Difference between revisions of "Defaults"

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{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
 
{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
 
|-
 
|-
−
| colspan="4" | [[File:Defaults ccexpress.png|Defaults ccexpress.png]]
+
| colspan="4" | [[File:SD Jobs.jpg|SD_Jobs.jpg]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Navigation
 
| class="navigationTitles" colspan="4" | Navigation
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | To access Request, select the setup COG > Setup > Software Setup > Defaults
+
| colspan="4" style="width: 265px;" | To access Defaults, select the setup COG > Setup > Software Setup > Defaults
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Desc Here:
+
| colspan="4" style="width: 265px;" | Used to manage software defaults and settings.  Mobile defaults and setting have a separate feature. 
 
|-
 
|-
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_Request|Request]]
+
| class="navigationTitles" colspan="4" | New Job Defaults and Settings
 +
|-
 +
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#job_request|Request]]
 
| class="fieldGrayBackgrounds" style="width: 350px;" | [[Glossary#sd_overridejobno|Override Job No]]
 
| class="fieldGrayBackgrounds" style="width: 350px;" | [[Glossary#sd_overridejobno|Override Job No]]
 
| class="fieldGrayBackgrounds" style="width: 350px;" | [[Glossary#sd_sendjobemail|Send Job Email]]
 
| class="fieldGrayBackgrounds" style="width: 350px;" | [[Glossary#sd_sendjobemail|Send Job Email]]
 
|-
 
|-
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_jobType|Job Type]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#jobType|Job Type]]
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_serviceType|Service Type]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#job_servicetype|Service Type]]
 
|-
 
|-
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_prior|Priority]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#Priority|Priority]]
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_estHours|Est Hours]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#EstHours|Est Hours]]
 
|-
 
|-
 
| class="fieldGrayBackgrounds" style="width: 350px;" |  
 
| class="fieldGrayBackgrounds" style="width: 350px;" |  
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| colspan="2" |  
 
| colspan="2" |  
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" | Inventory Defaults Tab
+
| class="navigationTitles" colspan="4" | New Job Status Code Defaults
−
|-
 
−
| colspan="4" | [[File:SoftwareDefault Inv ccexpress.png|SoftwareDefault Inv ccexpress.png]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Update Item Short Description
 
−
|-
 
−
| class="headerMainTitles" colspan="4" | Inventory Fields
 
−
|-
 
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_inv_shortdescsize|Short Desc Size]]
 
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | &nbsp;
 
−
|-
 
−
| colspan="2" | &nbsp;
 
−
| colspan="2" | &nbsp;
 
−
|-
 
−
| class="headerMainTitles" colspan="4" | Status Code Defaults Tab
 
−
|-
 
−
| colspan="4" | [[File:SoftwareDefault SC ccexpress.png|SoftwareDefault SC ccexpress.png]]
 
−
|-
 
−
| class="headerMainTitles" colspan="4" | Status Code Defaults Fields
 
 
|-
 
|-
 
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_sc_new|New]]
 
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_sc_new|New]]
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| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_sc_onHold|On Hold]]
 
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_sc_onHold|On Hold]]
 
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_sc_boCompleted|Back Office Completed]]
 
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_sc_boCompleted|Back Office Completed]]
 +
|-
 +
| class="navigationTitles" colspan="4" | Job Search Settings
 +
|-
 +
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | Search By&nbsp;: Sets the default date field to use for new job searches.
 +
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | Date Range: Sets the default date range option for new job searches.
 +
|-
 +
| colspan="4" | &nbsp;
 +
|-
 +
| colspan="4" | [[File:SD Inventory.jpg|SD_Inventory.jpg]]
 +
|-
 +
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Define the size of the Item Short Description field
 +
|-
 +
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Update Item Short Description
 
|-
 
|-
 
| colspan="2" | &nbsp;
 
| colspan="2" | &nbsp;
 
| colspan="2" | &nbsp;
 
