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;" | ||
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| − | | colspan="4" | [[File: | + | | colspan="4" | [[File:SD_Jobs.jpg|SD_Jobs.jpg]] |
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| class="navigationTitles" colspan="4" | Navigation | | class="navigationTitles" colspan="4" | Navigation | ||
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| class="headerMainTitles" colspan="4" | Inventory Defaults Tab | | class="headerMainTitles" colspan="4" | Inventory Defaults Tab | ||
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| − | | colspan="4" | [[File: | + | | colspan="4" | [[File:SD_Inventory.jpg|SD_Inventory.jpg]] |
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Define the size of the Item Short Description field | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Define the size of the Item Short Description field | ||
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| class="headerMainTitles" colspan="4" | Equipment Defaults Tab | | class="headerMainTitles" colspan="4" | Equipment Defaults Tab | ||
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| − | | colspan="4" | [[File: | + | | colspan="4" | [[File:SD_Equipment.jpg|SD_Equipment.jpg]] |
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Warranty based on Sale or Invoice Date | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Warranty based on Sale or Invoice Date | ||
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| class="headerMainTitles" colspan="4" | Site Defaults Tab | | class="headerMainTitles" colspan="4" | Site Defaults Tab | ||
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| − | | colspan="4" | [[File: | + | | colspan="4" | [[File:SD_Site.jpg|SD_Site.jpg]] |
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Define the default Site type | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Define the default Site type | ||
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| class="headerMainTitles" colspan="4" | Transaction Assignments Defaults Tab | | class="headerMainTitles" colspan="4" | Transaction Assignments Defaults Tab | ||
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| − | | colspan="4" | [[File: | + | | colspan="4" | [[File:SD_Trans.jpg|SD_Trans.jpg]] |
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| class="headerMainTitles" colspan="4" | Transaction Assignment Defaults Fields | | class="headerMainTitles" colspan="4" | Transaction Assignment Defaults Fields | ||
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| class="headerMainTitles" colspan="4" | Invoicing Defaults Tab | | class="headerMainTitles" colspan="4" | Invoicing Defaults Tab | ||
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| − | | colspan="4" | [[File: | + | | colspan="4" | [[File:SD_Invoicing.jpg|SD_Invoicing.jpg]] |
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Define the next invoice number. | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Define the next invoice number. | ||
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| class="headerMainTitles" colspan="4" | Planned Maintenance Defaults Tab | | class="headerMainTitles" colspan="4" | Planned Maintenance Defaults Tab | ||
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| − | | colspan="4" | [[File: | + | | colspan="4" | [[File:SD_PM.jpg|SD_PM.jpg]] |
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| class="headerMainTitles" colspan="4" | Planned Maintenance Defaults Fields | | class="headerMainTitles" colspan="4" | Planned Maintenance Defaults Fields | ||
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| class="headerMainTitles" colspan="4" | Agreements Defaults Tab | | class="headerMainTitles" colspan="4" | Agreements Defaults Tab | ||
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| − | | colspan="4" | [[File: | + | | colspan="4" | [[File:SD_Agreements.jpg|SD_Agreements.jpg]] |
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| colspan="4" | | | colspan="4" | | ||
Revision as of 16:29, 13 January 2025
| ||||||
| 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. | ||||||
| Request | Override Job No | Send Job Email | ||||
| Job Type | Service Type | |||||
| Priority | Est Hours | |||||
| Next No | Length | Leading Characters | ||||
| Inventory Defaults Tab | ||||||
| ||||||
| • Define the size of the Item Short Description field | ||||||
| • Update Item Short Description | ||||||
| Status Code Defaults Tab | ||||||
| ||||||
| Status Code Defaults Fields | ||||||
| New | Dispatched | |||||
| Departure | Arrival | |||||
| Field Completed | Cancelled | |||||
| On Hold | Back Office Completed | |||||
| Equipment Defaults Tab | ||||||
| ||||||
| • 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 | ||||||
| ||||||
| • Define the default Site type | ||||||
| • Define the default Site Tax Schedule | ||||||
| • Autofill the Site with the Customer Name and Address | ||||||
| Transaction Assignments Defaults Tab | ||||||
| ||||||
| Transaction Assignment Defaults Fields | ||||||
| Warehouse | Tax On Customer | |||||
| Multi-Branch | Segment | |||||
| Default Sales Account | Default Cost Account | |||||
| Invoicing Defaults Tab | ||||||
| ||||||
| • 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 | ||||||
| ||||||
| Planned Maintenance Defaults Fields | ||||||
| Priority | Status Code | |||||
| Include Site info as comment | Include Equipment info as comment | |||||
| Agreements Defaults Tab | ||||||
| ||||||
| • 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 | ||||||
| ||||||
| Back to Setting Up SVCONTHEGO | ||||||
