Difference between revisions of "Setup"
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<div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Product Lines]]</div> <pre>Inventory item product lines. </pre> | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Product Lines]]</div> <pre>Inventory item product lines. </pre> | ||
<div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Position/Locations]]</div> <pre>Indicates the physical location of a piece of equipment.</pre> | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Position/Locations]]</div> <pre>Indicates the physical location of a piece of equipment.</pre> | ||
| − | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Site Types]]</div> | + | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Site Types]]</div> <pre>The default site type for new sites.</pre> |
| − | < | + | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Chains]]</div> <pre>Site chains. Chains are not required.</pre> |
| − | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Chains]]</div> | + | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Price Levels]]</div> <pre>The price levels available for customer assignement.</pre> |
| − | < | + | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Renewal Text Codes]]</div> <pre>The text that will be displayed on the agreement renewal invoice. </pre> |
| − | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Price Levels]]</div> | + | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|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> |
| − | < | + | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Allocations]]</div> <pre>Allocations are used to distribute the agreement dollars to the required general ledger accounts. </pre> |
| − | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Renewal Text Codes]]</div> | + | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Workforce]]</div> <pre>Servicer management. </pre> |
| − | < | + | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Qualifications]]</div> <pre>Servicer qualifications management</pre> |
| − | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Agreement Types]]</div> | + | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Territories]]</div> <pre>Territory management</pre> |
| − | < | + | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Defaults]]</div> <pre>Management software defaults and settings.</pre> |
| − | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Allocations]]</div> | + | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Task Type Maintenance]]</div> <pre>Manage task types. Task types are used for organizing tasks.</pre> |
| − | < | + | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Note Categories]]</div> <pre>Used to organize notes.</pre> |
| − | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Workforce]]</div> | + | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Email Types]]</div> <pre>Used to organize emails.</pre> |
| − | < | + | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Warehouse Setup]]</div> <pre>Warehouses for use with inventory items.</pre> |
| − | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Qualifications]]</div> | + | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Contact Types]]</div> <pre>Types can be used to organize contacts.</pre> |
| − | < | + | <div> </div> <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.</pre> |
| − | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Territories]]</div> | + | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Payment Types]]</div> <pre>Used to identify payment methods.</pre> |
| − | < | + | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Job Titles]]</div> <pre>Job titles are used to identify the position of company representatives.</pre> |
| − | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Defaults]]</div> | + | <div> </div> <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.</pre> |
| − | < | ||
| − | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Task Type Maintenance]]</div> | ||
| − | < | ||
| − | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Note Categories]]</div> | ||
| − | < | ||
| − | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Email Types]]</div> | ||
| − | < | ||
| − | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Warehouse Setup]]</div> | ||
| − | < | ||
| − | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Contact Types]]</div> | ||
| − | < | ||
| − | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Term Codes]]</div> | ||
| − | < | ||
| − | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Payment Types]]</div> | ||
| − | < | ||
| − | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Job Titles]]</div> | ||
| − | < | ||
| − | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Tax Management]]</div> | ||
| − | < | ||
<div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Referral Codes]]</div> | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Referral Codes]]</div> | ||
<span class="fieldDetails">The customer's city.</span> | <span class="fieldDetails">The customer's city.</span> | ||
Revision as of 06:30, 12 May 2023
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.
The customer's city.
The customer's city.
The customer's city.
The customer's city.
The customer's city.
The customer's city.
The customer's city.
The customer's city.
The customer's city.
The customer's city.
The customer's city.
The customer's city.
The customer's city.
The customer's city.
The customer's city.
The customer's city.
