Defaults

Defaults ccexpress.png
Navigation
To access Defaults, select the setup COG > Setup > Software Setup > Defaults
Overview
Desc Here:
Request		Override Job No	Send Job Email
Job Type		Service Type
Priority		Est Hours
	Next No	Length	Leading Characters
Inventory Defaults Tab
SoftwareDefault Inv ccexpress.png
• Define the size of the Item Short Description field
• Update Item Short Description
Status Code Defaults Tab
SoftwareDefault SC ccexpress.png
Status Code Defaults Fields
New		Dispatched
Departure		Arrival
Field Completed		Cancelled
On Hold		Back Office Completed
Equipment Defaults Tab
SoftwareDefault EQ ccexpress.png
• 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
Site Defaults Tab
SoftwareDefault SD ccexpress.png
• Define the default Site type
• Define the default Site Tax Schedule
• Autofill the Site with the Customer Name and Address
Transaction Assignments Defaults Tab
SoftwareDefault TA ccexpress.png
Status Code Defaults Fields
Warehouse		Tax On Customer
Multi-Branch		Segment
Default Sales Account		Default Cost Account
Invoicing Defaults Tab
SoftwareDefault Invoice ccexpress.png
• 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
Planned Maintenance Defaults Tab
SoftwareDefault PM ccexpress.png
Planned Maintenance Defaults Fields
Priority		Status Code
Include Site info as comment		Include Equipment info as comment
Agreements Defaults Tab
SoftwareDefault Agree ccexpress.png
SoftwareDefault Invoice ccexpress.png
• Setup autonumbering
• Define the next agreement number
• Define the agreement number length
Agreements Defaults Fields
Auto No		Agreement No Length
Default Agreement Type
Planned Billing Options
Auto Process	Processing Date
Next Invoice Number		Invoice No Length
Deferred Revenue Options
Auto Process
Agreement Renewal Options
Auto Process
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
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