounts feature provide a quick view into the Chart of Accounts as imported.  This information is managed in the ERP system.  
+
<div class="fieldHeader" id="customercity">[[Chart_of_Accounts|Chart of Accounts]]</div> <pre>The Chart of Accounts feature provide a quick view into the Chart of Accounts as imported.  This information is managed in the ERP system.  
 
</pre>
 
</pre>
−
<div class="fieldHeader" id="customercity">[[Customer_Management|Print Options]]</div> <pre>Print options are used to add custom reports and manage existing reports.
+
<div class="fieldHeader" id="customercity">[[Print_Options|Print Options]]</div> <pre>Print options are used to add custom reports and manage existing reports.
 
</pre>
 
</pre>
−
<div class="fieldHeader" id="customercity">[[Customer_Management|Email Settings]]</div> <pre>The email settings feature is used to setup emailing.  
+
<div class="fieldHeader" id="customercity">[[Email_Settings|Email Settings]]</div> <pre>The email settings feature is used to setup emailing.  
 
</pre>
 
</pre>
−
<div class="fieldHeader" id="customercity">[[Customer_Management|Software Update]]</div> <pre>The software update feature provides the ability to pull new data from the ERP system.
+
<div class="fieldHeader" id="customercity">[[Software_Update|Software Update]]</div> <pre>The software update feature provides the ability to pull new data from the ERP system.
 
</pre>
 
</pre>
−
<div class="fieldHeader" id="customercity">[[Customer_Management|Dispatch Batch Management]]</div> <pre>Used in mobil only, this feature is used to organized servicers for back office job posting.  
+
<div class="fieldHeader" id="customercity">[[Dispatch_Batch_Management|Dispatch Batch Management]]</div> <pre>Used in mobil only, this feature is used to organized servicers for back office job posting.  
 
</pre>
 
</pre>
−
<div class="fieldHeader" id="customercity">[[Customer_Management|Form Management]]</div> <pre>The form management feature is used to alter the mobile board.  
+
<div class="fieldHeader" id="customercity">[[Form_Management|Form Management]]</div> <pre>The form management feature is used to alter the mobile board.  
 
</pre>
 
</pre>
−
<div class="fieldHeader" id="customercity">[[Customer_Management|Categories]]</div> <pre>The categories feature is used to setup mobile buttons by job type and service type.  
+
<div class="fieldHeader" id="customercity">[[Categories|Categories]]</div> <pre>The categories feature is used to setup mobile buttons by job type and service type.  
 
</pre>
 
</pre>
−
<div class="fieldHeader" id="customercity">[[Customer_Management|Mobile Setup]]</div> <pre>Management mobile software defaults and settings.
+
<div class="fieldHeader" id="customercity">[[Mobile_Setup|Mobile Setup]]</div> <pre>Management mobile software defaults and settings.
 
</pre>
 
</pre>
−
<div class="fieldHeader" id="customercity">[[Customer_Management|Mobile Hot List]]</div> <pre>Used to create mobile hot buttons.</pre>
+
<div class="fieldHeader" id="customercity">[[Mobile_Hot_List|Mobile Hot List]]</div> <pre>Used to create mobile hot buttons.</pre>
−
<div class="fieldHeader" id="customercity">[[Customer_Management|External Forms Management]]</div> <pre>The external form management feature is ued to create custom forms. </pre>
+
<div class="fieldHeader" id="customercity">[[External_Forms_Management|External Forms Management]]</div> <pre>The external form management feature is ued to create custom forms. </pre>
−
<div class="fieldHeader" id="customercity">[[Customer_Management|Material Group Codes]]</div> <pre>Material group codes are used to establish materials that are added to the job.</pre>
+
<div class="fieldHeader" id="customercity">[[Material_Group_Codes|Material Group Codes]]</div> <pre>Material group codes are used to establish materials that are added to the job.</pre>
−
<div class="fieldHeader" id="customercity">[[Customer_Management|Reporting Groups]]</div> <pre>This feature is used to organize pm schedules.</pre>
+
<div class="fieldHeader" id="customercity">[[Reporting_Groups|Reporting Groups]]</div> <pre>This feature is used to organize pm schedules.</pre>
−
<div class="fieldHeader" id="customercity">[[Customer_Management|Task Codes]]</div> <pre>Task Codes are used to establish materials that are added to the job.</pre>
+
<div class="fieldHeader" id="customercity">[[Task_Codes|Task Codes]]</div> <pre>Task Codes are used to establish materials that are added to the job.</pre>
−
<div class="fieldHeader" id="customercity">[[Customer_Management|Schedule Types]]</div> <pre>This feature is used to organize schedules and establish default values. </pre>
+
<div class="fieldHeader" id="customercity">[[Schedule_Types|Schedule Types]]</div> <pre>This feature is used to organize schedules and establish default values. </pre>
 +
<div class="fieldHeader" id="customercity">[[Grid_Management|Grid Management]]</div> <pre>This feature is used to organize field data on various forms.</pre>
 +
<div class="fieldHeader" id="customercity">[[Territories|Territories]]</div> <pre>This feature is used to manage workforce territories.</pre>

Latest revision as of 12:28, 5 July 2023

Requests
The request defines the work requested.
The solution defines the work done to complete the work.

Status codes are used to determine the job's position in the work process. 

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. 

Manage inventory and non-inventory items. 

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. 

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. 

Level types are used to group levels.

Equipment types are used to organize equipment.  Manufacturers are assigned by equipment type. 

Inventory item product lines.    

Indicates the physical location of a piece of equipment.

The default site type for new sites.

Site chains.  Chains are not required.

The price levels available for customer assignement.

The text that will be displayed on the agreement renewal invoice. 

Agreement types are used to organize agreements by type.  Agreement types are also used to establish setting for agreements by default. 

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

Servicer management. 

Servicer qualifications management

Territory management

Management software defaults and settings.

Manage task types.  Task types are used for organizing tasks.

Used to organize notes.

Used to organize emails.

Warehouses for use with inventory items.

Types can be used to organize contacts.

The customer's terms.  This information is assigned at the ERP level and cannot be altered when an ERP is in use.

Used to identify payment methods.

Job titles are used to identify the position of company representatives.

Tax classes and tax schedule.  This information is assigned at the ERP level and cannot be altered when an ERP is in use.

Referral codes are used to identify the orgin of the customer relationship.

Inactive reasons are used to record the reason for the inactivation of an account.

The Chart of Accounts feature provide a quick view into the Chart of Accounts as imported.  This information is managed in the ERP system. 

Print options are used to add custom reports and manage existing reports.

The email settings feature is used to setup emailing. 

The software update feature provides the ability to pull new data from the ERP system.

Used in mobil only, this feature is used to organized servicers for back office job posting. 

The form management feature is used to alter the mobile board. 

The categories feature is used to setup mobile buttons by job type and service type. 

Management mobile software defaults and settings.

Used to create mobile hot buttons.
The external form management feature is ued to create custom forms. 
Material group codes are used to establish materials that are added to the job.
This feature is used to organize pm schedules.
Task Codes are used to establish materials that are added to the job.
This feature is used to organize schedules and establish default values. 
This feature is used to organize field data on various forms.
This feature is used to manage workforce territories.
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