Difference between revisions of "Portal Defaults Setup"

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| colspan="4" | [[File:CP_NewJobDefaults.jpg|CP_NewJobDefaults.jpg]]
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| colspan="4" | [[File:CP NewJobDefaults.jpg|CP_NewJobDefaults.jpg]]
 
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| colspan="4" | [[File:AgreeProfitReport1.jpg|AgreeProfitReport2.jpg]]
 
 
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| class="navigationTitles" colspan="4" | Navigation
 
| class="navigationTitles" colspan="4" | Navigation
 
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| colspan="4" style="width: 265px;" | Menu > Reports > Agreement Profitability Report
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| colspan="4" style="width: 265px;" | Setup > Online Portal Setup > Defaults/Settings
 
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| class="navigationTitles" colspan="4" | Overview
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| colspan="4" |  
 
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| colspan="4" style="width: 265px;" | Provides profitability for agreements using the following filter criteria.
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| colspan="4" | The new job default setup fields are used to set the default values that will be used when a new job request is submitted from a portal.  These values can be changed during the job request entry.
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Billed Status
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| colspan="4" | &nbsp;
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Agreement Start Date
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| class="headerMainTitles" colspan="4" | Fields
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Transaction Date
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| class="fieldGrayBackgrounds" colspan="2" | [[Glossary#primaryservicer|Servicer]]
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| class="fieldGrayBackgrounds" colspan="2" | [[Glossary#job_status|Status Code]]
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Agreement Begin Date or Agreement Anniversary Date
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| class="fieldGrayBackgrounds" colspan="2" | [[Glossary#jobType|Job Type]]
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| class="fieldGrayBackgrounds" colspan="2" | [[Glossary#servicetype|Service Type]]
 
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| class="headerMainTitles" colspan="4" | Advanced Filters
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| colspan="4" style="width: 265px;" | &nbsp;
 
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| colspan="4" style="width: 265px;" | [[Glossary#AgreementType|Agreement Type]]
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| colspan="4" | [[File:CP StatusCodeSetup.jpg|CP_StatusCodeSetup.jpg]]
 
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| colspan="4" style="width: 265px;" | [[Glossary#agreements_Number|Agreement Number]]
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| colspan="4" style="width: 265px;" | Included: Jobs that match the status codes in this list will appear in the Portal's job list.&nbsp;
 
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| colspan="4" style="width: 265px;" | &nbsp;
 
| colspan="4" style="width: 265px;" | &nbsp;
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| colspan="4" | [[File:CP StatusCodeSetupExc.jpg|CP_StatusCodeSetupExc.jpg]]
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| colspan="4" style="width: 265px;" | Excluded: Jobs that match the status codes in this list will not appear in the Portal's job list.&nbsp;
 
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Latest revision as of 10:55, 27 September 2024

CP_NewJobDefaults.jpg
 
Navigation
Setup > Online Portal Setup > Defaults/Settings
 
The new job default setup fields are used to set the default values that will be used when a new job request is submitted from a portal.  These values can be changed during the job request entry.
 
Fields
Servicer Status Code
Job Type Service Type
 
CP_StatusCodeSetup.jpg
Included: Jobs that match the status codes in this list will appear in the Portal's job list. 
 
CP_StatusCodeSetupExc.jpg
Excluded: Jobs that match the status codes in this list will not appear in the Portal's job list. 
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