| colspan="2" | &nbsp;
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" | Equipment Defaults Tab
+
| colspan="4" | [[File:SD Equipment.jpg|SD_Equipment.jpg]]
 
|-
 
|-
−
| colspan="4" | [[File:SoftwareDefault EQ ccexpress.png|SoftwareDefault EQ ccexpress.png]]
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Warranty based on Sale or Invoice Date
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" | Equipment Defaults Fields
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Allocation based on Inventory Item or Model
 
|-
 
|-
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_ed_warrantyBasedOn|Warranty Based On]]
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Auto Number Equipment records using a prefix or a Matrix
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_ed_allocationBasedOn|Allocation Based On]]
 
 
|-
 
|-
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_ed_autoNo|Auto No/EQ Defaults]]
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Customized Equipment numbering using any combination of Manufacturer, Model and Equipment Type
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_ed_options|Options]]
 
 
|-
 
|-
 
| colspan="2" | &nbsp;
 
| colspan="2" | &nbsp;
 
| colspan="2" | &nbsp;
 
| colspan="2" | &nbsp;
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" | Site Defaults Tab
+
| colspan="4" | [[File:SD Site.jpg|SD_Site.jpg]]
 
|-
 
|-
−
| colspan="4" | [[File:SoftwareDefault SD ccexpress.png|SoftwareDefault SD ccexpress.png]]
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Define the default Site type
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use Customer Name and Address
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Define the default Site Tax Schedule
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" | Site Defaults Fields
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Autofill the Site with the Customer Name and Address
−
|-
 
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_sd_autoNoST|Auto No/Site Type]]
 
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_sd_taxSchedule|Tax Schedule]]
 
 
|-
 
|-
 
| colspan="2" | &nbsp;
 
| colspan="2" | &nbsp;
 
| colspan="2" | &nbsp;
 
| colspan="2" | &nbsp;
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" | Transaction Assignments Defaults Tab
+
| colspan="4" | [[File:SD Trans.jpg|SD_Trans.jpg]]
 
|-
 
|-
−
| colspan="4" | [[File:SoftwareDefault TA ccexpress.png|SoftwareDefault TA ccexpress.png]]
+
| class="headerMainTitles" colspan="4" | Transaction Assignment Defaults Fields
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" | Transaction Assignments Defaults Fields
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#Warehouse|Warehouse]]
 +
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#taxOnCustomer|Tax On Customer]]
 
|-
 
|-
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_TA_warehouse|Warehouse]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#multiBranch|Multi-Branch]]
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_TA_taxonCustomer|Tax On Customer]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#multiBranchSegment|Segment]]
 
|-
 
|-
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_TA_multiBranch|Multi-Branch]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#salesAcct|Default Sales Account]]
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_TA_segment|Segment]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#costAcct|Default Cost Account]]
−
|-
 
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_TA_defSalesAcct|Default Sales Account]]
 
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_TA_defCostAcct|Default Cost Account]]
 
 
|-
 
|-
 
| colspan="2" | &nbsp;
 
| colspan="2" | &nbsp;
 
| colspan="2" | &nbsp;
 
| colspan="2" | &nbsp;
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" | Invoicing Defaults Tab
+
| colspan="4" | [[File:SD Invoicing.jpg|SD_Invoicing.jpg]]
 
|-
 
|-
−
| colspan="4" | [[File:SoftwareDefault Invoice ccexpress.png|SoftwareDefault Invoice ccexpress.png]]
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Define the next invoice number.
 +
|-
 +
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Define the invoice number length
 +
|-
 +
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use invoice number leading characters.
 
|-
 
|-
 
| class="headerMainTitles" colspan="4" | Invoicing Defaults Fields
 
| class="headerMainTitles" colspan="4" | Invoicing Defaults Fields
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| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_Invoice_IncludeJobNotes|Include Job Notes]]
 
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_Invoice_IncludeJobNotes|Include Job Notes]]
 
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_Invoice_NextBatchNumber|Next Batch Number]]
 
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_Invoice_NextBatchNumber|Next Batch Number]]
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 700px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 700px;" | [[Glossary#sd_Invoice_NextNo|Next No]]
 
