Difference between revisions of "Setup"
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<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|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|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|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|Referral Codes]]</div> | + | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Referral Codes]]</div> <pre>Referral codes are used to identify the orgin of the customer relationship.</pre> |
| − | < | + | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Inactive Reasons]]</div> <pre>Inactive reasons are used to record the reason for the inactivation of an account.</pre> |
| − | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Inactive Reasons]]</div> | + | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Chart of Accounts]]</div> <pre>The Chart of Accounts feature provide a quick view into the Chart of Accounts as imported. This information is managed in the ERP system. </pre> |
| − | < | + | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Print Options]]</div> <pre>Print options are used to add custom reports and manage existing reports.</pre> |
| − | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Chart of Accounts]]</div> | + | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Email Settings]]</div> <pre>The email settings feature is used to setup emailing. </pre> |
| − | < | + | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Software Update]]</div> <pre>The software update feature provides the ability to pull new data from the ERP system.</pre> |
| − | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Print Options]]</div> | + | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Dispatch Batch Management]]</div> <pre>Used in mobil only, this feature is used to organized servicers for back office job posting. </pre> |
| − | < | + | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Form Management]]</div> <pre>The form management feature is used to alter the mobile board. </pre> |
| − | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Email Settings]]</div> | + | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Categories]]</div> <pre>The categories feature is used to setup mobile buttons by job type and service type. </pre> |
| − | < | + | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Mobile Setup]]</div> <pre>Management software defaults and settings.</pre> |
| − | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Software Update]]</div> | + | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Mobile Hot List]]</div> <pre>Management software defaults and settings.</pre> |
| − | < | + | <div class="fieldHeader" id="customercity">[[Customer_Management|External Forms Management]]</div> <pre>Management software defaults and settings.</pre> |
| − | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Dispatch Batch Management]]</div> | + | <div class="fieldHeader" id="customercity">[[Customer_Management|Material Group Codes]]</div> <pre>Management software defaults and settings.</pre> |
| − | < | + | <div class="fieldHeader" id="customercity">[[Customer_Management|Reporting Groups]]</div> <pre>Management software defaults and settings.</pre> |
| − | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Form Management]]</div> | + | <div class="fieldHeader" id="customercity">[[Customer_Management|Task Codes]]</div> <pre>Management software defaults and settings.</pre> |
| − | < | + | <div class="fieldHeader" id="customercity">[[Customer_Management|Schedule Types]]</div> <pre>Management software defaults and settings</pre> |
| − | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Categories]]</div> | ||
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| − | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Mobile Setup]]</div> | ||
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| − | <div> </div> <div class="fieldHeader" id="customercity">[[Customer_Management|Mobile Hot List]]</div> | ||
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Revision as of 06:38, 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.
Referral codes are used to identify the orgin of the customer relationship.
Inactive reasons are used to record the reason for the inactivation of an account.
The Chart of Accounts feature provide a quick view into the Chart of Accounts as imported. This information is managed in the ERP system.
Print options are used to add custom reports and manage existing reports.
The email settings feature is used to setup emailing.
The software update feature provides the ability to pull new data from the ERP system.
Used in mobil only, this feature is used to organized servicers for back office job posting.
The form management feature is used to alter the mobile board.
The categories feature is used to setup mobile buttons by job type and service type.
Management software defaults and settings.
Management software defaults and settings.
Management software defaults and settings.
Management software defaults and settings.
Management software defaults and settings.
Management software defaults and settings.
Management software defaults and settings
