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="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_Request|Request]]
+
| class="navigationTitles" colspan="4" | Navigation
 +
|-
 +
| colspan="4" style="width: 265px;" | To access Defaults, select the setup COG > Setup > Software Setup > Defaults
 +
|-
 +
| class="navigationTitles" colspan="4" | Overview
 +
|-
 +
| colspan="4" style="width: 265px;" | Used to manage software defaults and settings.  Mobile defaults and setting have a separate feature. 
 +
|-
 +
| 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;" |  
Line 22: Line 32:
 
| 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]]
 
|-
 
| class="headerMainTitles" colspan="4" | Inventory Fields
 
|-
 
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Update Item Short Description
 
|-
 
| 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]]
Line 53: Line 45:
 
| 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;
 
|-
 
|-
| colspan="2" | &nbsp;
+
| colspan="4" | [[File:SD Equipment.jpg|SD_Equipment.jpg]]
| colspan="2" | &nbsp;
+
|-
 +
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Warranty based on Sale or Invoice Date
 +
|-
 +
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Allocation based on Inventory Item or Model
 +
|-
 +
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Auto Number Equipment records using a prefix or a Matrix
 +
|-
 +
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Customized Equipment numbering using any combination of Manufacturer, Model and Equipment Type
 
|-
 
|-
 
| colspan="2" | &nbsp;
 
| colspan="2" | &nbsp;
 
| colspan="2" | &nbsp;
 
| colspan="2" | &nbsp;
 
|-
 
|-
| class="headerMainTitles" colspan="4" | Equipment Defaults Tab
+
| colspan="4" | [[File:SD Site.jpg|SD_Site.jpg]]
 
|-
 
|-
| colspan="4" | [[File:SoftwareDefault EQ ccexpress.png|SoftwareDefault EQ ccexpress.png]]
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Define the default Site type
 
|-
 
|-
| class="headerMainTitles" colspan="4" | Equipment Defaults Fields
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Define the default Site Tax Schedule
 
|-
 
|-
| 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;Autofill the Site with the Customer Name and Address
| 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]]
 
| 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 Trans.jpg|SD_Trans.jpg]]
 
|-
 
|-
| colspan="4" | [[File:SoftwareDefault SD ccexpress.png|SoftwareDefault SD ccexpress.png]]
+
| class="headerMainTitles" colspan="4" | Transaction Assignment Defaults Fields
 
|-
 
|-
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use Customer Name and Address
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#Warehouse|Warehouse]]
 +
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#taxOnCustomer|Tax On Customer]]
 
|-
 
|-
| class="headerMainTitles" colspan="4" | Site Defaults Fields
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#multiBranch|Multi-Branch]]
 +
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#multiBranchSegment|Segment]]
 
|-
 
|-
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_sd_autoNoST|Auto No/Site Type]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#salesAcct|Default Sales Account]]
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_sd_taxSchedule|Tax Schedule]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#costAcct|Default Cost Account]]
 
|-
 
|-
 
| colspan="2" | &nbsp;
 
| colspan="2" | &nbsp;
 
| colspan="2" | &nbsp;
 
| colspan="2" | &nbsp;
 
|-
 
|-
| colspan="2" | &nbsp;
+
| colspan="4" | [[File:SD Invoicing.jpg|SD_Invoicing.jpg]]
| colspan="2" | &nbsp;
+
|-
 +
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Define the next invoice number.
 
|-
 
|-
| colspan="2" | &nbsp;
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Define the invoice number length
| colspan="2" | &nbsp;
 
 
|-
 
|-
| colspan="2" | &nbsp;
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use invoice number leading characters.
| colspan="2" | &nbsp;
 
 
|-
 
|-
| colspan="2" | &nbsp;
+
| class="headerMainTitles" colspan="4" | Invoicing Defaults Fields
| colspan="2" | &nbsp;
 
 
|-
 
|-
| class="headerMainTitles" colspan="4" | Transaction Assignments Defaults Tab
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_Invoice_RequireSalesTax|Require Sales Tax]]
 +
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_Invoice_Non-TaxSchedule|Non-Tax Schedule]]
 
|-
 
|-
| colspan="4" | [[File:SoftwareDefault TA ccexpress.png|SoftwareDefault TA ccexpress.png]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_Invoice_IncludeRequest|Include Request]]
 +
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_Invoice_IncludeRequestNotes|Include Request Notes]]
 
|-
 
|-
| class="headerMainTitles" colspan="4" | Transaction Assignments Defaults Fields
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_Invoice_IncludeSolution|Include Solution]]
 +
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_Invoice_IncludeSolutionNotes|Include Solution Notes]]
 
|-
 
|-
| colspan="2" | &nbsp;
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_Invoice_IncludeJobNotes|Include Job Notes]]
| colspan="2" | &nbsp;
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_Invoice_NextBatchNumber|Next Batch Number]]
 
|-
 
|-
 
| colspan="2" | &nbsp;
 
| colspan="2" | &nbsp;
 
| colspan="2" | &nbsp;
 
| colspan="2" | &nbsp;
 
|-
 
|-
| colspan="2" | &nbsp;
+
| colspan="4" | [[File:SD PM.jpg|SD_PM.jpg]]
| colspan="2" | &nbsp;
 
 
|-
 
|-
| class="headerMainTitles" colspan="4" | Invoicing Defaults Tab
+
| class="headerMainTitles" colspan="4" | Planned Maintenance Defaults Fields
 
|-
 
|-
| colspan="4" | [[File:SoftwareDefault Invoice ccexpress.png|SoftwareDefault Invoice ccexpress.png]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#Priority|Priority]]
 +
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#job_status|Status Code]]
 