−
| class="fieldGrayBackgrounds" style="width: 700px;" | [[Glossary#sd_Invoice_Length|Length]]
 
−
| class="fieldGrayBackgrounds" style="width: 700px;" | [[Glossary#sd_Invoice_leadingChar|Leading Characters]]
 
 
|-
 
|-
 
| colspan="2" | &nbsp;
 
| colspan="2" | &nbsp;
 
| colspan="2" | &nbsp;
 
| colspan="2" | &nbsp;
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" | Planned Maintenance Defaults Tab
+
| colspan="4" | [[File:SD PM.jpg|SD_PM.jpg]]
−
|-
 
−
| colspan="4" | [[File:SoftwareDefault PM ccexpress.png|SoftwareDefault PM ccexpress.png]]
 
 
|-
 
|-
 
| class="headerMainTitles" colspan="4" | Planned Maintenance Defaults Fields
 
| class="headerMainTitles" colspan="4" | Planned Maintenance Defaults Fields
 
|-
 
|-
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_PM_Priority|Priority]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#Priority|Priority]]
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_PM_Status_Code|Status Code]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#job_status|Status Code]]
 
|-
 
|-
 
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_PM_IncludeSiteinfoascomment|Include Site info as comment]]
 
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_PM_IncludeSiteinfoascomment|Include Site info as comment]]
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| colspan="2" | &nbsp;
 
| colspan="2" | &nbsp;
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" | Agreements Defaults Tab
+
| colspan="4" | [[File:SD Agreements.jpg|SD_Agreements.jpg]]
 
|-
 
|-
−
| colspan="4" | [[File:SoftwareDefault Agree ccexpress.png|SoftwareDefault Agree ccexpress.png]]
+
| colspan="4" | &nbsp;
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" | Agreements Defaults Fields
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Setup auto-numbering
 
|-
 
|-
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_AG_AutoNo|Auto No]]
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Define next numbers
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_AG_AgreementNoLength|Agreement No Length]]
 
 
|-
 
|-
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_AG_DefaultAgreementType|Default Agreement Type]]
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Define number lengths
 +
|-
 +
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Setup auto-processing
 +
|-
 +
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Set Site and Equipment display on renewals
 +
|-
 +
| class="navigationTitles" colspan="4" | Agreements Defaults Fields
 +
|-
 +
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Agreement auto-numbering
 +
|-
 +
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Set agreement next number
 +
|-
 +
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Define number length
 +
|-
 +
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#AgreementType|Default Agreement Type]]
 
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | &nbsp;
 
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | &nbsp;
 
|-
 
|-
−
| class="fieldGrayBackgrounds" colspan="4" style="width: 700px;" | Planned Billing Options
+
| class="navigationTitles" colspan="4" style="width: 700px;" | Planned Billing Options
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 700px;" | [[Glossary#sd_AG_PB_autoProcess|Auto Process]]
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Setup auto-processing
−
| class="fieldGrayBackgrounds" style="width: 700px;" | [[Glossary#sd_AG_PB_ProcessingDate|Processing Date]]
+
|-
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | &nbsp;
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Set the planned billing Aut0-processing date by Same Day or the Next Day
 +
|-
 +
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Set next invoice number
 
|-
 
|-
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_AG_PB_NextInvoiceNumber|Next Invoice Number]]
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Define invoice number length
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_AG_PB_InvoiceNoLength|Invoice No Length]]
 
 
|-
 
|-
−
| class="fieldGrayBackgrounds" colspan="4" style="width: 700px;" | Deferred Revenue Options
+
| class="navigationTitles" colspan="4" style="width: 700px;" | Deferred Revenue Options
 
|-
 
|-
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_AG_DR_autoProcess|Auto Process]]
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Setup auto-processing
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | &nbsp;
 
 
|-
 
|-
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | Agreement Renewal Options
+
| class="navigationTitles" colspan="4" style="width: 700px;" | Agreement Renewal Options
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | &nbsp;
 
 
|-
 
|-
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_AG_AR_autoProcess|Auto Process]]
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Setup auto-processing
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | &nbsp;
 
 
|-
 
|-
 
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_AG_AR_IncludeSiteDetailsascomment|Include Site Details as comment]]
 