|-
 
|-
| class="headerMainTitles" colspan="4" | Invoicing Defaults Fields
+
| 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_IncludeEquipmentinfoascomment|Include Equipment info as comment]]
 
|-
 
|-
 
| colspan="2" | &nbsp;
 
| colspan="2" | &nbsp;
 
| colspan="2" | &nbsp;
 
| colspan="2" | &nbsp;
 
|-
 
|-
| colspan="2" | &nbsp;
+
| colspan="4" | [[File:SD Agreements.jpg|SD_Agreements.jpg]]
| colspan="2" | &nbsp;
+
|-
 +
| colspan="4" | &nbsp;
 +
|-
 +
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Setup auto-numbering
 +
|-
 +
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Define next numbers
 
|-
 
|-
| colspan="2" | &nbsp;
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Define number lengths
| colspan="2" | &nbsp;
 
 
|-
 
|-
| colspan="2" | &nbsp;
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Setup auto-processing
| colspan="2" | &nbsp;
 
 
|-
 
|-
| colspan="2" | &nbsp;
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Set Site and Equipment display on renewals
| colspan="2" | &nbsp;
 
 
|-
 
|-
| colspan="2" | &nbsp;
+
| class="navigationTitles" colspan="4" | Agreements Defaults Fields
| colspan="2" | &nbsp;
 
 
|-
 
|-
| colspan="2" | &nbsp;
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Agreement auto-numbering
| colspan="2" | &nbsp;
 
 
|-
 
|-
| class="headerMainTitles" colspan="4" | Planned Maintenance Defaults Tab
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Set agreement next number
 
|-
 
|-
| colspan="4" | [[File:SoftwareDefault PM ccexpress.png|SoftwareDefault PM ccexpress.png]]
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Define number length
 
|-
 
|-
| class="headerMainTitles" colspan="4" | Planned Maintenance Defaults Fields
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#AgreementType|Default Agreement Type]]
 +
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | &nbsp;
 
|-
 
|-
| colspan="2" | &nbsp;
+
| class="navigationTitles" colspan="4" style="width: 700px;" | Planned Billing Options
| colspan="2" | &nbsp;
 
 
|-
 
|-
| colspan="2" | &nbsp;
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Setup auto-processing
| colspan="2" | &nbsp;
 
 
|-
 
|-
| colspan="2" | &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="2" | &nbsp;
 
 
|-
 
|-
| colspan="2" | &nbsp;
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Set next invoice number
| colspan="2" | &nbsp;
 
 
|-
 
|-
| colspan="2" | &nbsp;
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Define invoice number length
| colspan="2" | &nbsp;
 
 
|-
 
|-
| class="headerMainTitles" colspan="4" | Agreements Defaults Tab
+
| class="navigationTitles" colspan="4" style="width: 700px;" | Deferred Revenue Options
 
|-
 
|-
| colspan="4" | [[File:SoftwareDefault Agree ccexpress.png|SoftwareDefault Agree ccexpress.png]]
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Setup auto-processing
 
|-
 
|-
| class="headerMainTitles" colspan="4" | Agreements Defaults Fields
+
| class="navigationTitles" colspan="4" style="width: 700px;" | Agreement Renewal Options
 
|-
 
|-
| colspan="2" | &nbsp;
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Setup auto-processing
| colspan="2" | &nbsp;
 
 
|-
 
|-
| colspan="2" | &nbsp;
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_AG_AR_IncludeSiteDetailsascomment|Include Site Details as comment]]
| colspan="2" | &nbsp;
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_AG_AR_IncludeEquipDetailsascomment|Include Equip Details as comment]]
 
|-
 
|-
| colspan="2" | &nbsp;
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_AG_AR_IncludeSiteSummaryascomment|Include Site Summary as comment]]
| colspan="2" | &nbsp;
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_AG_AR_IncludeEquipSummaryascomment|Include Equip Summary as comment]]
 
|-
 
|-
| colspan="2" | &nbsp;
+
| class="navigationTitles" colspan="4" style="width: 700px;" | Allocation Defaults
| colspan="2" | &nbsp;
 
 
|-
 
|-
| colspan="2" | &nbsp;
+
| class="fieldGrayBackgrounds" colspan="4" |  
| colspan="2" | &nbsp;
+
{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
 
|-
 
|-
| colspan="2" | &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#costtype_RevAcct|Revenue Account]]
| colspan="2" | &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#costtype_RevSubacct|Deferred Revenue Account]]
 +
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#Item|Item]]
 +
|}
 +
 
 
|-
 
|-
 
| colspan="2" | &nbsp;
 
| colspan="2" | &nbsp;
 
| colspan="2" | &nbsp;
 
| colspan="2" | &nbsp;
 
|-
 
|-
| colspan="2" | &nbsp;
+
| colspan="2" | [[Setting_Up_SVCONTHEGO|Back to Setting Up SVCONTHEGO]]
 
| colspan="2" | &nbsp;
 
| colspan="2" | &nbsp;
 
|}
 
|}
  
 
&nbsp;
 
&nbsp;

Latest revision as of 12:37, 13 January 2025

SD_Jobs.jpg
To access Defaults, select the setup COG > Setup > Software Setup > Defaults
Used to manage software defaults and settings.  Mobile defaults and setting have a separate feature. 
Request Override Job No Send Job Email
Job Type Service Type
Priority Est Hours
  Next No Length Leading Characters
   
New Dispatched
Departure Arrival
Field Completed Cancelled
On Hold Back Office Completed
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
 Agreement auto-numbering
 Set agreement next number
 Define number length
Default Agreement Type  
 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
 Setup auto-processing
 Setup auto-processing
Include Site Details as comment Include Equip Details as comment
Include Site Summary as comment Include Equip Summary as comment
Revenue Account Deferred Revenue Account Item
   
Back to Setting Up SVCONTHEGO