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_AG_AR_IncludeSiteDetailsascomment|Include Site Details as comment]]
Line 191: Line 189:
 
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_AG_AR_IncludeEquipSummaryascomment|Include Equip Summary as comment]]
 
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_AG_AR_IncludeEquipSummaryascomment|Include Equip Summary as comment]]
 
|-
 
|-
−
| class="fieldGrayBackgrounds" colspan="4" style="width: 700px;" | Allocation Defaults
+
| class="navigationTitles" colspan="4" style="width: 700px;" | Allocation Defaults
 
|-
 
|-
 
| class="fieldGrayBackgrounds" colspan="4" |  
 
| class="fieldGrayBackgrounds" colspan="4" |  
 
{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
 
{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#sd_AG_ALL_RevAccount|Revenue Account]]
+
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#costtype_RevAcct|Revenue Account]]
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#sd_AG_ALL_DefRevAccount|Deferred Revenue Account]]
+
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#costtype_RevSubacct|Deferred Revenue Account]]
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#sd_AG_ALL_Item|Item]]
+
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#Item|Item]]
 
|}
 
|}
  

Latest revision as of 12:37, 13 January 2025

SD_Jobs.jpg
Navigation
To access Defaults, select the setup COG > Setup > Software Setup > Defaults
Overview
Used to manage software defaults and settings.  Mobile defaults and setting have a separate feature. 
New Job Defaults and Settings
Request Override Job No Send Job Email
Job Type Service Type
Priority Est Hours
  Next No Length Leading Characters
   
New Job Status Code Defaults
New Dispatched
Departure Arrival
Field Completed Cancelled
On Hold Back Office Completed
Job Search Settings
Search By : Sets the default date field to use for new job searches. Date Range: Sets the default date range option for new job searches.
 
SD_Inventory.jpg
• Define the size of the Item Short Description field
• Update Item Short Description
   
SD_Equipment.jpg
• Warranty based on Sale or Invoice Date
• Allocation based on Inventory Item or Model
• Auto Number Equipment records using a prefix or a Matrix
• Customized Equipment numbering using any combination of Manufacturer, Model and Equipment Type
   
SD_Site.jpg
• Define the default Site type
• Define the default Site Tax Schedule
• Autofill the Site with the Customer Name and Address
   
SD_Trans.jpg
Transaction Assignment Defaults Fields
Warehouse Tax On Customer
Multi-Branch Segment
Default Sales Account Default Cost Account
   
SD_Invoicing.jpg
• Define the next invoice number.
• Define the invoice number length
• Use invoice number leading characters.
Invoicing Defaults Fields
Require Sales Tax Non-Tax Schedule
Include Request Include Request Notes
Include Solution Include Solution Notes
Include Job Notes Next Batch Number
   
SD_PM.jpg
Planned Maintenance Defaults Fields
Priority Status Code
Include Site info as comment Include Equipment info as comment
   
SD_Agreements.jpg
 
• Setup auto-numbering
• Define next numbers
• Define number lengths
• Setup auto-processing
• Set Site and Equipment display on renewals
Agreements Defaults Fields
• Agreement auto-numbering
• Set agreement next number
• Define number length
Default Agreement Type  
Planned Billing Options
• Setup auto-processing
• Set the planned billing Aut0-processing date by Same Day or the Next Day
• Set next invoice number
• Define invoice number length
Deferred Revenue Options
• Setup auto-processing
Agreement Renewal Options
• Setup auto-processing
Include Site Details as comment Include Equip Details as comment
Include Site Summary as comment Include Equip Summary as comment
Allocation Defaults
Revenue Account Deferred Revenue Account Item
   
Back to Setting Up SVCONTHEGO  

 

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